Tracks
A module course teaches you a body of work. These teach the mechanics that are the same on all 1278 screens — which is what somebody needs before the module courses are worth taking.
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Finding your way around
Modules, groups, sections, tiles and the search box — how to reach any of 1278 screens in under ten seconds.
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Icons, folded panels and group tiles
Tell tiles apart by their icon, open the two dashboard panels that start folded, and use the pages that open on a row of tiles with counts.
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Narrowing a list
The one filter bar every table in the product carries. Learn it once, and it is learned for all 1278 screens.
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Creating and correcting records
Forms, required fields, where dropdown choices come from, and the five grounds a record may not be edited on.
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What is this record waiting for?
The strip on every record page: the next step in words, and the button that takes it.
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Ten spare fields on every record
Already on every screen, hidden by default: show one on a list from Columns, switch one on in a form under More fields, and rename it only if you want to.
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The same again: copying a record
Copy on every list and every record page — what comes across, what does not, and what happens when a code has to be unique.
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Everything connected to this record
The 360° panel on every record page and on every line: what it is made of, what has happened to it, what it holds — adding to it without leaving, and getting back to where you started.
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Dialogs, counts, dates and results held to their maximum
The console’s own dialogs and their keys, one record count, dates in your format, ASK beside the page, approval levels in signing order, and assessment results held to their maximum and their section.
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Global and local views
A saved view is yours until you publish it. Publishing one for the whole company is a permission, and so is withdrawing somebody else’s.
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The period, the order and the typeface: your view
Pick the period the dashboard covers, put modules and tiles in your order with the move buttons, arrange and hide the main tiles of a module’s home, keep only the languages you use, and choose a typeface for low vision.
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Companies, units and what you are looking at
Two levels of structure, and the boundary that separates far more than most people expect.
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Signing in with two-step verification
On a cloud deployment a password is followed by a code from your phone. Setting it up, the recovery codes, a new phone, and a lost one.
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The configurator definition workbook
Download, edit and upload a whole configurable product's definition as one Excel workbook.
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Quotas and the forecast
Plans, quotas, categories, calls, roll-ups and snapshots.
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The customer portal
Inviting, securing and limiting customer sign-ins.
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A day on the till
Sessions, sales, returns, the close and the Z report.
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E-prescribing
Sending prescriptions as NCPDP SCRIPT and answering what pharmacies send back.
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Claims EDI and remittances
837 out, 999 and 277CA back, 835 posted and reconciled, 270/271 eligibility.
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Medication reconciliation
Home, here and outside lists side by side, decisions, signature, and the list updated.
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Using My Workspace
What an employee can do in self service, and what goes to whom.
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Posting a landed cost voucher
Add the receipts, enter the charges, preview the spread and post.
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Issuing an e-invoice
A profile for the company, identifiers for the customer, then generate, check and send.
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Payroll in your company's country
How payroll changes with the company's country, and how to work GOSI, the WPS file and end of service in Saudi Arabia.
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EDI interchanges
Reading the log of everything exchanged with trading partners.
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Supplier portal users
Inviting and managing the people outside who use the supplier portal.
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Returns (RMA)
Taking goods back from a customer and putting it right.
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Rooms, clashes and the timetable builder
Rooms are booked, not typed: the database refuses a double-booked room or lecturer, and the builder proposes a conflict-free week.
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Country compliance in Accounting
India’s screens, the Sales Tax Wizard and the ZATCA screens are in Accounting › Close & Compliance, and since 13 October they appear for a company that operates in the country, not only one headquartered there. Where things are now, who sees them, and what an administrator grants.
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Why a dashboard count can be a minute old
Dashboard figures are shared for 60 seconds so they never crowd out the screens people are waiting on; the duty-conflict report is fast; background tabs stop asking.
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Loading a spreadsheet
Excel, CSV or PDF into any of 1278 screens, through the same rules as typing — from a template that maps itself, and without making anything twice when the same file comes back.
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Reading and building a report
One engine over 119 cubes, and every module report in its Reports & Analytics catalogue: dimensions, key figures, drill-down, and why a subtotal is computed rather than added up.
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Statements, printing and your own dashboard
The balance sheet, P&L, trial balance, cash flow and aging in the forms accountants read, how every report prints, and pinning any tile to your dashboard.
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Scanning with a camera, and approving what is yours
Reading barcodes with any device camera on Scan & Post, and deciding the approvals routed to you without the module they belong to.
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Who approves a purchase order, and who is told
The organizational unit every order carries, the company-currency total approval limits are judged on, who approves and in what order, what changing an order or a rule does to its approval, and who is copied once it is approved.
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When an employee leaves
HRMS → People → Employees: Terminate for a leaving that has happened, Plan separation for one still to come, and Change status for leave and suspension.
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The same person twice
Patients, students, applicants and employees: what counts as the same person, what happens when a save is held back, "Create anyway", and the Possible Duplicates lists.
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Monthly depreciation, posted once
Accounting → Assets → Fixed Assets → Run monthly depreciation: once per asset per month, what a second run says, how to redo a month, and the duplicates to clean up.
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Putting a candidate forward for a job
An application from either end — the candidate or the posting — in HRMS, and a submission in Talent & Contingent Workforce.
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Moving stock, and what it leaves behind
Supply Chain → Warehouse → Goods Movement: the five steps every stock movement shares, the movements that have no document at all, and the labels and material document that come off the end.
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Goods receipts, and the serial numbers of what came in
Supply Chain → Requisitions & Orders → Goods Receipts: every receipt and every line it received, and Register serials to record the serial number of each unit — after posting too.
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One tag, one whole delivery
The difference between a tag on a box and a tag on a pallet, printing one from a purchase order, and the three ways to read it — including on a laptop that cannot tap anything.
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Recording what a supplier quoted
Supply Chain → Strategic Sourcing: pricing a response line by line against the enquiry’s own lines, who may see and record one, and ordering what the event awarded.
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Which parts a configured product is built from
A super bill of materials holds every variant’s parts. Each line says which configuration it belongs to: always, with an option, or under a condition.
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A product’s recipe: fixed and variable materials and processes
On the model itself: what every configuration takes, what only one option brings, in the unit it is used in — and processes or whole routings the same way.
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Answers that are values, and values that follow answers
Typed values with units, decimal places and lengths; "Other — specify"; and B1/B2 filled in from the process connection.
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What the planning run proposes, and why
Supply Plans: demand, supply, level by level, and why firming a proposal means it is not proposed again.
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Confirming ASK, importing configurations, undoing a double charge
Three things that now happen in one clear step: saying yes to ASK, loading many configurations of a model, and reversing a month of depreciation charged twice.
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Approving quotations and requisitions, reconnecting a bank, assigning a bed
A quotation checked before it reaches the customer, a requisition you can follow and are emailed about, a bank connection repaired rather than duplicated, and a bed that cannot be given twice.
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Scoring and awarding an enquiry, and capitalising what arrives
Supply Chain → Strategic Sourcing: responses scored and ranked as they are recorded, marks for what a person judges, an award in rank order; then Accounting → Assets → Assets to Capitalise for the equipment the award bought.
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Naming an approver, choosing units, and the other changes of 1 October
Approval rules that name their approver one way, sign-in for people new to TRANXACT, units chosen from a list, capital spend categories, ASK and codes, duplicates reviewed, kanban attention, report pages, the view a list opens with, and the busy message.
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Saudi e-invoicing: issuing under ZATCA Phase 1
Switching ZATCA Phase 1 on for a Saudi company, standard and simplified invoices, VAT categories from the tax code, the buyer’s Saudi details, what Post checks and stamps, credit notes, and the back-fill of invoices posted before the switch.
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Cards on file and recurring card charges
Storing a customer’s card without anyone being able to read it, the mandate that says what they agreed to, charging due mandates in a batch, and the card API for websites.
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US sales tax from the ship-to address
Where you collect, how an address becomes state, county, city and district taxes, what the state does not tax, exemption certificates, and the jurisdiction-by-jurisdiction detail a return reads.
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US payroll below the federal line
State certificates and methods, reciprocity and the resident credit, SDI and paid-leave programs, city, county, school district and transit taxes, the W-2’s boxes 14 to 20 and the liability accounts they post to.
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India compliance: GST, UPI and statutory payroll
For a company that operates in India: GSTINs and tax codes, the CGST/SGST or IGST split by place of supply, e-invoices and e-way bills, GSTR-1 and GSTR-3B, UPI payments applied as receipts and matched to the settlement, and PF, ESI, professional tax, LWF and TDS.
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Panel interviews: scoring a selection committee
Weighted scorecards, a panel with a chair, each panelist marking their own row, how the panel’s outcome is reached, overriding it with a reason, ranking the candidates and selecting out of rank.
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Finding a company on the web before you commit
Type a customer’s or supplier’s name or website in the Find box at the top of the form and have the public facts proposed, each with its source — accepted one at a time, written by nobody but you.
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A configurable product inside a configurable product
Where a configuration’s bill of material comes from, what happens when a component is itself a model, and how the cost rolls up.
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Counting fixed assets on the handheld
Goods Movement → Fixed Asset: scan an asset, check its register entry, record what you found, read the six views of a count, and print asset labels.
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From the paper back to the record
Document Retrieval: scan the QR code on a printed material document to see what it moved, open the document and read its attachments.
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Leads from an applicant-tracking system
CRM → Leads and Lead Contacts: import the two files Ceipal and its kind export, keep each person’s first and last name apart, and convert a lead with its people.
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A company’s people, wherever they were recorded
The Contacts section of a lead and of an account lists everybody known at that company and says where each is recorded; Country and State are lists, and SIC and NAICS appear only in North America.
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Your attention list, and handing it over
Opening the folded dashboard sections, delegating "Needs your attention" to a colleague while you are away, and forwarding one item to one person.
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Reading amounts correctly
Why some amounts carry a currency mark and others do not — and why that is deliberate.
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Totals in the company’s currency
How a list, a report or an export adds up rows in different currencies, which rate it uses, and which columns are totalled at all.
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Printing a document
Form templates as records you can edit — and the one real limit worth knowing before you design one.
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ASK, and standing instructions
An assistant that runs the work under your own permissions, and agents that do it without being asked.
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Asking ASK in your own language
Speak or type in any language: ASK answers in it, or in the nearest of the seventeen TRANXACT ships, in writing and aloud.
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What ASK and the AI engines never see
Personal data is replaced on the server before anything reaches an AI engine, answers are scrubbed on the way back, and sensitive fields are withheld from ASK — with the two things that cannot be filtered.
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What a form will take, and why
The value rules every field is checked against, choices narrowed by what you picked above them, and the limits that depend on other records.
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Reading the six figures, and who may press which button
The industry-standard KPIs and process indicators at the top of every module, and how each button answers to the permission on its screen.
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What a configurator rule can do
Rules decide defaults, validations, components, quantities, the bill of material and routing variant, operations and what flows into sub-assemblies, and they can be written as plain sentences.
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Mailbox and calendar sync
What is read, what is logged, and who can see it.
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Lead scoring models
Rules, trained models, grades and thresholds.
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Online sales channels
Connectors, SKUs, webhooks, stock and fulfilment.
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Delegated Tasks
The queue of agent work handed to licensed Claude workers: claiming a task, connecting Claude to it, handing the result back and reviewing it.
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Controlled substances (EPCS)
Dual-approved permission, two factors at signing, and the signing log.
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HL7 interfaces and the FHIR API
HL7 v2 messages in and out with ACKs; FHIR R4 clients, scopes and audit.
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Patient statements
Statement runs, ageing, dunning, holds and the patient portal.
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Reviewing changes and reading exit interviews
HR's side of self service: the review queue, the exit questionnaires and the confidential answers.
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Preparing an XBRL filing
Choose the taxonomy and period, generate, review the facts and the validation, download and file.
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Dock appointments
Booking doors and slots, and checking trucks in and out.
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Drop-ship orders
Lines the vendor ships straight to the customer.
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The exam timetable
Exam periods and sittings, a scheduler that respects students' exams and the day's limit, split rooms, invigilators and publishing.
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ISIRs, cost of attendance and packaging
For US institutions: ISIR import and matching, verification and C-code tasks, cost of attendance, need, packaging that never passes the COA, offers, letters and acceptance.
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ZATCA Drafts, Forms and Credit Notes
How drafts are numbered under ZATCA, which forms print, how duplicate credit notes are caught and what the ZATCA e-invoice does and does not do.
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Moving Records Through Their Stages
Travel requests, projects, costing runs, complaints, audits, CAPAs and more now move by named actions on the record, never by typing a status.
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Serial Numbers From Production to Shipment
A serial-controlled item takes its serial numbers when production is completed and when a delivery is picked, so it can be shipped.
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Postings on Your Own Chart of Accounts
Every posting resolves its accounts from your chart (posting roles), invoice lines credit their own account and cost centre, and the early-payment discount follows the supplier's own terms.
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Payroll Tax, Timesheets and Real Dates
Each payroll tax is totalled from its own payslip lines, nobody approves their own timesheet, and clinical, pay-record and accrual dates are the ones you give.
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Organisation Charts for Large Organisations
Find a person or unit, fit the chart readably, pop it out to the full window, and change a manager safely with confirmation and undo.
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Asking ASK to Do the Work
ASK shows exactly what it will do, runs exactly that on Confirm as you, and reports Done or Not done with the platform's own reason.
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Where Each Module Opens After Signing In
Personalize, After signing in: open each module at its home after a new sign-in, or keep returning to the last screen you used.
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Requisitions That Fill Themselves In
Raise a purchase requisition with only the item and the quantity; the department, cost center, location, warehouse, currency, need-by date, price and unit are filled from your employee record and the item.
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Approval Rules, Ladders and Whose Turn It Is
A duplicate approval rule is refused and an overlapping one asks first, Build approval ladder saves a rule with all its levels at once, and My approvals shows documents that are coming to you.
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Organisation Chart Views, New Starters and Imports
Four views of the same people, a tray for new employees with no manager, Import hierarchy from a file or a picture, and Show approvers on every card.
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Change Requests: Nobody Signs Their Own
Each review step gets its approver from the Change Board when the request is submitted, whoever raised the request never signs or decides it, and the raiser may withdraw it until it is decided.
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Positions: Listed Departments and In Force From
A position's department is picked from the company's list, Job and Location are on the form, and In force from decides whether an edit corrects the position or applies from a later date.
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Sign Out, Ctrl K, Tickets and Standing Instructions
Where Sign out is, the Find palette's keys, what happens to a ticket with a suggested answer, ASK handing work to a worker, and ASK instructions that run on a schedule.
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Early Alerts That Raise Themselves
Low attendance, absences in a row and fees past due now raise an early alert on their own, once per student and reason, against thresholds each school sets on Alert Rules.
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Overdue Bills, Holds and Term Billing
A bill past due is warned about once; a late fee and a hold come only where the school has set them; holds come off when the bill is paid; and Term Billing bills a whole term without billing anyone twice.
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Warnings Before You Save, and Company Memory
A record that looks like a duplicate or a risk is flagged before it is saved; Sentinels shows which warnings people heed; Company Memory keeps why things were decided.
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Supply Chain and CRM Jobs That Run by Rule
Automation Rules switch each supply-chain and sales job on and set its limits; MRP, reorder, reservations, ASN receipts, renewals, lead routing and more then run inside them, at the company's autonomy level.
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Healthcare, HR, Talent, Support and Master Data Jobs
Appointment reminders, eligibility at booking, denial work, payroll on schedule, real leave accrual, time exceptions, resume scoring, ticket priority and data-quality merges.
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Cash Application, Supplier Invoice Matching and Payment Proposals
Bank receipts are matched to the invoices they pay, supplier invoices are matched when saved and when goods arrive, and payment proposals catch early-payment discounts; each job acts only at its autonomy level.
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Dunning, Close Runs, Soft Close and E-invoice Retries
Dunning letters by level with an optional automatic credit hold, a month-end close that runs on the server and resumes after a failure, soft close for named roles, e-invoices retried with back-off, and daily budget and cash alerts.
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Quoting a Configured Product
A quotation line that names a configuration takes its price, description and checks from it, follows it when answers change, and keeps a price you type yourself.
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India GST: tax profile, the sales document, numbering and returns
The company’s tax profile, state 96, reverse-charge codes, dated HSN rates, the GSTIN check digit, e-way bill settings, items with HSN/SAC and UQC, GST worked out on invoices, notes, quotations and orders, numbers per GSTIN per year, the Rule 46 print, GSTR-1 JSON and GSTR-2B reconciliation.
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Configured parts in stocking units, and every line configured
TW310’s rod cut to the well and costed in kg, millimetres converted to the part’s stocking unit, quantity = X, the last purchase price for a part with no standard cost, and Configure on every line of a new quotation or sales order.
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Fixed on 12 October: gauges, lists, late fees, alerts, personnel actions and the company you work in
Overdue gauges out of use, requisition warehouses by unit, lists that say Loading or Try again, late fees saved and charged on a late payment, automatic early alerts, assignment submissions, personnel actions, status wording and the side menu’s scroll; and from the follow-up release that day, imports and ASK in the selected company, number ranges for every company, late fees on ticked bills only, and personnel action 360°, pickers and cancel reasons.
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Fixed on 13 October: reports, the Accounting menu, compliance where you operate, change control, student bills and personnel actions
Module report tiles moved into Reports & Analytics, Accounting in six groups, India and Saudi screens wherever a company operates, change approvals that lock once signed with one person per discipline and a justified decision, Needed by on change requests, student bills that agree with their invoices with Record payment and a named payer, and personnel actions whose type must fit.
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Fixed on 14 October: planning a sales order, subcontracting, configured quotations, training enrolments and records in words
Material Requirements Planning for a sales order, subcontracted operations raised on release and Material at Subcontractors with Issue and Receive, cost and price on a configured quotation line and configured lines from a file, enrolling several people or a whole unit on a course, course codes and names that hold, History and record pages in a person’s words, Ind AS and SOCPA principles, a project on requisitions, and signed webhooks.
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Fixed on 16 October: mandatory fields, key figures first, teaching, unsubscribe, passkeys and agents
Field Requirements for any field, key figures and a calendar on every list, faculty acting only on the sections they teach with registers, cumulative attendance and essays handed in, unsubscribe from every email, passkeys, biometrics and a PIN, agents with a model, an owner and a published version, Odoo migration, and the India connectivity and purchasing fixes.
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Run MRP on a sales order: netting, suggestions and firming
What Run MRP on CRM › Sales Orders works out — a multi-level explosion netted against free stock and supply on order — the difference between a suggestion and a firmed document, why re-running never duplicates, and the grants needed to run and to firm.
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Fixed on 17 October: Utilities, Run MRP from CRM, and pop-ups that maximize
CRM › Utilities for utilities and local government — accounts, meters and IoT reads, bill runs into AR, the counter, collections, field work and resident self-service — Run MRP on a sales order, and pop-ups that maximize, resize and remember their size.
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Sales order to MRP, production and subcontracting with components provided
One customer order from the line to delivery: production versions chosen by the line’s attributes, the planner’s make, buy or subcontract decision, make to order, a subcontracting order with components to provide, providing them, the receipt that consumes them, reconciliation with the vendor, and Trace & cost with its exceptions — and who does each step.
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Fund accounting for a county: fiscal years, commitments, interfund and grants
What changed for a government company that requires a fund on every line: July–June budgets, line accounts on AP and AR, a commitment that follows requisition to order to bill, payments and reversals by fund, Due to / Due from Other Funds, assets and depreciation by fund, grants expended, and the bank’s book side.
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Fixed on 18 October: subcontracting, funds, payroll, utilities, maintenance and AI
Sales order to subcontracting end to end; fund accounting for counties; payroll to the cent and missing time; HR and self service; Utilities ledger accounts and leak adjustments; maintenance from IoT alerts; Ask and Agentic AI; and dates shown as the day they name.
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Sales order lines from an Excel template, and configured lines through MRP
Download a template with a sheet per configurable item and a column per configurator question, upload it, read the preview row by row with its 360° view, append or replace the lines — then plan the configured lines with Run MRP from their own configuration, see the bill as a tree, and add a bill of material with its components.
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Number ranges for every record, and integrations that cannot leak
Every master and transaction record numbered from a default range — System generated, Manually entered or Either — with a guard against reusing a number; and integrations hardened: request bins refused, webhooks always signed, Set credential with Test, Microsoft Teams / Graph, pipeline activation rules, and unauthenticated API calls blocked and reported.
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Fund accounting: PO bills in their funds, budget transfers and grant claims
Bills against a purchase order carry its cost center and fund; Utilities account changes move their balances by fund; statements filter by fund; budget transfers, supplements and reductions and grant reimbursement claims are numbered and approved by a second person; positions say how filled they are.
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Fixed on 19 October: lines from a file, configured MRP, number ranges, Ask, funds, integrations, receiving and agents
Sales order lines from an Excel template; configured lines in MRP and the bill as a tree; number ranges for every record; Ask that changes nothing without Confirm; budget transfers and grant claims; integrations hardened; receiving only for receivers after approval; and Agentic AI switches, ceilings and run counts.
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Clock punches to a posted payroll: My Clock, time policies, pay calendars, readiness and off-cycle runs
Employees clock in and out with a status and their position; time policies decide punches, rounding, grace and a holiday premium; hours are charged to a grant or a property; each pay group has its calendar and a readiness row; Calculate payroll takes the group and its period; off-cycle, final pay and retro by recalculation pay what the regular run did not; benefit tiers, shift premiums and an outside tax engine are honoured.
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Labor distribution, the GL interface to Yardi Voyager, and parallel payroll
Each payslip split by grant, property, program and department; the payroll journal mapped, cross-walked and checked by control totals into a Yardi Voyager or generic file; TEST until accepted, then Go live; SFTP only to a pinned host key; every version kept, exceptions reprocessed; and the legacy register compared cycle by cycle until two in a row are signed off.
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US benefits: carrier 834 and 401(k) files, ACA forms, garnishments and the Benefits Dashboard
United States companies only: carriers and recordkeepers each sent their file — 834 full or changes, contributions after posting — by download, HTTPS or pinned SFTP; ACA full-time status and Forms 1095-C and 1094-C, which employees open under My Tax Forms; garnishment orders in priority order and remitted per payee; and a Benefits Dashboard for every company.
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Learning and performance: assignment rules, paths, certifications, skills, an LMS, review workflows and goal check-ins
Courses assigned by rule and repeated when they lapse, sessions with a wait list that employees register for and cancel in My Learning, evaluations asked for on completion, learning paths in order, compliance training, certifications with expiry alerts and renewal tasks, skills measured against jobs, an Aspire or other LMS exchanging records; review workflows with steps and owners, goals cascaded and checked in, development plans that enrol their courses; and what employees and managers do in self service.
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Recruiting: candidate messages, signed offers, hiring dashboards and EEO applicant flow
Candidates told by template or by hand, by e-mail or text, never on a channel they opted out of; offers approved, then sent with a letter for electronic signature; recruiting, onboarding and offboarding dashboards with Task Departments; and voluntary self-identification and the EEO applicant-flow report for United States companies only, granted by name.
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SAML single sign-on and SCIM, AI governance, and HR records under retention and legal hold
SAML 2.0 connections with signed and, if required, encrypted assertions and a per-connection choice of MFA after the directory; SCIM tokens shown once; the Security administrator; AI switched off, suggest-only or allowed per area with reviews a person decides; and HR records retained, held and exported as one sealed bundle.
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Fixed on 20 October: uploads, payroll and time, the GL interface, US benefits, talent, recruiting, single sign-on, governance and two fixes
Word and text uploads and imports; payroll by tier, posted W-2, pay group and period, premiums and outside engines; clock punches and time policies; labor distribution, the GL interface and parallel payroll; US carriers, ACA and garnishments; learning and performance; candidate messages and signed offers; SAML, SCIM and AI governance; HR records; and the sales-order line upload, bin dropdowns, Skills Verify and creating a company fixed.
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Agentic AI: grading an agent, its 360 view, the forms that say what they need, and runs and incidents you can trust
New Evaluation graded by Criterion and Score out of 100 against the agent’s own runs; Evaluations of this agent and given by this agent on the 360 view, each card saying what it holds; Kind of work, Engine and Model; Switch on and off and Change autonomy; New Node by kind with the approver role; runs that read every record and name people only to those allowed; incidents numbered and said as their real cause; and ASK that knows the open form.
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Fixed on 21 October: Agentic AI, ASK and forms, LinkedIn Page and partly delivered sales orders
Agentic AI evaluations, 360 cards, forms, nodes, runs and incidents; ASK told the open form; a field’s refusal said once under the field; a LinkedIn Page connected on a current API version and tested by reading its posts; and new lines on a partly delivered sales order, with delivered lines Frozen and Copy beside them.
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Administrator
Administrator
Fund accounting and GL derivation rules
Funds, grants, programs and functions on every line; rule sets that derive them when a document is saved and again when it posts; lookup tables, default and lock, first match or all applicable, Test derivation, and the trace an auditor reads.
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Permissions and the audit trail
What a role gates, the two things it cannot get you around, and what is always recorded.
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Letting other software in
The API Studio: publishing one screen at a time, who a key acts as, and why a key with no allowed address reaches nothing.
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Administrator
Connecting to other systems securely
HTTPS or direct connections, TLS 1.2 as the floor, certificates you upload, and a Test that says what failed.
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Administrator
Keeping and removing old data
Retention policies archive or purge finished data once it is old and untouched. None is shipped, and each starts switched off.
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Administrator
Coming across from SAP Business One
The SAP-B1 source in the migration cockpit: thirteen steps, the extraction aids, and why closed history is archived.
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Administrator
Is the migration ready to go live?
The migration readiness dashboard: every business area a cutover touches, what each has to bring across, how clean it came, whether it reconciles, and who may run or only read the cutover.
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Administrator
Watching the system, and identities for software
Work processes, traces and locks under Platform → Operations → Health; sessions and service accounts under Platform → Access. A service account is what lets software in without a password or a second step.
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Administrator
The license, the data meter and backups
Platform → Operations → License: what the installation is licensed on, the data units it consumes, applying a new key from TRANXACT, and the backups it holds of its own data.
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Administrator
Automation Levels, Time Limits, Intake and Event Delivery
How far each background job may act, who scheduled work runs as, workflows that wait and branch, reminders and escalation, documents that become drafts, and events that are never lost.
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Administrator
ZATCA Phase 2: signing units, onboarding, clearance and the archive
Registering a ZATCA signing unit, onboarding it with an OTP, compliance checks and the production certificate, switching Phase 2 on over Phase 1, what Post does, clearance and reporting, ZATCA Submissions with Resubmit and Re-issue, the dashboard, the API log, the append-only archive, PDF/A-3, and the ksademo sandbox walk-through.
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Administrator
Utilities roles and segregation of duties
The eight shipped Utilities roles, what each desk may do, and the two rules no grant can undo: a bill run is approved by somebody other than who previewed it, and a void or drawer close is approved by a supervisor who is not the cashier.
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Administrator
Utilities security for IT reviewers: devices, the portal link and public forms
What an IT or security reviewer needs to know about the doors CRM › Utilities opens without a staff sign-in: the IoT reads endpoint (HMAC, replay, rate limits), the payment provider’s confirmation, the customer portal’s account link (uniform answers, lockout, audited), and the public forms.
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Administrator
Utilities: the on/off switch, postings to AR and GL, and country notes
crm.utilities_enabled and the installation default TRANXACT_UTILITIES_DEFAULT, the journal behind every utility event (bill, payment, credit, deposit, void, refund, late fee, write-off), and how the same module runs in the US, in India with GST and in Saudi Arabia with ZATCA.
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Setup
Concept
Concept
One Company Never Sees Another's Records
Every list, lookup, report and action is confined to the company you are working in, and a record cannot be saved without one.
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Concept
Utilities in plain words: account, premise, agreement, meter, read, bill
How CRM › Utilities is put together: a customer’s service account takes service at a premise through a service agreement, a meter measures it, reads become use, a bill run rates the use, and every bill is an AR invoice in the receivable.
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