Transaction Matching (TM) allows you to allocate or match together transactions on an account and enables you to automate the allocation/matching process. You define two types of rules for the matching process:
selection criteria - which determine the transactions considered for matching
match criteria - which are the fields that must match for transactions to be allocated together.
You can choose to post the allocations automatically, or to simply report on them. You can also choose to report on:
any transactions that fall within your selection criteria and remain unmatched
all unmatched transactions, unmatched debits, and unmatched credits
all the matched transactions.
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You can transfer payments or debits from SunSystems into bank transfer files, ready for export into a payment clearing system. To aid in the preparation of the transfer file, a bank details extension record may be defined in order to derive data for inclusion on the bank file record. |
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You can assign serial number formats to an item which have previously been defined using Serial Number Formats Setup (SNS). From the Action menu within Item Master select Item Serial Number Format. The Item Master Assign Serial Number Format form is displayed which contains the following fields:
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You can assign storage characteristics, previously set up using Characteristics Setup (CS), to the item. Storage characteristics can be used to control where an item is held, for example, in a fridge, duty free zone or secure unit. From the Action menu within Item Master select Item Storage Characteristics. The form contains the following fields:
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In order to set up conversions between an items unit of measure you must first set up unit labels for the item. That is, what other units are to be converted from and to the base unit. Conversion occurs with the default unit. |
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