Debtor Functions Dropdown

Debtors Module> Configuration> Debtor Setup> Functions Dropdown

Create Sales Lead	Allows you to easily create a sales lead from a debtor or customer screen if they want more business or services without having to recapture all information that already exisit within the system.
Alerts
Target	Allows you to set monthly targets for the year
Time Logging Budget	Allows you to setup time logging budget
Contracts	Allows you to view maintenance contracts
View Recurring Transactions	Allows you to set and view recurring transactions
Mobile Sync Activate All	Allows you to activate mobile sync on all debtors
Mobile Sync Deactivate All	Allows you to deactivate mobile sync on all debtors
Change to Prospect	Allows you to change a debtor/ customer to a prospect
Change to Opportunity	Allows you to change a debtor/ customer to an opportunity
Update Debtors

Create Sales Lead

Sometimes your debtors or customers switch to sales leads when there is a change in their interest or want more business from you. The button helps with easily changing the debtor/ customer to a sales lead without having to recapture information that already exists within the system. Creating a sales lead also helps with marketing and sales efforts effectively to maximise revenue and maintain a well-organised debtor/ customer database.

When the sales lead button is selected from the functions dropdown the create sales lead will appear

You need to click yes to create a sales lead and

When you click yes it will take you directly to the created sales Lead

Alert

Targets

Time Logging Budget

Debtors module> Configuration>Debtors Setup > Time Logging Budget

Add	allows the user to create a new time budget for a specific debtor.
Edit	allows the user to Change/ update the existing time budget.
Import	allows the user to import an existing time budget in a *.CSV file format.
Update grid	reloads the data to show new items
Active	Please tick to enable the use of the time budget.

Columns

Budget Qty =	Value entered manually based on contract
Actual Qty =	Checks the quantity done against clients based on time logs
Potential value =	the potential value that a consultant is able to bill on the client - should be able to
Actual Value =	calculated based on time logs with billing rate
Budget Value =	Value entered manually based on contract
Balance =	Compares value Actual Value - Budget value and running as a running balance

Add additional budget period month or months

Contracts

View Recurring Transactions

Debtors module> Configuration>Debtors Setup > View Recurring Transactions

This form when it opens lists all if any Recurring Transaction contracts that have been generated for this Debtor. The grid illustrates the Recurring Transaction Setup Code and Name as well as summary of the transactions for this Recurring Transaction Setup i.e. Posted transactions, Not Posted transaction, Cancelled transactions and the Total number of the transactions for this contract.

Insert clicking Insert will allow you to generate a range of transactions for this debtor based on criteria selected on the Insert form. Bear in mind all transaction generated from this action will have the status Recurring Transaction

Close closes this form.

Clicking on the Detail tab will list the following details of all the transactions for the selected contract.

Date for each transaction into the future.

Transaction Type

Status (Posted / Not Posted / Cancelled)

Processing Type (Automatic / Manual)

Document Number in the event of the transaction having been processed,

Description as it appears on the transaction i.e. Invoice Description

View Transaction	Allows you to Edit (if not posted), View (if posted) the selected transaction
Change Status	When a range of invoices gets generated for a contract the Status of these invoices will be set to Recurring Transaction and cannot be posted with this status, therefore clicking this button will change the status to Preparation which the system can process.
Delete	Transactions with the status Recurring Transaction cannot be deleted from the normal grid view i.e. Invoice search grid, these transactions can only be deleted from this button. Clicking this button will result in this invoice being deleted and the status on this grid will be set to cancelled.

Mobile Sync Activate All

Debtors module> Configuration> Extras

Mobile Sync Allows

the activation of the mobile display of this item on the Webatar app.

Mobile Sync Deactivate All

Debtors module> Configuration> Extras

Mobile Sync Allows

the deactivation of the mobile display of this item on the Webatar app.

Change to Prospect

Change To Opportunity

Debtors module> Configuration> Extras

Allows the debtor selected to be changed from debtor to Opportunity.

Update Debtors

Sales Rep	To update a sales Rep to a new Sales Rep. Select the sales rep you want to update on the dropdown
Division	Select the Division you want to update on the dropdown
Region	Select the region you want to update on the dropdown
Status	Select the status update on the dropdown
Category	Select the category update on the dropdown
Acc Manager	Select the account manager update on the dropdown
Billing Group	Select the billing group update on the dropdown
Partner	Select the partner update on the dropdown
Default Address	Select the default address on the dropdown
Enforce Sales Rep	Select Yes to enforce sales rep or select No if you don't want to enforce sales rep
Override	Put a tick on override if you want to override a selection made on the dropdwon