Warnings before you save

When you raise a requisition, an order, a supplier invoice or a payment, TRANXACT checks it against what is already on file and, if something looks like a duplicate or a risk, tells you before it is saved.

The checks are plain, fixed rules run against your company's records, not guesses. A warning names the records it found, and you only see records you are allowed to open.

• A requisition for an item (or one with a very similar name) already requested for the same warehouse in the last 30 days, still on an open purchase order, or in stock in another warehouse.
• A supplier invoice with the same invoice number, or the same amount, from the same supplier; an invoice for an order nothing has been received on.
• A large payment to a supplier whose bank details changed in the last 30 days.
• A purchase price far above the item's last five purchases, or a supplier with no contract when another supplier of the item has one.
• Spending against a cost centre with no budget this year.
• A sales order for a customer over their credit limit or with invoices more than 90 days overdue.
• A repeated case for the same customer, an expense like one already claimed, and an employee who is already on file.

1. Fill in the form and press the save button as usual.
2. If a warning appears, read it. The record numbers in it open the records it found.
3. Choose Continue to save anyway (add a reason if it is not what it looks like, for example: not a duplicate, this is for another site), Open to go to the record it found instead, or Cancel.