CINCH Customer Documentation

Require Ticker Setting Rules (NEW)

Owned by Iegor Gutyria (Unlicensed)
Last updated: Sept 08, 2020

This page describes enhancements made CINCH’s Require Ticker to Post Purchase/Sales Contracts settings within Item Extension Maintenance.  It allows Purchase and Sales contracts to post without a ticker if the contract does not have a net price.  However, once it is fully priced, the contract price records must have a ticker to post.

 

Changes to Item Extension Maintenance

Item Extensions Maintenance has been updated with the addition of expansion buttons next to the Require Ticker to Post Purchase/Sales Contract checkboxes.   

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Description

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Description

1.

Open Item Extension Maintenance

Go to: Cards > Inventory > Item > Additional > Item Extensions

2.

Mark Require Ticker to Post Purchase Contract checkbox to always require a Ticker to post a purchase contract or purchase contract price record.

  1. Use the Require Ticker to Post Purchase Contract expansion button, only enabled when Require Ticker to Post Purchase Contract checkbox is checked, to open the Purchase Contract Exception Tickers window.  Mark the contract types that only require a ticker when a net price exists.

    1. Unchecked Contract Types WILL require a ticker to post purchase contracts and purchase contract price records.

    2. Checked Contract Types WILL NOT require a ticker to post unpriced purchase contracts BUT WILL require a ticker to post purchase contract price records.

3.

Mark Require Ticker to Post Sales Contract checkbox to always require a Ticker to post a sales contract. 

  1. Use Require Ticker to Post Sales Contract expansion button, only enabled when Require Ticker to Post Purchase Contract checkbox is checked, to open the Sales Contract Exception Tickers window. Mark the contract types that only require a ticker when a price exists.

    1. Unchecked Contract Types WILL require a ticker on a sales contract before the sales contract can be posted.

    2. Checked Contract Types WILL NOT require a ticker to post unpriced sales contracts BUT WILL require a ticker to post priced sales contract records.

 

Windows affected by Require Ticker Setting Rules

The require ticker setting rules affect the following windows:

  • Purchase Contract Entry

  • Purchase Contract Price Entry

  • Sales Contract Entry

  • Sales Contract Amend

The Post/Save function within these windows will check the require ticker settings within Item Extension Maintenance.

 

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