Operations intend to reflect and process all company’s actions. For example, Sale of products, Use of materials, Payroll, Tax payment, Receipt of order…
The purpose of operations in HubCloud service is to provide information about events in the economic activity of the company and to “decompose” the entered information into registers for subsequent storage and processing.
For example, we purchase products from a supplier. In this case, we need to reflect the debt to the supplier in the context of the Partners, and possibly some additional analysts (Agreement, Order, etc.). For this purpose, we will create a record in the Purchases Register. At the same time, we need to reflect an inventory increase inside an Inventory Register. Register examples are described in section Registers.
Even such a simple accounting, with only two Registers, will never work out effectively in Excel. Because if you manually make entries in the Purchases and Inventory Registers each time, mistakes are inevitable. And in real accounting models, one operation can write to a significantly larger number of Registers.
Operations List Page
Select Menu> Operations > Required Operations to open Operations List Page.
The following items are available on the Operations List Page (see Fig.1 Example) :
- Control Button Menu (see Fig.1 Example > Red section, in order from left to right)
- Add. Create a new Operation.
- Edit. Edit selected Operation.
- Delete. Delete selected operation and all records created by it.
- Copy. Duplicate the selected operation.
- Based On. Сreate a new operation (not from the current list) based on the data of the fields of the selected operation.
- Send. To send the selected operation to another user of the system by mail.
- Show records. Display the records in the Registers that the selected operation performed.
- Operations tree. Display a tree of operations that are associated with the selected Operation.
- Actions.
- Create records. Create the records in the Registers that the selected operation performed. It is possible to create and remove records from the Registers, while all data in the operation itself is saved
- Remove records. Remove the records from the Registers that the selected operation performed.
- Drop filters. Resets the filters in the table.
- Standart settings. Resets the filters in the table, sets the filter selection by period for the current year, and sets the number of displayed rows to 100.
- Batch processing. Performs batch actions with selected operations. The following actions are available:
- Create records. Create the records in the Registers that the selected operation performed. It is possible to create and remove records from the Registers, while all data in the operation itself is saved
- Remove records. Remove the records from the Registers that the selected operation performed.
- Lock. Blocked to edit and delete operation.
- Unlock. Unblocked to edit and delete operation.
- Change the header field. Update the structure and operation data, when necessary, after making changes to the operation template
- Update data source. Update fields with data sources, if necessary, after making changes to data used in operations.
- Fill list column. Update the operation list fields, if necessary, after making changes to the operation template.
- Delete. Delete selected operations and all records created by it.
- Export to Excel. Export the selected operation to an Excel file.
- Period filter. Sets the display period of operations on the list. The following period options are available:
- Day
- Month
- Quarter
- Year
- Custom
- No limits
- Search. Search by the memo field in the list of operations. Only operations with a matching search field are filtered in the list.
Operations list table (see Fig.1 Example > Blue section). The table of the list of operations displays the fields configured in the operation template ( see more Setup the Operation’s List ). Individual fields in the fields of the table are available by field elements.
Operation Page
To open the operation page, select the operations in the list and click the Edit button or double-click on the operation
The following items are available on the Operation Page (see Fig.2 Example) :
- Control Button Menu (see Fig.1 Example > Red section, in order from left to right):
- # . Operation Number.
- Date. Operation Date.
- Create records. Create the records in the Registers that the selected operation performed. It is possible to create and remove records from the Registers, while all data in the operation itself is saved
- Lock. Blocked to edit and delete operation.
- List. Return to the list of operations. Without saving.
- Save&Close. Save operation data and create records on the Registers. Return to the list of operations.
- Save. Save operation data and create records on the Registers.
- Refresh. Refresh all fields with calculations and data sources.
- Based On. Сreate a new operation (not from the current list) based on the data of the fields of the selected operation.
- Show records. Display the records in the Registers that the selected operation performed.
- Operations tree. Display a tree of operations that are associated with the selected Operation.
- Export to Excel. Export the selected operation to an Excel file.
- Files. Attaches files to operation.
- Actions.
- Create records. Create the records in the Registers that the selected operation performed. It is possible to create and remove records from the Registers, while all data in the operation itself is saved
- Remove records. Remove the records from the Registers that the selected operation performed.
- Show hidden fields. Displays hid operation fields.
- Print. Creates a print layout based on the operation data.
- Bind based on operation. It creates an association with another operation.
- Header. (see Fig.1 Example > Blue section ). Operation header fields section. Set of fields for data entry. The red marker indicates required fields
- Table. (see Fig.1 Example > Gren section ). Operation header fields section.
- Plus button. Add a new row.
- Fill. Select a method for automatically filling the table.
- Pick up. Select a method for automatically picking up rows to the table.
- Tabs. Tab navigation,
- Delete (red X button). Delete the selected row.
- Copy. Copy the selected row.
- Up/Down. Change row order of the table.
- Refresh. Refresh fields with calculations and data sources.