Ready, Set, GoTransactions April 4-5, 2018 The Four Seasons Baltimore

What are GoTransactions? System Settings Overview Help Me Decide Demo Agenda What are GoTransactions? System Settings Overview Help Me Decide Demo

GoTransactions at a Glance Quick entry alternative to traditional invoice transaction methodology Guided wizard approach with automatic and sequential dialogs that lead you through the transaction entry process Added feature for customers working in UX 8.1 and MX R5.6 Based on the MX Shopping Cart framework-Relies on existing data in the customer record and existing setup as defaults during transaction entry

Application Parameters User UX Menu Roles Source Codes System Settings Application Parameters User UX Menu Roles Source Codes

Application Parameters Validating payment control and closing batches PABatch.ValidatePayment Control PANightlyProcess.CloseNonWebBatches Orphaned Shopping Cart Records MX.CancelShoppingCartXNbrDays Default Value=3 Days

Manage UX Roles Administration > Security > Users > [select users] > Manage UX Roles

Source Codes Administration > UX Settings > Source Codes

MX Shopping Cart record GoTransactions batches Overview MX Shopping Cart record GoTransactions batches GoTransactions transaction types Accessing GoTransactions Anatomy of a GoTransactions shopping cart dialog form

MX Shopping Cart Record Cart Status Accounting Company Source Code Price List Currency

Batches and Batch Controls Standard GL Detail batch Auto-create GoTransactions = Yes Batch currency and accounting company Validate payment control – application parameters Nightly process to automatically close – application parameters

Transaction Types Contributions Meetings Membership Product Sales Subscriptions

Accessing GoTransactions Account Record Contact Record Main Navigation Tiles Fundraising Events Membership Product Sales

Anatomy of a Gotransactions Shopping Cart Toolbar Header Transaction Item Details

ShOpping Cart Toolbar Add Item Save & Pay Cancel More Options Add Item Billing Address Shipping Address

Shopping Cart header Customer Date = System Date Promotion Code Transaction Type Freight – Required by User Total Amount – includes calculated charges for all transaction details items, plus freight charges

Shopping Cart Transaction Item Details

Shopping Cart Save & Pay Credit Card Payment Check Payment Pay Later

Other shopping Cart Considerations Editing transaction items in the cart Can only edit Meeting Registrations to add guests or sessions by double clicking registration line item All other transactions must be deleted then re-added to be edited Calculating tax Tax is calculated automatically, based on the tax rate setup that matches the Customer’s ShipTo address Multi-jurisdictional taxes are supported Exceptions: Meeting Registration taxes are based on the Meeting Location address, where multi-jurisdictional taxes are not supported. Freight Charges Freight can be selected from the Freight drop-down in the cart header A freight must always be selected. If freight is $0, no freight transaction line item will be added to the invoice

Other Shopping Cart Considerations (continued) Promotion Codes Promotions can be added via the Promotion lookup in the cart header Only one Promo Code can be applied per cart Meeting and Product-Specific promotions are supported Billing Address Billing Address is the Customer’s BillTo address Uses PAInvoice.BillToAddressType.Default application parameter BillTo Parent is supported Can edit Billing Address in ‘More Options’ form Shipping Address Shipping Address is the Customer’s ShipTo address Uses PAInvoice.ShipToAddressType.Default application parameter Can edit Shipping Address in ‘More Options’ form

Meeting Registrations Membership Product Sales Subscriptions Help Me Decide Contributions Meeting Registrations Membership Product Sales Subscriptions

Gotransactions Contributions Transaction Type GoTransactions UX Invoice Contributions Contribution Types Monetary Contribution  Monetary Pledge Recurring Gift Gift-in-Kind Enter Tribute During Transactions Entry

GoTransactions meetings Transaction Type GoTransactions UX Invoice Meetings Single Currency Meeting Setup  Group Registration Pricing No Guests Single Guest from DB Multiple Guests from DB Registrations Override Default Pricing Meeting Waitlist Guests not in DB Packaged and Restricted Edit Default Badge Name Sessions Override Default Pricing or Quantity Session Waitlist

GoTransactions: Membership Transaction Type GoTransactions UX Invoice Membership Benefit Packages  Override Default Join Date, Pricing or Quantity Rate Types Quantity Volume Factor Installments Single Multiple Chapter Benefits Default Chapter Defined in Rate Setup No Chapter Defined in Rate Setup

GoTransactions: Subscriptions Transaction Type GoTransactions UX Invoice Subscriptions Override Default Join Date, Pricing or Quantity  Rate Type Quantity Volume Factor Installments Single Multiple

GoTransactions: Product Sales Transaction Type GoTransactions UX Invoice Product Sales Single Currency Product Setup  Multi Currency Product Setup Override Default Pricing Freight Shopper Sales Non-Inventory Sales Inventory Internal Integrated

GoTransactions Live DeMO

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