360° Strategic Asset Management > Periodic > Fuel Management > Fuel transaction staging

Use this form for the validation of uploaded from the web service by the third party service provider transactions and setting of transactions for the processing and creating of payment journals.

Tasks that use this form

Process fuel transactions

Set unprocessed fuel transactions

Switch validity of fuel transactions

Create payment journals for fuel transactions

Navigating the form

To create a new record press CTRL+N or the new button. The following tables provide descriptions for the controls in this form:

Buttons

Control name

Description

Process fuel transactions

Processes a fuel transaction in the fuel staging table and moves it to the fuel log.

Set unprocessed

Changes the state of a fuel transaction in the staging table back to unprocessed.

Switch validity

Processes a fuel transaction in the fuel transaction staging table by switching the validity state of the line, making it either valid or invalid.

Create payment journal

Click here to create a payment journal of this transaction, and to archive the record.

Fuel transaction error log

View all the history of fuel transactions that entered the system via external sources.

Fields : Transaction header

Field name

Field description

Service provider

This field define the external party service provider from where the fuel transactions will be received. This is a supplier/vendor and is for example a bank who reconcile the fuel transactions from a fuel card.

Description

This field define the detail description of the selected service provider (resource) code.

Batch trace number

This field define the batch number of the uploaded fuel transactions by the service provider with the web service.

Date and Time

This field defines the date/time when the batch upload was completed.

Status

This field is defines the status of the batch process upload of transactions.

Fields : Transaction lines (Overview Tab)

Field name

Field description

Transaction date/time

This field define date/time when the fuel transaction was processed.

Equipment ID

This field define the asset serial number (primary or secondary serial number) that is unique to the specific. (For example: for a vehicle it can be the registration number.)

External fuel code

This field define is an identification code that identifies the external service provider.

Card ID

This field defines the fuel card ID that was used for this fuel transaction.

Transaction amount

This field defines the amount for the fuel transaction.

Status

This field is defines the status of the batch process upload of transactions.

Fields : Transaction lines detail (General Tab)

Field name

Field description

Supplier

This field define the name of the supplier that was used for this transaction.

Description

This field define the description of the transaction.

Quantity

This field define the quantity consumption for this transaction. (For example: If it was a fuel transaction, this quantity will define the total liters of fuel for the transaction.)

Transaction amount

This field define the total cost of all the transactions on this batch.

Diesel or Petrol

This field define the fuel type for this transaction. (Diesel or Petrol)

External fuel code

This field define is an identification code that identifies the external service provider.

UOM code

This field defines the unit of measure code that is used to define the quantity.

Quantity

This field defines the quantity value that was bought for this fuel transaction.

Fuel cost

This field is defines the cost for the fuel bought for this transactions.