You can collect accounting information. The accounting information is saved in an SQL database. The accounting workflow uses the following order items and ticket items:
Order items:
FinalCost
UserId
Account
FinalizedTime
Ticket items:
FinalCost
FinalizedDate
These ticket items are available in several views in the [Product & order editor]. The system administrator can edit the captions of these items in the [Product & order editor].
The operator must be able to assign values to the ticket items which are used for accounting. Define in the [Product & order editor] that these ticket items can be edited by the operator.
The ticket is allowed to contain other ticket items.
The accounting information cannot be collected if the ticket definition contains an item with a name longer than 128 characters.
A licence is required to use the accounting functionality.
The same SQL server is used for the payment workflow, see [System] - [Connectivity] - [Payment providers]. When you change the settings for the SQL server in that dialogue, the settings will also change in this dialogue and vice versa.
Define the [Computer name \ instance name:].
With this option, you define where the accounting database is stored. For example: SQL_server_name\SQL_server_instance_name.
You have to define how the [Order processing] connects to the accounting database. The authentication type depends on the location of the SQL server:
|
Location of the SQL server |
Description |
|---|---|
|
Local SQL server |
SQL authentication (recommended) Type the account credentials of an existing login account for the SQL server. |
|
Remote SQL server inside the domain |
Windows authentication (recommended) The Windows user credentials are used for the authentication. The user is not prompted for a user name and password. |
|
SQL server outside the domain |
SQL authentication (mandatory) Type the account credentials as defined by the customer for the SQL server. |
NOTE
Accounting information can be collected when the user has system administration rights on the accounting database.
Click button [Test connection].
Click this button to test the connection to the defined server.