amber - Business Logic Overview

User Interfaces

Forms

Backdoor Frm Add and Edit Financial Data

Purpose: Edit Submission Data Source: Unbound

Input Fields: - Submission Year - Submission Month - TopLabel - Submission Status ID - Submission ID - Turnover - Cost of Sales - Expenses No Salary → =IIf(IsNull([Expenses Salary]),0,[Expenses Salary])-IIf(IsNull([Salaries]),0,[Sa - Other Income - Salaries - ... and 13 more

Actions: - MS Sans Serif - CloseForm - SaveIt

Backdoor Frm Add and Edit Pre Ignition Financials

Purpose: Add Submission Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - TopLabel - Submission Year - Bookkeeper - Submission Month - Pre Ignition ID - Entrepreneur Company ID - Turnover - ... and 15 more

Actions: - Calibri - CloseFormAndSave - CloseForm

Backdoor Frm Company List

Purpose: Backdoor for Bookkeeping Module (Amber) Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - StrCriteria1 - CompanyList - Filter1 - SubmissionList - PreIgnitionList

Actions: - Calibri - AddSubmission - ClearFilters - AddPreIgnition - CloseForm

Add and Edit Amber Distribution Models

Purpose: Add and Edit Amber Distribution Models Data Source: Amber Distribution Models

Input Fields: - Amber Distribution Models ID → Amber Distribution Models ID - Distribution Model ID → Distribution Model ID - RecNum → =GetXofY([Forms]![Frm Add and Edit Amber Distribution Models])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Amber Products

Purpose: Add and Edit Amber Products Data Source: Amber Products

Input Fields: - Amber Products ID → Amber Products ID - Product ID → Product ID - RecNum → =GetXofY([Forms]![Frm Add and Edit Amber Products])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Bookkeeper Assigned Delivery Locations

Purpose: Add and Edit Amber Distribution Models Data Source: BookkeeperAssignedDeliveryLocations

Input Fields: - Assigned Delivery Location ID → Assigned Delivery Location ID - Username → Username - Delivery Location ID → Delivery Location ID - RecNum → =GetXofY([Forms]![Frm Add and Edit Bookkeeper Assigned Delivery Locations])

Actions: - MS Sans Serif - DeleteRec - CloseForm - NewRecord

Add and Edit Pre Ignition Financials

Purpose: Add Submission Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - TopLabel - Submission Year - Bookkeeper - Submission Month - Pre Ignition ID - Entrepreneur Company ID - Turnover - ... and 15 more

Actions: - Calibri - CloseFormAndSave - CloseForm

Add and Edit Submission Status

Purpose: Add and Edit Submission Status Data Source: Submission Status

Input Fields: - Submission Status ID → Submission Status ID - Submission Status → Submission Status - Active → Active - Sort Order → Sort Order - Own Bookkeeper Only → Own Bookkeeper Only - RecNum → =GetXofY([Forms]![Frm Add and Edit Submission Status])

Actions: - MS Sans Serif - CloseForm - NewRecord

Add Submission

Purpose: Add Submission Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - TopLabel - Submission Year - Bookkeeper - Submission Status Notes - Submission Month - Date Books Submitted

Actions: - Calibri - CloseFormAndSave - CloseForm

Alerts List

Purpose: Alerts Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - AlertsList

Actions: - Calibri - CloseForm

Archive Submissions Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - Calibri - Label17 → =\ - ArcSubmissionList - ArcPreIgnitionList

Actions: - MS Sans Serif - OKButton - CancelButton

Assign Bookkeeper

Purpose: Assign Bookkeeper Data Source: Entrepreneur Company

Input Fields: - Calibri - Calibri - Calibri - Entrepreneur Company ID → Entrepreneur Company ID - Company Name → Company Name - RC Bookkeeper Assigned → RC Bookkeeper Assigned - Date RC Bookkeeper Assigned → Date RC Bookkeeper Assigned - Own Bookkeeper → Own Bookkeeper - Bookkeeper Avg Monthly Cost → Bookkeeper Avg Monthly Cost - Bookkeeper Rating → Bookkeeper Rating - ... and 4 more

Actions: - Calibri - CloseForm

Change Password

Purpose: Password Dialog Data Source: Unbound

Input Fields: - CurrentPassword - Username - NewPassword - ConfirmPassword

Actions: - MS Sans Serif - CancelButton - OKButton

Company List

Purpose: Bookkeeping Module (Amber) Data Source: Unbound

Input Fields: - Calibri - Calibri - Calibri - PreIgnitionList - NumberCompanies - SubmissionList - Filter1 - CompanyList - CriteriaCombo1 - StrCriteria1

Actions: - Calibri - ImportFunction - ArchiveSubmissions - AddPreIgnition - MaintenanceFunction - ReportMenu - ClearFilters - AddSubmission - CloseForm - ChangePassword

Edit Financial Data

Purpose: Edit Submission Data Source: Unbound

Input Fields: - Submission Year - Submission Month - TopLabel - Submission ID - Turnover - Cost of Sales - Expenses No Salary → =IIf(IsNull([Expenses Salary]),0,[Expenses Salary])-IIf(IsNull([Salaries]),0,[Sa - Other Income - Salaries - Net Asset Value - ... and 25 more

Actions: - MS Sans Serif - EnterYTDFinancials - CloseForm - SaveIt

Edit Submission

Purpose: Edit Submission Data Source: Unbound

Input Fields: - Bookkeeper - Submission Year - Submission Month - TopLabel - Submission ID - Submission Status Notes - Submission Status ID - QualityScore - Reviewed by Guide - Entrepreneur Company ID

Actions: - MS Sans Serif - CloseForm - SaveIt - EditFinancialData

ESD Report Principal Project Dialog

Purpose: Principal Report Date Dialog Data Source: Unbound

Input Fields: - Calibri - Principal Project - Future Principal Project

Actions: - MS Sans Serif - OKButton - CancelButton

Purpose: Maintenance Menu Data Source: Unbound

Actions: - MS Sans Serif - CloseForm - SubmissionStatus - BookkeeperAssignedDeliveryLocation - AmberDistributionModels - AmberProducts

Opening Dialog

Purpose: Password Dialog Data Source: Unbound

Input Fields: - Password - Username - CurrentUser - LEVEL - Role - Delivery Location ID - Distribution Model ID - UserDeliveryLocation

Actions: - MS Sans Serif - CancelButton

Purpose: Report Menu Data Source: Unbound

Actions: - MS Sans Serif - CloseForm - IncompleteSubmissionReport - QueriedWithEPReport - BookkeeperTrackerReport - DetailedSubmissionReport - EscaledtoPMReport - BookkeepingComplianceReport - CompaniesAssignedReport - BooksNotSubmittedReport - FinancialSummaryReport - FinancialDetailReport - SDMOpalShiftReport - PurchasedEDvsSDReport - ESDUpdateReport

Reports Bookkeeper Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - Bookkeeper

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Books Not Submitted Dialog

Purpose: Reports Books Not Submitted Dialog Data Source: Unbound

Input Fields: - Submission Year - Submission Month - OwnBookkeeper

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Company Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - EP Company

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Date Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - StartDate

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Delivery Location Company Month Year Dialog

Purpose: Reports Month Year Dialog Data Source: Unbound

Input Fields: - Submission Year - Submission Month - StartDate - Delivery Location ID

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Delivery Location Dialog

Purpose: Reports Date Dialog Data Source: Unbound

Input Fields: - Delivery Location

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Month Year Dialog

Purpose: Reports Month Year Dialog Data Source: Unbound

Input Fields: - Submission Year - Submission Month - Delivery Location - Previous Month - Previous Year

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Principal Project Dialog

Purpose: Reports Principal Project Dialog Data Source: Unbound

Input Fields: - Principal Project ID

Actions: - MS Sans Serif - OKButton - CancelButton

Reports Year Dialog

Purpose: Reports Month Year Dialog Data Source: Unbound

Input Fields: - Submission Year

Actions: - MS Sans Serif - OKButton - CancelButton

SubFrm Submission Principal Spend

Purpose: Submissions Principal Spend Data Source: SELECT [Temp Principal Spend].[Temp ID], [Temp Principal Spend].[Principal Spend

Input Fields: - Submission ID → Submission ID - Entrepreneur Company Principal Project ID → Entrepreneur Company Principal Project ID

Actions: - MS Sans Serif - DeleteRec

SubFrm Submission Status History

Purpose: Entrepreneur Status History Data Source: Submissions Status History

Input Fields: - Submission Status ID → Submission Status ID - Submission Status History ID → Submission Status History ID - ID Number → ID Number - Date Status Changed → Date Status Changed - Status Modified By → Status Modified By - Submission Status → =[Submission Status ID].Column - Submission Status Notes → Submission Status Notes

Actions: - MS Sans Serif

Reports

Calibri: Bookkeeper Tracker (Source: Qry Report Bookkeeper Tracker)
Calibri: Bookkeeping Compliance (Source: Qry Report Bookkeeping Compliance All Delivery Locations)
Calibri: Current Outstanding Submissions (Source: Qry Report Bookkeeping Compliance by Delivery Location)
Calibri: Companies Assigned (Source: Qry Report Books Not Submitted Both Bookkeepers)
Calibri: Companies Assigned (Source: Qry Report Books Not Submitted Raizcorp Bookkeeper)
Calibri: Companies Assigned (Source: Qry Report Companies Assigned)
Calibri: Current Escalated to PM (Source: Qry Report Current Escalated to PM)
Calibri: Current Outstanding Submissions (Source: Qry Report Current Outstanding Submissions)
Calibri: Current Queries with Entrepreneurs (Source: Qry Report Current Queries with Entrepreneurs)
Calibri: Principal Spend by Delivery Location (Source: Qry Report Principal Spend by Delivery Location)
Calibri: Principal Spend by Company (Source: Qry Report Principal Spend by Company)
Calibri: Submission Detail by Company (Source: Qry Report Submission Detail by Company)
Calibri: SubRpt Entrepreneur Edit Status History (Source: Qry SubRpt Submission Status History)