wmaccess

Query Reference

Individual Expense Allocation

Do you want to allocate the queries and related costs to individual mandates, projects or cost centres?

Just use an individually allocable query reference with up to 15 characters for all searches in WMACCESS.

Examples for the query reference allocation:

  • mandate number
  • file number
  • project number
  • cost centre

Recording of the Query Reference

Each search mask in wmView, wmProfile and user specific query profiles allows the recording of a query reference.

Recording of a query reference, e. g. client number, file number or project number

The query reference is recorded at the top on the right in each search mask

The query reference is bound to the relevant wmView window and in the event of a change of query profiles is transferred within one window. It is therefore not necessary to enter the query reference for every single search. The query reference, however, is not an obligatory field.

Display and Print of the Query Reference

The query reference used for research is displayed at the top on the right in hit lists as well as detail displays and is thus visible on all printouts.

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Disclosure of the Query Reference on the Monthly Invoices

The total amount of performed queries and incurred costs for each query reference individually chosen by you is disclosed on a separate attachment to the invoice.

Attachment to the invoice with disclosure of queries per query reference

Attachment to the invoice with disclosure of queries per query reference

Queries that were made without reference are summarised under *Not specified* on this attachment to the invoice.

The additional attachment to the invoice is only sent if at least one query reference was used within the billing period.

An example is available on page 3 of our sample invoice. (quick view sample invoice)

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Application of Query Categories T1 to T6

The recording option for a query reference is available for functional queries in wmView, wmProfile and user profiles, but not in wmGuide for the consultation of field descriptions or table values. Therefore, only queries in the categories T1 to T6 are disclosed in the additional attachment to the invoice.

Access report

While the additional attachment to the invoice contains the accesses at customer level, the access report allows the display of queries aggregated to the query reference of the current user.

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