The Sustainability Measures features in Coins ERP+ allow your organization to define, capture, manage, and report on sustainability metrics directly within the system. Data can be captured at the point of transaction entry (in Accounts Payable or Subcontract Ledger) and exported for use in external regulatory reporting tools.
Sustainability Measures Configuration
Sustainability Measures are configured in Central Repository > Sustainability Measures > Sustainability Measures. This browse screen allows you to define which data points the organization wishes to capture.
To create a new sustainability measure, click the Add button to add a new row to the grid. Each sustainability measure you create requires the following fields:
Field | Description | Example |
Code | Short identifier for the measure | CO2, WATER, WASTE |
Description | Full name of the measure | Carbon Dioxide, Water Consumption, Waste Generated |
Base Unit | Unit of measurement | TN (tonnes), M3 (cubic metres) |
Level | Whether to track against a company or a specific job/contract | Company or Job/Contract |
Exclude From | Whether to exclude the measure from Accounts Payable and/or Plant Control | Yes/No |
Sustainability Measures Workbench
Central Repository > Sustainability Measures > Sustainability Measures Workbench is the central place to view, add, edit, and export all sustainability data captured across transactions. It supports both automatically populated records (from Accounts Payable and Subcontract Ledger transactions) and manually entered records. Records populated from other modules will have a hyperlink to the relevant invoice in the Related To column. If there are documents attached to a record, they can be viewed via the paperclip icon in the Doc column.
Adding a Record
The Add function can be used to create records for data which was not captured at the time the transaction was recorded (e.g. manually recorded metrics or retrospective entries).
Click the Add button to add a new row to the grid.
Select the Measure from the drop-down list. If only one measure is configured, it will be selected automatically.
Enter the classification code for the measure in the Code field. If you are unsure of the code, you can try entering a full or partial description (e.g. “carbon”) and the system will return the correct code if a single match is found. You can also use the lookup to find a code.
Enter the Quantity. The unit is read-only and set based on the selected measure.
Enter the start date in the Date field and the end date of the period in the To Date field. If the To Date is left blank, the start date will be assumed to also be the end date.
Optionally enter a job in the Job field if the measure requires job-level tracking.
Save the record.
Editing a Record
Existing records can be updated individually or in bulk using the Bulk Edit functionality. This is particularly useful when correcting data imported via API.
Note: The system validates measure and class on save, including for bulk operations and API-submitted data.
Exporting Data
To export sustainability data for external regulatory reporting:
Apply any required filters to scope your data.
Click Export.
The data will download as a CSV file suitable for use in external reporting systems.
Sustainability Reporting
There are two report functions available with which to view captured sustainability data across your organization. The Sustainability Measures Report can be used to view data at job level, while the Sustainability Measures Report – Global can be used to view data at the company or global level.
Navigate to Central Repository > Sustainability Measures > Sustainability Measures Report or Central Repository > Sustainability Measures > Sustainability Measures Report – Global.
On the Main tab, optionally enter measures, measure classifications and a date range to limit the data included in the report. You can also choose the level of detail you wish to include for each record.
To limit the report to specific jobs, on the Sustainability Measures Report, check the Filter by Job box on the Main tab, then use the filters in the Job Selection tab to define which jobs to include.
To limit the report to specific companies, on the Sustainability Measures Report – Global, use the filters in the Companies tab to define which companies to include.
You can use the Output Options tab to further customise the report if necessary – including the title, output type and export types.
Click Next to generate the report.