Transaction Entry

Navigation
Select Search > Jobs > Select the job > Go to the transactions tab > Select Add from the More drop-list.
Overview
Use the back office transaction entry form to add transaction to a job.
Transaction Type Buttons: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
Labor Button: The Labor button opens the form, displays the quick entry labor buttons and limits the items list to labor items only. The Labor Quick Entry buttons are assigned at the site level and provide a method for storing two labor items for quick entry.
Inventory Button: The Inventory button opens the form, enables inventory fields and limits the items list to inventory items only.
Purchase Button: The Purchase button opens the form, enable the inventory fields and limits the items list to non-labor items.
Stock/Non Stock Options: This option section is used to filter the item list. Stock limits the list to items that are inventory items. Non-stock allows the user to add a non-stock item to the transaction.  For Sage 100 users non-stock will insert the required * in the Item Code fields.
Fields
Work Order			Job Number
Site
Stock	Non Stock	Find by Item Code	Find by Item Description
Servicer		Agreement
Warehouse	Cost Type	Equipment	Covered
Item Code	Trans Description
Start Date	Start Time	No Units	Taxable
End Date	End Time	Price	Hidden Line
UOM		Ext Price	Billed Status
Fields
Work Order			Job Number
Site
Stock	Non Stock	Find by Item Code	Find by Item Description
Servicer		Agreement
Warehouse	Cost Type	Equipment	Covered
Item Code	Trans Description
Trans Date		No Units	Taxable
		Price	Hidden Line
UOM		Ext Price	Billed Status
Top
Overview
Use this form to add transactions to a job in the back office.
Top
Fields
Work Order			Job Number
Site
Stock	Non Stock	Find by Item Code	Find by Item Description
Servicer		Agreement
Warehouse	Cost Type	Equipment	Covered
Item Code	Trans Description		Vendor
Trans Date		No Units	Taxable
		Price	Hidden Line
UOM		Ext Price	Billed Status