Transaction Entry - Revision history

Ascentadmin at 10:44, 25 September 2024

2024-09-25T10:44:12Z

Ascentadmin at 10:18, 25 September 2024

2024-09-25T10:18:37Z

Ascentadmin at 10:10, 25 September 2024

2024-09-25T10:10:31Z

Ascentadmin at 10:08, 25 September 2024

2024-09-25T10:08:48Z

Ascentadmin at 10:07, 25 September 2024

2024-09-25T10:07:54Z

Ascentadmin at 09:36, 29 July 2024

2024-07-29T09:36:05Z

Ascentadmin at 09:34, 29 July 2024

2024-07-29T09:34:24Z

Ascentadmin at 16:03, 27 June 2023

2023-06-27T16:03:31Z

Ascentadmin at 16:01, 27 June 2023

2023-06-27T16:01:06Z

Show changes

Ascentadmin at 15:53, 27 June 2023

2023-06-27T15:53:22Z

@@ Line 20: / Line 20: @@
 | colspan="4" | Purchase Button: The Purchase button opens the form, enable the inventory fields and limits the items list to non-labor items.
 |-
-| colspan="4" style="width: 265px;" | 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.&nbsp; For Sage 100 users non-stock will insert the required * in the Item Code fields.&nbsp;
+| colspan="4" style="width: 265px;" | <u>Stock/Non Stock Options</u>: 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.&nbsp; For Sage 100 users non-stock will insert the required * in the Item Code fields.&nbsp;
 |-
 | style="width: 265px;" | &nbsp;

@@ Line 12: / Line 12: @@
 | colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job.&nbsp;
 |-
-| style="width: 265px;" | &nbsp;
+| colspan="4" | <u>Transaction Type Buttons</u>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
 |-
-| colspan="4" | <h3>Transaction Type Buttons</h3>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
+| colspan="4" | 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.
 |-
 | colspan="4" | Inventory Button: The Inventory button opens the form, enables inventory fields and limits the items list to inventory items only.
 |-
 | colspan="4" | Purchase Button: The Purchase button opens the form, enable the inventory fields and limits the items list to non-labor items.
 |-
 | style="width: 265px;" | &nbsp;

@@ Line 17: / Line 17: @@
 | style="width: 446px;" | &nbsp;
 |-
-| colspan="4" | <u>Transaction Type Buttons</u>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
+| colspan="4" | <h3>Transaction Type Buttons</h3>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
 |-
-| colspan="4" | Labor Button: The Labor button opens the form, displays the quick entry labor buttons and limits the items list to labor items only.
+| colspan="4" | 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.
 |-
 | colspan="4" | Inventory Button: The Inventory button opens the form, enables inventory fields and limits the items list to inventory items only.

@@ Line 17: / Line 17: @@
 | style="width: 446px;" | &nbsp;
 |-
-| colspan="4" | <h4>Transaction Type Buttons</h4>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
+| colspan="4" | <u>Transaction Type Buttons</u>: The Transaction Type buttons are used to set up the form for data entry, based by transaction type.
 |-
 | colspan="4" | Labor Button: The Labor button opens the form, displays the quick entry labor buttons and limits the items list to labor items only.
@@ Line 23: / Line 23: @@
 | colspan="4" | Inventory Button: The Inventory button opens the form, enables inventory fields and limits the items list to inventory items only.
 |-
 | colspan="4" | Purchase Button: The Purchase button opens the form, enable the inventory fields and limits the items list to non-labor items.
 |-
 | style="width: 265px;" | &nbsp;

@@ Line 11: / Line 11: @@
 |-
 | colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job.&nbsp;
 |-
 | style="width: 265px;" | &nbsp;

@@ Line 122: / Line 122: @@
 | class="navigationTitles" colspan="4" | Overview
 |-
-| colspan="4" style="width: 265px;" | Sites are managed using the [[Site_Management|Site Management]] form.
+| colspan="4" style="width: 265px;" | Use this form to add transactions to a job in the back office.
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]

@@ Line 116: / Line 116: @@
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 |-
-| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+| &nbsp;
 |-
 | colspan="4" style="width: 265px;" | [[File:TransPurchase 1400x617.png|Transaction Entry - Purchases]]

@@ Line 99: / Line 99: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Trans Date]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_TransDate|Trans Date]]
 | class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_NoUnits|No Units]]
@@ Line 114: / Line 114: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 |-
 | class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
@@ Line 168: / Line 168: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_VendorList|Vendor]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Start Date]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_TransDate|Trans Date]]
 | class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_NoUnits|No Units]]

@@ Line 19: / Line 19: @@
 | class="headerMainTitles" colspan="4" | Fields
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Work Order]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_WO|Work Order]]
 | class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Job Number]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | Job Number
 |-
-| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | [[Glossary#Cust_Name|Site]]
+| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Stock]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Stock|Stock]]
-| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Non Stock]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_Nonstock|Non Stock]]
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|Find by Item Code]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_FindCode|Find by Item Code]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Find by Item Description]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_FindCode|Find by Item Description]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Servicer]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Servicer|Servicer]]
 | class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Agreement]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Agreement|Agreement]]
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Warehouse]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Warehouse|Warehouse]]
-| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerfacebook|Cost Type]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_CT|Cost Type]]
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Equipment]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_EQ|Equipment]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Covered]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Covered|Covered]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Item Code]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_ItemCode|Item Code]]
-| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerzip|Trans Description]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_TransDesc|Trans Description]]
 | class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Start Date]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Start Date]]
-| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerzip|Start Time]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_StartTime|Start Time]]
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerzip|No Units]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_NoUnits|No Units]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerzip|Taxable]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|End Date]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_EndDate|End Date]]
-| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerzip|End Time]]
+| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_EndTime|End Time]]
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerzip|Price]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Price|Price]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Hidden Line]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|UOM]]
+| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
 | class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
-| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerzip|Ext Price]]
+| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
-| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Billed Status]]
+| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Billed Status]]
 |-
 | colspan="4" style="width: 265px;" | &nbsp;