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.
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	Zip	Zip	Salesperson
LinkedIn	Zip	Zip	Account Manager
Twitter	Zip	Zip	Zip
Address	Ext	State	Billing Contact
Address	Email	Country	Terms
Address	Zip	Facebook	Tax Schedule
Zip	Zip	Zip	Tax Exempt No
Phone			Price Level
Fax			Salesperson
LinkedIn			Account Manager
Twitter
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Sites Tab
Transaction Entry - Purchases
Overview
Sites are managed using the Site Management form.
• Use the More drop-list to Add a new site
• Select a site in the results grid to Edit the site.
• Use the More drop-list to Search for an existing site.
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