Difference between revisions of "Transaction Entry"

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(Created page with "{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;" |- | class="navigationTitles" colspan="4" id="top" | [[File:Customer ccexpress.png|Customer ccexpress.png]...")
 
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{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
{| border="0" cellpadding="2" cellspacing="1" style="width: 1400px;"
 
|-
 
|-
−
| class="navigationTitles" colspan="4" id="top" | [[File:Customer ccexpress.png|Customer ccexpress.png]]
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| class="navigationTitles" colspan="4" id="top" | [[File:TransLabor 1400x618.png|Transaction Etnry - Labor]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Navigation
 
| class="navigationTitles" colspan="4" | Navigation
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Select Search > Customer > Use the search filters to find the customer > Click the customer in the Result Grid > Click Edit.
+
| colspan="4" style="width: 265px;" | Select Search > Jobs > Select the job > Go to the transactions tab > Select Add from the More drop-list.
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Use Customer Maintenance to view the customer information as received in SOTG from the parent accounting system. This information is not editable when connected to a parent accounting system. There are four SOTG fields that can be altered for use in SOTG. This task provides several functions that allow you to setup, maintain, and inquire about customers, including:
+
| colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job. 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;Adding or editing links for LinkedIn, Twitter and Facebook
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customersitesTab|Site Tab]]
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customertaskstab|Tasks Tab]]
 
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customercontactstab|Contacts Tab]]
+
| 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" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customernotestab|Notes Tab]]
+
| 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" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| colspan="4" | Inventory Button: The Inventory button opens the form, enables inventory fields and limits the items list to inventory items only.
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| 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;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| 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;
 
| style="width: 265px;" | &nbsp;
Line 34: Line 29:
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Customer No]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_WO|Work Order]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customercity|City]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#activestatus|Active]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Customer Name]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | Job Number
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customerext|Ext]]
 
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerstate|State]]
 
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerbillingcontact|Billing Contact]]
 
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Stock|Stock]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#customeremail|Email]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_Nonstock|Non Stock]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customercountry|Country]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_FindCode|Find by Item Code]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerterms|Terms]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_FindCode|Find by Item Description]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Servicer|Servicer]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#customerfacebook|Facebook]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Agreement|Agreement]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxschedule|Tax Schedule]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerzip|Zip]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Warehouse|Warehouse]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_CT|Cost Type]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_EQ|Equipment]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Covered|Covered]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_ItemCode|Item Code]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_TransDesc|Trans Description]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Start Date]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_StartTime|Start Time]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_NoUnits|No Units]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_EndDate|End Date]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_EndTime|End Time]]
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Price|Price]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customeraccountmanager|Account Manager]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | [[File:CustSearch ccexpress.png|CustSearch ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:TransInventory 1400x617.png|Transaction Entry - Inventory]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
+
| style="width: 265px;" | &nbsp;
−
----
+
| style="width: 306px;" | &nbsp;
−
 
+
| style="width: 432px;" | &nbsp;
−
|-
+
| style="width: 446px;" | &nbsp;
−
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:Cust sitesTab ccexpress.png|Cust sitesTab ccexpress.png]]
 
−
|-
 
−
| 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;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Add a new site
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customertaskstab" | Tasks Tab
 
−
|-
 
−
| colspan="4" style="width: 265px;" | [[File:CustomerTaskTab ccexpress1.png|CustomerTaskTab_ccexpress1.png]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Tasks are managed using the [[Task_Management|Task Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new task
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Edit in the results grid to rdit an existing task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Replicate in the results grid to replicate the task.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select Remove in the results grid to remove the task.
 
 
|-
 
|-
 
| class="headerMainTitles" colspan="4" | Fields
 
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#TaskType|Task Type]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_WO|Work Order]]
−
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#TaskDetails|Task Desc]]
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 446px;" | Job Number
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customercontactstab" | Contacts Tab
+
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerContactTab ccexpress.png|CustomerContactTab_ccexpress.png]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Stock|Stock]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_Nonstock|Non Stock]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_FindCode|Find by Item Code]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_FindCode|Find by Item Description]]
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Servicer|Servicer]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Agreement|Agreement]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Contacts are managed using the [[Contact_Management|Contact Management]] form.&nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Warehouse|Warehouse]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_CT|Cost Type]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_EQ|Equipment]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Covered|Covered]]
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new customer contact
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_ItemCode|Item Code]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_TransDesc|Trans Description]]
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the Results Grid to edit the site.
 
−
|-
 
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 
−
----
 
−
 
 
−
|-
 
−
| class="headerMainTitles" colspan="4" id="customernotestab" | Notes Tab
 
−
|-
 
−
| colspan="4" | [[File:CustomerNotesTab ccexpress.png|CustomerNotesTab ccexpress.png]]
 
−
|-
 
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Notes are managed on the Notes Tab.&nbsp;&nbsp;
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to add a new customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to toggle the form to search for an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Edit option in the Results Grid to edit an existing customer note.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option in the Results Grid to remove an existing customer note.
 
−
|-
 
−
| class="headerMainTitles" colspan="4" | Fields
 
−
|-
 
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#NoteCategory|Category]]
 
−
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" colspan="4" | [[Glossary#NoteContent|Note]]
+
| 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]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
−
----
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
 
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Price|Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerdoctab" | Documents Tab
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| class="headerMainTitles" colspan="4" | [[File:CustomerDocsTab ccexpress.png|CustomerDocsTab ccexpress.png]]
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
−
| class="navigationTitles" colspan="4" | Overview
 
−
|-
 
−
| colspan="4" style="width: 265px;" | Document are uploaded, downloaded and removed using the&nbsp;[[Documents_Management|Documents Management]] form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to add a new document using the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the View option in the Results Grid to edit the document in the Documents Management form.
 
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Click the Remove option to remove the selected Document.
 
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
−
----
 
−
 
 
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customerinvoicestab" | Invoices Tab
+
| &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerInvoiceTab ccexpress.png|CustomerInvoiceTab ccexpress.png]]
+
| colspan="4" style="width: 265px;" | [[File:TransPurchase 1400x617.png|Transaction Entry - Purchases]]
 
|-
 
|-
 
| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Invoices are created using the&nbsp;[[Job_Management|Job Management]] form.&nbsp;
+
| colspan="4" style="width: 265px;" | Use this form to add transactions to a job in the back office.
−
|-
 
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an invoice in the Results Grid to view or edit an invoice.&nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
Line 209: Line 138:
  
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" id="customeragreementstab" | Agreements Tab
+
| style="width: 265px;" | &nbsp;
 +
| style="width: 306px;" | &nbsp;
 +
| style="width: 432px;" | &nbsp;
 +
| style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="headerMainTitles" colspan="4" | [[File:CustomerAgreementTab ccexpress.png|CustomerAgreementTab ccexpress.png]]
+
| class="headerMainTitles" colspan="4" | Fields
 
|-
 
|-
−
| class="navigationTitles" colspan="4" | Overview
+
| 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;" | Job Number
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | Agreements are managed using the [[Agreement_Management|Agreement Management]] form.&nbsp;
+
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
 
|-
 
|-
−
| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select an agreement in the Results Grid to edit the selected agreement.&nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Stock|Stock]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_Nonstock|Non Stock]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_FindCode|Find by Item Code]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_FindCode|Find by Item Description]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Servicer|Servicer]]
−
----
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
 
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Agreement|Agreement]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_Warehouse|Warehouse]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_CT|Cost Type]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_EQ|Equipment]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Covered|Covered]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_ItemCode|Item Code]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_TransDesc|Trans Description]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_VendorList|Vendor]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| 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]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Price|Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 
|-
 
|-
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| colspan="4" | &nbsp;
+
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
−
|-
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
−
| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
−
|-
 
−
| colspan="4" | &nbsp;
 
 
|-
 
|-
 
| colspan="4" | &nbsp;
 
| colspan="4" | &nbsp;

Latest revision as of 06:44, 25 September 2024

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
 
Transaction Entry - Inventory
       
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
 
Transaction Entry - Purchases
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
 
 
 
 
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