Difference between revisions of "Transaction Entry - Materials"

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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | The materials transaction entry form is used to record labor transactions.  The numeric buttons can be used to quickly enter the quantity. 
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| colspan="4" style="width: 265px;" |  
 
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| colspan="4" style="width: 265px;" |  
 
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| class="navigationTitles" colspan="4" | Overview
 
| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | The My Truck button is used to select inventory from the servicer's truck.
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| colspan="4" style="width: 265px;" | The materials transaction entry form is used to record transactions for material items by origination point.  The numeric buttons can be used to quickly enter the quantity. 
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| colspan="4" style="width: 265px;" |  
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" |  
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionServicer|Servicer]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemCode|Item]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemDescription|Description]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" |  
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionDate|Date]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" |  
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionUnits|No. Units]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" |  
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionPrice|Price]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" |  
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#hiddenCheckbox|Hidden]]
 
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| class="headerMainTitles" colspan="4" | Purchases
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;My Truck: &nbsp;Used to record transactions for items taken directly from the servicer's truck. </span>&nbsp;
 
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| colspan="4" | [[File:MobileTEMaterials purchases ccexpress.png|MobileTEMaterials purchases ccexpress.png]]
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Purchases: &nbsp;Used to record transactions for items purchased by the servicer while on the job.</span>&nbsp;
 
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| class="navigationTitles" colspan="4" | Overview
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Non-Stock: &nbsp;Used to record transactions for drop-ship items.</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | The Purchase button is used to add transactions for purchased items.
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| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•&nbsp;Other Warehouse: &nbsp;Used to record transactions for items taken from a location other than the servicer's truck.</span>&nbsp;
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
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| &nbsp;
 
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| class="headerMainTitles" colspan="4" | Non-stock
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| colspan="4" | [[File:MobileTEMaterials nonstock ccexpress.png|MobileTEMaterials nonstock ccexpress.png]]
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| &nbsp;
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| class="navigationTitles" colspan="4" | Overview
 
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| colspan="4" style="width: 265px;" | The Purchase button is used to add transactions for purchased items.
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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| class="headerMainTitles" colspan="4" | Fields
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionServicer|Servicer]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemCode|Item]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemDescription|Description]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionDate|Date]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionUnits|No. Units]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionPrice|Price]]
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#hiddenCheckbox|Hidden]]
 
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| class="headerMainTitles" colspan="4" | Other Warehouse
 
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| colspan="4" | [[File:MobileTEMaterials otherwarehouse ccexpress.png|MobileTEMaterials otherwarehouse ccexpress.png]]
 
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|-
 
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| class="navigationTitles" colspan="4" | Overview
 
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|-
 
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| colspan="4" style="width: 265px;" | The Other Warehouse button is used to add transactions for items from a warehouse other than the servicers truck/warehouse.
 
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|-
 
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| colspan="4" style="width: 265px;" | &nbsp;
 
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|-
 
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| class="headerMainTitles" colspan="4" | Fields
 
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|-
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionServicer|Servicer]]
 
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|-
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemCode|Item]]
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#inv_ItemDescription|Description]]
 
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|-
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionDate|Date]]
 
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|-
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionUnits|No. Units]]
 
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|-
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
−
| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#TransactionPrice|Price]]
 
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|-
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | &nbsp;
 
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| class="fieldGrayBackgrounds" colspan="2" width="700px" | [[Glossary#hiddenCheckbox|Hidden]]
 
 
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| &nbsp;
 
| &nbsp;

Latest revision as of 08:35, 7 November 2024

Overview
 
 
My Truck
MobileTEMaterials mytruck ccexpress.png
Overview
The materials transaction entry form is used to record transactions for material items by origination point.  The numeric buttons can be used to quickly enter the quantity. 
• My Truck:  Used to record transactions for items taken directly from the servicer's truck.  
• Purchases:  Used to record transactions for items purchased by the servicer while on the job. 
• Non-Stock:  Used to record transactions for drop-ship items. 
• Other Warehouse:  Used to record transactions for items taken from a location other than the servicer's truck. 
 
Fields
  Servicer
Item Description
  Date
  No. Units
  Price
Vendor Hidden
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       

 

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