Difference between revisions of "Transaction Entry"

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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:TransLabor 1401x645.png|Transaction Etnry - Labor]]
+
| 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" | <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#customersitesTab|Site 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#customertaskstab|Tasks 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#customercontactstab|Contacts 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#customernotestab|Notes 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;
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerdoctab|Documents Tab]]
+
| style="width: 265px;" | &nbsp;
 +
| style="width: 306px;" | &nbsp;
 +
| style="width: 432px;" | &nbsp;
 +
| style="width: 446px;" | &nbsp;
 +
|-
 +
| class="headerMainTitles" colspan="4" | Fields
 +
|-
 +
| 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
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
 +
|-
 +
| 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="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;
 +
|-
 +
| 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]]
 +
|-
 +
| 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;" | &nbsp;
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Start Date]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_StartTime|Start Time]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_NoUnits|No Units]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_EndDate|End Date]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | [[Glossary#boTransEntry_EndTime|End Time]]
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_Price|Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 +
|-
 +
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
 +
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 +
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customerinvoicestab|Invoices Tab]]
+
| colspan="4" style="width: 265px;" | &nbsp;
 
|-
 
|-
| colspan="4" style="width: 265px;" | <span class="dotContentHeader">•</span>&nbsp;[[Customer_Management#customeragreementstab|Agreements Tab]]
+
| colspan="4" style="width: 265px;" | [[File:TransInventory 1400x617.png|Transaction Entry - Inventory]]
 
|-
 
|-
 
| style="width: 265px;" | &nbsp;
 
| style="width: 265px;" | &nbsp;
Line 35: Line 82:
 
| 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;" | [[Glossary#boTransEntry_EQ|Equipment]]
 +
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Covered|Covered]]
 +
|-
 +
| 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: 432px;" | &nbsp;
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customertaxexemptno|Tax Exempt No]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Phone]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_TransDate|Trans Date]]
 
| 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_NoUnits|No Units]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerpricelevel|Price Level]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Taxable|Taxable]]
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerfax|Fax]]
+
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
| 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_Price|Price]]
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customersalesperson|Salesperson]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_Hidden|Hidden Line]]
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerlinkedin|LinkedIn]]
+
| 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;" | [[Glossary#customeraccountmanager|Account Manager]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 +
|-
 +
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 +
|-
 +
| &nbsp;
 
|-
 
|-
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customertwitter|Twitter]]
+
| colspan="4" style="width: 265px;" | [[File:TransPurchase 1400x617.png|Transaction Entry - Purchases]]
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
 
|-
 
|-
| colspan="4" style="width: 265px;" | &nbsp;
+
| class="navigationTitles" colspan="4" | Overview
 
|-
 
|-
| colspan="4" style="width: 265px;" | [[File:TransInventory 1401x646.png|Transaction Entry - Inventory]]
+
| 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]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
Line 88: Line 138:
  
 
|-
 
|-
| class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
+
| style="width: 265px;" | &nbsp;
 +
| style="width: 306px;" | &nbsp;
 +
| style="width: 432px;" | &nbsp;
 +
| style="width: 446px;" | &nbsp;
 
|-
 
|-
| colspan="4" style="width: 265px;" | [[File:TransPurchase 1400x645.png|Transaction Entry - Purchases]]
+
| 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
 +
|-
 +
| class="fieldGrayBackgrounds" colspan="4" style="width: 265px;" | Site
 +
|-
 +
| 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="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;" | Sites are managed using the [[Site_Management|Site Management]] form.
+
| 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 site
+
| 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" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Select a site in the results grid to Edit the site.
+
| 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" style="width: 265px;" | <span style="font-size:large;">•</span>&nbsp;Use the More drop-list to Search for an existing site.
+
| 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;[[Customer_Management#top|Top]]  
+
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_UOM|UOM]]
----
+
| class="fieldGrayBackgrounds" style="width: 306px;" | &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;

Latest revision as of 06:44, 25 September 2024

Select Search > Jobs > Select the job > Go to the transactions tab > Select Add from the More drop-list.
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
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