Difference between revisions of "Transaction Entry"

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|-
 
|-
 
| colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job. 
 
| colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job. 
 +
|-
 +
| 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. 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.
 +
|-
 +
| 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 59: Line 69:
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
 
| class="fieldGrayBackgrounds" style="width: 432px;" | [[Glossary#boTransEntry_ExtPrice|Ext Price]]
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#|Billed Status]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 
|-
 
|-
 
| colspan="4" style="width: 265px;" | &nbsp;
 
| colspan="4" style="width: 265px;" | &nbsp;
Line 72: Line 82:
 
| class="headerMainTitles" colspan="4" | Fields
 
| 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: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &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: 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: 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: 432px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customerphone|Trans Date]]
+
| 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;" | [[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;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| 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: 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#boTransEntry_BilledStatus|Billed Status]]
 
|-
 
|-
−
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
+
| 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]]
 
| colspan="4" style="width: 265px;" | [[File:TransPurchase 1400x617.png|Transaction Entry - Purchases]]
Line 124: Line 132:
 
| class="navigationTitles" colspan="4" | Overview
 
| 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" 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]]  
 
| colspan="4" | &nbsp;[[Customer_Management#top|Top]]  
Line 143: Line 145:
 
| class="headerMainTitles" colspan="4" | Fields
 
| 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: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 432px;" | &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: 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: 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: 432px;" | &nbsp;
−
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#customerzip|Vendor]]
+
| class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_VendorList|Vendor]]
 
|-
 
|-
−
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
+
| 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;" | [[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;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 265px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
 
| class="fieldGrayBackgrounds" style="width: 306px;" | &nbsp;
−
| 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: 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#boTransEntry_BilledStatus|Billed Status]]
 
|-
 
|-
 
| 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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