Difference between revisions of "Transaction Entry"
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| − | | colspan="4" style="width: 265px;" | Select Search > | + | | colspan="4" style="width: 265px;" | Select Search > Jobs > Select the job > Go to the transactions tab > Select Add from the More drop-list. |
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| class="navigationTitles" colspan="4" | Overview | | class="navigationTitles" colspan="4" | Overview | ||
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| − | | colspan="4" style="width: 265px;" | Use | + | | colspan="4" style="width: 265px;" | Use the back office transaction entry form to add transaction to a job. |
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| style="width: 265px;" | | | style="width: 265px;" | | ||
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| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
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| − | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number| | + | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customer_number|Work Order]] |
| − | | class="fieldGrayBackgrounds" style="width: 306px;" | | + | | class="fieldGrayBackgrounds" style="width: 306px;" | |
| − | | class="fieldGrayBackgrounds" style="width: | + | | class="fieldGrayBackgrounds" style="width: 432px;" | |
| − | | | + | | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#Cust_Name|Job Number]] |
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| + | | colspan="4" style="width: 265px;" | [[Glossary#Cust_Name|Site]] | ||
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| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]] | | class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#customeraddress|Address]] | ||
Revision as of 10:10, 27 June 2023
| Transaction Etnry - Labor | |||
| 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 | |||
| Address | Ext | State | Billing Contact |
| Address | Country | Terms | |
| Address | Tax Schedule | ||
| Zip | Tax Exempt No | ||
| Phone | Price Level | ||
| Fax | Salesperson | ||
| Account Manager | |||
| |||
| Top
| |||
| 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. | |||
| Top
| |||
