Difference between revisions of "Transaction Entry"

Revision as of 12:03, 27 June 2023


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
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



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
Sites Tab

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

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

@@ Line 99: / Line 99: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | &nbsp;
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Trans Date]]
+| 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]]
@@ Line 114: / Line 114: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_BilledStatus|Billed Status]]
 |-
 | colspan="4" | &nbsp;[[Customer_Management#top|Top]]
 |-
 | class="headerMainTitles" colspan="4" id="customersitesTab" | Sites Tab
@@ Line 168: / Line 168: @@
 | class="fieldGrayBackgrounds" style="width: 446px;" | [[Glossary#boTransEntry_VendorList|Vendor]]
 |-
-| class="fieldGrayBackgrounds" style="width: 265px;" | [[Glossary#boTransEntry_StartDate|Start Date]]
+| 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]]