Difference between revisions of "Transaction Entry"

Revision as of 05:36, 29 July 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.

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


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

@@ Line 122: / Line 122: @@
 | 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]]