Create Transaction Screen - Revision history

JRZeitlin at 16:45, 18 December 2007

2007-12-18T16:45:06Z

JRZeitlin: Protected "Create Transaction Screen": Sysop page [edit=sysop:move=sysop]

2007-12-18T16:43:28Z

Protected "Create Transaction Screen": Sysop page [edit=sysop:move=sysop]

JRZeitlin: New page: This screen allows you to create a transaction. Enter the appropriate data into the following fields: * '''Transaction Type''' - Select the type of transaction (for example, "Bank Settle...

2007-12-18T16:43:28Z

New page: This screen allows you to create a transaction. Enter the appropriate data into the following fields: * '''Transaction Type''' - Select the type of transaction (for example, "Bank Settle...

New page

This screen allows you to create a transaction. Enter the appropriate data into the following fields:

* '''Transaction Type''' - Select the type of transaction (for example, "Bank Settlement" or "Finance Charge") from the drop down menu.
* '''Description''' - Enter a brief description of the transaction to distinguish it from other transactions.
* '''Transaction Date''' - Enter the date of the transaction or search for it using the [[calendar widget]].
* '''Scheduled Posting Date''' - If the transaction will occur at a future date, you may enter the date (or search for it using the [[calendar widget]]) and the system will automatically post the transaction at that specified time.

The following fields are optional, and will relate the transaction to other aspects of the system:

* '''Gl Journal Id'''
* '''Fiscal Type''' - Select the type of transaction (for example, "Actual" or "Budgeted") from the drop down menu.
* '''Voucher Ref''' - If the transaction pertains to a voucher, you may enter the voucher reference number in this field.
* '''Voucher Date''' - If the transaction pertains to a voucher, you may enter the date the voucher was issued here, or search for it using the [[calendar widget]].
* '''Group Status Id'''
* '''Fixed Asset Id'''
* '''Inventory Item Id'''
* '''Physical Inventory Id''' -
* '''Party ID''' - Enter the internal ID of the relevant party, or search for it using the [[lookup widget]].
* '''Role Type Id''' - If the transaction pertains to a pre-configured role, you may enter the internal role type ID in this field.
* '''Invoice ID''' - If the transaction pertains to a particular invoice, you may enter the internal invoice ID in this field.
* '''Payment Id''' - If the transaction is a payment on an invoice or order, you may enter the payment ID in this field.
* '''Fin Account Trans Id'''
* '''Shipment Id''' - If the transaction pertains to a shipped order, you may enter the internal shipment ID in this field.
* '''Receipt Id'''
* '''Work Effort Id'''
* '''Their Acctg Trans Id'''

Clicking the [Create] button will save the transaction and take you to the [[View Transaction Screen]].

@@ Line 4: / Line 4: @@
 * '''Description''' - Enter a brief description of the transaction to distinguish it from other transactions.
 * '''Transaction Date''' - Enter the date of the transaction or search for it using the [[calendar widget]].
 * '''Scheduled Posting Date''' - If the transaction will occur at a future date, you may enter the date (or search for it using the [[calendar widget]]) and the system will automatically post the transaction at that specified time.
-The following fields are optional, and will relate the transaction to other aspects of the system:
+The remaining fields are optional, and will relate the transaction to other aspects of the system.
 Clicking the [Create] button will save the transaction and take you to the [[View Transaction Screen]].

← Older revision	Revision as of 16:43, 18 December 2007
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