Create Transaction Screen

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.