Page Comparison

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• Description: An optional field for a description of the transaction.
• Doc Date: Identifies the date of the sale or return.
• Doc No: An optional field for the user to enter a document number for the transaction. This field is not required. However, if entered, this field must be unique by transaction type.
• PO: An optional field to enter a purchase order associated with the transaction.
• Sold To: Select the customer being sold the item(s) or returning the item(s).
• Status: This field is to select the status from the following options:
  • New - This is the default.
  • Approved - Used when there is a two-step process for finalizing transactions. Setting the status to “Approved” disables all editable fields except Status.
  • Ready to Post - Used when the user is ready to post the transaction. Setting the status to “Ready to Post” disables all editable fields including status.
  Transaction ID: Displays the unique transaction identification code. This field defaults to use the next available transaction ID but can be edited. However, no two transaction IDs can be the same
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Adding line items

By default, new customer sales open with 5 blank rows for data entry. Complete the data entry by adding one line for each transaction.

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