ADD DEFINITION HERE. From here, users can (list the functions that can be done or launched from here).
Software Version: YYYY.MM.DD and newer
Page Header
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Delete | |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
|
| Journal Details | |
| Load from PO | |
| Help | Opens the online WIKI help page for the current page.
|
| New | Opens a new blank record for data entry. |
| Notes | |
| Save | |
| View Applications |
The bolded view is the default view, which will determine the view will automatically display in when opened. Home Tab
| Fields | Description |
|---|---|
| Amount | |
| Description | |
| Doc Date | |
| Doc No | |
| GL Date | |
| Payment Terms | |
| PO | |
| Status | |
| Vendor |
Properties Tab
| Fields | Description |
|---|---|
| Created By | |
| Created Date | |
| Currency ID | |
| Discount Date | |
| Due Date | |
| Last Updated | |
| Last User | |
| Pmt./Apply Hold | |
| Transaction Class | |
| TransactionSK | |
| Vendor ID |
Attributes Tab
| Fields | Description |
|---|---|
| Attributes | The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Setup → Attributes). |
| Available | This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as 'Approved' or 'Ready to Post'. |
| Value | The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module. |
Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Quick Sale transaction.
| Toolbar Icons | Description |
| Delete | Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'. |
| Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Fields | Description |
|---|---|
| Checkbox | |
| Description | |
| Distributed To | |
| Extended | |
| Price | |
| Purchase Account | |
| Quantity | |
| UOM |