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Supplier Transactions F5

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    Posted: 19-Feb-2007 at 07:11
        Supplier Transactions F5

The transaction button is used to display transactions for each Supplier. You will be prompted for transactions will product details.

 
You will notice that the transactions button is highlighted as the default. Press enter to view a list of all invoices and payments.
 

The transactions are listed from the most recent date backwards.
Scroll up or down to view specific transactions. At the top of the screen you will notice the options for active orders or history. Active as the default and displays all active transactions for this Supplier. To view orders for this Supplier either click the orders option or toggle with the F3 key.

The history option is used to view transactions that have been filed to a history database. In the Database tab of Setup Business a file history option exists to file fully paid transactions after a specified number of months. This should normally be a minimum of 24 months and is used to minimise the size of the active database.

To display details of an invoice, enter or double click on the current line. The part details will then display in the bottom grid -

 
To view details of a specific payment enter or double click on the payment line.

The following payment details will display –

 
When the transaction button is pressed the other option is to review Product Details. Press P or click on the product details button.
 
 
A transaction search screen will be displayed showing all parts purchased by the specific Supplier from the most recent date backwards.
 
 
At the top of the screen you will notice the options for active orders or history. Active is the default and displays all active parts transactions for this Supplier.

To view current orders for this supplier either click the orders option or toggle with the F3 key.

Parts transactions for this supplier may be filtered by order number, invoice number, packing slip number, part number, to date or reference.

This is very useful for tracking specific parts transactions. For example if the part number is entered then all transactions for that specific part for the supplier are displayed -

 

To view transactions by a specific search period click the down arrow on the search period drop box and select either 90 days, 30 days, today, or all active transactions.

To view transactions by a specific transaction type simply select the transaction type in the top right list box.

To close the transaction search screen either press F5 or escape.

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