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For example, you need to enter many transactions but do not have the time or all of the required information to complete them. In this case, you can enter only minimal information, such as transaction source, customer name and location and any invoice lines, then save your work. Then, when you receive more information, you can requery the incomplete transactions, enter all of the missing data, and complete each one at your convenience.

Prerequisites

   Define transaction types

   Define AutoAccounting

   Define transaction batch sources and choose automatic invoice numbering

   Define receipt classes

   Define payment methods

   Define payment terms

   Define accounting rules (optional)

   Set up your customers. Define addresses, payment terms, payment methods, collector, primary salesperson, profile class, freight carrier and terms, and bank accounts for each.

   Define customer profile classes. Assign primary salesperson, bill-to location, collector, payment terms, finance charge information, currency rates and limits.

   To enter a transaction with minimal information:

1. Navigate to the Transaction or the Transactions Summary window.

2. Enter an transaction Source.

3. Enter the Customer Name or Number.

4. Enter the Bill To Name and Location.

5. If you are in the Transactions Summary window, choose Open.

6. If you are using manual sequence numbering, open the More alternative region, then enter a unique Document Number. Otherwise, Receivables assigns a document number when you save. See: Implementing Document Sequences.

7. To enter invoice lines, choose Line Items, then enter the Item, Description, Quantity, and Unit Price for item (optional).

8. Save your work. If you are ready to complete this transaction, see: Completing Transactions.

See Also

Batching Transactions for Easy Entry and Retrieval

Completing Transactions