Entering Quick Transactions
You can enter transactions with as little or as much information as you want. You can set up your system so that Receivables provides default values for most required transaction information.
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
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).
See Also
Entering Transactions
Batching Transactions for Easy Entry and Retrieval
Completing Transactions