Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:invoices:payablegrids [2017/01/25 16:04] – jen | cats:procedures:invoices:payablegrids [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
---|---|---|---|
Line 23: | Line 23: | ||
A screen with 10 blank entries will show. There are a few ways to add entries in: | A screen with 10 blank entries will show. There are a few ways to add entries in: | ||
- | * Manually | + | * Manually\\ |
- | * Using Tools to set price - see below for details\\ | + | * Set Price Tool\\ |
- | * Import from traffic screen | + | * Import from traffic screen\\ |
- | + | You will use this scan grid with blank entries to enter your items. | |
- | You will use this scan grid with blank entries to enter your items. First, you must enter a purchase number and contract description. | + | |
[{{: | [{{: | ||
- | ====Manuel Entry==== | + | First, |
- | If you are adding the entries manually then continue to add the Amount | + | [{{: |
- | Please note if you **Exit** at this point and the **Amount** is left blank it will not save your entries. | + | ====Manual Entry==== |
+ | If you are adding the entries manually then continue to add the Amount | ||
- | [{{: | + | [{{: |
====Add Items using Set Price Tool==== | ====Add Items using Set Price Tool==== | ||
Line 47: | Line 47: | ||
* Per Item- Amount per item\\ | * Per Item- Amount per item\\ | ||
* Per Pound- Applies the amount you pick per pound\\ | * Per Pound- Applies the amount you pick per pound\\ | ||
+ | |||
+ | [{{: | ||
Choose your type, enter the amount and then **Apply** to continue. | Choose your type, enter the amount and then **Apply** to continue. | ||
+ | Put a check in the box if you want to apply this price to all the same cost code. Please note, if you check this box, it will overwrite amounts even if you manually put them in already. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | |||
+ | ====Add Items by Importing from Traffic Report==== | ||
+ | |||
+ | You may add entries by importing from a traffic screen. | ||
+ | |||
+ | Go to **Tools > Import from Traffic Report**. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Select cost code and G/L number. Press **Apply** to continue. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | Select traffic report to apply to entries. Press **Import** to continue. | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | The records will be imported and shown in the scan list. Next, the dollar amount needs to be applied. As described above, enter the amount manually or using the set price tool. Press **Save** on the top menu bar to save your entries. | ||
+ | [{{: | ||
+ | |||
+ | Invoice items will show on the invoice. Print and post the invoice as usual. Press **Exit** to return to main menu. | ||
+ | [{{: | ||
- | ====Add Items by Importing Traffic Screen==== | ||