Differences

This shows you the differences between two versions of the page.

--- cats:procedures:invoices:payablegrids [2017/01/25 16:21] – jen
+++ cats:procedures:invoices:payablegrids [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 26: / Line 26: @@
   * Set Price Tool\\
   * Import from traffic screen\\
-You will use this scan grid with blank entries to enter your items. First, you must enter a purchase number and contract description. Please note if you **Exit** at this point and the **Amount** is left blank it will not save your entries.
+You will use this scan grid with blank entries to enter your items.
 [{{:cats:procedures:invoices:vendorgrid_blankitems.png?|Vendor grid blank entry}}]
+First, you must enter a purchase number and contract description. Please note if you **Exit** at this point and the **Amount** is left blank it will not save your entries.
+[{{:cats:procedures:invoices:vendorgrid_addinfo.png?|Add info manually}}]
 ====Manual Entry====
-If you are adding the entries manually then continue to add the Amount and Lbs. Next, fill in the Cst, and the G/L Acct column will fill in automatically. Press **Save** to continue.
+If you are adding the entries manually then continue to add the Amount and Lbs. Next, fill in the Cst (Cost Code), and the G/L Acct column will fill in automatically. Press **Save** to continue.
 [{{:cats:procedures:invoices:vendorgrid_addmanually.png?|Vendor grid add items manually}}]
@@ Line 48: / Line 51: @@
 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.
 [{{:cats:procedures:invoices:vendorgrid_weightedentry.png?|Weighted entry price type}}]
-====Add Items by Importing Traffic Screen====
+[{{:cats:procedures:invoices:vendorgrid_grid.png?|Vendor Grid}}]
+====Add Items by Importing from Traffic Report====
+You may add entries by importing from a traffic screen.  Please note, that the report you are using for this has to be created already. Filters must be correct and the difference report option must be set to Yes.
+Go to **Tools > Import from Traffic Report**.
+[{{:cats:procedures:invoices:vendorgrid_importfromtraffic.png?|Import from traffic screen}}]
+Select cost code and G/L number. Press **Apply** to continue.
+[{{:cats:procedures:invoices:vendorgrid_selectcostcode.png?|Select cost code and G/L number}}]
+Select traffic report to apply to entries. Press **Import** to continue.
+[{{:cats:procedures:invoices:vendorgrid_selectreport.png?|Select report and Import records}}]
+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.
+[{{:cats:procedures:invoices:vendorgrid_importinfo.png?|Scan list of records}}]
+Invoice items will show on the invoice. Print and post the invoice as usual. Press **Exit** to return to main menu.
+[{{:cats:procedures:invoices:vendorgrid_final.png?|Vendor grid}}]