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cats:procedures:invoices:payablegrids [2017/01/25 16:36] – [Add Items using Set Price Tool] jen | cats:procedures:invoices:payablegrids [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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* Set Price Tool\\ | * Set Price Tool\\ | ||
* Import from traffic screen\\ | * 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. |
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+ | 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. | ||
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====Manual Entry==== | ====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. |
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- | ====Add Items by Importing from Traffic | + | ====Add Items by Importing from Traffic |
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+ | You may add entries by importing from a traffic screen. | ||
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+ | Go to **Tools > Import from Traffic Report**. | ||
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+ | Select cost code and G/L number. Press **Apply** to continue. | ||
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+ | Select traffic report to apply to entries. Press **Import** to continue. | ||
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+ | 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. | ||
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+ | Invoice items will show on the invoice. Print and post the invoice as usual. Press **Exit** to return to main menu. | ||
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- | Go to **Tools < Import from Traffic Screen** | ||