Differences

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

--- cats:procedures:invoices:payablegrids [2017/01/25 16:54] – jen
+++ cats:procedures:invoices:payablegrids [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 33: / Line 33: @@
 ====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 58: / Line 58: @@
-====Add Items by Importing from Traffic Screen====
+====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}}]
-Go to **Tools < Import from Traffic Screen**