List of Transactions

OBJECTIVE

The List of Transactions function is used to generate a list of all transactions that affect costs related to a call in the Service Management Module.

This list does not include calls, expenses or sales invoices.

 

PREREQUISITEs

• Enter a Purchase
• Distribute Hours
• Return From a Service Call

 

Steps

Generating a list of transactions

1. Select a Date Range and/or an Entry Date Range.
2. Select the other choices based on specific requirements.

Field	Description
Transaction Status	Available values: Combined Displays all transactions, transferred or not. Not Transferred Displays untransferred transactions. Transferred Displays transferred transactions.
Purchase	Used to specify whether transactions entered with the Enter a Purchase option, with an Invoice status, are displayed
Order	Used to specify whether transactions entered with the Enter a Purchase option, with an Order status, are displayed
Distribute Hours	Used to specify whether hours entered using the Distribute Hours option are displayed
Return From a Service Call	Used to specify whether transactions (hours or material) entered with the Return from a Service Call option are displayed.
User Code	Displays transactions entered by the selected user. NOTE: The system applies user security. A regular user can only see the users for which he or she is responsible. Administrator users can see all of the users.

3. Click Accept.

 

See also

• Security Management
• List of Visits
• List of Hours
• List of Disbursements

 

Last modification: September 20, 2024