Extended PO Invoice Entry

Transcription

1 Extended PO Invice Entry Multiple Receipts per Invice Extended PO Invice Entry Extended PO Invice Entry is an enhanced replacement fr the Sage P/O Invice Entry frm that lets yu: Quickly receive an invice frm a vendr that references many receipts. The Multiple Receipts zm pp-up shws all receipts related t a vendr, s yu can quickly match them t an invice. A vendr is related t a receipt if they are the primary vendr r an additinal cst vendr. Drill dwn t mre infrmatin while entering an invice and fast access t additinal Receipt, Vendr, and Item infrmatin. The fllwing pictures shw sme f the extra features n the Extended PO Invice Entry screen: Sage P/O Invice Entry screen TaiRx Extended PO Invice Entry screen Click the fllwing links fr details n each Extended PO Invice Entry feature: Multiple Receipts per Invice Quickly receive an invice frm a vendr that references many receipts. SmartFinder Invice Number Finds invices and shws invice details quickly fr any vendr. SmartFinder Vendr Number Find a vendr quickly frm a name, descriptin, phne number r an address. SmartFinder Receipt Number Find an item quickly frm partial wrds. SmartFinders prvide fast, brwser-like search capabilities t lkups n the PO Entry screen. The SmartFinder searches mre fields than the Finder and searches in all text fields at nce. Fr example, search fr Seattle if yu think that the vendr r cntact is in Seattle. Vendr Inquiry (buttn left f the vendr name field) prvides cmplete vendr data, including POs, receipts, purchases, requisitins, invices, payments, adjustments, etc. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

2 Extended PO Invice Entry Multiple Receipts per Invice Multiple Receipts per Invice Select the Frm Multiple Receipts checkbx. Click the Zm buttn (utlined belw) t launch a windw that replaces the Sage 300 Create Invice frm Receipts windw. Chse a range f receipts and click the Lad buttn r just click the Lad buttn t display all receipts. Duble-click the Receipt number (r the click the clumn heading) t view the Receipt. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

3 Extended PO Invice Entry Multiple Receipts per Invice Click the Select All and Select Nne buttns t include all r nne f the receipts listed in the grid. The vendr fr the invice may be either the primary vendr r an additinal cst vendr. Bth are shwn. Duble-click the Include clumn t select individual receipts (the Include clumn displays Yes). Nte: This example shws ne receipt where vendr 1200 is an additinal cst vendr. Click the Invice buttn when yu have selected the receipts that yu want t invice. Pressing the Invice buttn will include all selected receipts n the invice. Inviced items will appear in the grid n Invice tab. Additinal csts will appear n the Additinal Csts tab. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

4 Extended PO Invice Entry SmartFinder Invices SmartFinder Invices Click the Invice Number buttn t pen the SmartFinder fr searching invices. Search: Enter ne r mre wrds r wrd fragments in the entry field t search multiple tables and fields, and then click the Find buttn. Search returns recrds which cntain the search string in any f the searched fields fr example, ne recrd may have Ryal in the name, where anther may have it in the address field. Bth will be displayed. Nte: All f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr Rss Blvd, yu will nt see an invice where Rss is in the Vendr Name field and Blvd is in the Address 1 field.) Addresses (e.g. the vendr address) are treated as a single field. Display: The tp grid displays the invices matching the search criteria. Duble-click t select an invice. The bttm grid displays the details f the invice highlighted in the tp grid. Click the Address 1 clumn heading r duble-click the address t launch Ggle Maps with the vendr address. Yu can als check the lcatins f Ship-T and Bill-T addresses. Duble-click addresses (such as the Cntact ) t create new s. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

5 Extended PO Invice Entry SmartFinder Vendrs SmartFinder Vendrs Click the Vendr Number buttn t pen the SmartFinder fr searching vendrs. Search: Enter ne r mre wrds r wrd fragments in the entry field t search multiple tables and fields, and then click the Find buttn. Yu can als filter fr Active vendrs. Search returns vendrs and remit-t lcatin recrds which cntain the search string in any f the searched fields fr example, ne recrd may have Ryal in the name, where anther may have it in the address field. Bth recrds will be displayed. Nte: All f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr Rss Blvd, yu will nt see a vendr where Rss is in the Vendr Name field and Blvd is in the Address 1 field.) Addresses (e.g. the vendr address) are treated as a single field. Display: The tp grid displays the vendrs matching the search criteria. The bttm grid displays the remit-t lcatins that match the search criteria. Nte that the remit-t lcatins may nt be related t the vendr recrds displayed in the tp part f the screen. The screen belw displays remit-t lcatins fr tw different vendrs. Click the Address 1 clumn heading r duble-click the address t launch Ggle Maps with the vendr address. Yu can als check the lcatins f Ship-T and Bill-T addresses. Duble-click addresses (such as the Cntact ) t create new s. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

6 Extended PO Invice Entry SmartFinder Vendrs Selectin: Duble-click a vendr in the tp grid t select and enter the vendr n the invice. Duble-click a remit-t lcatin in the bttm grid t add the vendr and this remit-t address t the invice. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

7 Extended PO Invice Entry SmartFinder Receipts SmartFinder Receipts Click the Receipt Number buttn t pen the SmartFinder fr Receipts. Enter ne r mre wrds r wrd fragments in the entry field t search multiple tables and fields, and then click the Find buttn. Search returns recrds which cntain the search string in any f the searched fields. Nte: All f the wrd fragments must be present in ne f the fields being searched. (Fr example, if yu searched fr Rss Blvd, yu will nt see an invice where Rss is in the Vendr Name field and Blvd is in the Address 1 field.) Addresses (e.g. the vendr address) are treated as a single field. Display: The tp grid displays the receipts matching the search criteria. Duble-click t select an receipt. The bttm grid displays the item details f the receipt highlighted in the tp grid. Click the Address 1 clumn heading r duble-click the address t launch Ggle Maps with the vendr address. Yu can als check the lcatins f Ship-T and Bill-T addresses. Duble-click addresses (such as the Cntact ) t create new s. Selectin: Duble-click a receipt in the tp grid t select the receipt and enter the receipt details n the invice. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.

8 Extended PO Invice Entry Vendr Inquiry Vendr Inquiry Vendr Inquiry buttn displays the TaiRx Prductivity Tls Vendr Inquiry screen a cnvenient way t view data related t the vendr. Each tab fcuses n an aspect f the vendr s data. Yu can als lk up details fr ther vendrs while yu are n this screen. TaiRx Prductivity Tls fr Sage Cpyright TaiRx Sftware, Inc. All rights reserved.