Displaying Transactions

Clicking on Start > Finance > Customer Transactions displays the Customer Transactions Landing Page.

The Customer Transactions Landing Pages displays a choice of views including:

• My Transactions - all those Customer Transactions (of any type) that are either assigned to you or that have been marked to appear in your My Transactions view using the Watch functionality;
• All Transactions - all the Customer Transactions (of any type) on your database;
• All Quotations - all the Quotations on your database;
• All Orders - all the Customer Orders on your database;
• All Invoices - all the Invoices on your database;
• All Credit Notes - all the Credit Notes on your database.

You can customise the appearance of this (and any other) Landing Page including grouping, filtering and saving views.  For more information on customising views click here.

To open any of the records displayed in the views above, hover over the row until it become underlined and click on it.

Adding Transactions

To create a Customer Transaction within Workbooks either:

• Click Start > Finance > Customer Transactions and choose New Quotation/Order/Invoice/Credit Note from the Actions options on the left-hand side; or:
• Navigate to the appropriate Landing Page and choose New Quotation or New Order; or:
• Open an existing Customer Transaction document and use the Copy Document function to generate a new record.

NOTE: You can open the customer record for the transaction by clicking on the icon at the top of the header or next to the customer name. Similarly, if the transaction is based on an existing Opportunity, you can open that record by clicking on the icon next to the Opportunity name. You can see which Opportunity the document was created from by viewing the 'created from document' and 'created from reference' columns on the Landing Pages.

See the page on Transaction Documents Fields Help to learn more about completing the upper section of a Transaction Document and the page on Transaction Documents Line Items Help to learn more about populating the Line Items grid.