- Displaying & Adding Transaction Documents

Tip

Opportunities, Quotations and Customer Orders can also be viewed by navigating to the Landing Page for that object type (eg, Start > Sales > Opportunities or Quotations or Customer Orders).

 

 

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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:

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:

NOTEYou 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.