A window will open with of a list of the Events/Publications set up, choose the appropriate one for the transaction you are creating.
In the Transaction Type field, search for the transaction type you wish to use, this is defaulted to SINV - Sales Invoice. For more information on transaction types, see Transaction Types.
The home currency button can be used to switch between viewing values in the home or secondary currency.
The transaction date, year and period will be automatically filled in by the system but may be changed. The Period can be different to the date if necessary.
Click the green tick button to confirm and expand to the main transaction window.
In the Company Code field Search for the company you wish to link the transaction to and in the field next to this you can search for a contact code.
In the next three fields, enter the required information. The data entered here will depend upon the transaction type chosen.
The Due Date will be entered automatically from the payment terms of the customer or event.
In the Method field, search for a payment method for the transaction, e.g. V-Visa. Click on the expand button to enter additional payment details.
In the Secondary Currency field, choose the relevant currency if appropriate. The exchange rate will already be entered as denoted in the Adding and Deleting Currencies window or the Event/Publication Set up.
You are now ready to enter Transaction Lines.
Click the New button to the left of the grid. This will open the transaction line entry fields.
The line number box will appear, containing the next available line number. Click the tick button to accept this number.