Accessing Transaction Entry Windows

Users can access the following Transaction Entry windows from the Job Status window.

• Purchase Order Entry
• Receivings Transaction Entry
• Payables Transaction Entry
• Payroll Transaction Entry
• Inventory Transaction Entry
• Sales Transaction Entry

If the Transaction Entry window is already open and you select the appropriate button in the Job Status window, the currently open Transaction Entry window comes to the front.

Notes:

• The buttons are enabled for active jobs and if you have security access to the  Signature Alternate Forms for Dynamics GP. See Setting up Job Cost Security for more information. 
• Depending on how your Alternate Signature Forms are set up, you may be prompted to open the Equipment Management alternate form or the Signature alternate form, select Signature.
• If access is set up to only the Equipment Management Alternate Forms, the appropriate buttons are disabled.
• Access to the Transaction Entry windows respects Microsoft Dynamics GP's user licenses.

To access transaction entry windows:

1. Go to Inquiry > Job Cost > Job Status and select a job.
2. Select one of the follow transaction entry buttons:
   • Purchase Order
     Select the Purchase Order button to open the Purchase Order Entry window. The Product Indicator defaults to Job Cost and the job number auto-populates when the window opens. Enter the appropriate cost codes.
   • PO Receive
     Select the PO Receive button to open the Receivings Transaction Entry window. Select the purchase order.
   • Payables
     Select the Payables button to open the Payables Transaction Entry window. Select Job Cost for the Product Indicator and the job number auto-populates.
   • Payrolls
     Select the Payroll button to open the Payroll Transaction Entry window. The Product defaults to Job Cost and the job number auto-populates when the window opens. Enter the appropriate cost code.
   • Inventory
     Select the Inventory button to open the Inventory Transaction Entry window. The Transaction Type defaults to Job Cost and the job number auto-populates when the window opens. Select the Job Number expansion button to open the Inventory Transactions window to enter the cost code. Select OK to return to the Inventory Transaction Entry window.
   • Sales Order
     Select the Sales Order button to open the Sales Transaction Entry window. The job customer auto-populates when the window opens. Select Go To and the select User-Defined. In the Sales User-Defined Fields Entry window, the Type defaults to Job and the job number auto-populates. Select the expansion button next to the job number to open the Sales Order Processing Transactions window and enter the cost code. Select OK to return to the Sales User-Defined Fields Entry window. Select OK to return to the Sales Transaction Entry window. The Sales Order button is disabled if the job has a Sales Order Processing (SOP) billing type. 
   • Journal Entry
     Select the Journal Entry button to open the Signature Transaction Entry window. Select Job Cost for the Product Indicator and the job number auto-populates. Enter the cost code.