You can access Transactions sub-module by clicking the LHS link Transactions. Upon clicking this link, the Transactions page is displayed as depicted in the following figure:
The Transactions page displays existing Transactions details such as Transactions ID, Transaction Line, Effective Date, Transaction Type, Customer, Product, Policy ID, Sales Amount , Primary Payee, and Payee 2.
You can also click the button to select additional details to be displayed. These include Transaction Line, Effective Date, Transaction Type, Customer, Product, Policy ID, Sales Amount, Primary Payee, Payee 2, Approval Status, Transaction ID, External key, External Ref Number, SL NO, Is Estimation, Transaction ID, Transaction Line Level, Transaction Date, Transaction Status, Transaction Line Type, Is Projection, Customer Job/Contract, Full Customer Job, Full Product Name, Vendor, Group, Category, Ref Row Key, Class, Primary Territory, Full Territory ID, Data Source, Payee Job Category, Source, Account Name, SO Number, PO Number, Terms, Payment Type, Credit Memo ID, Check Number, Quantity, Unit of Measure (UOM), Weight, Unit Cost, Cost, Bill Number, Profit Pcnt, Gross Profit, Tax, Discount, Shipping Fee, Commission Amount, Commission Rate, Primary Payee Credit Pcnt, Payee 2-30, Payee 2 -30 Credit Pcnt, Flexi Text 1-8, Contract ID, Contract Type, cancel flag, cancelled flag, Contract Line Type, Contract Status, Cancel On Date, Contract Start Date, Contract End Date, Contract Duration, Contract Duration Frequency, Parent Contract ID, Contract Amount, Txn Input Currency, Currency Conversion Rate, Transaction Currency, Txn Periods From Initial Date, Days Difference, Modified On, Referral ID, Referral Credit Pcnt, Renewal Status, Closed By, Process State, Comments, Paid Date, Paid Flag, Other Date, Other Flag, Action Flag, Ordered Process, Invoiced Process, Shipped Process, Paid Process, Other Process, Billing Address 1-5, Billing City, Billing State, Billing Postal Code, Billing Country, Billing Note, Shipping Address 1-5, Shipping City, Shipping State, Shipping Postal Code, Shipping Country, Shipping Note, GL Expense Account, GL Payable Account, GL Accrual Account, and GL Class.
This page also provides you options to search for existing Transaction records, create new Transaction records, edit existing Transaction data, copy existing Transaction data to create new record, and so on.
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