Difference between revisions of "Bill List"
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== Overview == | == Overview == | ||
| + | |||
| + | The ERP Bill List contains data relating to all Bills that have been processed within your ERP database. The Bill is | ||
| + | an entry that attributes data directly to an Account, e.g. Electricity. Think of a Bill as an item often found on a person | ||
| + | fridge at home. The Bill is NOT designed for Product entry as it does NOT affect the Inventory levels. To receive and/or | ||
| + | return Product Inventory items you MUST use Purchase Orders. | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How to use the Bill List''' | ||
| + | |||
| + | *Select the Purchases tab | ||
| + | *Select the Bill List button | ||
| + | |||
| + | As per other ERP Lists, the Bill List allows the user to: | ||
| + | |||
| + | *Search for specific data (refer to Global Features) | ||
| + | *Filter by selected criteria (refer to Global Features) | ||
| + | *Select a Date Range or Custom Range to display in the list refer to (Global Features) | ||
| + | *Customise the List view (Global Features) | ||
| + | *Export the displayed List (Global Features) | ||
| + | *Print the displayed List (Global Features) | ||
| + | |||
| + | *Select the 'NEW' button to load a new Bill data entry screen. | ||
| + | |||
| + | *Enter/Select data as required, i.e. Supplier, Account etc. Refer to Bill for details. | ||
| + | *Select 'SAVE'. | ||
| + | |||
| + | *The new Bill will now display in the Bill List. | ||
| + | *Note the 'Type' is also displayed to identify if the transaction was a debit or credit, i.e. Bill or Credit. | ||
| + | |||
| + | *The Sum Total of the transactions as per the selected criteria of the displayed list will be listed at the base of the | ||
| + | Bill List screen. | ||
| + | *The Total Number of Records displayed in the list will be detailed at the bottom left of screen. | ||
Latest revision as of 17:05, 2 March 2011
Overview
The ERP Bill List contains data relating to all Bills that have been processed within your ERP database. The Bill is an entry that attributes data directly to an Account, e.g. Electricity. Think of a Bill as an item often found on a person fridge at home. The Bill is NOT designed for Product entry as it does NOT affect the Inventory levels. To receive and/or return Product Inventory items you MUST use Purchase Orders.
Ways Lists in ERP can be Manipulated:
How to use the Bill List
- Select the Purchases tab
- Select the Bill List button
As per other ERP Lists, the Bill List allows the user to:
- Search for specific data (refer to Global Features)
- Filter by selected criteria (refer to Global Features)
- Select a Date Range or Custom Range to display in the list refer to (Global Features)
- Customise the List view (Global Features)
- Export the displayed List (Global Features)
- Print the displayed List (Global Features)
- Select the 'NEW' button to load a new Bill data entry screen.
- Enter/Select data as required, i.e. Supplier, Account etc. Refer to Bill for details.
- Select 'SAVE'.
- The new Bill will now display in the Bill List.
- Note the 'Type' is also displayed to identify if the transaction was a debit or credit, i.e. Bill or Credit.
- The Sum Total of the transactions as per the selected criteria of the displayed list will be listed at the base of the
Bill List screen.
- The Total Number of Records displayed in the list will be detailed at the bottom left of screen.
