Tip, use the save button as a training aid.
Click on the save button as soon as the screen displays:
- This will show you a list of the fields that have to be filled in.
- Also a red X appears next to the required fields. Fill in those fields and you can save the transition, card etc. that you are working on.
Transaction headers
- Transactions typically have a header and lines.
- Some of the main features of transaction headers include :
- A transaction number. Originally zero. Only set when the transaction is posted.
- Status :
- Outstanding transactions have a status of 'OPEN'.
- Transactions that are being worked on, such as a stock transfer that is being picked may have a status of 'IN PROGRESS'
- Transactions that are completed have a status of 'POSTED'.
- Once a transaction is posted it becomes read only. If you try to change a transaction but can't. The transaction probably has a status of 'POSTED'
- Workflow status is a property of transactions where a particular set of steps is required for the transaction. The workflow steps can be changed in system administration. Service orders have a workflow status as there are a number of required steps before an open service order can be posted.
...