Contents
Supplier and Transaction Diary Messages
Updated
by Caroline Buckland
The process
The Transactions by Supplier enquiry will allow you to add Supplier Diary messages or individual Transaction diary message. These can useful if you multiple staff dealing with suppliers or wish to record any important information for other team members to view.
1. Supplier Diary
The steps below describe the relevant steps required to create a Supplier Diary message.
To access the transaction enquiry screens select: Accounts Payable-AP Enquiries-Transactions by Supplier.
2. Supplier Diary
Click on the Supplier pull down menu followed by Diary.
If a diary event already exists it will be listed – select the Amend icon to view more details or use the Insert icon to create a new event.
3. Supplier Diary Insert Screen
Enter an Event Date.
Contact Name and Telephone number are optional fields.
Enter text in the Actions field.
Once complete click on the Update button.
Use the Exit icon until you get back to the Supplier Transaction Enquiry Screen.
The diary count for the supplier is then displayed in the summary area of the screen.
Use the Supplier/Diary pull down menu to amend or view the events.
1. Transaction Diary
This can be used to record information relating to transaction disputes or why a transaction is suspend from payment.
To access the transaction enquiry screens: Accounts Payable-AP Enquiries-Transactions by Supplier.
2. Insert Transaction Diary
Retrieve the Supplier, by following the steps above.
Against the transaction use the right click action and select Transaction followed by Diary.
If a diary event already exists it will be listed – select the Amend or View icon to view more details or use the Insert icon to create a new event.
Enter an Event Date and Reference.
Contact Name and Telephone number are optional fields.
Enter text in the Diary Line field.
Once complete click on the Update button.
Scroll along to the right of the enquiry screen to see the Trans Diary Count field.
Use the right click action again to view.
