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Trace: • Change Staff ID/TX Unique ID - HRS7200 • Credentials - HRS3000
finance:maintenance:creditcard:postingpa

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finance:maintenance:creditcard:postingpa [2020/08/20 22:57] – emorenofinance:maintenance:creditcard:postingpa [2022/08/02 16:06] (current) – emoreno
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-====Retrieve a PA:====+====Retrieve a purchase authorization:====
  
-^Retrieve an existing purchase authorization.|{{page>general:select_purchase_authorization}}|+^Retrieve an existing PA.|{{page>general:select_purchase_authorization}}|
  
  
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 {{page>general:add_pa}} {{page>general:add_pa}}
  
-VCV In the detail section:+In the detail section:
  
 ^Proc|Selected if the PA has not been paid (a check has been issued) and the transaction has been through end-of-month processing. The field is not selected if the PA is unprocessed.| ^Proc|Selected if the PA has not been paid (a check has been issued) and the transaction has been through end-of-month processing. The field is not selected if the PA is unprocessed.|
 ^Acct Per|The accounting period for the transaction is displayed. The field is display only.| ^Acct Per|The accounting period for the transaction is displayed. The field is display only.|
-^Account Code|Type the 20-digit account code for the transaction. As you type the data, a drop-down list of corresponding data is displayed. Select the desired account code. The field is display only for saved transactions. Only active account codes to which the user has access on the Maintenance > User Profiles > Accounts tab in District Administration are displayed in the drop-down list. The account code must exist in the chart of accounts.|+^Account Code|Type the 20-digit account code for the transaction. As you type the data, a drop-down list of corresponding data is displayed. Select an account code. The field is display only for saved transactions. Only active account codes to which the user has access on the Maintenance > User Profiles > Accounts tab in District Administration are displayed in the drop-down list. The account code must exist in the chart of accounts.|
 ^Type|{{page>general:posting_pa_type}}| ^Type|{{page>general:posting_pa_type}}|
-^Credit Card Code|Type the credit card code to be used for the transaction. As you type the data, a drop-down list of corresponding data is displayed. Or, press the SPACEBAR to view a list of available credit card codes. Select the desired credit card code. The field is display only for saved transactions. Only active credit card codes are displayed in the drop-down list. The selected credit card code automatically populates the **Contra Account Code** field with the corresponding liability account code from the credit card code table.|+^Credit Card Code|Type the credit card code to be used for the transaction. As you type the data, a drop-down list of corresponding data is displayed. Or, press the SPACEBAR to view a list of available credit card codes. Select a credit card code. The field is display only for saved transactions. Only active credit card codes are displayed in the drop-down list. The selected credit card code automatically populates the **Contra Account Code** field with the corresponding liability account code from the credit card code table.|
 ^Reason|Type a user-defined reason for the transaction. The field can be a maximum of 30 characters.| ^Reason|Type a user-defined reason for the transaction. The field can be a maximum of 30 characters.|
 ^Net Expend Amt|{{page>general:posting_pa_netexpend}}| ^Net Expend Amt|{{page>general:posting_pa_netexpend}}|
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 ^User ID|{{page>general:jv_userid}}| ^User ID|{{page>general:jv_userid}}|
  
-VCV In the summary section, a running total of all entered credit card transactions for the PA is displayed:+In the summary section, a running total of all entered credit card transactions for the PA is displayed:
  
 ^Account Code|The account code selected when the transaction was created is displayed.| ^Account Code|The account code selected when the transaction was created is displayed.|
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 ^Net Expend Amt|A running total of all detail transactions for each account code is displayed.|  ^Net Expend Amt|A running total of all detail transactions for each account code is displayed.| 
  
-VCV Click {{:images:mag_edit.svg?16|Spyglass Icon}} to view additional information for the transaction in the bottom grid.+VCV Click {{:images:mag_edit.png?16|Spyglass Icon}} to view additional information for the transaction in the bottom grid.
  
 VCV Click **Refresh Summary** to recalculate the summary totals if you added or made changes to the data under Credit Card Transactions. VCV Click **Refresh Summary** to recalculate the summary totals if you added or made changes to the data under Credit Card Transactions.
  
  
-VCV Click **Save** to save the changes.+VCV Click **Save**.
  
  
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-VCV In the summary section, the negative amount from the detail section is added to the **Balance Amt** field and resets the **Net Expend Amt** field to zero upon clicking **Save**.+In the summary section, the negative amount from the detail section is added to the **Balance Amt** field and resets the **Net Expend Amt** field to zero upon clicking **Save**.
  
-VCV Click **Save** to save the changes.+VCV Click **Save**.
  
  
finance/maintenance/creditcard/postingpa.1597964242.txt.gz · Last modified: 2020/08/20 17:57 (external edit)

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