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Additional Features on Transaction Look-Up (P/L only)

Datafile Software

Additional Features on Transaction Look-Up (P/L only)

The Release 5.7 Update added an optional look-up database during purchase transaction entry. This look-up could be used where purchases (say) relate to a particular customer order so you may wish to look-up to the sales orders file.

This update adds two new options to this lookup facility. Firstly, extra confirm items are available for the lookup database, increasing from one to five items that can be displayed. Secondly, you can now review whether any other purchase invoices have been linked to the same lookup database.

The additional confirm items are displayed within the look-up input window. To check whether the lookup has been referenced against any other purchase transactions press the <F7-Option> key on the OK confirmation.

When you press the <F7-Option> key the system lists the transactions and analysis records that have previously used the same lookup key, press <Enter> or <ESC> to return to the look-up confirmation screen.

Installation

The Purchase Ledger transaction entry look-up options are configured within the Application User Facilities for the Purchase Ledger. From the main menu select Installation, followed by Application Manger and Application User Facilities. Select the Purchase Ledger application followed by Purchase Transactions and move to screen 2. The prompt ‘Perform Lookup to External File for Validating / Updating’ controls the lookup configuration and, when set, a pop-up is displayed with the configuration parameters.

The new parameters are:

Display Item Confirm– an additional four items, bringing to a total of five, confirm items are available from the lookup database.These are displayed after selection of the lookup record and are used to confirm the operator has selected the correct record.

Allow Opt Key on OK Message to Search for Look-up – set to allow use of <F7-Option> on OK message to review the previous purchase transactions which have been linked to this lookup record.

Custom Fields
  • Release ID: 5.9
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