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.
Article ID: 249
Created On: Wed, Jun 13, 2012 at 10:39 AM
Last Updated On: Mon, Jun 19, 2023 at 4:34 PM
Online URL: https://kb.datafile.co.uk/article/additional-features-on-transaction-look-up-p-l-only-249.html