Document Imaging Locations by Screen Type

Below are the options available for each screen type.

List box with Search field – no New button:

  • AP | Vendor | Open Items
  • AP | Vendor | Payment History
  • AP | Vendor | Recurring
  • AP | Subcontracts | Open History
  • AP | Subcontracts | Payment History
  • AR | Customer | Open Items
  • AR | Customer Payment History
  • AR | Customer | Recurring
  • AR | Contracts | Open Items
  • AR | Contracts | Payment History
  • GL | Data Entry | GL Detail Analysis (GRID) *attach not allowed for every record
  • JC | Jobs | Job Materials
  • MM | Inquiries | Scale Ticket History
  • PO | PO | PO
  • PM | Inquiries | EWO Cost Analysis
  • SC | Inquiries | Site Service Contract Analysis
  • SC | Inquiries | Customer Service Contract Analysis
  • WO | Data Entry | Close Outstanding WO
  • WO Sites Site WO History

List box with Search button - New button opens in new tab:

  • DI Search
  • Job Images
  • Vendor Images
  • Subcontract Images
  • Customer Images
  • Employee Images
  • Equipment Images
  • Item Images
  • Contract Images
  • PO | PO | PO
  • PO | PO | PO Invoice Log
  • PO | PO | Packing List Log

List box with Search field - New button - small window forwards to new tab:

  • PM | Data Entry | EWO
  • WO | WO | WO
  • SC | SC | SC
  • PJ | Data Entry | Project Log (grid)

List box - New button - window remains in list box - Dl pane tracks with Window

  • AP | Subcontract | Document Tracking
  • DI | Batch
  • EC | EC | Components
  • EC | EC Compliance
  • EC | EC | Warranty
  • GL | Data Entry | Journal Entry
  • One Sided JE (GL.JE from command bar)
  • HR | Employee | Drug/Alcohol Testing
  • HR | Employee | Medical Insurance
  • HR | Employee | Employee Safety/OSHA
  • HR | Employee | Item Tracking (???)
  • HR | Employee | Reviews
  • MM | Data Entry | Scale Ticket Transactions

Transaction type (one image per line - multiple tabs):

  • EC | Data Entry | Cost Transaction
  • EC | Data Entry | Revenue Transaction
  • JC | Data Entry | Job Cost Transaction
  • TM | Data Entry | Billing Transaction Entry

One image per header - batch field - Transaction type:

  • AP | Vendor | Vendor Invoice
  • CM | Data Entry | Bank Recon
  • CM | Data Entry | Credit Card Recon
  • AR | Data Entry | Customer Invoice
  • AR | Data Entry | Change Request Entry
  • AR | Data Entry | Change Order Entry
  • ET | Data Entry | Equipment Tracking
  • IC | Data Entry | Job Requisitions
  • PJ | Data Entry | Log Entry (tabs
  • OP | Data Entry | Order Processing Invoices
  • PO | Data Entry | PO
  • PO | Data Entry | Packing List Qty Entry
  • PR | Data Entry | Pre-Time Card (by job/employee)

One image per header - no batch:

  • SC | SC | Main Properties
  • PO | PO | PO Entry
  • PM | Data Entry | EWO entry

Links to open in-context record

  • WO | Cost History - opens Purchase Order
  • AR Customer Payment History - 'Invoice Image' opens imag
  • PO, SC, EWO

Hyperlinks in Sub Windows: (open in new Spectrum tab)

  • Time Card History Inquiries Window
    • WO Cost History - A/P Invoice buttons
    • EC Cost History - Time Card button
    • EWO Cost Analysis - Cost History button - Time Card button
    • Payroll | Employees | Earnings History - Check - Time Card
    • Payroll | Employees | Earnings History - Time Car
    • Job | Job | Cost Activity - Time Card
    • WOWO | Labor -Edit - Time Card

Vendor Invoice Inquiries window

  • AP Vendor Open items - Invoice button (open status)
  • AP Vendor Payment History - Invoice button
  • WO Cost History - A/P Invoice button
  • EC Cost History - Invoice button
  • EWO Cost Analysis - Cost History button - A/P Invoice button
  • PO | PO | Packing List Log - View button
  • PO | PO | Invoice Log - View button
  • Job | Job | Cost Activity - AP Invoice button
  • GL | Inquiries | GL Detail Analysis – Detail button
  • GL | Inquiries | GL Detail Analysis - Related button (only displays if image exists)

Accounts Receivable Invoice Inquiries window

  • WO Financial Summary - AR Invoice button
  • AR Customer Open Items - Invoice button
  • AR Customer Payment History - Invoice button
  • AR Contract Open Items - Invoice button
  • AR Contract Payment History - Invoice button
  • AR | Inquiriesuiry | Invoice
  • Job | Job | Billing History - Details button
  • Order Processing Invoice Inquiries

Order Processing Invoice Inquiry

  • AR Customer Open Items - Invoice button (Open)

Equipment Component

  • EC Equip | Components - Edit button

Equipment Warranty

  • EC | Equip | Warranty - Edit button
  • EC | Equip | Components - Edit button - New Warranty butto

Hyperlinks above list box

  • Image link indicator - no button
  • EWO Cost Analysis - Cost Details Button - WO Detail Cost Inquiries Window - image link conditionally displays
  • EQ | Maintenance | Components - Cost Details button- EQ Cost History Detail
  • Inquiries window displays - image link conditionally display
  • AR Customer Payment History
  • AR Contract Payment History
  • EQ Warranty Edit