Field Definitions: MS Ticket Add Transaction Form

The following is a list of field descriptions for the MS Ticket Add Transaction form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Transaction

Check this box to restrict the addition of tickets to this batch by transaction number. Press F4 for a list of valid transaction numbers.

Leave this box unchecked if not restricting tickets by transaction number.

Transaction #

This field enabled only if Transaction option is checked.

Enter the transaction number of the ticket to add to this batch. Press F4 for a list of valid transaction numbers (list will exclude transactions already in another batch).

Batch Id

Check this box to restrict the addition of tickets to this batch by batch number.

Leave this box unchecked if not restricting tickets by batch number.

Batch Id #

This field enabled only if Batch Id option is checked.

Enter the batch number by which to restrict tickets to add to this batch. Press F4 for a list of valid batch numbers.

Sale Date

Check this box to restrict the addition of tickets to this batch by sale date.

Leave this box unchecked if not restricting tickets by sale date.

Sale Date: Begin/End

These fields enabled only if Sale Date option is checked.

Enter the beginning and ending date in a range of sale dates by which to restrict tickets to add to this batch.

From Location

Check this box to restrict the addition of tickets to this batch by ‘from’ location.

Leave this box unchecked if not restricting tickets by ‘from location’.

From Location #

This field enabled only if From Location option is checked.

Enter the ‘from location’ by which to restrict tickets to add to this batch. Press F4 for a list of valid locations.

Ticket #

Check this box to restrict the addition of tickets to this batch by ticket number.

Leave this box unchecked if not restricting tickets by ticket number.

Ticket #: Begin/End

These fields enabled only if Ticket # option is checked.

Enter the beginning and ending ticket in a range of tickets by which to restrict tickets to add to this batch.

Material

Check this box to restrict the addition of tickets to this batch by material.

Leave this box unchecked if not restricting tickets by material.

Material #

This field enabled only if Material option is checked.

Enter the material by which to restrict tickets to add to this batch. Press F4 for a list of valid materials.

UM

Check this box to restrict the addition of tickets to this batch by material unit of measure.

Leave this box unchecked if not restricting tickets by material unit of measure.

Unit of Measure

This field enabled only if UM option is checked.

Enter the unit of measure by which to restrict tickets to add to this batch. Press F4 for a list of valid units of measure.

Sale Type

Check this box to restrict the addition of tickets to this batch by Sale Type.

Leave this box unchecked if not restricting tickets by sale type.

Sale Type Option

This field enabled only if the Sales Type box is checked.

Select the sale type by which to restrict tickets to add this batch.

Additional restriction options will display based on the selected sale type.

Customer

This field only displays when restricting by ‘Customer’ sale type.

Check this box to restrict the addition of tickets to this batch by customer.

Leave this box unchecked if not restricting tickets by customer.

Customer #

This field only displays when restricting by ‘Customer’ sale type and is enabled when the Customer option is checked.

Enter the customer by which to restrict tickets to add to this batch. Press F4 for a list of valid customers.

Customer Job

This field only displays when restricting by ‘Customer’ sale type.

Check this box to restrict the addition of tickets to this batch by customer job.

Leave this box unchecked if not restricting tickets by customer job.

Customer Job #

This field only displays when restricting by ‘Customer’ sale type and is enabled when the Customer Job option is checked.

Enter the customer job number by which to restrict tickets to add to this batch.

Customer PO

This field only displays when restricting by ‘Customer’ sale type.

Check this box to restrict the addition of tickets to this batch by customer purchase order number.

Leave this box unchecked if not restricting tickets by customer PO number.

Customer PO #

This field only displays when restricting by ‘Customer’ sale type and is enabled when the Customer PO option is checked.

Enter the customer PO number by which to restrict tickets to add to this batch.

Hold

This field only displays when restricting by ‘Customer’ sale type.

Check this box to restrict the addition of tickets to this batch by hold status.

Leave this box unchecked if not restricting tickets by hold status.

Hold Option

This field only displays when restricting by ‘Customer’ sale type and is enabled when the Hold box is checked.

Select the hold status by which to restrict tickets to add to this batch.

JCCo

This field only displays when restricting by ‘Job’ sale type.

Check this box to restrict the addition of tickets to this batch by JC company.

Leave this box unchecked if not restricting tickets by JC company.

JCCo #

This field only displays when restricting by ‘Job’ sale type and is enabled when the Job option is checked.

Enter the JC company by which to restrict tickets to add to this batch. Press F4 for a list of valid companies.

Job

This field only displays when restricting by ‘Job’ sale type.

Check this box to restrict the addition of tickets to this batch by job.

Leave this box unchecked if not restricting tickets by job.

Job #

This field only displays when restricting by ‘Job’ sale type and is enabled when the Job option is checked.

Enter the job by which to restrict tickets to add to this batch. Press F4 for a list of valid jobs.

INCo

Specify the IN company for locating pricing information.

INCo #

This field only displays when restricting by ‘Inventory’ sale type and is enabled when the INCo option is checked.

Enter the IN company by which to restrict tickets to add to this batch. Press F4 for a list of valid companies.

To Location

This field only displays when restricting by ‘Inventory’ sale type.

Check this box to restrict the addition of tickets to this batch by ‘sold to’ location.

Leave this box unchecked if not restricting tickets by ‘sold to’ location.

To Location #

This field only displays when restricting by ‘Inventory’ sale type and is enabled when the To Location option is checked.

Enter the location by which to restrict tickets to add to this batch. Press F4 for a list of valid locations.

Mark Transactions for 'Delete'

Check this box to mark all batch tickets for deletion. The Action status will be set to ‘D-Delete’ for each ticket added to the batch. You may manually override the status.

Note: If you check this option, you will be unable to add tickets previously invoiced in AR or AP (intercompany sales and/or haul vendor payments) to the batch. You will need to uncheck this option in order to add them to the batch.

Leave this box unchecked if you do not want tickets automatically marked for deletion. The Action status will be set to ‘Changed’ for each ticket added to the batch. You may manually override the status.