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