Change AR transaction

Before processing unapproved accounts receivable transactions, the customer, unit, and GL accounts can be changed if required.

1. At the EMMS main menu, select Administration | Interfaces | Interface Transaction Files | Accounts Receivable Transactions. The Work With AR Transactions display screen appears.
2. Right-click on the transaction and select Change. The Edit AR Transaction change screen appears.
3. Click Add . The Edit AR Transaction add screen appears.
4. Fill in the fields as required.

   Customeris the client the transaction is for. You can click on the Prompt  button to select the customer from a list.

   POis the customer's purchase order number for the work.

   Unitis the equipment unit the transaction was for. You can click on the Prompt button to select the unit from a list.

   AR Accountis the account that will be affected by the transaction. You can click on the Prompt button to select the account from a list.

   GL Codeis the general ledger account to which the specified amount will be coded. You can click in the field, then click on the Prompt button to select the account from a list.

   Amountis the amount charged to the specified general ledger account, to 2 decimal places.

5. Click Enter to save the new items.

What next?