Related Form

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Use this form to view all transactions of the job, including those for which Customer Relationship Management is the source module.

Note: Open, Detail, and Contact columns are only applicable to CRM transaction types — for example, Assets, Contracts, Quotes.

Subject

You can select from a dropdown list containing each type of transaction of the job. This includes transactions sourced from the Accounts Receivable, Accounts Payable, CRM, Fixed Assets, Inventory, Job Cost, and Purchase Order modules. Select All to view all transactions, or a specific transaction type to view only transactions of one type — for example, AP invoice, or PO purchase order.

Date From/To

Enter the to and from dates to use for filtering the transactions returned to the enquiry table when the Apply button is clicked (based on the transaction document date).

Apply

Click this button to apply the subject and date parameters, and return transaction details to the table.

You can double click a transaction line, except JC estimates, and Greentree Desktop opens details of the transaction in the source form. For example, if you double click an accounts payable invoice transaction line, Greentree Desktop displays the AP Invoice Entry form, populated with details of the transaction.

Note: If a user does not have menu security access for any of the transaction types, the transaction is visible in the enquiry. The user can't drill down to view transaction detail.

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