Overview
In TRX, there are Entry screens and Query screens. Entry screens are used to create documents, and once processed, you can find these documents in the Query screens. But what if you started something in the entry screen, but left before it is processed? How do you find it?
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Finding Unprocessed Document
You simply need to pull it up in the entry screen:
Open the Entry Screen
Hit F7
At this point, you will either get a list of documents to open, or the fields will be blank allowing you to Search.
If you get the list:
Select your document from the list
Document will come up for edit, deletion, or processing
If it is blank:
Use a field on the screen to narrow down your search
Hit F8
Document will come up for edit, deletion, or processing
Delete Unprocessed Records
Once you pull the record up, you can delete it. Make sure your cursor is in the header record (top half of the screen, Your current field will be yellow), then hit the delete Button.
Pull up Record
Make sure cursor is in Header
Date, Customer, Apply To, etc.
Hit the Delete button at the top
Hit Yes to Prompt
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Screen Examples
Here is a list of Some of the Entry screens this works for:
Voucher Entry - List - A/P>A/P Voucher Processing>Enter Vouchers
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Invoice Entry - List - A/R>A/R Transaction Processing>Invoice Entry
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Debit/Credit Entry - List - A/R>A/R Transaction Processing>DBM/CRM Entry
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Cash Receipt - List - A/R>Cash Receipts>Enter Cash Receipts
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Enter/Change Items - Blank/Search - INV>Enter/Change Items
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PO Entry - List - PUR>PO Entry Processing>Enter New Purchase Orders
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Order Entry - List - ORD>Order Entry Processing>New Order Entry
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Quotes - List - QES>Estimates>Enter Quotes
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Work Order - List - PRD>Work Order Fabrication>Work Order Entry/Query
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