Find Unprocessed Documents

Owned by Stephen Juliano
Last updated: Feb 21, 2022
3 min read

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?

Finding Unprocessed Document

You simply need to pull it up in the entry screen:

  1. Open the Entry Screen

  2. 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:

  1. Select your document from the list

  2. Document will come up for edit, deletion, or processing

If it is blank:

  1. Use a field on the screen to narrow down your search

  2. Hit F8

  3. 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.

  1. Pull up Record

  2. Make sure cursor is in Header

    1. Date, Customer, Apply To, etc.

  3. Hit the Delete button at the top

  4. Hit Yes to Prompt

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

A/P>A/P Voucher Processing>Enter Vouchers

Invoice Entry - List - A/R>A/R Transaction Processing>Invoice Entry

Debit/Credit Entry - List - A/R>A/R Transaction Processing>DBM/CRM Entry

Cash Receipt - List - A/R>Cash Receipts>Enter Cash Receipts

Enter/Change Items - Blank/Search - INV>Enter/Change Items

PO Entry - List - PUR>PO Entry Processing>Enter New Purchase Orders

Order Entry - List - ORD>Order Entry Processing>New Order Entry

Quotes - List - QES>Estimates>Enter Quotes

Work Order - List - PRD>Work Order Fabrication>Work Order Entry/Query

Â