Fields in the Historical Purchase window

Fields in this window

Historical Purchase window

Vendor Name

In this field, enter the name of the vendor for whom you want to enter the historical purchase.

Balance

This field displays the current outstanding balance with this vendor.

Terms

In this field, the credit terms entered in the Buying Details view of the Card Information window for the vendor are displayed. If you wish to change the terms for this purchase only, click the arrow to open the Credit Terms window and make changes or additions.

PO #

When you begin to create a transaction in this window, this field will automatically display the next available purchase number which will become the actual transaction number when it's recorded into the data file. This ensures that two or more users won't create transactions with the same transaction number at the same time.

If you highlight the field, Auto†# appears. You can choose to:

Delete Auto†# and enter a new number for the transaction or

Leave Auto†#. The assigned number will appear again when you leave this field.

If you choose to enter a new number in the PO # field and then record the transaction, the next time you begin to enter a purchase, the PO # will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the PO†# field and record the transaction.

Date

Enter a date for the transaction.

Vendor Inv #

Enter the vendorís invoice number for this purchase.

Memo

Enter a memo for the transaction. This will help identify the transaction in the Transaction journal.

Total Including Tax

Enter the total remaining amount due for the purchase, including tax (not the original amount of the purchase).

Tax Code

Select the tax code that applies to the purchase.

Tax

Based on the Total Including Tax you entered and the Tax Code you selected, the calculated tax portion of the total appears here. Click the arrow to open the Tax Information window where you can view and change the tax amounts assigned to this historical purchase transaction.

Exchange Rate icon

Click this icon to open the Exchange Rate window. This window displays your current currency and the Transaction Exchange Rate and Current Exchange Rate. This information is view-only.

This icon appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window.

Record button

Click this button to record the historical purchase transaction youíve made in this window.

Cancel button

Click this button to leave this window.

*Vendor Name*	In this field, enter the name of the vendor for whom you want to enter the historical purchase.
*Balance*	This field displays the current outstanding balance with this vendor.
*Terms*	In this field, the credit terms entered in the Buying Details view of the Card Information window for the vendor are displayed. If you wish to change the terms for this purchase only, click the arrow to open the Credit Terms window and make changes or additions.
*PO #*	When you begin to create a transaction in this window, this field will automatically display the next available purchase number which will become the actual transaction number when it's recorded into the data file. This ensures that two or more users won't create transactions with the same transaction number at the same time. If you highlight the field, Auto†# appears. You can choose to: Delete Auto†# and enter a new number for the transaction or Leave Auto†#. The assigned number will appear again when you leave this field. If you choose to enter a new number in the PO # field and then record the transaction, the next time you begin to enter a purchase, the PO # will automatically increase the number you previously entered by one. This will continue until you again change the number entered in the PO†# field and record the transaction.
*Date*	Enter a date for the transaction.
*Vendor Inv #*	Enter the vendorís invoice number for this purchase.
*Memo*	Enter a memo for the transaction. This will help identify the transaction in the Transaction journal.
*Total Including Tax*	Enter the total remaining amount due for the purchase, including tax (not the original amount of the purchase).
*Tax Code*	Select the tax code that applies to the purchase.
*Tax*	Based on the Total Including Tax you entered and the Tax Code you selected, the calculated tax portion of the total appears here. Click the arrow to open the Tax Information window where you can view and change the tax amounts assigned to this historical purchase transaction.
*Exchange Rate icon*	Click this icon to open the Exchange Rate window. This window displays your current currency and the Transaction Exchange Rate and Current Exchange Rate. This information is view-only. This icon appears only if you marked the I Deal in Multiple Currencies field in the System view of the Preferences window.
*Record button*	Click this button to record the historical purchase transaction youíve made in this window.
*Cancel button*	Click this button to leave this window.