Data Entry: Difference between revisions
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* Supplier bills can be drag-and-dropped in and matched to a purchase order. | * Supplier bills can be drag-and-dropped in and matched to a purchase order. | ||
* Mark as Processed moves records out of Data Entry into Bills or PO Receivables. | * Mark as Processed moves records out of Data Entry into Bills or PO Receivables. | ||
| seealso = | | seealso = <br> | ||
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Latest revision as of 08:44, 23 April 2026
| PRS Version | Not specified |
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Overview
How to upload physical delivery dockets, materials, and supplier invoices into PRS through the Data Entry screen, tag and group pages, and link them back to purchase orders and bills.
✓ Key Points
- Data Entry is where physical documents are uploaded into PRS.
- Purchase order receivables begin on the mobile app's Submit Docs page.
- Multiple delivery pages can be grouped, rotated, and tagged before processing.
- Each document is linked to its purchase order so history stays traceable.
- Supplier bills can be drag-and-dropped in and matched to a purchase order.
- Mark as Processed moves records out of Data Entry into Bills or PO Receivables.
📋 Transcript Click any line to jump
0:00 Purpose of the Data Entry screen in PRS.
0:18 Receiving purchase order documents via the mobile app.
1:45 Grouping images and tagging them as receivables.
2:21 Linking documents to a purchase order line.
3:30 Drag-and-dropping supplier bills into Data Entry.
5:18 Finding processed records under the Bills module.
Needs Review
The Data Entry Page allows users to quickly view and enter scanned documents into PRS.
These documents can be created on the Mobile App, using the "Doc Scanner" Module, or loaded directly into this screen:
Documents can be "tagged" as a particular type, which allows the correct editing screen to be displayed when viewing the document:
To create tags for use in the Data Entry Screen, please see here.