We are aware that sage has a functionality in Account Receivable for the Job Related Documents in the desktop version. The options was not yet provided in the web screens up to Sage 300 2019.1 i.e. Product Update 1. With the release of Sage 300 2019.2 (PU2), sage has introduced the Job Related Documents option in the A/R Receipts Web screen.
Navigate to “Accounts Receivable → A/R Transactions → Receipt Entry” to open the A/R Receipt Entry screen. The screen can also be opened from the Receipt Batch List Menu similar to the functionality available in the desktop screen.
Once the screen is opened, enter the customer, select the Transaction Type as “Prepayment” and the Job Related check box is available for selection.
Similarly, if Transaction Type “Miscellaneous Receipt” is selected, the Job Related check box is available for selection.
The Job Related option is only available for Transaction Type as Prepayment and Miscellaneous Receipt. Other Transaction Type does not support this feature.So, user can now perform the Job Related transactions from the web screen itself instead of going back to the desktop screen for just using the feature.
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