Creating a Smart History for Invoices (CTBA070 - SIGACTB)

Practicing - Registration of Smart History:

Registering a smart history for accounting entry of invoice payment according to model below:

"Payment ref to Invoice Nr: 999999 on Date 99/99/99"

Characters 9 represent information that vary according to the invoice (in this example, invoice number and date).

Procedures

1. In maintenance window of Smart History Register, select Add.

A screen for addition is displayed.

2. Enter code and description of the smart history.

Example:

3. Click Smart History.

The window Assistant - Smart History is displayed.

4. Click Add.

The window Edit Fields is displayed with types of history.

5. Select type Fixed Textand enter the history in field Text.

Example:

6. Click OK to continue.

7. After that, click Add and enter:

8. Confirm it.

9. Repeat steps 7 and 8 until the entire smart history text is configured. Follow the example:

10. Click Confirm to save the smart history.

The final screen, displayed after registration of all fields, should be according to table below:

Obs.: At the bottom of the screen (View), the smart history appears the way it appears when typing accounting entry.

• Typing the Accounting Entry:

When field Stand. Hist. is informed in Accounting Entry, the system displays:

Only fields colored differently must be filled out (document number and date).