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Operations Menu - Open NL Transaction

This page describes the 'Open NL Transaction' function on the Operations menu in the Delivery record window. If you are using iOS or Android, the 'Open NL Transaction' function is on the Tools menu (with 'wrench' icon).

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When you save a Delivery that you have marked as OK, a Nominal Ledger Transaction will be created providing the following conditions are met:

  • You have specified in the Sub Systems setting in the Nominal Ledger that Nominal Ledger Transactions will be created from Deliveries;

  • You have specified in the Number Series - Deliveries setting that Nominal Ledger Transactions will be created from Deliveries with Delivery Numbers in the relevant sequence;

  • You have specified in the Cost Accounting setting that Cost of Sales postings will be made from Deliveries or from Invoices with Accruals from Deliveries;

  • At least one of the Items on the Delivery is a Stocked Item (or you are using the Cost Accounting for Plain and Service Items option in the Cost Accounting setting); and

  • You have specified a for at least one of the Stocked Items in the Delivery.
The 'Open NL Transaction' function allows you to view that Transaction from the Delivery.

When you select the function from the Operations menu (Windows/macOS) or Tools menu (iOS/Android), the Transaction will be opened in a new window.

You can use Access Groups to prevent particular users from opening Transactions from Deliveries (and other records). To do this, deny them access to the 'Open Transactions from Operations Menu' Action or to the Nominal Ledger altogether.

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The Delivery register in Standard ERP:

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