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The Information Guidance for Historical Transaction Form

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Guide of Historical Transaction Form

hello and welcome to our bi-weekly.series ask the professor where we tackle.a question from you our viewers.we pulled today's question from reddit.from Neo Jia the OGS question is my boss.asked me to create a custom body filled.project in item receipt.where it will show the custom body.filled project of its purchase order the.purchase order custom body filled has.text area field type where my boss said.only freeform text can use the sourcing.and filtering tab is there any way I can.show the project custom body field to.the item receipt without changing the.POS project custom body field type based.on the question this is what I think you.are asking first you already have a.transaction body field labeled project.this field is present on your purchase.order form right now you want to create.a similar field for the item receipt and.that field would get its default value.from a link to purchase order you also.mentioned that it is either your or your.managers understanding that only fields.that are freeform text types are able to.be sourced from somewhere else.I want to start by letting you know that.there are a variety of fields that can.have their data source from elsewhere we.can see this by going to customization.then lists records and fields then.transaction body fields and clicking new.I'm using a transaction body field in.this example because that is the type.you are working with but this.information is the same for almost all.custom fields if we go to the sourcing.and filtering sub tab we see options to.source this record from somewhere else.we can change the type up here I'll go.ahead and scroll through a few of these.we can see that with many of these the.selection boxes under sourcing and.filtering remain this is because these.types of fields can have their data.source from somewhere else.prior to recording this video I created.a custom freeform text field labeled.project and set it to show on my.purchase order form let's take a look we.see the project field down here I'll go.ahead and enter all the data we need to.create this purchase order I'll also add.a project here in this new field we.created and let's save this purchase.order if I were to receive this right.now.there would be no place for the data in.the project field to flow into that is I.do not have a project field on my item.receipts there are a few different ways.that I can get this data onto my item.receipt and the method I choose is going.to depend on how I want to use this.field later.first method I could use is to simply.show the same project field on my item.receipt that I have on my purchase order.if I open my transaction body field and.I can do that to my recent records under.the applies to sub tab I can select item.receipt I can also check this view from.order only checkbox if I wanted this to.be read only on the item receipt but not.editable I'll go ahead and save this so.we can take a look at how this works.the second method we could use is to.create a second field that would apply.to the item receipt and have that source.from the purchase order if we click on.new from here we can create a new.transaction body field we could have.also gone to customization then lists.records and fields then selected new on.your transaction body fields I'll call.this project two and apply it to the.item receipt under sourcing and.filtering I'll select created from in.the source list this will give me the.ability to access most of the fields.that are on the record the item receipt.was created from which is the purchase.order in this case under source from.I'll start typing project and then.select it when it comes up here in the.header section I am also going to.uncheck store value because the way I.have my account setup was preventing.this from working with this checkbox.checked when I was testing this and I.want you to see how it should work.the last thing I'm going to do is go to.the display sub tab and under the sub.tab menu select main this just allows us.to see the field more easily.had I not selected this the field would.be under the custom sub tab on the item.receipt record I'll choose save and.let's take a look at how these work I'll.open the same purchase order for my.recent records and click receive to.receive the order on the item receipt we.see that both project and project two.are filled in with the same information.so why would you want to use one over.the other this is going to depend on how.you will use the data later will the.data be set up to print in different.locations using the same transaction.form layout for example will you use a.script that will access the data in the.record but use the data in different.ways between the two record types there.are also other reasons why but I'm not.going to try and list them all right now.I probably couldn't think of them all.anyway my recommendation is that you use.the first way that is display the same.field on both records unless you have a.compelling reason not to in addition to.the two ways listed above.there are a couple of other ways you.could populate the field using mass.updates workflows or scripting these all.have their uses for example if you.wanted to do some complex data.processing on the field you might use a.script or workflow if you needed to.update historical transactions you would.probably use a mass update to at least.perform the update if not keep the.records themselves updated the last.point that I want to mention is that.while it is easy to think of item.receipts as only coming from purchase.orders they can also come from a few.other transactions the most common one.being the RMA NeoGeo thanks for the.question and we hope this is a.sufficient answer to set you up for.success if you have questions you would.like us to answer please send them to.ask at erp professor comm or just let us.know what you think you can visit us on.the web at WWE are p professor comm or.connect with us on social media with the.following links thanks for watching.

How to generate an electronic signature for the Historical Transaction Form online

An all comprising solution for signing Historical Transaction Form is something any business can benefit from. CocoSign has found a way to develop a adaptable, cost-efficient, and risk-free online application that you can use.

As long as you have your device and an efficient internet connection, you will have no problem putting esignature on documents. These are the simple instructions you need to follow to sign the Historical Transaction Form:

  1. Notice the document you need to sign on your device and click 'Upload'.
  2. Press 'My signature'.
  3. There are three ways to design your signature: you can draw it, type it, or upload it. Go for the one that you find most appropriate.
  4. Once you have designed the signature, click 'Ok'.
  5. Finish by clicking 'Done'.

Then you just need to eSign the document and have it ready to be sent. The next step is up to you. You can email the form.CocoSign makes all the aspects of signing an electronic document easy and profitable.

You get more features like 'Add fields,' 'Merge documents,' 'Invite to sign,' and a few others, all meant to make it user-friendly and comprehensive.

The best thing about CocoSign is that it functions on all the equipments you make use of, so you can trust it and can sign electronic documents without regard to the device you are making use of.

How to create an electronic signature for the Historical Transaction Form in Chrome

Chrome is probably the most handy browser in recent, and it's no wonder. It has all the features, integrations and extensions you can urge. It's extremely useful to have all the tools you use available, due to the browser extensions.

Consequently, CocoSign has be the partner of Chrome, so you can just go to the Web Store to get the extension. Then, you can sign your form directly in the browser. These are a few simple instructions to lead you through the signing process:

  1. Notice the link to the document that needs to be signed, and press 'Open in CocoSign'.
  2. Use your registered account to log in.
  3. Notice the link to the document that needs to be signed, and press 'Open in CocoSign'.
  4. Navigate to 'My signature' and design your personalized signature.
  5. Find the right position on the page, put the signature, and press 'Done'.

After completing the instructions, you can either email the document or share it to as many recipients as you need.

You will notice that CocoSign has made efforts to make your Chrome signing experience as joyful and relax as possible, by adding a wide range of handy features, like merging PDF files, adding multiple signers, and so on.

How to create an electronic signature for the Historical Transaction Form in Gmail?

Email is the major method to transfer documents in recent, and going paperless has a lot of superiority, speed being the main one. You can sign a document and have your partner receive it right away.

Your email recipient is one click away. This simple process can be applied to any files that needs a signature: contracts, tax forms, and all kinds of agreements or declarations.

The great thing about CocoSign is that it helps you sign online the Historical Transaction Form in your Gmail, without having any other equipments involved. You can do that using the CocoSign Chrome extension. There are only five simple instructions you need to follow to sign your form right in your Gmail account:

  1. Find the CocoSign extension in the Chrome Web Store, and place it to your browser.
  2. Log into your Gmail account.
  3. Navigate to the Inbox and find the email containing the form you need to sign.
  4. On the sidebar, you will find the button 'Sign'; click it and design your designed e-signature.
  5. Once you press 'Done,' the signature will be completed, and the signed document will be automatically saved in a draft email generated by the CocoSign application.

Quick was the primary concern behind the efforts made by CocoSign to develop a simple and fast application that can allow you to forgo signing documents physically.

Once you try the application, you will right away become one of the lots of satisfied clients who are enjoying the superiority of e-signing their documents right from their Gmail account.

How to create an e-signature for the Historical Transaction Form straight from your smartphone?

Smartphones and tablets are so evolved in recent, that you can make use of them for anything what you can do on your laptop and PC. That's why more and more people are signing documents from these mobile devices, saving even more time.

It's also a huge benefit work at home. As long as your internet connection is stable, you can conduct your business everywhere.

When you need to sign a Historical Transaction Form, and you're outside, the CocoSign web application is the answer. Signing and sending a legally binding document will take seconds. Here is what you need to do to sign a document on your phone:

  1. Use your browser to go to CocoSign and log in. If you don't already have an account, you need to register.
  2. Notice the document that needs to be signed on the device and select it.
  3. Open the document and go to the page to add your signature.
  4. Press on 'My Signature'.
  5. Design your personalized signature, then place it on the page.
  6. Once you have done, check the document finally, press 'Done'.

All these instructions won't take long period, and once the document is signed, you decide the next step. You can either download it to the device or share it in an email or using a link.

A significant superiority of CocoSign is that it's adaptable with any mobile device, regardless of the operating system. It's the ideal choice, and it flexibles workflow, it's paperless.

How to create an e-signature for the Historical Transaction Form on iOS?

Creating an electronic signature on a iOS devices is not at all complex. You can sign the Historical Transaction Form on your iPhone or iPad, using a PDF file. You will notice the application CocoSign has created especially for iOS users. Just go to check CocoSign.

These are the guides you need to sign the form right from your iPhone or iPad:

  1. Place the CocoSign app on your iOS device.
  2. Utilize your email to design an account, or sign in with Google or Facebook.
  3. Notice the PDF that needs to be signed on the iOS devices or pull it from the cloud.
  4. Notice the section where you want to put the signature; press 'Insert initials' and 'Insert signature'.
  5. Draw your initials or signature, place them correctly, and save changes to the document.

After finishing, the document is ready for the next step. You can download it to your iPhone and fax it. As long as you have a good internet connection, you can sign and send documents immediately.

How to create an electronic signature for the Historical Transaction Form on Android?

iOS has a large number of of users, there's no doubt of that, but most mobile users have an Android operating system. To serve the needs, CocoSign has developed the application, especially for Android users.

You can acquire the app on Play Market, install it, and you are capable to start signing documents. These are the instructions to sign a form on your Android device:

  1. If you already have a CocoSign account, sign in. If you don't have one yet, you can sign in using Google or Facebook.
  2. Press on '+' to select the document you want to sign, from cloud storage or using your camera.
  3. Notice the section where the signature must be placed and then use the popup window to write down your signature.
  4. Put down it on the page, confirm, and save the changes.
  5. The final step is to email the signed document.

To send the signed form, just attach it to an email, and it will reach your recipients immediately. CocoSign is the best way to sign a large number of docs every day, all at a cost-efficient price. It's time to forget all about signing docs with pen and keep it all electronic.

Historical Transaction Form FAQs

Here are the answers to some common problems regarding Historical Transaction Form. Let us know if you have any other problems.

Need help? Contact support

How can I get the MoneyGram I filled out and get the cash back?

If you mean Money Order take it with the original receipt to the store where you purchased it for a refund. If you sent a Moneygram . take your receipt and ID used to do the send back to the Walmart store where you completed the transaction for refund.

Do military members have to pay any fee for leave or fiancee forms?

This question is quite ambiguous. Perhaps the person asking this means to say (a) “How much does it cost for a military person to request leave, thus receive a leave form” … Or, (b) perhaps the person asking this question literally wants to know the monetary cost of an actual leave form….or (c)perhaps what does leave cost in terms of leave accrued IAW the service members Leave and Earnings Statement (LES). I will start by answering: (a) How much does it cost for a military person to request leave, resulting in receiving a leave form (the document that formally authorizes a service member to take Continue Reading

How much amount to fill in amount of transaction column of form 60/61?

For 60/61 is required for transactions above rs 50,000/- only if you don't have a pan card in your name..you have to fill the total amount of transaction in the slip..

Can you track a money order?

Its simple! Open western union website. Click on the Tab: Transfer Status And then enter the MTCN number and you will see the status. Sometimes it may ask for further details like Receivers Details and transaction details.

How do you check if MoneyGram has been cashed?

I’d just like to add a bit of clarification. So, I recently got one of those gmail security emails asking me if I have a new device (I don’t). I noticed that the activity took place about 20 minutes after I went to sleep. I also know that it happened on a browser I typically use and in my town, so no red flags there. I went to check the devices in the house to see if any matched the IP address listed. None matched exactly. I immediately changed my password upon seeing this email. I’m not sure why this happened. I have received emails like this before, but each time it made sense because I’d jus Continue Reading

How do you check if a money order has been cashed?

You can file a trace on the money order. Go to your Post Office and ask the clerk to do so. You will have to have the money order stub AND your receipt. Cost is about $6.50 and you will receive the information by mail in about a week or so.

How do I know if my MoneyGram has been cashed?

There are other more complex ways for whatsapp to be hacked, but the simplest one I found was through WhatsApp Web. WhatsApp Web is a feature that allows you to use your WhatsApp on a Web Browser as long as your phone’s WhatsApp has an active internet connection. I once gained access to a friend’s whatsapp account(Please note, I told the friend and apologised for doing so and haven’t done that ever since) using an app which acts as a web browser and can keep up to 5 accounts active by pretending to be a web Browser where where WhatsApp Web can function. The name of the app is WowChat App. Thank Continue Reading

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