The following Vendors window Tabs are common to many modules in WebTMA.
Attachment Tab
The Attachment Tab includes several functions in three Sections: Contact, Note, and Task. Information recorded on the Attachment Tab applies exclusively to the record for which it is created.
When an Attachment is saved, it is linked to the current record. No Attachment data can be saved without a current record. Each Attachment Contact record is separate.
The Contact Section stores the name and other contact information (address, phone, email) for anyone you need to communicate with about the record.
The Note Section is used to add reminders or other information about the record.
The Task Section is used to record personal duties or actions for the individual user. These ‘tasks’ are not related to the Task Types established in Organization > Lookups.
How to Add Attachment Tab Information
To add information to the Attachment Tab:
- Navigate to the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar.
- Select the Add (Contact, Note, or Task) link on the appropriate section.
- Complete as much information as needed on the flyout window that opens.
- Select the Save button on the flyout.
- Choose Save on the WebTMA toolbar.
Attachment Flyout Check Boxes
All Attachment flyout windows include Active and Private check boxes. Only the Contact flyout includes Mailing Address.
- Active - This check box is the same as Active check boxes on other windows. When checked, the information is available for display.
- Private - When checked, the information is available only to the person who created the record. If not checked, anyone who opens this record can see it.
- Mailing address - When checked, you can use the address for mailings.
How to Edit Attachment Information
To edit information in any of the three Sections (Contact, Notes, Tasks):
- Open the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar
- Select the pencil icon on a line item.
- Make the desired changes.
- Select the Save button on the window.
- Choose Save on the WebTMA toolbar.
How to Delete Attachment Information
To remove a line in any of the three Sections (Contact, Notes, Tasks):
- Open the applicable record.
- Select the Attachments Tab.
- Choose Edit on the WebTMA toolbar.
- Select the trash can icon on the desired line item.
- Choose Save on the WebTMA toolbar.
Cost
The Cost Tab on many location and item records displays the accumulated costs, both current and historical, relating to the record. With the exception of the Work Order / Cost Tab, this is a read-only Tab. Charges accumulate on this window as they are incurred. The values are not dependent on posting charges.
The Year-to-Date values are for your fiscal year and are based on your Fiscal year setting in Admin > Client Info / Preferences.
Invoices
If your organization uses the optional Invoicing module, the Invoices Tab is visible provided your administration has set preferences for the specific window. The window displays line item details about any invoices that apply to the transaction.
Depending on the module, an A/P Payments Tab or an A/R Payments Tab is also visible. In some modules, the Invoices Tab includes an Accounts Payable Section, an Accounts Receivable Section, or both that serve the same purpose as the A/P Payments and A/R Payments Tabs.
Repair Centers
Use the Repair Centers Tab to associate one or more Repair Centers with a record. Only users that are assigned to the associated Repair Center(s) can see and use the record.
You are reminded to assign a Repair Center if you attempt to save a new record without selecting at least one Repair Center. Without a linked Repair Center, no one can view the record or assign work to an employee or for an item.
How to Affiliate a Repair Center with a Record
You can add as many Repair Centers as needed to a record. In Add or Edit mode:
- Select the Repair Center Tab.
- Choose the Add Repair Center link at the top of the grid to open the Repair Center Entry flyout.
- Mark the check boxes of all applicable Repair Centers. Tip: To select All Repair Centers, mark the check box next to the label Repair Center Code.
- Select the Add Selected button.
- Choose Save on the WebTMA toolbar.
Xref
The Xref Tab is a read-only Tab that shows any related Active Parts that are linked to an item from the Parts window. If a Part is no longer active, it will not be listed on an item's Xref Tab.
Look to this Tab to review details about a Part related to the current record including the price and quantity in stock.
Items and locations that display on the Xref Tab are only added or edited from the Parts window on the Parts / Xref Tab.
The Xref Tab for the Vendors window is somewhat different from the Xref Tab in other windows. Much of the information comes from the Parts / Suppliers Tab. Even though the Vendors / Xref Tab includes more information than the Xref Tab on other windows, the behavior is the same. Basically, it is a read-only Tab with information about Parts in WebTMA that are linked to this Vendor record.
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