Common Tabs - WebTMA 5

Attachment Tab

This Tab is used with transactional records and includes several functions. The Tab is found on the following windows:

  • Contract
  • Purchase Requisition
  • Department
  • Request for Quote
  • Facility
  • Returns and Repairs
  • Projects
  • Sales Orders
  • Project Requisition
  • Vendors
  • Purchase Orders
  • Work Orders

The window includes the following Tabs: Contacts, Notes, and Tasks. The line items recorded on the Tasks Tab relate to personal duties for the individual user and are not related to the task types established in Organization > Lookups. Tasks entered for Attachments can also be added or viewed from File > My Task. If you have MyPage privileges, you can establish a My Task control to display your tasks on MyPage.

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. It relates exclusively to the record to which it is attached.

How to Add Attachment Tab Information

To add information to the Contact Subtab:

  1. Navigate to the applicable record.
  2. Click the Attachments Tab.
  3. Click Edit on the WebTMA toolbar.
  4. Click the Add Item link on the page.
  5. Complete the Personal Info and Business Info Subtabs on the popup with as much information as needed.
  6. Click the Save button on the window.
  7. (Optional) Complete the Notes and Tasks Tabs on this window.
  8. Click Save on the WebTMA toolbar.

How to Edit Attachment Information

To edit information on any of the three Subtabs (Contact, Notes, Tasks):

  1. Open the applicable record.
  2. Click the Attachments Tab.
  3. Click Edit on the WebTMA toolbar.
  4. Click the pencil icon on a line item.
  5. Make the desired changes.
  6. Click the Save button on the window.
  7. Click Save on the WebTMA toolbar.

How to Delete Attachment Information

To remove a line on any of the three Tabs (Contact, Notes, Tasks):

  1. Open the applicable record.
  2. Click the Attachments Tab.
  3. Click Edit on the WebTMA toolbar.
  4. Click the trash can icon on the desired line item.
  5. Click Save on the WebTMA toolbar.

Cost Tab

The Cost Tab on many location and item records displays the accumulated costs, both current and historical, relating to the record. It is a read-only window.

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.

Exceptions: Values on the Accounting > Accounts / Cost Tab reflect actual posted charges for the account. And on the Work Order / Costs Tab, the information relates to the hours, material, and labor costs specific to individual work orders.

Invoices Tab

This Tab is found on the following windows in WebTMA Enterprise:

  • Department (A/R)
  • Rentals (A/R)
  • Expense Tickets (A/R)
  • Sales Order (A/R)
  • Gas Tickets (A/R)
  • Utility Ticket (A/P & A/R)
  • Project Requisition (A/P)
  • Vendor (A/P)
  • Purchase Order (A/P)
  • Work Order (A/P & A/R)

If your organization uses the Invoicing module, the Invoices Tab is visible if your administration has set preferences for the specific window. The Purchase Order / Invoices Tab handles matching invoices and does not have the same rules or behavior as all the other windows listed.

Depending on the window, the Tab displays an Accounts Payable Subtab indicated by A/P in the previous list or an Accounts Receivable Subtab (A/R). The Work Order and Utility Ticket windows have both Subtabs.

The window displays line item details about any invoices that apply to the transaction.

The Vendor window shows all payable transactions listed above and an extra column to identify the transaction type.

The Department window shows all receivable transactions listed above and an extra column to identify the transaction type.

Repair Centers Tab

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:

  1. Select the Repair Center Tab.
  2. Choose the Add Repair Center link at the top of the grid to open the Repair Center Entry flyout.
  3. 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.
  4. Select the Add Selected button.
  5. Choose Save on the WebTMA toolbar.

Xref Tab

A read-only Tab that is found in the following modules: Area, Asset, Biomed Equipment, Buildings, Equipment, Floors, Tools, Vendors, and Vehicles.

The Tab 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 the part including the price and quantity in stock.

Add items and locations from the Parts / Xref Tab. Add vendors from the Parts / Suppliers.

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