Transaction Flows
Overview
BOS Professional provides several fixed transactions that you can use to manage a business, including accounting and inventory.
When Branches are used, every transaction must be linked to a branch. A warning appears if a Transaction is not linked to a branch.
The Status Note field is situated in Transaction List Views, hidden by default. The Status Note remains editable, even when the Transaction is in a read-only status.
Info
Transaction Flows refer to transactions that are copied from each other. Copy Rules describes who can copy, the copy popup, what each copy carries across and when a copy is not allowed.
Customer Transaction Flow
- Quotation
- Sales Order
- Material Movement (Optional – Goods Issued)
- Delivery Note (Optional – the Customer Invoice could serve as a Delivery Note)
- Customer Invoice (From Sales Order or Delivery Note)
Supplier Transaction Flow
- Purchase Orders
- Material Movement (Goods Received)
- Supplier Invoices (From Purchase Order or Goods Received)
Production Transaction Flow
- Work Order
- Material Movement (Goods Issued and Goods Returned)
- Purchase Order
- Materials Movement (Output Received)
- Delivery Note (Optional)