Transactions (tfgld1102m300)

Use this session to enter transaction lines for the following:

 

Document

A user-defined three-position code used to identify documents. The series linked to the transaction type give documents the sequence number.

Document Number

The identification of a transaction.

The document code is a combination of:

  • Transaction-type code
  • Series number
  • Sequence number
Line

The transaction line number.

Total Amount

The total amount expressed in the transaction currency.

Total Tax

The tax amount to be paid over a transaction amount.

Either Debit or Credit.

Remaining Amount

The remaining payment/receipt amount of the transactions.

Either Debit or Credit.

Document
Transaction Details
Serial Number

The transaction's serial or sequence number. For cash journals the serial number replaces the line number, because transactions are specified by line.

Financial Company

A company that is used for posting financial data in Financials. You can link one or more enterprise units from multiple logistic companies to one financial company.

Business Partner
Transaction Reference

A user-defined description of the transaction.

Ledger Account

A register used to record financial transactions and to accumulate the values of the transactions for reporting and analysis. The ledger accounts classify the transactions into categories such as revenues, expenses, assets, and liabilities.

Dimension Description for Dimension Type 1

One of up to twelve available analysis account bases for ledger accounts.

Related topics

Dimension Description for Dimension Type 2

One of up to twelve available analysis account bases for ledger accounts.

Related topics

Dimension 3

One of up to twelve available analysis account bases for ledger accounts.

Related topics

Dimension Description

Analysis account for ledger accounts to get a vertical view on ledger accounts. Dimensions are used to specify ledger account information.

Cash Flow Reason

If the transaction must be included in the cash flow statement, this field contains the cash flow reason.

Related topics

Amount / Tax
Debit/Credit

Indicates whether the amount is a debit amount or a credit amount.

Amount

The transaction amount in the transaction currency.

Debit Amount

The debit amount in the transaction currency.

Credit Amount

The credit amount in the transaction currency.

Debit Gross Amount

The debit gross amount in the transaction currency.

Credit Gross Amount

The credit gross amount in the transaction currency.

Debit Net Amount

The debit net amount in the transaction currency.

Credit Net Amount

The credit net amount in the transaction currency.

Amount in [%s]

The transaction amount expressed in the home currency. From the Tools menu, choose Rotate Currency to switch home currencies.

Country for Tax

The country where you pay tax.

Related topics

TaxCode

tax code

Related topics

Group Tax Code
Gross/Net

The amount entered in transactions.

The amount can be:

  • Net
  • Gross
Tax Amount in Payment Currency

The tax amount in the transaction currency.

Tax Amount in Home Currency

The tax amount in the home currency.

Text

If this check box is selected, a text is present.

Tax
Tax Origin

The tax type defines the type of transaction: Purchase or Sales.

Tax Ledger Account
Signed QR Code

The decrypted QR code of the item that is scanned.

Note
  • Infor Factory Track is used to scan the QR code of the item for warehouse receipts. For the purchase receipts, the QR code can be added manually.
  • Tethered scanner is used to scan the item for purchase invoice.
IRN

The Invoice Reference Number of the supplier that is linked to the warehouse receipt or purchase receipt or purchase invoice.

Note

Infor LN populates this value when the QR code is decoded.

Tax Invoice Date

The tax invoice date of the warehouse receipt or purchase receipt or purchase invoice.

Note

Infor LN populates this value when the QR code is decoded.

Miscellaneous
Periods
Fiscal Period

The year number which, together with the tax period, determines the tax period for this transaction.

Fiscal Period

The period number which, together with the tax year, determines the tax period for this transaction.

Reporting Period

The reporting year.

Reporting Period

The reporting period.

Quantities
Quantity 1

The quantity expressed in Unit 1 selected for the ledger account in the Chart of Accounts (tfgld0508m000) session.

Unit 1

The unit in which the quantity is expressed.

Quantity 2

The quantity expressed in Unit 2 selected for the ledger account in the Chart of Accounts (tfgld0508m000) session.

Unit 2

The unit in which the quantity is expressed.

Fixed Assets (FAM)
Asset Number

For fixed asset transactions, the asset number and asset extension.

Effective From

The type of effective-from date.

The types of effective-from date are:

  • Effective Date: If this option is selected, the adjustment occurs on the date specified.
  • In Service Date: By default, this option is selected if no adjustment occurs.
Adjustment Date

The date on which the adjustment is made.

Withholding Tax
Withholding Tax

If this check box is selected, the invoice includes the withholding income tax amount.

Budget Control
Budget Exception

If this check box is selected, a budget exception or an error occurred in the Posting Data of Standing Orders/Stand-Alone Pmt (tfcmg1515m000) session.

To correct the problem, you can decrease the amount, or use a different budget account by changing the ledger account and/or dimensions. If no error occurred in this area, the budget controller must resolve the exception. In case of a setup error, the error must be corrected in the area in which it was caused.

Note

This check box is only displayed if Budget Control functionality is used.

Text
Transaction Text

If this check box is selected, a text is associated.

 

Create Transactions from Template
Insert

Opens a details screen in which you can add a new line.

Split up Costs

Allows you to distribute costs across various LN packages, based on the ledger account of the transaction.

Check Budget

Checks whether the budget allows this transaction to be processed.

Details

Allows you to view or maintain transaction details.

Tax Codes by Line
Withholding Tax

If the transaction is subject to withholding tax and social contributions, this command displays the withholding tax amounts.

Intergroup Transactions
GL Account Matching
Budget Account Distribution