Transaction Reference List MBP1

Screen Specific Actions

Action	Displays
ACCOUNT TRANSACTIONS	Click Account \| All Transactions to display all transactions for a specific customer.
ACCOUNT HIST TRANSACTIONS	Click Account \| Hist Transactions to display the history of settled transactions on the customer's account.
ACCOUNT DIARY	Click Account \| Diary to display the Credit Control Diary screen MBFO for viewing existing entries for enquiry purposes.
ACCOUNT AGED DEBT	Click Account \| Aged Debt to display the Aged Debt Analysis screen MBPD for reviewing the aged debt on the specified customer account.
ACCOUNT AMEND	Click Account \| Amend to switch to the Customer name screen MBCB in Update mode.
ACCOUNT VIEW	Click Account \| View to switch to the Customer name screen MBCB in View mode.
ACCOUNT STATEMENT	Click Account \| Statement to print a statement for the selected transaction's customer.
TRANSACTION DETAIL	Click Transaction \| Detail to display the Transaction Details screen MBP0 for reviewing the selected transaction at the detail level.
TRANSACTION ITEMS	Click Transaction \| Items to display the Item Details screen MBP3 for reviewing comprehensive information concerning item details, for the selected transaction.
TRANSACTION PAYMENTS	Click Transaction \| Payments to display the Current Payment Details screen MBP4 for reviewing comprehensive information concerning payment details for the selected transaction.
TRANSACTION QUERY	Click Transaction \| Query to display the Query Management screen MBFT for viewing historic details of the selected transaction.
TRANSACTION GL LINK	Click Transaction \| General Ledger Link to display the General Ledger postings link screen MBP4 showing posting details for the selected transaction.
TRANSACTION APPROVE / REJECT	Click Transaction \| Approve / Reject as required to approve or reject transactions with a “Hold Awaiting Approval” status. The MBJD Transaction Amendment Edit screen handles validation concerning the user’s ability to approve or reject a particular transaction.
TRANSACTION AMENDMENT	Click Transaction \| Amendment to display the Transaction Maintenance screen MBJD for viewing and amending transaction details.
TRANSACTION DISPUTE	Click Transaction \| Dispute to display the Transaction Dispute screen MBJA for viewing and amending transaction disputes.
TRANSACTION SI DOCUMENT	Click Transaction \| Sales Invoicing Document to display the transaction details as entered on the Document screen MODB. This task is only applicable if using Sales Invoicing.
TRANSACTION PRINT	Click Transaction \| Print to print the selected transaction.
TRANSACTION CURRENCY CALC	Click Transaction \| Currency Calc to transfer to the Currency Calculation Enquiry screen MAGU, which shows how one currency is derived from another including exchange rates and effective dates. This task is only available when using foreign currency and the document currency is not the base currency.
CARD TRANSACTIONS	Click Card \| Transactions to switch to a list of all transactions for the Card Number on the currently selected transaction. This action is only available if Card Billing is in use.
TICKET SEGMENTS	Click Ticket \| Segments to display the Transaction Ticket Segment Details screen MCPE.
TICKET DETAIL	Click Ticket \| Detail to display the Transaction Ticket Details screen MCPD.
PLAN VIEW	Click Plan \| View to review the plan header details screen MBYB to which this transaction has been added.
PLAN COMPONENT	Click Plan \| Component to review the plan components screen MBYE to which this transaction has been added.
PLAN INSTALMENT	Click Plan \| Instalment to review the plan instalments screen MBYD to which this transaction has been added.
PLAN DEBT	Click Plan \| Debt to review the plan debt details screen MBYC to which this transaction has been added.
PLAN DISPUTE/RELEASE	Click Plan \| Dispute/release to either dispute a current plan or release it from dispute via screen MBJB.
PLAN CANCEL	Click Plan \| Cancel to cancel the current plan via screen MBYB.
PLAN INSERT	Click Plan \| Insert a new plan via screen MBYB. The selected transaction will be automatically added to the plan as plan debt.

Action

Displays

ACCOUNT TRANSACTIONS

Click Account | All Transactions to display all transactions for a specific customer.

ACCOUNT HIST TRANSACTIONS

Click Account | Hist Transactions to display the history of settled transactions on the customer's account.

ACCOUNT DIARY

Click Account | Diary to display the Credit Control Diary screen MBFO for viewing existing entries for enquiry purposes.

ACCOUNT AGED DEBT

Click Account | Aged Debt to display the Aged Debt Analysis screen MBPD for reviewing the aged debt on the specified customer account.

ACCOUNT AMEND

Click Account | Amend to switch to the Customer name screen MBCB in Update mode.

ACCOUNT VIEW

Click Account | View to switch to the Customer name screen MBCB in View mode.

ACCOUNT STATEMENT

Click Account | Statement to print a statement for the selected transaction's customer.

TRANSACTION DETAIL

Click Transaction | Detail to display the Transaction Details screen MBP0 for reviewing the selected transaction at the detail level.

TRANSACTION ITEMS

Click Transaction | Items to display the Item Details screen MBP3 for reviewing comprehensive information concerning item details, for the selected transaction.

TRANSACTION PAYMENTS

Click Transaction | Payments to display the Current Payment Details screen MBP4 for reviewing comprehensive information concerning payment details for the selected transaction.

TRANSACTION QUERY

Click Transaction | Query to display the Query Management screen MBFT for viewing historic details of the selected transaction.

TRANSACTION GL LINK

Click Transaction | General Ledger Link to display the General Ledger postings link screen MBP4 showing posting details for the selected transaction.

TRANSACTION APPROVE / REJECT

Click Transaction | Approve / Reject as required to approve or reject transactions with a “Hold Awaiting Approval” status.

The MBJD Transaction Amendment Edit screen handles validation concerning the user’s ability to approve or reject a particular transaction.

TRANSACTION AMENDMENT

Click Transaction | Amendment to display the Transaction Maintenance screen MBJD for viewing and amending transaction details.

TRANSACTION DISPUTE

Click Transaction | Dispute to display the Transaction Dispute screen MBJA for viewing and amending transaction disputes.

TRANSACTION SI DOCUMENT

Click Transaction | Sales Invoicing Document to display the transaction details as entered on the Document screen MODB. This task is only applicable if using Sales Invoicing.

TRANSACTION PRINT

Click Transaction | Print to print the selected transaction.

TRANSACTION CURRENCY CALC

Click Transaction | Currency Calc to transfer to the Currency Calculation Enquiry screen MAGU, which shows how one currency is derived from another including exchange rates and effective dates. This task is only available when using foreign currency and the document currency is not the base currency.

CARD TRANSACTIONS

Click Card | Transactions to switch to a list of all transactions for the Card Number on the currently selected transaction. This action is only available if Card Billing is in use.

TICKET SEGMENTS

Click Ticket | Segments to display the Transaction Ticket Segment Details screen MCPE.

TICKET DETAIL

Click Ticket | Detail to display the Transaction Ticket Details screen MCPD.

PLAN VIEW

Click Plan | View to review the plan header details screen MBYB to which this transaction has been added.

PLAN COMPONENT

Click Plan | Component to review the plan components screen MBYE to which this transaction has been added.

PLAN INSTALMENT

Click Plan | Instalment to review the plan instalments screen MBYD to which this transaction has been added.

PLAN DEBT

Click Plan | Debt to review the plan debt details screen MBYC to which this transaction has been added.

PLAN DISPUTE/RELEASE

Click Plan | Dispute/release to either dispute a current plan or release it from dispute via screen MBJB.

PLAN CANCEL

Click Plan | Cancel to cancel the current plan via screen MBYB.

PLAN INSERT

Click Plan | Insert a new plan via screen MBYB. The selected transaction will be automatically added to the plan as plan debt.

If not described elsewhere in this topic, click in the field and press F1 to view a description. See Common Fields for more information.

Fast prompt allows you to quickly view a list of options for certain fields.

NOTE Field visibility can be defined by your System Administrator, so not all fields documented may be shown.

See Using the Command Line on opening the screen without going through the menu.