Inventory Transactions

  • Updated on Jul 18, 2025
  • Published on Jul 16, 2024
  • 1 minute(s) read
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The Inventory Transactions page lists all Waste Logs and Prep Logs.

Navigation

Navigation Steps

  1. Open the Inventory app.

  2. Expand the Inventory category.

  3. Click Inventory Transactions.

Search

Navigate to pages with the R365 global search bar:

  1. Enter all or part of the page name in the R365 global search bar.

  2. Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.


Inventory Transactions Page

Field

Description

1

View Actions

The following actions allow the User to change the List View:

  • View Dropdown - Click to switch between the current view and other saved grid views

  • Show/Hide Columns Dropdown -Click to select which Columns to show or hide from the grid

  • Save View - Click to save the current view of the grid

  • Clear Filter - Click to remove any filters that have been set

  • Clear Sort - Click to clear any sorts that have been set

  • Set Default - Click to set the current view as the default view

  • Edit Selected - Contains the following options:

    • Approve

    • Unapprove

    • Delete

    • Use

    • Print - Transaction summary

  • Export - Click this icon to export the current view to a .csv file

  • Refresh - Click to refresh the grid

2

Column Header

All the names of the columns are listed in this row.

Click the column header to change the sort of the list. 

Click and drag the column header to rearrange the columns on the grid. 

3

Search / Filter

Use this field to type a name to search and filter the list for keywords.