Purchased Item Record: Transactions Tab

Location/
Location Group Selector

Select specific location(s) or a location group to view transactions that occurred only at the selected locations. 

Leave this field blank to view transactions at All Locations

Transaction Date Selection

Only transactions within the selected date range will be shown on the transactions tab. Click to make a selection from the drop down menu. Users can choose to see transactions within the following time periods:

• Last 3 Days

• Last 7 Days

• Last 14 Days

• Last 30 Days

• Last 90 Days (Default Setting)

• Custom Date 

  This allows users to select a date range with specific days, months, and years.

  

Historical Cost Transactions Graph

This graph view of all the transactions made within the selected time period plotted by transaction amount and date. Click on any point on the graph to open the record of the transaction (AP Invoice, Item Transfer, Inventory Count, etc.). Hover over any point on the graph to view the following transaction details:

• Transaction type 

• Transaction date

• Transaction amount

• U of M
  

This graph can be collapsed by clicking the expand/collapse icon in the corner of the graph.

Search

Click and type keywords to search the transactions list for specific transactions.

Table Functions

Use the table functions to do the following:

• - Save/edit Table Views

• - Filter Column information

• - Rearrange table columns

• - Export the table to a .csv file

• - Refresh the table

Transactions Table

The list view of all the transactions made within the selected time period. All the transactions and transaction details are listed in the table.

Type

The type of transaction (AP invoice, AP credit memo, stock count, etc.).

Date

The date the transaction occurred. 

Number

The identifying name/number given to the transaction record.

Click a transaction number to open the record of the transaction (AP Invoice, Item Transfer, Inventory Count. etc.).

U of M

The unit of measure for the item.

Each Amount

The price per unit of the item. 

Quantity

The number of units purchased in the transaction.

Total

The total transaction amount. 

Status

Whether the status of the transaction is In Progress, Approved, or Completed.

Location 

The location where the transaction occurred. 

Received From 

Where the transaction was received from. In this column, users may see the following:

• Vendor Name - For AP Invoices and Credit Memos

• Commissary Location - For commissary fulfillments

• Sending Location - For item transfers

• Blank Field - For all other transactions

Vendor Item Number

The associated vendor item number or Commissary ID Number. Clicking a vendor item number will open the vendor item record. The number pulled will differ based on the transaction and may be any of the following: 

• Vendor Item Number - For AP Invoices and Credit Memos

• Commissary ID Number - For commissary fulfillments

• Blank Field - For all other transactions