--- title: "Purchased Item Record: Transactions Tab" slug: "purchased-item-record-transactions-tab" description: "View all transactions for a purchased item with a historical cost graph, date and location filters, and cost history details." updated: 2025-08-26T19:48:28Z published: 2025-08-26T19:48:28Z canonical: "docs.restaurant365.com/purchased-item-record-transactions-tab" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Purchased Item Record: Transactions Tab This article covers the Transactions tab of the [Purchased Item Record](/doc/docs/purchased-item-record-overview-security). The **Transactions** tab contains each of the transactions (AP invoice, AP credit memo, etc.) where this item has appeared. The default setting for the transactions tab shows the last 90 days of transactions at all locations. The location and date can be modified to view transactions that occurred at specific location or within a specific time period. --- ## Transactions Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0VCB9KHF.png) | | Field | Description | | --- | --- | --- | | **1** | 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 | | **2** | 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 - Custom Date > This allows users to select a date range with specific days, months, and years. > > ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1ad0cfce-1056-42e9-abd3-15dde6a0c626.png) | | **3** | 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 ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/2e24e56a-93ab-4019-9e94-9876fa1d18b4.png) This graph can be collapsed by clicking the expand/collapse icon ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/5a1378f2-78de-4f6a-abe3-5bc128d06c35.png)in the corner of the graph. | | **4** | Search | Click and type keywords to search the transactions list for specific transactions. | | **5** | Table Functions | Use the table functions to do the following: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/dc712735-c086-4040-878f-c08a54245f8c.png)- Save/edit Table Views - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/1f4a10ea-bdc7-48b0-82b4-d2bb465c94a1.png)- Filter Column information - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/e505e112-2304-4473-b1dc-11c48236d327.png)- Rearrange table columns - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/9929131e-b340-40cc-bd07-8bae7979abfa.png)- Export the table to a .csv file - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/eb91c189-dcb0-4e56-ad42-e90505a24e78.png)- Refresh the table | | **6** | 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. | --- ## Transactions Table ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G5SV652V.png) The transactions list has the following information: | **Column** | **Description** | | --- | --- | | 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 | --- ## Editing AP Transactions Credit memos and AP invoices can be edited from within the **Transactions** tab by users with the following permissions: - **Food** - **AP Invoices** - View AP Invoices Within Food - Edit AP Invoices - **AP Credit Memos** - View AP Credit Memos Within Food - Edit AP Credit Memos Click an **AP invoice** or an **AP credit memo** from the **transactions table** to open the transaction's edit form. Read more about [editing AP transactions from the purchased item record](/doc/docs/editing-ap-transactions-from-the-purchased-item-record). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-F83ZSDY6.png) Access rights granted to users or user roles that dictate what actions they can perform within the system.