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 The purpose of this page is to view, add, edit, remove, and post Inventory Adjustment, Production, Receipt and Transfer Transactions.  Additionally, users can Mass Update the Status of multiple transactions at once, view Shipment Details for Transfer transactions and Void/Correct transactions.

Software Version: yyyy.mm.dd and newer

Page Header

Toolbar IconsDescription
DeleteDeletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

EditOpens the selected record for editing. If a record is not selected, the page will not open.
ExcelExport the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. 
Favorites Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid Options
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HelpOpens the online WIKI help page for the current page. 

(lightbulb) This icon is only visible on pages that are documented in the online help.

Mass Update

Opens the mass update dialog, which allows to mass update the following properties: 

  • Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transactions when Apply is clicked.
More Actions
New

Allows users to select the type of transaction or record they want to add. The list contains:

  • Invoice: A transaction to record a purchase you are making from a Vendor.
  • Credit Memo: A transaction to record a return/refund you are getting from Vendor.
PrintOpens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. 
View
FieldsDescription
CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
BOL
Corrected From
Created 
Created By
GL Date
Reference
Site
Status
To Site
Transaction Class
Trans Type
Transaction
Transaction Date
Via Site

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