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Inventory Transactions List View

Inventory Transactions List View

Owned by Emma Greenwood
Last updated: Sept 09, 2022 by Tom Williams

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

(lightbulb) This list view also contains columns for each Attribute that is set up for the 'Inventory' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Inventory attributes are not included in the help documentation.

Software Version: 2021.11.24 and newer

Page Header

Toolbar IconsDescription
Delete Deletes 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! 

Column Filter Show/Hide Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
EditOpens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). 
Excel Exports the contents of the grid 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, or excluded columns, only the contents in the grid 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.

Group By Show/Hide Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. 
Help Opens the online WIKI help page for the current page. 
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

Displays a drop down menu of related actions. The list of options includes:

New

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

  • Adjustment: A transaction to adjust the On Hand balances of items.
  • Production: A transaction to record production, both for items consumed (Inputs) and items created (Output).
  • Receipt: A transaction to record the receipt of inventory purchased.
  • Transfer: A transaction to record the transfer of inventory items between Sites.
Print Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. 

When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed.

Quick Column Filter