Sales Item History Inquiry

Owned by Emma Greenwood
Last updated: Dec 04, 2023

Sales items are the individual items on a sales transaction. The purpose of this inquiry is to display items on sales transactions that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding sales transaction, invoice or shipment detail.

(lightbulb) This inquiry also contains columns for each Attribute that is set up for the 'Items', 'Logistics' and 'Sales Order Item' attribute types. Because these are user defined, they are not included in the default view but can be added a saved column layout. Item, Load Management (Logistics) and Sales Order Item attributes are not included in the help documentation.

Software Version: 2023.11.30 and newer

Page Header

Search Options
Description
Carrier

Used to select one or more Carriers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. 

The lookup contains a list of all 'Active' Carriers.

Customer

Used to select one or more Customers. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

A Customer is a person or organization that buys goods or services from you. They are used in Sales and Sales Programs.

The lookup contains a list of all 'Active' Customers.

Date Range

Used to select the date the transaction was ordered, shipped or invoiced. It is used in conjunction with the Date Type field. This is a date range control that allows users to select a single date or a range of dates, formatted from the users 'Date Format' preference. This is required to return results and defaults with a date range of the past 30 days.

Date Type

Used to select the type of date to search on. It is used in conjunction with the Date Range field. This is a single-select standard lookup that is required to return results. It defaults as "Ordered".

The lookup contains the values "Ordered", "Shipped" and "Invoiced".

Include
Used to specify the whether transactions in a status of "Void" should be included. This is a single-select standard lookup that is not required to return results. It defaults as blank.
The lookup contains an option for "Voids".
Item

Used to select one or more Items. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions.

The lookup contains a list of all 'Active' Items.

Item Class

Used to select one or more Item Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes.

The lookup contains a list of all 'Active' Item Classes.

Saved SearchesDisplays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default.  Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected.  

Refer to this FAQ for advanced search options.

Search

A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). 

Refer to this FAQ for advanced search options.

The Search field can be used to search across the following fields: 

  • Attr: [Attribute Value] (columns are not displayed by default in the grid, but may still be searched on)
  • Carrier: [Carrier Name]
  • Customer: [Customer ID] or [Customer Name]
  • Invoice: [Invoice]
  • Item: [Item ID] or [Item Description]
  • Order: [Transaction]
  • PO: [Purchase Order]
  • Site: [Site ID] or [Site Name]
Site

Used to select one or more Sites. It displays as [Site ID]: [Site Name]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances.

The lookup contains a list of all 'Active' Sites.

Trans Class

Used to select one or more Transaction Classes. The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each.

The lookup contains a list of all 'Active' Transaction Classes.

Page Detail

Toolbar IconsDescription
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.
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. 
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 Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
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