Transaction History Inquiry

Use Transaction History Inquiry to view past transactions that have been applied to the inventory.  The History Inquiry is flexible, allowing you to view transactions for a specific item, location or for a specific day or time period.  You can even view transactions that were posted by a specific user.  You must specify the time period to view transactions; by default today's date will be used.  From the History Inquiry you can access the Inventory item associated with a particular transaction by double-clicking the transaction line.  This opens Inventory Master Maintenance and the associated Inventory Master information for the item is displayed.  From the Inventory Master screen, you can easily drill-down to view transactions specific to this item at this location.  History transactions can also be viewed in a journal format and printed if desired.

Notes:  

• For an example of the Transaction History journal, see Transaction History Journal Sample.

• Inventory History transactions can not be created during the Transaction History Inquiry.  To create an inventory history transaction, first you must create a transaction using Transaction Entry and then run the Transaction Post to create the history transaction.  To maintain data integrity, history transactions can not be edited nor deleted during the Transaction History Inquiry.  

Directions:

To see directions for...

• Opening Transaction History Inquiry, click More.

   

  1.  Click Transactions from the Menu.

  2.  Click Transaction History Inquiry.

   

  Transaction History Inquiry Window Example:

  

   

• Inquiring on Inventory Transaction History, click  .

   

  To inquire on inventory transactions do the following:

   

  Transaction History Inquiry Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  History Inquiry Selections
  Date	To choose the time period for viewing the history, use the Date Picker in the From and To date fields.   Note:  Dates are required for the inquiry.  If you do not select a date range, the Dates default to today's date.
  Transaction Type	To select the type of transactions to view, click a type in the drop-down list, or select All to view all types of transactions.
  Item	To limit the inquiry to a specific item, enter the Item ID.  Or, leave blank to include all items. Tip:  To look for an item, click Search .
  Job	To limit the inquiry to transactions related to a specific job, enter the job number.  Or, leave blank to include all jobs.
  User	To limit the inquiry to transactions posted by a specific user, enter the user ID.  Or, leave blank to include all users who posted transactions to inventory.
  Location	To specify the location for the inventory item, click a location in the drop-down list.  Or, leave blank to include all locations.
  Destination	To limit the transactions to a Location where items have been transferred, click to select a destination in the drop-down list. Note:  Destination is only active if the transfer type transaction is selected.
  Work Order	To view transaction history for a work order, enter the work order number here.  Otherwise, leave blank.
  	To display the history transactions, click Search.
  Transaction History Display Fields Tip:  Each line contains an individual History transaction.
  Trans Hist #	Displays the unique identifier for the inventory transaction history record.
  Type	Displays the type of transaction.
  Item	Displays the Item ID.
  Description	Displays the description of the transaction.
  Date	Displays the date the transaction occurred.
  Location	Displays the description of the location where the item is located.
  Destination	Displays the description of the Location where the item has been transferred.   Tip:  Destination only pertains to transfer transactions.
  Quantity	Displays the quantity of the item updated during the transaction.
  Cost	Displays the total cost for the transaction.
  Reference	Displays the reference for the transaction.
  User	Displays the User ID of the person who posted the transaction.
  Job	Displays the Job associated with the Inventory Item, if applicable.
  Phase	Displays the phase of the job associated with the Inventory Item, if applicable.
  	To view the transaction history in a journal format, click View As Journal.   Notes:   For directions on selecting the print parameters, see Transaction History Journal Instructions. To see an example of the journal, click Item Transaction History Journal Sample.

   

• Viewing as Journal Inventory Transaction History, click More.