Transaction History Journal Instructions

Use the Transaction History Journal to view or print historical inventory transactions.  The History Journal offers several range and sort options to allow you to view all or specific transactions that have been posted to inventory.  The Transaction History Journal offers a two line format and includes proofing totals.

Tips:

• For more information about running reports, see Print View.

• For more information about saving and loading saved report settings or the other buttons on the journal toolbar, see the Reporting Toolbar.

Directions:

To see directions for...

• Opening the Transaction History Journal, click More.

   

  1.  Click Transactions from the Menu.

  2.  Click History Inquiry Journal.

   

  History Inquiry Journal Window Example:

  

   

• Choosing the Journal Selections, click More.

   

  Transaction History Journal Instructions Prompts Tip:  Report Parameters can saved and then loaded after being saved.  For information, see Reporting Toolbar.
  Transaction Type	To specify a range of Transaction Types to report, click to select the lower/beginning Transaction Type.  To specify the ending range, click to select the upper range Type. Note:  To include all types on the journal, leave the lower and upper range blank for All.   Or, to report only one specific type, click to select the Type as the lower range.
  Item	To specify a range of Items to report, enter the lower range/beginning Item.  To specify the ending range, enter the upper range Item. Notes:   To include all items on the journal, leave the lower and upper range blank for All.   Or, to report only a specific item, enter the Item as the lower range. To search for an Item, click in the lower or upper range and then press [Ctrl + f].
  Job	To specify a range of Jobs to report, enter the lower range/beginning Job.  To specify the ending range, enter the upper range Job. Note:  To include all jobs on the journal, leave the lower and upper range blank for All.   Or, to report only a specific job, enter the job as the lower range.
  Work Order	To specify a range of work orders to report, enter the lower range/beginning work order number.  To specify the ending range, enter the ending work order number for the upper range.
  User	To specify a range of users (that posted transactions) to report, enter the lower range/beginning user.  To specify the ending range, enter the user for the upper range. Note:  To include all users on the journal, leave the lower and upper range blank for All.   Or, to report only a specific user, enter the User ID as the lower range.
  Location	To specify a range of Locations to report, click to select the lower/beginning Location.  To specify the ending range, click to select the upper range Location. Note:  To include all locations on the journal, leave the lower and upper range blank for All. Or, to report only a specific location, click to select the specific location as the lower range.
  Destination	To specify a range of Destinations to report, click to select the lower/beginning Destination.  To specify the ending range, click to select the upper range Destination. Notes:   To include all Destinations on the journal, leave the lower and upper range blank for All. Or, to report only a specific Destination, click to select the Destination as the lower range. Destination is only available for Transfer Transaction Types.
  Transaction Date	To specify a range of Transaction Dates to report, enter the lower/beginning Transaction Date.  To specify the ending range, enter the upper range Transaction Date. (yyyy-mm-dd) Note:  To include all dates on the journal, leave the lower and upper range blank for All.   Or, to report only a specific Transaction Date, enter the date as the lower range.
  Transaction ID	To specify a range of Transactions to report, enter the lower/beginning Transaction ID.  To specify the ending range, enter the upper range Transaction ID. (6.0 numeric) Note:  To include all transactions on the journal, leave the lower and upper range blank for All.   Or, to report only a specific Transaction ID, enter the ID as the lower range.
  Sort Parameters
  Sort	To specify the Sort parameters, click Sort .
  Order	To specify the fields to sort the journal by, enter any positive number into the Order field.  A value of 1 means sort by this field first, 2 means sort by this field second and so on.  The numbers do not need to be sequential but they must be greater than zero.  In the example above, transactions are sorted first by Date, then by item. Notes: Two sorts with the same number will get sorted before others with larger numbers and after those with smaller numbers, but the actual order for those two sorts is indeterminate. To remove a sort order for a field, delete the value in the Order field.
  Ascending	To sort in an ascending manner, click to select the Ascending checkbox.  Or, leave the Ascending checkbox blank to sort in descending order.
  Active	The Active flag must to set to enable the field to be sorted.  To set the Active flag, click to check the corresponding checkbox. Note:  If Active is unchecked, the field will not be used for sorting even if there is a Order value entered for the field.
  	To begin printing to the Windows® default printer, click Print, or press [ENTER]. Or, to run the routine and print to the Print View window, click Print View . Or, to escape from the print routine, click Cancel .

   

• Report Sample(s), click More.

   

  To see an example of the report, click Transaction History Journal Sample.