• No results found

View Transaction Detail

In document Inventory User s Guide. Version IN76 (Page 115-133)

This dialog box appears when you press V to view such detailed information about the transaction as the unit price and cost.

The information in the View Transaction Detail dialog box comes from the Inventory Transactions function, the Location Transfers function, and interfaced applications. To return to the Detail History inquiry screen, press any key.

Select Movement History from the Information Inquiry menu to view transaction records for an item, including information about selected transactions. If you do not keep detail history, you cannot use this function.

1. Enter the ID of the item for which you want to view movement history.

2. Enter the location ID for the item.

3. Enter the range of periods and years you want to see.

4. Enter the range of years you want to see.

5. Enter a unit of measure for the item you want to view.

6. Select a command:

• Press N to view the next item record on file.

• Press P to view the previous item record on file.

• Press F to view the first item record on file.

• Press L to view the last item record on file.

• Press H to go to the Item ID field and change any of the header information.

• Press U to go to the Units field and enter a different unit of measure for the item.

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Select Sales Trending from the Information Inquiry menu to view the quantity sold and returned for an item and its value.

1. Enter the ID of the item for which you want to view information. The item description appears.

2. Enter the location ID of the item for which you want to view information.

3. Enter the number of the period you want to view. The default year is appears.

4. Accept the current unit of measure for the item, or enter a different unit of measure.

The following information appears:

• The most recent date that the item was sold appears.

• The period and year you specified in the Header section of the screen appear, followed by 12 consecutive periods back from the period you enter (based on the periods you set up in the Resource Manager Period Setup function).

• The quantity of the item sold, the dollar amount sold for the item, the quantity of the item returned, and the dollar amount returned for the item appear.

5. Select a command:

• Press N to view the next item record on file.

Press P to view the previous item record on file.

Press F to view the first item record on file.

• Press L to view the last item record on file.

• Press H to go to the header portion of the screen.

• Press U to change the current unit of measure.

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Use the Items function on the Information Inquiry menu to look at the following item information: general information, alternate items, units of measure, and location information. To add or change information, use the File Maintenance Items function.

Use the Items General Information screen to view general information about an item: default values and user-defined fields.

Select Items from the Information Inquiry menu. The Items screen appears.

1. Enter the ID of the item you want to view.

2. Select a command:

• Press N to view the next item record on file.

Press P to view the previous item record on file.

Press L to view the last item record on file.

• Press F to view the first item record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press A to view alternate items for the item you are working with. The Alternate Items screen appears.

• Press U to view additional units of measure for the item. The Units of Measure screen appears.

• Press O to view the locations assigned to the item. The Item Locations screen appears.

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Alternate Items

This screen appears when you press A to view alternate, customer, superseded, bar codes, and vendor part numbers for an item.

The information on this screen comes from the Alternate Items screen in the File Maintenance Items function.

Select a command:

• Press N to view the next item record on file.

Press P to view the previous item record on file.

Press L to view the last item record on file.

• Press F to view the first item record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press U to view additional units of measure for the item. The Units of Measure screen appears.

• Press G to view general information about the item. The General Information screen appears.

• Press O to view the locations assigned to the item. The Item Locations screen appears.

• Press T to go to a specific location (this command is available only if there is more than one screen of information).

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Units of Measure

This screen appears when you press U to view alternate and default units of measure for an item.

The information on this screen comes from the Units of Measure screen in the File Maintenance Items function.

Select a command:

• Press N to view the next item record on file.

Press P to view the previous item record on file.

Press L to view the last item record on file.

• Press F to view the first item record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press A to view alternate items for the item you are working with. The Alternate Items screen appears.

• Press G to view general information about the item. The General Information screen appears.

• Press O to view the locations assigned to the item. The Item Locations screen appears.

• Press T to go to a specific location (this command is available only if there is more than one screen of information).

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Locations

This screen appears when you press O to view the locations set up for the item and quantities for the locations for that item.

The information on this screen comes from the Item Locations screen in the File Maintenance Items function.

Select a command:

• Press N to view the next item record on file.

Press P to view the previous item record on file.

Press L to view the last item record on file.

• Press F to view the first item record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press U to view additional units of measure for the item. The Units of Measure screen appears.

• Press G to view general information about the item. The General Information screen appears.

• Press A to view alternate items for the item you are working with. The Alternate Items screen appears.

• Press O to go to a specific location (this command is available only if there is more than one screen of information).

• To exit to the Information Inquiry menu, use the Exit (F7) command.

Use the Item Locations function on the Information Inquiry menu to view location detail for items: location defaults, GL accounts, order quantities, item quantities, pricing, customer levels, quantity price breaks, and bin information.

To add or change information, use the Item Locations function on the File Maintenance menu.

1. Enter the ID of the item for which you want to view location information.

2. Enter a unit of measure for the item you want to view.

3. Select a command:

• Press N to view the next item location record on file.

• Press P to view the previous item location record on file.

• Press L to view the last item location record on file.

• Press F to view the first item location record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press U to go the Units field and enter a different unit of measure.

• Press G to view general information about the item location. The General screen appears.

• Press R to view pricing information about the item location. The Unit Price Information screen appears.

• Press B to view bin information about the item location. The Bin Information screen appears.

• Press Q to view the quantity the Quantity Information screen for the item.

• Press A to view alternate items for the item you are working with. The Alternate Items screen appears.

• Press O to go to a specific location (this command is available only if there is more than one screen of information).

• To exit to the Information Inquiry menu, use the Exit (F7) command.

General Information

This screen appears when you press G to view the locations defaults, GL accounts, order quantities, and item quantities.

The information on the General screen comes from the Location Information screen in the File Maintenance Item Locations function.

Select a command:

• Press N to view the next item location record on file.

• Press P to view the previous item location record on file.

• Press L to view the last item location record on file.

• Press F to view the first item location record on file.

• Press I to go to the Item ID field and enter a different item ID.

• Press O to view the other locations for the item. The Locations screen appears.

• Press R to view pricing information about the item location. The Pricing Information screen appears.

• Press B to view bin information about the item location. The Bin Information screen appears.

• To exit to the Information Inquiry menu, use the Exit (F7) command.

In document Inventory User s Guide. Version IN76 (Page 115-133)

Related documents