This article covers the Transactions tab of the New Smart Ops Purchased Item Record.


The Transactions tab contains each of the Transactions (AP Invoice, AP Credit Memo, Stock Count etc.) where this Item has appeared. 


The default setting for the Transactions tab shows the Last 90 days of Transactions at all Locations. The Location and Date can be modified to view Transactions that occurred at a specific Location or within a specific time period. 


Transactions Tab



1) Location/Location Group Selector - Select a specific Location or Location Group to view Transactions that occurred only at the selected Locations. 

  • Note: Leave this field blank to view Transactions at All Locations


2) Transaction Date Selection - Only Transactions within the selected Date Range will be shown on the Transactions tab. Click to make a selection from the drop down menu. Users can choose to see Transactions within the following time periods:

  • Last 3 Days
  • Last 7 Days
  • Last 14 Days
  • Last 30 Days
  • Last 90 Days (Default Setting)
  • Custom Date 
    • Note: This allows Users to select a date range with specific days, months, and years
       

3) Transactions Graph - This graph view of all the Transactions made within the selected time period plotted  by Transaction Amount and Date.  Click on any point on the graph to open the Record of the Transaction (AP Invoice, Item Transfer, Inventory Count, etc.). Hover over any point on the graph to view the following Transaction details:

  • Transaction type 
  • Transaction date
  • Transaction amount
  • U of M



4) Search - Click and type keywords to search the Transactions list for specific Transactions


5) Table Actions - Use the table actions to do the following:

  • - Save/edit Table Views
  • - Filter Column information
  • - Rearrange table columns
  • - Export the table to a .csv file
  • - Refresh the table


6) Transactions Table - The list view of all the Transactions made within the selected time period. All the Transactions and Transaction details are listed in the Table. The Transactions List has the following information:

  • Type - The type of Transaction (AP Invoice, Item Transfer, Inventory Account, etc.)
  • Date - The date the Transaction occurred
  • Number - The identifying name/number given to the Transaction record
    • Note:  Click a Transaction number to open the Record of the Transaction (AP Invoice, Item Transfer, Inventory Count. etc.).  
  • U of M - The Unit of Measure for the item 
  • Each Amount - The price per unit of the Item 
  • Quantity - The number of units purchased in the Transaction 
  • Total - The total Transaction amount
  • Status - Whether the status of the Transaction is 'In Progress,' 'Approved,' or 'Completed'
  • Location - The Location where the Transaction occurred