Transactions by Date
Use this function to view the history of movements performed over a given period. This inquiry is single site or multi-site.
Prerequisite
Refer to documentation Implementation
Screen management
Header
Presentation
Enter your main selection criteria for the inquiry.
Site: only inquire the movements of this particular site. If no site is entered, the inquiry returns the movements of all sites. By default, this field is loaded with the Stock site linked to the user.
Start date / End date: only inquire the movements performed during this particular period. The movements of the day are suggested by default.
Selection date: specify if the movements should be sorted by creation date or by posting date.
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Fields
The following fields are present on this tab :
Selection
| Enter or select the storage site where the selected product is active. The Selection icon (magnifying glass) only suggests products that are referenced in the products-sites table. |
| Start date used to select the records to be processed. |
| End date used in the selection of the records to be processed. |
| Select the classification criteria for the display of the returned lines. |
Block number 2
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Tab Transactions by Date
Presentation
The columns in this table depend on the setup of the chosen screen code.
The table returns by default one line by stock movement for the selected criteria, with the following main information:
The movement site
The movement lot, sublot, serial number, version numbers (minor and major), quantity and status
The lot expiry date, if needed
The base transaction of the movement
The supporting document number
The source document number.
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Fields
The following fields are present on this tab :
Grid
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| This field indicated the stock movement type performed for the product. |
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| The use-by date (UBD) is the target date for issuing a product. |
| La date de recontrôle est associée à un lot en stock. Elle indique une date d'analyse de la marchandise, une fois le délai de péremption atteint.
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The setup determines if the analytical dimensions can be modified. They are initialized based on the setup of the default dimension.
In creation mode, as in modification mode, if an order line is entered and the project code is modified, the analytical dimensions are not reset. |
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Action icon
Stock Management Data
Click this action to display a summary screen of the main management rules applied to the inquired product.
Stock by Unit
Click this action to view the stock distribution by packing unit, for all statuses, or status by status.
Stock by Status
Click this action to view the stock distribution status by status.
Accounting Document
Click this action to view the accounting document generated for the selected movement, if subject to an accounting interface.
Stock by Lot
Traceability
Floor
Source Document
Click this action to access the source document, from which the movement originated.
Product
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Specific actions
Click this action to access the additional selection criteria with respect to the criteria entered on the inquiry header. Filter by document type: you can filter movements according to the specific document type they originated from. By default, the inquiry shows all movement types. BP: you can refine the selection by filtering movements for a given BP. Formula: if the standard selection criteria are insufficient, you can set up an additional formula, which must be of the Stock selection type. Movement update, suspended movement: The inquiry displays by default the actually updated movements. You can choose to display the movements pending update, for example those created from the issue of a shortage material. The display of these two types of movement cannot be carried out simultaneously. In addition, a specific inquiry is available for suspended movements. ‘Stock’ movements / ‘Internal’ movements:
By default, the inquiry only displays the 'stock' movements. If you modify this setup, you can view the 'internal' movements only, or view the 'stock' movements as well. Serial number aggregation: when the serial numbers are managed on the products, by default the inquiry retrieves as many lines as the serial numbers concerned by movements, for a given movement. When this option is selected, the serial numbers are aggregated to facilitate the inquiry by reducing the number of displayed lines, so that only one line per movement is presented. Screen code: as a rule, inquiries can be set up. You can call customized inquiry screens using the screen code. You can use this customization, for instance, to choose what information should be displayed on the screen and in what order it should be positioned in the table. You can save the selection criteria under a Memo code in order to recall them later on. |
Menu Bar
Graphic/Number of transactions
This graph displays the history of the number of receipts and issues by period.
Only movements selected in the inquiry are taken into account.
The frequency, the date ranges and the number of periods can be modified.