Embedded Files
Overview
Overview
In QuickEasy BOS Enterprise, there are functions to issue, receive and return inventory. Inventory might be received as raw materials or finished goods. Inventory can also be manufactured where the individual raw material items are received and the finished goods are issued to the customer
When goods are issued internally from one department or area to the next, it is referred to as a Transfer. A transfer of materials can be issued and received. This is typically the two sides of the same transaction (e.g. the factory issues the materials to the workshop. The workshop receives those materials from the factory).
The process of issuing inventory internally is called a Transfer Issue.
The process of receiving inventory internally is called a Transfer Receive.
Navigation: Main Menu > Items > Transfer Issued.
Navigation: Main Menu > Items > Transfer Received.
Table of Contents
List View: Transactions
List View: Transactions
Navigation: Main Menu > Items > Transfer Issued > Menu (button) > Transactions.
Buttons Explained
Buttons Explained
View: Generates a list of Transfer transactions according to the selected filters.
View (button arrow):
Actions: Actions to create filters and set the default view:
Add: Adds an additional function to the selected filter.
Update: Updates the selected filter with the current selected filters.
Delete: Deletes the filter.
Set Default: Sets the default view.
Lists the created filters for users to select one (e.g. pending, active).
New: Creates a new Transfer Issue or Receive Transaction.
Output: Generates an Output Template for users to sign and date. Only generates one receipt at a time.
Actions:
Batch Update: Updates are applied to all the selected records when the Update (button) is clicked. Batch Update options are:
Status: Updates the Status with the new status selected from the dropdown list of available statuses.
Reference: Updates the Reference with the reference type in the block.
Category: Updates the transaction Category with the one selected from the dropdown list of available categories.
Entity: Replaces the transaction's Entity with the one selected from the dropdown list of available entities.
Copy to Transfer Receive: Creates a Transfer Receive from the Transfer Issue. (Transfer Issue only.)
Menu:
Reset Data Filter: Resets the selected data filters.
Views
Transactions: Switches the view to Transaction View.
Items: Switches the view to Items View.
Summary: Switches the view to Summary View.
Board: Switches the view to Board View.
Set Default View: Sets the Default View for when users access Transfer Issue or Transfer Receive (they each have their own default).
Export
Email Excel: Allows users to email the list view by opening the default email template with the view attached in .xlsx format.
Export Grid: Allows users to choose a save location to save the grid view in .xlsx format on the server.
Filters Explained
Filters Explained
Set: Allows users to select a Date filter from the dropdown list (e.g. Fin Year, Today).
⬅ ➡: Adjusts the Date based on the selection under Set.
Date fields: Allows users to refine the Dates.
User: Allows users to specify all Users or select a specific User from the dropdown list of users.
Rep: Allows users to specify all Reps or select a specific Rep from the dropdown list of reps.
Category: Allows users to specify all Categories or select a specific Category from the dropdown list of categories.
Status Checkboxes are available for the following statuses:
Pending (when applicable)
Complete
Active
Cancelled
Checkmark = that Status will be included in the report.
Transfer Issue only: Outstanding: A dropdown list with available transactions to select from. The options are:
ITR: Transfer Received Transactions
Fields Explained
Fields Explained
@ (Due Time): The Time the transaction was/is due.
@ (Req Time): The Time the transaction was/is required.
Acc No.: The Customer's Account Number if the transaction involved a customer.
Category: The Transaction Category.
Currency: The Transaction's Currency.
Date: The Date on which the transaction was created.
Deposit: The Deposit Amount due.
Deposit %: The Deposit Percentage due.
Due Date: The Date the transaction was/is due.
Entity: The Entity link to the transaction.
Field Chooser (*): Allows users to add or remove columns.
From: The source document that was used to create the transaction (e.g. Transfer Issue).
ID: The system-generated number for the entry on the list.
Last (d): Indicates the number of days the last update was made to the transaction.
Linked No./s: See the Transaction Setting > Show linked Trans No./s from (Select the Transaction) (default = blank) - When a Transaction is selected, the linked Transaction Numbers (max 10) will be displayed in the Transaction View. For example, you could use this setting to display linked Work Order numbers in a Transaction View.
Menu (...): A sub-menu that can also be accessed by right-clicking the line.
Open Transaction: Opens the transactions.
Open Transaction Dashboard: Opens a Dashboard with a summary of all the related transactions and audits.
Open Notes & Attachments: Opens any Notes and Attachments and allows users to create Notes and Attachments.
Summaries
Linked Transactions: Displays a list of any linked transactions on the right.
Outstanding: Displays a list of goods that are still outstanding on the right.
Audits: Provides a detailed audit trail of changes made to the transaction.
E-mails: Changes to the email interface to show any emails related to the transaction.
Transfer Issue only: Copy to Transfer Receive: Copies the transaction to a Transfer Receive.
Note: Notes typed in the header of the transaction.
Notes: Notes created and linked to a transaction.
Open (d): Indicates how many days the transaction has been open.
Order No: The Order Number, if applicable.
Out CUR: The total outstanding value of the Transfer in the Foreign Currency.
Out ZAR: The total outstanding value of the Transfer in the Local Currency (where ZAR = Default local currency).
Paperclip (Attachments): Indicated whether the transaction has any linked Attachments.
Reference: The Transaction's Reference.
Region: The customer's Region.
Req Date: The Date by which the customer required the goods. The Date will be highlighted in red when the date has passed.
SM No.: The Number of the Service Manager Ticket where applicable.
Status Note: Any Note typed onto the Status Bar of the transaction.
Status: The Status of the transaction.
Terms: The Customer's Terms.
Total (exc): The total amount of transaction Excluding VAT.
Total (inc): The total amount of the transaction Including VAT.
Total CUR: The total transaction amount in the Transaction's Currency.
Total CUR (inc): The total value of Transfer in Foreign Currency.
Trans No.: The system-generated number for the Transfer Issue record.
Transfer from: The Location inventory was transferred from.
Transfer to: The Location to which inventory was transferred.
Updated by: The User who last updated the transaction.
Updated: The Date on which the transaction was last updated.
User: The User who created the transaction.
VAT: The VAT Amount of the transaction (often zero because a Transfer can be an internal stock transfer).
List View: Items
List View: Items
Navigation: Main Menu > Items > Transfer Issued > Menu (button) > Items.
Navigation: Main Menu > Items > Transfer Received> Menu (button) > Items.
Buttons Explained
Buttons Explained
View: Generates a list of Transfers according to the selected filters.
View (button arrow):
Actions: Actions to create filters and set the default view:
Add: Adds an additional function to the selected filter.
Update: Updates the selected filter with the current selected filters.
Delete: Deletes the filter.
Set Default: Sets the default view.
Lists the created filters for users to select one (e.g. Pending, Active).
New: Creates a new Transfer.
Output: Generates an Output Template for users to sign and date. Only generates one receipt at a time.
Actions:
Batch Update: Updates are applied to all the selected records when the Update (button) is clicked. Batch Update options are:
Assign to: Updates the Assign To field to the user selected from the dropdown list.
Credit: Updates the general ledger Account to Credit to the one selected from the dropdown list of accounts.
Debit: Updates the general ledger Account to Debit to the one selected from the dropdown list of accounts.
Department: Updates the Department to the one selected from the dropdown list of departments.
Qty: Updates the Quantity to the quantity typed in the block.
Status: Updates the Item Status with the new status selected from the dropdown list of available statuses.
Unit Cost: Updates the Unit Cost with the cost typed in the block.
Unit Price and /Qty: Updates the Unit Price with the price typed in the first block and replaces the Quantity included in that unit price with the amount typed in the second block.
VAT: Updates the Default VAT Type to the type selected in the first block and changes the price to be Exclusive (Exc) or Inclusive (Inc) as selected in the second block.
Start Date: Updates the Start Date and Time of the transaction to the new Date selected in the first block and Time selected in the second block.
Due Date: Updates the Due Date and Time of the transaction to the new Date selected in the first block and Time selected in the second block.
Save: Saves any changes or refreshes / recalculates fields.
Menu:
Reset Data Filter: Resets the selected data filters.
Views
Transactions: Switches the view to Transaction View.
Items: Switches the view to Items View.
Summary: Switches the view to Summary View.
Board: Switches the view to Board View.
Set Default View: Sets the Default View.
Export
Email Excel: Allows users to email the list view by opening the default email template with the view attached in .xlsx format.
Export Grid: Allows users to choose a save location to save the grid view in .xlsx format on the server.
Filters Explained
Filters Explained
Set: Allows users to select a Date filter from the dropdown list (e.g. Fin Year, Today)
⬅ ➡: Adjusts the Date based on the selection under Set.
Date fields: Allows users to refine the Dates.
User: Allows users to specify all Users or select a specific User from the dropdown list of users.
Rep: Allows users to specify all Reps or select a specific Rep from the dropdown list of reps.
Category: Allows users to specify all Categories or select a specific Category from the dropdown list of categories.
Status Checkboxes are available for the following Transaction Statuses:
Pending (when applicable)
Complete
Active
Cancelled
Checkmark = The Status will be included in the report.
Transfer Issue only: Outstanding: A dropdown list with available transactions to select from. The options are:
ITR: Transfer Receive Transactions
Fields Explained
Fields Explained
/Qty: The Quantity of the item that is included in the Unit Price.
/Unit: The Price for 1 Unit.
@ (Due Time Item): The Time by when the goods should be transferred.
@ (Start Time): The Start Time for the goods to be transferred.
Adj %: The Percentage by which the item's price was Adjusted.
Adjustment: The Amount by which the item's price was Adjusted.
Assign Item: The User the item is assigned to.
Assign Trans: The Item the transaction is assigned to.
Bin Ref: The Bin Reference number in which the item is stored.
Category: The Transaction Category.
Check In: The item's Date and Time to Check In.
Check Out: The item's Date and Time to Check Out.
Code: The item's Code.
Cost Centre: The Cost Centre selected for the transaction.
Costing (Status): The Status of the Costing that the item is linked to.
Credit: The Ledger account that is Credited.
Currency: The Transaction's Currency.
Debit: The Ledger Account that is Debited.
Department: The Department selected for the Transfer.
Description: The Item's Description.
Due Date (Item): The Date by which the item should be issued.
Due Date (Trans): The Date by which all the goods should be transferred.
Entity: The Entity the transaction belongs to.
Expires: The Expiry Date of the goods (where applicable).
Field Chooser (*): Allows users to add or remove columns.
From: The Number of the source document that was used to create the Transfer.
GM%: A field that is automatically calculated and displays the Gross Margin Percentage.
Group: The user-defined Group for the item. The field can be manually updated, or you can use Batch Updates.
Item: A sequential number for each item on the transaction.
Item Category: The Item's Category.
Item Reference: The Item's Reference.
Item Status: The Item Status of the individual item in the transaction.
Item Subcategory: The Item's Subcategory.
Item Type: The Type of Item involved in the transaction (e.g. Assembly, Material).
Location: The Location the goods will be issued from (Transfer Issue) or transferred to (Transfer Receive).
Menu: A submenu (that can also be accessed by right-clicking the line item) allowing users to:
View / Edit Note: Opens any Notes and allows users to create notes for the items (separate from the Open Notes & Attachments function).
Open Transaction: Opens the Transfer.
Open Transaction Dashboard: Opens a Dashboard with a summary of all the related transactions and audits.
Open Notes & Attachments: Opens any notes and attachments and allows users to create Notes and Attachments.
Summaries
Item Summary: Displays a summary of the item's information and transactions on the right.
Linked Transactions: Displays a list of any linked transactions on the right.
Outstanding: Displays a list of goods that are still outstanding on the right.
Audits: Provides a detailed audit trail of changes made to the transaction on the right.
E-mails: Changes to the email interface to show any emails related to the transaction.
Transfer Issue only: Copy to Transfer Receive: Copies the Transfer Issue to a Transfer Receive.
Order No.: The customer's Order Number.
Out Amt CUR: The Outstanding amount in Foreign Currency.
Out Amt Local: The Outstanding amount of Items in Local Currency.
Out Qty: The Outstanding Quantity.
Profit: The Profit made on the Transfer.
Progress: The percentage Progress of the Transfer.
Qty: The Quantity of the item that was transferred.
Reference: The Transaction's Reference.
Region: The customer's Region.
Resolve: The action that was taken (Receive or Issue)
Serial No.: The Serial Number of the item if the item is tracked by serial number.
Start Date: The Start Date for the goods to be transferred.
Subgroup: The user-defined Subgroup for the item. The field can be manually updated, or you can use Batch Updates.
Subtotal: The subtotal of the Transfer.
Supplier: The name of the Supplier involved in the transaction.
Terms: The customer's Terms.
TEXT1: A custom field as per the setting (where applicable).
TEXT2: A custom field as per the setting (where applicable).
TEXT3: A custom field as per the setting (where applicable).
Total (exc): The VAT Exclusive total of Transfer.
Total (inc): The VAT Inclusive total of Transfer.
Trans Category: The Transaction's Category.
Trans Date: The Date on which the transaction was created.
Trans No.: The system-generated number for the Transfer.
Trans Status: The Status of the transaction.
Type: An abbreviation indicating the Type of item (e.g. ITM for item or CTM for custom item) on the transaction.
Unit: A description of the Unit.
Unit Cost: The Unit Cost of Transfer.
Unit Price: The Unit Price of Transfer.
User: The name of the User who created the transaction.
VAT: The VAT component of Transfer (should be zero).
VAT In/Ex: Whether the price is VAT Inclusive (Inc) or Exclusive (Exc).
VAT Type: The default VAT Type for the entry (mostly No VAT).
Ver: The Version number of the transaction.
Summary - Transfer
Summary - Transfer
Navigation: Main Menu > Items > Transfer Issued > Menu (button) > Summary.
Navigation: Main Menu > Items > Transfer Received > Menu (button) > Summary.
ℹ️ This view can be customised.
Buttons Explained
Buttons Explained
Email Excel: Allows users to email the list view by opening the default email template with the view attached in .xlsx format.
Export Grid: Allows users to choose a save location to save the grid view in .xlsx format on the server.
Print Chart: Opens an interface allowing users to customise the layout of the chart and print it to a PDF file or printer.
Menu
Views
Transactions: Switches the view to Transaction View.
Items: Switches the view to Items View.
Summary: Switches the view to Summary View.
Board: Switches the view to Board View.
Set Default View: Sets the Default View.
Date Grouping: Option to display the summary by:
Date: Will display a total and column on the chart for every Day that has a transaction.
Day of the Week: Will display a total and column on the chart for every Day of the Week (including weekends).
Week of the Month: Will display a total and column on the chart for every Week of the Month (e.g. week 1 of March will be added to week 1 of April and week 1 of May).
Week of the Year: Will display a total and column on the chart for every Week of the selected Year (data will be for 52 weeks).
Monthly: Will display a total and column on the chart for every calendar Month.
Quarterly: Will display a total and column for every Quarter of the selected Year.
Yearly: Will show a total and column for every calendar Year that has data.
Filters Explained
Filters Explained
ℹ️ On the left is a list of headings. Users can click the soft filter icon on each heading to select specific items. The options are limited to the report (i.e. only items involved in transactions will appear on the dropdown list).
There are headings and filters for:
Cus/Sup Cat: Allows users to select specific Customer or Supplier Categories.
Cus/Sup: Allows users to select specific Customers or Suppliers.
Due Date: Allows users to select a specific Due Date.
Item Cat: Allows users to select specific Item Categories.
Item Code: Allows users to select specific Item Codes (i.e. the item list sorted by code).
Item Desc: Allows users to select specific Item Descriptions (i.e. the item list sorted by description).
Item Subcat: Allows users to select specific Item Subcategories.
Location: Allows users to select specific Locations.
Out Amt: Allows users to select specific Outstanding Amounts.
Qty: Allows users to select specific Transaction Quantities.
Status: Allows users to select specific Statuses.
Total: Allows users to select specific Totals. (Normally a column heading)
Trans Cat: Allows users to select specific Transaction Categories.
Trans Date: Allows users to select specific Transaction Dates based on the summary (e.g. if a report is drawn for weeks, the transaction dates will be 1-52 representing the weeks.) (Normally a column heading)
Trans From: Allows users to select specific source transactions from a list of Sales and Work Order Numbers.
Fields Explained
Fields Explained
The totals are displayed as per the summary option chosen from Menu > Date Grouping.
There is a scrollbar at the bottom to access the rest of the data.
Chart Explained
Chart Explained
The chart displays a column for every period selected as per the summary options (Menu > Date Grouping).
There is a legend on the right.
The chart can be customised by clicking Customize Chart (button).
The chart can be changed by clicking Column Diagram and selecting a different chart. Not all chart choices will result in a meaningful display.
Transfer Issue Board
Transfer Issue Board
Navigation: Main Menu > Items > Transfer Issued > Menu (button) > Board.
Navigation: Main Menu > Items > Transfer Received > Menu (button) > Board.
ℹ️ The Transfer Board shows a summary of all active Transfers.
▶ There is no View (button), the report is automatically generated, however, the choice of Status or Due Date can cause a report to appear or not.
▶ If there are no active Transfers, nothing will be displayed.
Buttons Explained
Buttons Explained
Menu
Views
Transactions: Switches the view to Transaction View.
Items: Switches the view to Items View.
Summary: Switches the view to Summary View.
Board: Switches the view to Board View.
Set Default View: Sets the Default View.
Board
Status: Sorts the available records according to their Statuses.
Due Date: Sorts the available records according to their Due Dates.
Condensed View: Toggles showing only the headings. Checkmark (Enabled) = Only headings are shown.
Filters Explained
Filters Explained
All Due: A dropdown list allowing users to select All Due, Today, Tomorrow, This Week or This Month.
250: Allows users to adjust the column width by using the arrow keys or overtyping the number.
Columns: Allows users to select certain statuses.
Fields Explained
Fields Explained
A summary is displayed with the following information:
Line 1: Transfer Number / Transfer Reference.
Line 2: Due Date (line 2 is suppressed in condensed view).
Edit View
Edit View
Navigation: Main Menu > Items > Transfer Issued > Menu (button) > Items > New (button).
Navigation: Main Menu > Items > Transfer Received > Menu (button) > Items > New (button).
Buttons Explained
Buttons Explained
Find No.: A field in which to type in a Transfer Number to display that transaction on screen.
⬆ ⬇: Users can use the arrow keys to navigate between Transfers.
Output: Generates an Output Template for users to sign and date. Only generates one receipt at a time.
Links: Displays a list of linked transactions or shows the current transaction number if there are no linked transactions. The dropdown menu on the button is truncated to the last 25 links. A More... option is located at the bottom of the list if it gets truncated. Clicking the More... (button) will open the Links module in the side panel.
New: Creates a new Transfer.
Delete: Deletes the current Transfer if it has an Active Status.
Save: Saves any changes to the Transfer.
Actions:
Batch Update: Updates are applied to all the selected line items when the Update (button) is clicked while the transaction has an Active Status. Batch Update options are:
Status: Updates the item Status with the new status selected from the dropdown list of available statuses.
Adj %: Adjusts the transaction amount by the percentage typed in the block provided or deletes the adjustment if Delete (button) is clicked.
Qty: Updates the Quantity to the quantity typed in the block.
VAT: Updates the default VAT Type to the type selected in the first block and changes the VAT to default to Exclusive (Exc) or Inclusive (Inc) as selected in the second block.
Group: Updates or creates a Group as per the name typed in the block.
Subgroup: Updates or creates a Subgroup as per the name typed in the block.
Check In: Sets a Check In Date and Time.
Check Out: Sets a Check Out Date and Time.
Debit: Updates the general ledger Account to Debit to the one selected from the dropdown list of accounts.
Credit: Updates the general ledger Account to Credit to the one selected from the dropdown list of accounts.
Location: Updates the Location with the location selected from the dropdown list.
Department: Updates the Department to the one selected from the dropdown list of departments.
Unit Price: Updates the Unit Price with the price typed in the block.
Start Date: Updates the Start Date and Time of the transaction to the new Date selected in the first block and Time selected in the second block.
Due Date: Updates the Due Date and Time of the transaction to the new Date selected in the first block and Time selected in the second block.
Add Attachment/Link: Allows users to add an Attachment to the transaction.
Update Transaction:
Transfer Issue:
Update Transaction from Setups: Updates the transaction with any changes made to the item's setup.
Transfer Receive:
Update Transaction from Setups: Updates the transaction with any changes made to the item's setup.
Update all items from ITI xxx: Updates all the items from the Transfer Issue where xxx equals the Transfer Issue Number.
Update items from ITI xxx: Updates only the items copied from the Transfer Issue where xxx equals the Transfer Issue Number.
Update the 'From' Transaction: Changes the source transaction that was used to create the transaction.
Link Transaction to an SM: Links the transaction to a Service Manager Ticket.
Order Items by Group: The items will be ordered by their groups. Items will be ordered as follows: Group > Subgroup and the Description.
Transfer Issue Only: Copy to Transfer Receive: Copies the Transfer Issue to a Transfer Receive.
Menu:
Open Transaction Dashboard: Opens a Dashboard showing information about the transaction.
Open Notes & Attachments: Opens any Notes and Attachments that were created for the transaction or allows users to create notes and attachments.
Enable Debit and Credit: Allows users to select the General Ledger Accounts to Debit and Credit.
Show Item Notes: Toggles the display of any Notes created for the item.
Show Item Specification: Toggles the display of any Specifications created for the item.
Summaries
Linked Transactions: Displays a list of any linked transactions on the right.
Outstanding: Displays a list of goods that are still outstanding on the right.
Audits: Provides a detailed audit trail of changes made to the transaction.
Emails: Changes to the email interface to show any emails related to the transaction
Icon: 🖥 Open Notes and Attachments: A shortcut to open or create any Notes and Attachments.
ℹ: Displays information about the Transfer.
Header Information
Header Information
Status Bar: A dropdown list of available Statuses for users to select one.
Status Bar Note: A field to enter any Status Note.
No.: A system-generated number for the Transfer.
Date: A field to set the Date for the Transfer.
Reference: A reference field for users to type in a Reference.
Note: A field for users to type in a Note.
Category: A field for users to select a Category for the transaction from a dropdown list of categories.
Items (button): Allows users to select an Item from a list of items.
Popup (button): Displays a list of Items for users to select items from.
Search: A dropdown list of item Categories for users to select from.
Field for item description from search: A dropdown list of Items that are in the selected Category for users to select items from.
Qty: A field to type in the Quantity.
Add (button): Adds the Item to the transaction.
Custom (button): Allows users to specify a Custom Line Item (not all the fields are available to custom line items).
View (button): Recalculates the line items if changes were made (e.g. to the unit price).
Item Information: Columns
Item Information: Columns
/Qty: The Quantity included in the unit cost: field might be auto-filled but can be changed.
/Unit: A calculated field showing the Total Cost Per Unit.
Adj %: A field to type in the percentage by which the item's price must be adjusted.
Adjustment: A field to type in the amount by which the item's price was adjusted.
Assign to: A dropdown list of users to assign the transaction to the selected User.
Bin Ref: Field for users to select a bin number from a dropdown list or to type in a Bin Reference.
Category: The transaction's Category.
Check In: A calendar and time popup for users to select a Check In Date and Time.
Check Out: A calendar and time popup for users to select a Check Out Date and Time.
Code: The item's Code.
Cost Centre: A dropdown list of Cost Centres for users to select a cost centre.
Costing (Status): The Status of the Costing of the item is linked to.
Credit: A dropdown list of General Ledger Accounts for users to select the ledger Account to be Credited.
Debit: A dropdown list of General Ledger Accounts for users to select the ledger Account to be Debited.
Department: A dropdown list from which users can select a Department.
Description: The item's Description.
Due Date: A calendar for users to select a Due Date.
Due Time: A field for users to select the Time by which the goods should be issued or received.
Expires: A date field for users to select an Expiry Date for the transaction.
Field Chooser (*): Allows users to add or remove columns.
Fixed Cost: The item's Fixed Cost field which might be auto-filled but can be changed.
Fixed Price: The item's Fixed Price field which might be auto-filled but can be changed.
Fixed Qty: The Fixed Quantity included in the item: field might be auto-filled but can be changed.
From: The number and code of the source document.
GM%: A calculated field showing the Gross Margin Percentage earned on the transaction.
Group: A field for users to type in a Group name.
ID.: The system-generated number for the transaction.
Item: A sequential number allocated to each Item on the transaction.
Image: A checkbox indicating if the item has an Image. Checkmark = Has image.
Item Type: A field that is auto-filled with the Item Type involved in the transaction (e.g. Assembly, Material).
Landing cost: A field to type in an amount for the Landing Cost.
Location: A dropdown list of possible locations for users to select one.
Menu: A submenu (that can also be accessed by right-clicking the item) allowing users to:
Open Item: Allows the user to open the item's setup.
View/Edit Variables: Opens a popup with more information about the item (only applicable to items with costings).
View / Edit Note: Opens any notes and allows users to create notes for the items (separate from the Open Notes & Attachments function).
View / Edit Specification: Opens any specification and allows users to edit or create a specification (separate from the Open Notes & Attachments function).
View / Edit Batch Items: Applicable to items that are tracked in batches. Shows information about the batch.
Copy Item: Allows the user to copy the item to create another line item.
Delete Item: Allows users to delete the line item.
Open linked Item: Opens any linked item's setup pages in the Items module.
Open Item Dashboard: Opens a dashboard showing information about the item's transactions.
View Item Summary: Opens a summary on the right showing information about the item and a summary of the transactions.
Move Up: Allows users to change the order of the line items (moves the line one entry up).
Move Down: Allows users to change the order of the line items (moves the line one entry down).
Note: The item's Notes.
Out Amt: The Value of the Quantity that must be transferred.
Out Qty: The Quantity that must be transferred.
Profit: A calculated field showing the Profit earned or lost (negative amounts) on the transaction.
Progress: A field for users to type in the Progress of issuing goods.
Qty: A field for users to type in the Quantity of stock that must be issued, received or returned. (Reminder if using Batch Tracking (Goods Issued): The Item Qty is set from the Batch Items that are added and therefore defaults to 0 when the transaction is created.)
Qty From: The Quantity at the original location (an indication of the expected Qty).
Reference: A field for users to type in a Reference.
Resolve: A dropdown list with the action that must be taken (Issue or Receive).
Serial No: The Serial Number of the item if the item is tracked by serial number.
Specification: The item's Specification.
Start Date: A calendar for users to select a Start Date.
Start Time: A field for users to select the Start Time for the goods to be transferred.
Status: The Status of the individual item on the Transaction.
Supplier: A dropdown list of suppliers for users to select a Supplier account.
TK ID: The Timekeeping ID.
Total (exc): A calculated field showing the Total VAT Exclusive Amount in the Local Currency.
Total (inc): A calculated field showing the Total VAT Inclusive Amount in the Local Currency.
Total CUR: A calculated field showing the Total Amount in the Transaction's Currency.
Total CUR (inc): A calculated field showing the Total VAT Inclusive Amount in the Customer's Currency.
Tracking: The Tracking method that was selected for the item (e.g. Batches, Yield).
Type: An abbreviation indicating the Type of item (e.g. ITM for item or CTM for custom item).
Unit: A dropdown list of available units for the item for users to select a Unit.
Unit Cost: The item's Unit Cost field which might be auto-filled but can be changed.
Unit Price: The item's Unit Price field which might be auto-filled but can be changed.
VAT: The amount of VAT on the transaction.
VAT: Whether the price is VAT Inclusive (Inc) or Exclusive (Exc).
VAT %: The Percentage of VAT included in the transaction.
VAT Type: The VAT Type applicable to the transaction.
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