Transaction Views

Overview

The Transaction module provides a number of views, including

Click the Menu (button) to navigate to a different View.

Select Set Default View menu option to set the view that the Transaction opens to.

Table of Contents

Transactions can be viewed in List View (report format) or Edit View (for capturing and editing).

Available for every Transaction Type.
Default Views list the transactions, their header information, dates, statuses and other information (e.g. Customer or Supplier names).
Item Views (where available), list details of the items and pricing.
The display can be filtered (e.g. by Customer, Supplier, Rep, Date, Status)

Displays a snapshot of the Transaction Type with totals (e.g. Pending Work Orders for March).
Fields and Groupings can be customised.
Includes a graph of the Summary.

Displays a summary of the transactions per Status or Due Date depending on the option chosen from the Menu (button).
Transactions can be moved from one column to another to change their Status, depending on user-access settings.
The display can be filtered (e.g. by Due Date, Company, Rep).