The Transaction module provides a number of views, including
Transactions - Lists the Transaction Headers
Items - Lists the Transaction Items
Summary - Pivot table based on the Items View
Board - Transactions displayed in columns by Status.
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).
The interface where you capture or edit transactions.
The fields that can be edited depend on the status and type of transaction.