Stock transaction log

In this procedure you can load and view all stock transactions which have taken place for the parts. The stock transaction log contains all the transactions regarding the stock, as well as those that affect the stock balance. This procedure can then be used to study the history of these stock transactions and different transaction types. The lists cannot be updated.

You can load statistics for total values regarding consumption and arrival to stock for a certain period of time. By using different selections options and grouping terms, you can analyze data for the transactions.

The data saved in the log is for example: date and time, part number, user, order number, location, balance change, current balance, and current balance after reporting.

Please note! Parts that are not Stock updated, as well as parts of the type Fictitious or Service are not displayed in the stock transaction log. If you select the presentation Grouped by actual date, the field Balance (after rep.) is not updated. Instead the current balance per log dage, which is equal to when the transaction was made in real time, is displayed.

Detailed

This list shows detailed information about the stock transaction log. The list can be grouped by log date, actual date, or part.

Total

This list shows total information about the stock transaction log. The list can be total by log date, actual date, part, and part/period.

The presentations determine how the selected list should be displayed/presented. For example if it should be presented as grouped or as total. There are some standard presentations included in the program.

In most procedures where you can load lists, it is possible to create your own presentations. This is done under Presentations in the backstage of the procedure in question. If you create your own presentation you can for example choose if it should have a drilldown function and a drilldown filterering.

You can select which columns the list should consist of, and for each of the columns you can configure grouping, sorting, aggregation, and if the column should be shown in chart form and if it should be printed. Additionally you can also make printout settings, chart settings, and settings regarding extra aggregation.

Read more about this in Presentations.

In a list procedure there is always a tab called Selection where you can select data records in different intervals from the database. The data records are then loaded by using the Load button in the toolbar of the procedure.

Under Selection rows in the backstage of the procedure, you can choose which selection rows that each list type should have, under the Selection tab in the procedure. In the List type field you select for which list type you want to customize the selection rows.

One table shows selection rows possible to select and one one table shows the selected selection rows. You can add, delete, or move selection rows by dragging and dropping the selection rows with your mouse pointer.

Using the Save button you save the selected selection rows.

Read more about this in the Selection topic.