Find Transactions window—Item view

The Item view of the Find Transactions window enables you to find sales, purchases and inventory adjustments that have been recorded for one or more inventory items.

Field Descriptions

Search By

Select whether you want to search for transactions assigned to a single item or to search all items.

If you select Item, type or select the item you want to use in the adjacent field.

Dated From/To

Type the date range within which you want to search for the transactions.

Advanced button

If you want to search for transactions using additional filtering options, click Advanced.

ID # column

This column displays the ID of each transaction in the list, such as PO # and Inventory Journal #. If you want to view a transaction’s details, click the zoom arrow next to the transaction’s ID.

Src column

This column displays the abbreviations of the source journals containing the transactions in the list. The abbreviations that can appear in this column include:

■	IJ Inventory Journal

■	PJ Purchases Journal

■	SJ Sales Journal

Date column

This column displays the date of each transaction in the list.

Acct column

This column displays the account used in each transaction in the list.

Memo column

This column displays the text entered in the Memo fields in each transaction.

Debit/Credit columns

These columns display the amounts by which the account was debited or credited.

Job column

This column displays the jobs to which the transactions in the list are assigned.

Item activity amounts

If you selected Item in the Search By field, this section of the window displays a summary of the activity that has occurred for the item in the date range you specified at the top of the window.

Note that the Beginning and Ending Balance amounts will only be displayed if the date you have entered in the Dated From field is:

■	the first day of your conversion month or later.

■	the first day of your fiscal year (if you’ve used the Start a New Fiscal Year feature in your company file) or later.

■	the first day after a purged period (if you’ve purged transactions from your company file) or later.

Print

If you want to print the Item Transactions report, click Print.

Lock icon

If the lock icon appears, it indicates that some transactions are not listed, because the User ID with which you have logged into the company file has not been given permission by the Administrator to view those types of transactions.

Close

If you want to close this window, click Close.

Tips for this window

Related topics

■	Finding a transaction

■	Finding a record

■	Reviewing your inventory information

■	Creating items