About Transaction Types
This feature is used to
- create variants of the basic transaction types (issue, return, sold) with differing combinations of inventory statuses.
- configure the order in which transaction types are displayed in the browser and the Phone app.
Transaction types have the following fields:
Transaction Type | List of Transaction Types available to be used. |
Order | The display order in the list of transaction types. Valid options are 1 through 9 where 1 will be first and 9 last. |
Issue | Inventory leaves the issue location assigned to an entity (personnel or location), and is expected back. |
Return | Inventory is returned to the issue location. |
Sold | When the inventory leaves the issue location and is not expected back. Ownership is transferred to another entity. |
Active | If the box is checked, the Transaction Type can be seen. If the box is unchecked the Inventory Type will not be displayed or the related task cannot be done. |
Inventory Status | Select from the predefined list. |
Related Reports
See also:
- Adding a Transaction Type
- Looking Up a Transaction Type
- Editing a Transaction Type
- Deleting a Transaction Type
Copyright © 2020-2024 ToolHound Inc. All Rights Reserved.