SpendMap User Guide (v14.5)

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Navigation: Purchasing (Main Module) > Status & Inquiries

View Item History

PURCHASING > Status & Inquiries > Item History
(also available in other areas of the system)

This utility is used to view item transaction history of both stock and non-stocking items in the Item Master File.

Every time a Purchase or Receipt transaction is processed, the item’s history will be updated automatically for easy reference.

If you maintain inventory, for stock items you can track Usage, Adjustment and Transfer transactions as well. You can also see a summary of current stock status, including quantity in-stock and on-order.

Configuration options

Related utilities & reports

Questions & Options

1.Select the transaction type(s) that you want to view.

2.Select an Item Code.

Item History Screen

Item history transactions will be listed in chronological order, with more recent transactions at the bottom of the screen. If transactions appear out of sequence, select [SORT] to resort the history.

For stock items, if you [FILTER] to view transactions for just one inventory location, the stock balances at the top-right corner of the screen will be for that location only.

Buttons

Transaction Details Screen

This screen shows the details of the selected item history transaction.

Button	Description
[BACK]	•Exit (return to the previous screen, where you can select another item).
[DETAILS]	•View the details of the selected transaction. Alternatively, double-click on the line. This takes you to the Transaction Details Screen.
[FIND]	•Find a transition related to a PO number. You will be brought to the first transaction that relates to that PO number.
[FILTER]	•Filter the item history to only transactions for a particular Stock Location. The stock balances at the top-right corner of the screen will be for that location only. To disable (remove) a location filter, select [FILTER] again.
[SORT]	•Resort the item history (if transactions do not appear in date sequence). •If transactions appear out of date order for many items, you may want to use Sort Item History instead.
[VIEW ITEM]	•View the Item Master File for this item.
[VIEW STOCK DETAILS]	•View stock status information for this item.

Button	Description
[BACK]	•Return to the main Item History Screen.
[VIEW PO]	•View the PO Status Details (for Purchase and Receipt transactions only)
[VIEW SUPPLIER]	•View the Supplier Master File for the applicable supplier (for Purchase and Receipt transactions only)