Select Opening Balance Transaction

This page allows you to select a transaction for which you wish to modify or delete the opening balance information. You can directly enter the transaction number if you know the exact number or you can carry out a search using transaction number, warehouse code, transaction date, transaction status, item code, item variant description as the filter criteria. Bases on the specified search criteria, the system retrieves the transaction details, warehouse details, item code, variant code and item variant description and displays them in the “Search Results” multiline.

Select the "Edit Opening Balance " link under the "Stock Maintenance" business component

The “Select Opening Balance Transaction” page appears.

Enter the following:

Transaction No.

A unique number identifying the opening balance transaction. (Alphanumeric, 18)

Select the “Edit Opening Balance” link provided alongside the “Transaction No.” field to modify opening balance details.

Enter the following optional search criteria fields in the “Search Criteria” group box to search for the opening balance transaction:

Transaction No. From	The transaction number from which you wish to view the transaction details (Alphanumeric,18).
Transaction No. To	The transaction number till which you wish to view the transaction details (Alphanumeric,18).
Warehouse Code	A unique code identifying the warehouse where the items are stored (Alphanumeric, 10).
Transaction Date From	The date of the transaction from which you wish to view the transaction details (Date Format).
Transaction Date To	The date of the transaction till which you wish to view the transaction details (Date Format).
Transaction Status	Use the drop-down list box to select the status of the opening balance transaction. The system displays the options, “Draft”, “Active”, “Returned” and “All”. The system sets this field to “All” by default
Item Code	A unique code identifying the item (Alphanumeric, 32).
Variant Code	Variant code of the item (Alphanumeric, 8).
Item Variant Desc.	A textual description of the item variant (Alphanumeric, 150).

Click the “Search” pushbutton to display the search results.

The system displays the following in the “Search Results” multiline based on the specified search criteria:

Transaction No.	A unique number identifying the Opening balance transaction.
	Data hyperlink
Transaction Date	The date on which the transaction took place.
Warehouse Code	The code identifying the warehouse.
Transaction Status	The status of the opening balance transaction
Item Code	A unique code identifying the item.
Variant Code	Variant code of the item.
Item Variant Desc.	A textual description of the item variant.
Warehouse Desc.	A textual description of the warehouse.

Select the “Select” column in the multiline and select the “Edit Opening Balance” link to modify the opening balance details.

Select the data hyper link provided in the “Transaction No.” field of the multiline to modify the details of the opening balance.

Click the “Delete Opening Balance” pushbutton to delete the opening balance transaction.

The system deletes the details of the selected transactions.

The system sets the status of the transaction as “Deleted”.