Select Opening Balance Transaction
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This page allows you to select a transaction for which you wish to view 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 " View Opening Balance " link under the "Stock Maintenance" business component
The “Select Opening Balance Transaction” page appears.
Enter the following:
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Transaction No. |
A unique number identifying the opening balance transaction. (Alphanumeric, 18) |
Select the “View Opening Balance” link provided alongside the “Transaction No.” field to view the opening balance details.
Enter the following optional search criteria fields the “Search Criteria” group box to search for the opening balance transaction:
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Transaction No. From |
The transaction number from which you wish to view the transaction details (Alphanumeric,18). |
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Transaction No. To |
The transaction number till which you wish to view the transaction details (Alphanumeric,18). |
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Warehouse Code |
A unique code identifying the warehouse where the items are stored (Alphanumeric, 10). |
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Transaction Date From |
The date of the transaction from which you wish to view the transaction details (Date Format). |
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Transaction Date To |
The date of the transaction till which you wish to view the transaction details (Date Format). |
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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 |
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Item Code |
A unique code identifying the item (Alphanumeric, 32). |
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Variant Code |
Variant code of the item (Alphanumeric, 8). |
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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:
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Transaction No. |
A unique number identifying the Opening balance transaction. |
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Transaction Date |
The date on which the transaction took place. |
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Warehouse Code |
The code identifying the warehouse. |
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Transaction Status |
The status of the opening balance transaction. |
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Item Code |
A unique code identifying the item. |
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Variant Code |
Variant code of the item. |
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Item Variant Desc. |
A textual description of the item variant. |
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Warehouse Desc. |
A textual description of the warehouse. |
Click the box in the “Select” column of the multiline and select the “View Opening Balance” link to view the opening balance details.
Select the data hyper link provided in the “Transaction No.” field of the multiline to view the details of the opening balance.
