CHAPTER 12
History
Introduction
Viewing Transaction History
Retrieving History Data
History Data Displayed in the View History Form
History Reports
Inventory History Reports
Picking History Reports
Receiving History Reports
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Introduction
The history option enables your system to continually monitor warehouse activity. Specific inventory, receiving, and picking transactions throughout the system are monitored and placed in a history table, which may be viewed at the View History form. History information is also included in several system reports.
Note: History logging keeps track of most warehouse transactions, including those generated on portable data terminals. It is a useful option for identifying who performed specific transactions; where (Site and Location) and when (Date) these transactions occurred; the item number involved in the transaction; and the transaction’s effect on item quantity.
We recommend using this option to track your system transactions.
When you use the History feature, the View History form is enabled. For more information about using the History feature, please refer to:
Viewing Transaction History
Retrieving History Data
Viewing Transaction History
When you use the history option, you are able to view warehouse transaction activity data for any period of time at the View History form.
Note: The Log History option must be selected in the System Options
Form/Options tab in order for this form to contain up-to-date system data.
To view net balance totals for items in the History log, you must enable the
Log History option. For more information, please refer to “Setting System
Options” on page 32 .
To open the View History form, select View > View > History from the ribbon.
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Note: When the History form opens, the default site is selected, but no his-
tory data is retrieved until you click the Go button.
The View History form appears.
—Or—
Select the History button found along the bottom of any of the Receiving and Picking Order forms.
The History form opens with the order number filled in the Order # field and the order type selected.
When you open the History form from a receiving or picking order, the Order # field is filled in with that order number and the order type is selected.
Retrieving History Data
History data is filtered, retrieved and viewed at the View History form.
When you are ready to retrieve history data, you must click the Go button.
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To filter, retrieve, and view history data, please refer to the instructions below:
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If you have enabled the multiple sites option and can view all sites, you are able to sort your history data by a specific site or by all sites in the system. To retrieve history data by a site other than your default site, click the drop-down arrow in the Site field, and select the desired site from the list that appears.
To retrieve data for all sites, select the {All} choice or leave this field blank.
To sort history data by a specific item number, click the drop-down arrow in the Item # field and select the item number from the list that appears. To sort by all item numbers, select the {All} choice or leave this field blank.
To sort history data by location, click the drop-down arrow in the Loca-
tion field and select the location from the list that appears. To sort by all locations, select the {All} choice or leave this field blank.
To sort history data by user, click the drop-down arrow in the User field and select the user from the list that appears. To sort by all users, select the {All} choice or leave this field blank.
To sort by an order number, enter the order number in the Order No. field.
To retrieve data for receiving orders, select the Receiving Orders option. To retrieve data for picking orders, select the Picking Orders option.
To retrieve data for a specific warehouse transaction, click the dropdown arrow in the Trans Desc field and select the transaction from the list that appears. To retrieve data for all warehouse transactions, select
{All} or leave the field blank.
Adjust from: inventory adjustment from transaction
Adjust to: inventory adjustment to transaction
Close Pick Order: pick orders manually marked as closed.
Close Recv Order: receiving orders manually marked as closed.
Cycle Count: inventory cycle count
Delete: item(s) deleted from inventory
Import change from: inventory change from via Import-Export
Utility
Import change to: inventory change to via Import-Export Utility
Import new: new inventory via Import-Export Utility
Inventory add: inventory add transaction(s)
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Let-down: inventoried item let down(s) performed
Move from: inventory site and/or location move
Move to: inventory site and/or location move
New item: new item(s) added to inventory
Open Pick Order: pick orders manually re-opened
Open Recv Order: receiving orders manually re-opened
Physical Inventory: physical inventory count
Pick: picking order transactions
Pick cancel: anytime a picking order transaction is cancelled
Pick change: picking order changes
Pick Delete Item: deleted picking order item transactions
Pick Delete Order: deleted picking order transactions
Receive: receiving order transactions
Recv cancel: anytime a receiving order transaction is cancelled
Recv change: change receiving order transactions
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Recv Delete Item: delete receiving order item transactions
Recv Delete Order: deleted receiving order transactions
Replenish from: inventory replenish from
Replenish to: inventory replenish to
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Ship Item: shipped item transactions
Ship Order: ship order transactions
• Ship Wave: ship wave transactions
To sort by a date range, click the calendar button in the From Date field and select a from date from the calendar that appears. Next, click the calendar button in the To Date field and select a To Date from the calendar that appears.
The number of records found that match the current selection are displayed in the Records Found field at the top of the form.
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If a large number of records are found, you may want to further limit the search criteria before continuing.
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Select the Go button to retrieve the history data.
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A message appears, letting you know that the local tables are being updated.
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When the data has been updated the message box disappears and a list of transaction records is displayed in the history log section of the form.
The transactions displayed list the system user, transaction description, transaction date, site and location, item number, UOM and UOM quantity balance.
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When you are finished viewing the history transactions, select Clear
Filter to clear the filter selections.
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Select Close to exit the form when you are finished.
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History Data
Displayed in the View
History Form
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History
The history log section of the View History form displays the retrieved history data:
It contains the following information for each history record:
TABLE 16. History Log Information
Data Column
User ID
Trans Desc
Trans Date
Site
Location
Item Number
UOM Qty
UOM
Qty
Balance
Order Number
Line Number
Serial Number
Trans ID
Description
Displays the system user who performed the transaction
Displays the transaction description
Displays the transaction date
Lists the transaction site
Lists the transaction location
Lists the transaction item number
Lists the item Unit Of Measure quantity
List the item Unit of Measure
Lists the item total quantity
Lists the item net balance quantity
For receiving and picking transactions, lists the order number
For receiving and picking transactions, lists the line number, if applicable
If enabled, lists the item serial number
Lists transaction ID (I = Inventory; R = Receiving; P =
Picking)
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History Reports
The following history reports are available in the Select Reports form
(Reports > Select Reports). For more information, please refer to “Reaching the Select Reports Form” on page 238
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Note: To have accurate history data for these reports, the Log History
option must be enabled in the System Options form (Tools > Setup > Sys-
tem Options/Options tab).
Inventory
History
Reports
Picking
History
Reports
Receiving
History
Reports
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“Inventory Reports” on page 238 for more information about
these reports:
History by Date: Lists transaction history by date for the date range specified. Report values include: Transaction Date and Time, Order # and Item#, Description and Transaction Type, User ID, UOM, Alternate item # and Quantity, and Net Balance.
History by Item: Lists transaction history by item number for the item number range and the date range specified. Report values include:
Transaction Date, Transaction Time, Transaction Description, User ID,
Order #, Location, UOM, Quantity, Net Balance, and Balance at Site.
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Please refer to “Picking Reports” on page 244 for more information about
these reports:
Picking History Lots/Dates by Customer: Shows picking order transaction history by customer ID. The report also shows lot and expiration date information for the items included in the picking order.
Picking History Lots/Dates by Item: Shows picking order transaction history by item number. The report also shows lot and expiration date information for the items included in the picking order.
Picking History Lots/Dates by Order: Shows picking order transaction history by picking order number. The report also shows lot and expiration date information for the items included in the picking order.
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Please refer to “Receiving Reports” on page 251 for more information
about these reports:
Receiving History Lots/Dates by Item: Shows receiving order transaction history by item number. The report also shows lot and expiration date information for the items included in the receiving order.
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Receiving History Lots/Dates by Order: Shows receiving order transaction history by receiving order number. The report also shows lot and expiration date information for the items included in the receiving order.
Receiving History Lots/Dates by Vendor: Shows receiving order transaction history by vendor. The report also shows lot and expiration date information for the items included in the receiving order.
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