Summaries (Context Menu)

Overview#

Transactions have two interfaces: List View which lists the transactions and Edit View for creating transactions or editing existing transactions.

When viewing lists of transactions, you can switch between various displays.

• On the Transactions and Items views, right-click context menus have entries named Summaries that provide several options depending on the transaction clicked.
• In Edit View a summaries option is available from the Menu (button).
• These summary options are as follows:

Customer Summary#

• Applies to Customer transactions only (e.g. Sales Orders, Customer Invoices).
• Opens a panel on the right with the following tabs:
  • Detail: 
    • The customer's contact and category details.
    • The user who created the customer record and the date on which it was created.
  • User Fields:
    • Any custom user fields and information recorded with the customer record.
  • Account:
    • Accounting information from the customer's records including terms and credit limits.
    • The current balances outstanding.
    • An Activity graph indicating the value of quotations, orders and invoices over the past year.
  • Transactions:
    • Provides a dropdown list on the right to select transactions for a specific period (e.g. Fin year, Today, This month).
    • Provides a list of the transactions that involved the customer for the period selected.

Supplier Summary#

• Applies to Supplier transactions only (e.g. Purchase Orders, Supplier Invoices).
• Opens a panel on the right with the following tabs:
  • Detail: 
    • The supplier's contact and category details.
    • The user who created the supplier record and the date on which it was created.
  • User Fields:
    • Any custom user fields and information recorded with the supplier record.
  • Account:
    • Accounting information from the supplier's records including terms and credit limits.
    • The current balances outstanding.
    • An Activity graph indicating the value of orders and invoices over the past year.
  • Transactions:
    • Provides a dropdown list on the right to select transactions for a specific period (e.g. Fin year, Today, This month).
    • Provides a list of the transactions that involved the supplier for the selected period.
  • Items:
    • Displays a list of items where the supplier is the provider (filled in on the item's Costing & Pricing tab.)

Item Summary#

• Only available on item views.
• See the dedicated pages: Item Summary reference and tutorials.

Cost of Sales#

• Only available on certain transactions (e.g. Work and Sales Orders).
• Displays the estimated costs, actual costs and variances (amount and percentage) per item on the transaction.
• Produces a Cost of Sales report filtered to the specific transaction.

Linked Transactions#

• Provides a list of all the other transactions in the same transaction flow.

Linked Transactions Buttons Explained#

Linked Transactions Fields Explained#

Outstanding#

• Outstanding quantities refer to quantities not yet copied to the next transaction in the sequence of transactions (e.g. Sales Order items not yet invoiced by copying them to a Customer Invoice).
• Provides an interface to view outstanding quantities based on Copy Rule and resolve settings (e.g. items with a resolve of purchase may be outstanding when viewing outstanding items for a purchase order from a work order).
• Outstanding quantities can be viewed for all the Transaction Types listed on the dropdown list next to Out.

Outstanding Filters Explained#

Outstanding Buttons Explained#

Outstanding Fields Explained#

Timekeeping#

• Opens a list of timekeeping records with a filter applied to only show timekeeping records for the clicked transaction.

Audits#

• Displays a detailed list of changes made to the transaction including the user, date and time of the changes.

Emails#

• Opens a list of sent items with a filter applied to only show emails sent for the clicked transaction.