Enhanced interface

Transaction lists—Supplies Inventory

Supplies requests, returns, approvals, and issues are viewed in transaction lists. Depending on your subscriptions, permissions, and transaction definition configurations, you can perform several actions from a transaction list.

The Supplies workbench is a list used for the management of Supplies Inventory transactions. Learn about the Supplies workbench.

This topic reviews the actions that you can take and common column descriptions for the following Supplies Inventory transaction lists:

Inventory Control > Issues
Inventory Control > Returns
Purchasing > Requisitions
Purchasing > Approvals

Subscription	Inventory Control or Supplies Inventory, Purchasing
Regional availability	Inventory Control and Supplies Inventory: Australia, Canada, UK, USA, South Africa Purchasing: All regions
User type	Business Employee Warehouse
Permissions	Inventory Control Inventory Control transactions: List, View, Add, Edit Supplies Inventory Request supplies: Edit Purchasing Purchasing transactions: List, View, Add, Edit
Restrictions	Employee users have the following access to transactions, depending on their permissions: List and View transactions where the transaction type is Quote. The user must not be excluded from user or user group access rights for the transaction definition.

View a transaction list

You can view a list of supplies transactions by transaction type:

To view supplies requests, go to Purchasing > All > Supplies Inventory > Requisitions > SYS-Supplies requisition
To view supplies issues, go to Inventory Control > All > Supplies Inventory > Issues
To view supplies approvals, go to Purchasing > All > Supplies Inventory > Approvals
To view supplies returns, go to Inventory Control > All > Supplies Inventory > Returns

To view a transaction, select View next to the transaction.

Customize a transaction list view

You can customize any transaction list by creating your own view. For example, you can choose to create a view that includes the Modified date column and the Transaction total column.

At the top of the transaction list, select Manage view and then New.
On the Create new view page, enter a name for your view in the Name field.
Select the columns you want to include in the view.
Select Save.
The new view displays automatically.

Learn more about customizing views.

What else can I do from a transaction list?

Depending on your subscriptions, permissions, and transaction document configurations, you can perform all or some of the following actions from a transaction list.

To add a new supplies request: On the Purchasing transactions: SYS-Supplies requisition list, select Add. Learn more about requesting supplies.
To convert a transaction to another transaction type: On the Issues list select Convert next to the desired transaction, and select the name of the transaction to which you want to convert this transaction.
To approve or decline a request: On the Approve transactions list, select Approve or Decline. You can also select View all to see all approval requests. Learn more about approving transactions.
To print a document: Select Print or email next to the desired transaction. Learn more about printing a document.
To import a list of transactions: Select the Import button. Learn more about importing transactions.
To export a list of transactions: Select the Export button and then select the desired output file type (CSV, PDF, and so on).

Column descriptions

The following columns appear for supplies requests, issues, and returns.

For information about buttons and column descriptions for the Approve transactions window, see Approve purchasing transactions.

Column	Description
Type	The type of transaction.
Document number	The unique transaction identifier.
Reference number	A reference to another document number or other reference text associated with the transaction.
Inventory batch	Displays for issues and returns. Batch tracking information.
Vendor name	Displays for requests. The supplier providing the item.
Txn currency	Displays for requests. The currency used to complete the order.
Date	The transaction date.
State	The workflow status of the transaction. Learn more about transaction states.