items:item_basics:tab_ledger

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items:item_basics:tab_ledger [2020/01/13 09:23] – created louitems:item_basics:tab_ledger [2023/01/18 15:31] (current) – [Filtering the ledger list] Gary Willetts
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-==== 4.01.05. Ledger tab ====+==== 4.01.06. Items - Ledger tab ==== 
 +//Back to [[items:item_basics#tabs_on_the_item_details_window|Item Details window]]// 
 The item **Ledger** tab lists individual transactions for the item in question. By default is shows all transactions for the current year: The item **Ledger** tab lists individual transactions for the item in question. By default is shows all transactions for the current year:
  
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   * cc = customer credit    * cc = customer credit 
  
-Note that all supplier lines have a grey background and customer lines have a white background to help you identify them easily. +Note that all supplied lines (i.e. stock in) have a grey background and issued lines (i.e. stock out) have a white background to help you identify them easily. 
  
-The **Quan** column shows the number of packs of pack size shown in the **Pack** column that were involved in the transaction. +The **Quan** column shows the number of packs of pack size shown in the **Pack** column that were involved in the transaction. The value in the **Quan** column will be positive if it represents stock in or negative if it represents stock out.
  
-As a quick indicator, if the transaction reduced the amount of stock in mSupply then the number is negative.+The **Balance** column shows you the stock balance after the transaction represented by the line has taken place.
  
 === Filtering the ledger list === === Filtering the ledger list ===
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 <WRAP center round tip 60%> <WRAP center round tip 60%>
-Clicking on the column headings of the transaction list will sort the list by the information in that column. The column header will be underlined to show by which column the list is sorted.+Clicking on the column headings of the list (except the **Balance** column) will sort the list by the information in that column, as is usual throughout mSupply. This can be helpful for finding a particular transaction but **BEWARE**, this will probably mean that the lines are no longer in the order they actually occurred and the **Balance** column values will not be displayed in the correct sequential order; they will still be correct just not in the correct order.
 </WRAP> </WRAP>
- 
  
 <WRAP center round info 60%> <WRAP center round info 60%>
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 {{ :items:ledger_print_opts.png?425 }} {{ :items:ledger_print_opts.png?425 }}
  
 +|  //  Previous:  **[[items:item_basics:tab_stock]]** | | Next: **[[items:item_basics:tab_quotes]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2020/01/13 09:23
  • by lou