Direct Charge Transactions

Purpose

This report lists direct charge transaction details within a specified date range. Date can be chosen for record selection: Created Date, Posting Date, and so on. It displays item issues, item returns as separate records, and other costs. The report shows the direct charge document number, asset number, received by, and description fields for each direct charge document. It shows the storeroom, item number, item name, user name, repair descriptions, date, quantity, and cost for item issue and item return transactions. You can view the other cost code and description, user name, posting date, and cost for other costs.

Provides

• Review items issued and returned for a selected period.
• View direct charge charges for a department or equipment number.
• Check other costs.
• Review direct charges for a particular project number (if added in the Description fields.)

When to Run

As needed.

Running the Report

Steps to view a report

1. Click the Reports tab.

The Standard window opens.

2. In the Inventory section, click Direct Charge Transactions.
3. In the new window, select or enter the appropriate parameters.

Required parameters are indicated by an *.

4. Click on the View Report button.
5. Page through the document using the controls in the upper left.
6. Search by a keyword using the Find/Next box at the top of the screen.
7. To update the information on the page, click the Refresh button at the top right of the screen.

Exporting the Report

Steps to export a report to another program

1. Click the Export button.  
2. Select the appropriate format.

This will generate a File dialogue box specific to your computer.

Related Topics

• Inventory Report

• Inventory Summary Report

• Inventory Item Issue Report

• Vendor Purchase Order List

• Inventory Received Report

• Orders Not Received

• Inventory Audit

• Inventory Order Recommendation Report

• Inventory Transfer Report

• Vendor Returns Report

• Inventory Count Sheet

• Inventory Surplus Report

• Inventory Obsolescence Report

• Inventory Movement Report

• Inventory Transaction Details Report

• Inventory Discrepancy Report

• Inventory Turns Details Report

• Valuation of Perpetual Inventory Report

• Inventory Price Adjustments Report

• Inventory Snapshot

• Inventory Snapshot Summary

• Item Request Report

• Item Requested to Available Rate Report

• Items Without Default Vendor

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