Inventory Transactions

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Dear Consultants,

In the inventory transactions form, overview tab, under the receipt status field, I have filtered "Purchased." As we know, we will see all the transactions which belongs to the purchase type. In the reference tab also we can see the transactions which happened in purchase with the clear view of quantity, unit, unit price, discount, discount percent, line amount, transaction currency.

My question is,

After I filtered "Purchased" in the receipt status field on the overview tab, parallel to overview tab transactions, we can able to see the transactions in reference tab with the type of vendor/customer, quantity, unit, unit price, discount. but, some transactions in the reference tab it's not showing the values except the type of Vendor/customer. Let me know what would be the solutions to view the hidden transactions in the reference tab. It's highly required one to sought my work.

Best regards,

Hem

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Hem,

Are you referring to "transactions" or "transitions"? In addition please elaborate and provide some examples. Probably a screenshot with notes will also make your question clear.

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Community Member on at

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Hi André

Thanks for the reply.

It's a transactions, not transitions.

To elaborate my question, I attached the screenshot.

First screenshot shows the transactions of the product in the overview tab with the filtered receipt status as "purchased" and then second screenshot shows the transactions in the reference tab. In the second screenshot, can't see the some of transactions parallel to the overview tab transactions. How to rectify the issue to see the hidden transactions ?

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Guy Terry 28,924 Moderator on at

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Hi Hem,

Please note that filtering 'Receipt status' = 'Purchased' does not show you transactions related to purchase orders; it shows any receipt transaction which is financially updated. i.e. it shows you any receipt which is completed. This can be an invoiced purchase order, a posted inventory adjustment, a credited customer return, an ended production order.

If you want to see only Purchase orders, add a filter on the 'Reference' field.

To answer your question.. on the 'General' tab, on the fields in the 'Origin reference' area, what do they say on the lines which have missing Quantity, Price etc.?

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Community Member on at

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Hi Guy Terry,

I well understood your points. My question is, once i am filtering 'Receipt' = 'Purchased' in the overview tab, I can't see some of transactions in the reference tab. Please go through the screenshots with this post.

Thanks & regards,

Hem

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André Arnaud de Cal... 300,911 Super User 2025 Season 2 on at

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Hi Hem,

Can you also provide the second screenshot?

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Guy Terry 28,924 Moderator on at

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Hi Hem,

I saw the screenshots. On the lines which have missing information can you tell me what you see on the 'General' tab, in the fields in the 'Origin reference' area?

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Community Member on at

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Hi André,

The first screenshot represents the overview tab of the X product.

The second screenshot represents the reference tab of the X product.

I have selected tick marks in the transactions line in the overview tab as the same which is showing in the reference tab. From these you can note the hidden transactions as well. Can you please tell me what would be the solutions to rectify the issue.

Thanks & regards,

Hem

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Community Member on at

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Hi Guy Terry,

I added the screenshot of 'General' tab as well as overview and reference tab.

Overview tab - Screenshot_1

Reference tab - SS_2

General tab - SS_3

Thanks & regards,

Hem

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Community Member on at

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Guy Terry 28,924 Moderator on at

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Hi Hem,

I don't know how it is possible to see a different quantity on the 'Reference' tab from the quantity fields on the other tabs.

Have you got any modifications or personalisations on that form? For example, the 'Physical date' field on the 'Reference' tab is not there in the version of R3 that I'm looking at.

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