Share
ReportHello All,
Is there a way to add a field for transaction type field, in the Show journal > Advanced search filter criterias?
You’re offline. This is a read only version of the page.
156
Hello All,
Is there a way to add a field for transaction type field, in the Show journal > Advanced search filter criterias?
Users who want to view journals and transactions have several ways to access the data. They can take advantage of inquiry pages that provide drill-down ability, or they can use various report options in the general ledger.
Voucher transactions
Voucher transactions is an inquiry page where you can select from various tables and fields to specify criteria for the balance or transaction that you're searching for. For example, you can view all transactions for a specific date or account, or all transactions of the Operating type that are in a specific posting layer. By default, the page shows the journal number, voucher, date, and main account, but you can add additional tables, fields, and criteria to narrow down your search.
Audit trail
Audit trail is an inquiry page that shows the types of transactions, descriptions, who the transactions were created by, and when they were created. From the Audit trail inquiry page, you can view the voucher transactions.
Financial reports
You can also explore and analyze general ledger transactions by running financial reports. Because the design of financial reports can be based on accounts, dimensions, account categories, or a combination of the three, you can view the transactions by drilling down in various ways. If you require more information for general ledger transactions, you can also include multiple transaction properties as part of the report design. Additionally, if you want to see the transactions that make up a general ledger balance, you can drill down to account transactions, just as you can from the Trial balance list page.
Ledger reports
In addition to the financial reports, you can use the following ledger reports to view general ledger transactions:
Dimension statement – This report shows transactions by day and account, and there are also options to show transactions by dimension and period.
Ledger transaction list – This report shows transactions in transaction, accounting, and reporting currencies for an account.
Print journal – This report shows the result of a posted journal. You can run the report by journal batch number or journal type, or add additional fields.
Posted transactions by journal – This report shows the transactions that have been posted to a journal, grouped by voucher.
Transaction list by date – This report shows all the transactions by date, together with the journal number, voucher, and ledger account. It also shows the transactions in the transaction, accounting, and reporting currencies.
Transaction origin – This transaction report shows the account by journal, and by transaction, accounting, and reporting currency. It also shows each line of the journal that was used as an offset.
As per my knowledge, there are no such a configurations available to populate the document type in Show journal -> Search -> filter list.
If this answered your questions, please mark answered so that it will help others.
Regards,
Ram
Hi,
You can refer the sample extension in Retail SDK for adding filter in advance search.
CRT code -
RetailSDK\SampleExtensions\CommerceRuntime\Extensions.SearchJournalCustomFiltersSample\SearchJournalTransactionsServiceTriggers.cs
POS code -
RetailSDK\POS\Extensions\SampleExtensions\ViewExtensions\ShowJournal\SampleTransactionSearchTextFilter.ts
The example guide to add text filter. For your requirement of document type, you might need to explore typescript code to populate document types.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (