Use the Ledgercards view to display ledgercard information including warehouse, sequence number, date, transaction type, units affecting inventory, new on hand quantity, document number, register number and adjustment code and user code for the adjustment that created the ledgercard.
Display filter options are displayed below the grid.
Type
Click Options to select documents to filter by transaction type: Adjustments, Sales, Purchases, Formulation tickets, Item Balancing Register lines, Production tickets, or Warehouse Transfers.
Units
Specify the quantity or setting for filtering ledgercards. Drop box options are: equal to, not equal to, greater than or less than zero; register values only; filters ignored; or the default, which is standard filter settings for the item.
Click View Doc to display additional document detail information. For IC ledgercards there are 7 transaction types: A – Adjustment, D – Daily Sales Register, R – Receipts, F – Formulation, I – Item Balance Register, P – Production, W – Warehouse Transfer. Two of these types display additional document detail information. When you select View Doc, type D– Daily Sales Register displays SO Doc Inquiry in view-only Past Invoice mode and type R –Receipts displays PO Doc Inquiry in view-only Past Document mode. If a record for PO Doc Inquiry exists in Password & Security F/M, the user must have the security code and password on file in order to access this screen. For BOM or formulation finished items the MC Ticket Inquiry is displayed.