Materials Movement List View Tutorial

Overview#

• In QuickEasy BOS Professional, inventory, services and goods for resale are referred to as Materials.
• During the production process materials can be purchased, converted to finished goods and sold.
• Materials are issued, received and returned from the same interface.

💡These tutorials describe how to display a list of Material Movement transactions or items and how to use the context menu options.

How to View a List of Materials Issued#

1. Navigate to Materials Movement.
2. Click the checkboxes next to the Statuses on the right as needed.
3. Click View (button).
4. On the heading Type, click the Small Filter Icon and check the checkboxes next to the type of Material Movement you want to display.
5. Add or remove columns as needed using the Field Chooser (*).

How to View a List of Material Transactions#

1. Navigate to Materials Movement.
2. Click Menu (button) > Transactions.
3. Click View (button).

How to View a List of Materials#

1. Navigate to Materials Movement.
2. Click Menu (button) > Items.
3. Click View (button).

How to View Source Documents Linked to a Materials Movement#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list.
4. Click Links (button) to display a list of all linked documents.
5. Click any document to open it.
   • Note: If no linked documents exist, only the current document's number appears. Links are also available from Editing a Materials Movement > Menu (button) > View linked Transactions. This view provides more detail on each linked transaction.

How to View Linked Service Manager Responses#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Click Menu (button) > View SM Responses.

How to Show / Hide Item Notes#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Click Menu (button) > Check or uncheck Show Item Notes.

How to View an Audit Trail#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Click the Info button (i) to see who created the transaction and on which date, or
5. Click Menu (button) > View Audits for more detailed information.

How to View a Job Summary#

1. Navigate to Materials Movement.
2. Click View (button).
3. Right-click any item on the list and select View Job Summary.

How to View a Detailed Inventory Register#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Right-click a line item and select View Detailed Inventory Register.

How to View a Material Summary#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Right-click a line item and select View Material Summary.

How to View / Edit a Note#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Right-click a line item and select View/Edit Note.

How to View / Edit Tracking#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Right-click a line item and select View/Edit Tracking.

How to Open a Linked Material#

1. Navigate to Materials Movement.
2. Click View (button).
3. Double-click any item on the list to open it.
4. Right-click a line item and select Open linked Material Item.

Status Options#

How to Reset Specific Statuses#

1. Navigate to Materials Movement.
2. Click Reset (button) and select an option:
   1. Today
   2. All Pending
   3. All Active
   4. All Pending & Active

How to Change the Status of Multiple Records#

1. Navigate to Materials Movement.
2. Select several records (use Ctrl + left-click).
3. Click Actions (button) > Batch Update.
4. Batch Update - Status = Select a new Status.
5. Click Update (button).

Output Options#

How to Email a List of Materials#

1. Navigate to Materials Movement.
2. Click Menu (button) > Items.
3. Click View (button).
4. Click Menu (button) > Email Excel to open the default email template and attach the report in .xlsx format.
5. Click Menu (button) > Export Grid to specify the save location of the .xlsx list of transactions.

How to Print or Email Material Movement Transactions in .pdf Format#

1. Navigate to Materials Movement.
2. Click Menu (button) > Transactions.
3. Click View (button).
4. Select one or more items to print or email (use Ctrl + left-click).
5. Click Output (button) and select one of these options:
   • Print: Prints to the default printer.
   • Print (Show Dialogue): Lets you select a printer.
   • Preview: Displays the transactions on screen.
   • Email: Opens the default template and attaches the items in .pdf format.