Show Transactions

The Show Transactions screen is used to generate the Transaction Report, which displays a detailed listing of each addition and subtraction to inventory.

The transaction types are the key to understanding the Transaction Report. Every addition or subtraction to inventory is a transaction belonging to a certain type. The following table describes each transaction type:

Transaction Type	Description
Receipt of Inventory (REC)	Inventory is first added to the site, either manually or by accepting a shipment.
Error Correction (ERR)	A manual correction to the system quantity on hand.
Items Returned (RET)	A shipment was sent back to this organization/site and restocked.
Items Transferred (TRA)	A shipment was sent out using inventory from this site. This is always a subtraction.
Items Wasted/Damaged (WAS)	Inventory was damaged/contaminated and must be deducted.
Items Used (USED)	Inventory was used in the normal course of responding to an event, but not distributed or associated to a specific client.
Dispensed Item Given (GIVEN)	Inventory was administered to a specific client.
Dispensed Item Deleted (DEL)	Inventory was previously recorded as dispensed to a specific client, and a user had to correct this by deleting the prophylaxis. The DEL transaction adds the quantity back to inventory.
Items Returned to CDC (RET-CDC)	Unused items were shipped to the CDC.

The table below describes each of the input fields on the Show Transactions screen.

Report Criteria Field	Description
Date Entered From/To	Date that the transaction was entered into the SNS application. Restricts to transactions entered on or after the from date and on or before the To date.
Date Item was dispensed From/To	Date that the Item was actually given out to the client. Specifying the Date Item was dispensed From/To automatically restricts to the Item Given transaction type.
User Name	The user who entered the transaction. Pick list contains all users associated to the organization as well as the current user. Default is to include all user names, which does not restrict the transaction by user.
Transaction Type	The type of transaction from the master list of transaction types. The default is to include all transaction types, which means the report does not restrict by this field.
Site Name	The site holding inventory you want to report on. Any inventory-holding site associated with the organization is available as a choice. Default is to report on all sites.
Product Description	Product description you want to report on. All product descriptions for all inventory items at any site in the org are available as a choice. This list is sorted alphabetically. Note: Distinct product descriptions display. The user does not want to see duplicates. A product description that is at multiple sites should only show once. Inventory item shows on report if it matches the product description specified (and satisfies other criteria).
Lot Number	The Lot Number for the inventory items you want to report on. The list is sorted alphabetically. Note: Distinct lot numbers should display. The user will not see duplicates if the same lot number appears in multiple sites. Only lot numbers associated to the chosen product will display in the list of choices. An inventory item shows on report if it matches the lot number specified (and satisfies other criteria).
Event	The report restricts to inventory associated with a particular event. The default is to include all transactions, regardless of the event the inventory is associated with.
SNS/OJA	Choose whether to show SNS inventory only, OJA inventory only, Other inventory only or All Types. Default All Types.
Display last N records	Number used to limit the number of transactions on the report. Default is 200.

The table below describes the output fields that appear on the Transactions Report.

Report Output Field	Description
Site Name	The site at which the transaction occurred.
Trans Date	The date when the transaction was entered into the system.
Product Description	The descriptive name of the inventory item of the transaction.
NDC/Mfr Item Number	The NDC/Mfr Item Number which identifies the product of the transaction item. Note: NDC/Mfr Item Number is different from the Lot Number. Lot number is more granular. Many lot numbers can be associated to a single NDC/Mfr item number. NDC/Mfr Item Number is an identifier for the overall item, not broken down by lot.
Lot Number	The lot number for the transaction item. It is a more granular identifier than NDC/Mfr Item Number.
Event	The event that the inventory item of the transaction is allocated for.
SNS/OJA	Indicates whether the inventory item for the transaction is SNS, OJA, or Other.
Type	The type of transaction that has taken place.
Quantity	The amount of the inventory item that was either added or subtracted in the transaction.
Unit	The units that the transaction quantity is measured in. For accuracy, it will be the smaller (or more granular) of the two units for the inventory item listed in the transaction.
Client Name	Indicates the client name for inventory items that were dispensed to specific individuals in the BT system.
DOB	Date of birth of the client who received the dispensed item.
Trans Code	The code/abbreviation for the type of transaction
Trans Description	The full name for the transaction type
Trans Count	A count of the number of transactions (not quantities) on the report associated with this transaction type.
Transaction Total	The total number of transactions reported on in the report.

Button	Description
	Clicking on the View button will generate the report.
	Clicking on the Cancel button will cancel running the report and take you to the manage inventory screen.