History

The History screen displays all transactions performed in Asset Cloud.

Transaction History 

• View Archive
• Transaction Receipt
• Transaction Label

 

Transaction History 

1. Click on Transactions > History.

2. The History screen will appear. The screen will display all the transactions.

3. The History screen will display details related to transaction date, transaction type, asset, site, location, group, quantity, geo-location, customer/ employee/ vendor's name, etc.

• Record Source indicates record source i.e., WEB/MVC, System, iPad, or Android.
• Has Signature displays "Yes" if a signature is collected after completing the transaction in the mobile device. Hover the cursor over the Yes link to view the signature.

• Has Notes displays "Yes" if the note is added while performing the transaction. Hover the cursor over the Yes link to view notes.

• Geo Location - Geo Location - displays latitude, longitude, and geo-location: The View Map link will display the geolocation if captured while performing the transaction. Refer to View Map.
• View Map - The View Map link will appear for Check out, Check In, Move, Dispose, Recover, Convert Asset, and Audit if the Capture Transaction Geo Location is enabled.

• Click on the View Map link. The location details of an asset will open in the new tab as shown below:

4. Export (). This feature enables you to export the listed items to an Excel spreadsheet. It can export up to 25000 records. Customize the list according to your requirements using the filters option. Once you've filtered the list to your satisfaction, click on the Export icon. This will initiate the download of the report. In most web browsers, you can access the downloaded file through an icon located at the bottom or edge of the browser window. For further guidance on locating your downloaded files, please refer to your browser's help resources. You can then save or modify the report as necessary within Excel.
5. Show Filter - When you click on the Show filter checkbox, a text box will appear under each field where you can type the search text to find the desired detail.

Note: The application does not support the sort, group & filter options for the Assignee column.

6. Group By - The Group By feature allows you to "group" the displayed information so you can view data in a way that is easy to read. Depending on how you want to view your information, you can have one group, two groups, or many groups. For instance, if you want all items on the Item list to be grouped by location, you can quickly set this up using the Group By checkbox.  

• Click on the Group By check box. 

• Drag and drop the column header by which you want to group the items. Drag a column header and drop it on the designated area. Note: You cannot drag Has Notes and Has Signature columns.

• The page will display the history of transactions based on the columns grouped by you. You can filter these items as needed.

 

View Archive

The 'View Archive' button allows you to access archived transactions. You can customize your view of archived transactions by applying sorting and filtering options within the transaction history grid. Depending on your chosen sorting and filtering criteria, the Archived Transaction screen will present the relevant archived transactions.

Note:

• The button will be disabled when there is no sorting or filtering is applied.

• The button will only become active if the sorting and filtering fields currently applied in the transaction grid are all supported by the Archive grid.

• A hover message above the disabled button will appear, indicating to the user which filter or sort criteria are not supported by the Transaction Archive Grid.

• Note that removing the filter on the Transaction date may show additional records that have not been archived yet.

 

To view the Archived Transaction History screen:

1. Apply the sorting and filtering on the transaction history screen. This will enable the View Archive button.
2. Click on the View Archive button. The screen will navigate to the Archived Transaction screen and it will retain the same sorting and filtering as the transaction history screen.

Refer to the topic - Archived Transactions, Permissions & Archive settings.

 

Transaction Receipt

Select an asset.

Click on the receipt icon to print the receipt.

Transaction Label

Select an asset.

Click on the label icon to print the label.

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FAQs - Refer to Knowledgebase - Knowledgebase > Cloud > AssetCloud for FAQs. Example: What does the record source (SYSTEM/REDO) indicate in the Transaction History?

Note: Use of the resources described here requires internet access.

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