Record Inventory Transactions

The Transaction screen in Job Projects mode, lists all the current General Ledger Journals created for Job projects in numbered sequence. The steps are as follows:

  1. Navigate to Job Projects > Inventory > Inquiry and then select the Transactions item. SapphireOne will display an Inventory Allocation list screen, limited to Job Project based Journals.
  2. From this Inventory allocation screen the user has the following options:
  3. View or Modify- Select a transaction from the list, then select the blue view or modify button on the main tool bar.
    • Saving – When the Modify button is used, save the modifications by clicking on the green tick button on the main toolbar.
  4. Deleting- While allowed here, it is important to exercise caution when deleting transactions, as this may negatively impact your data file balances.

For more detailed instructions, please refer to the Job Projects > Inventory > Transactions article.

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