Record a Bulk Transaction Using a Transaction Editor

Security Note: You need the Allow transactions maintenance security right in the Transactions user group security rights group for this activity.

Activity Steps

  1. Select the Supply Chain panel in the Solution Explorer.
  2. Expand the Transactions node.
  3. Right-click the transaction editor and select Enter Transactions from the menu, or double-click the transaction editor.

    The Transaction Editor displays.

    Note: The availability of fields on this screen and their defaults depends upon the settings in the transaction template.

  4. Select the Transactions tab.
  5. Enter the transaction Date.

    The transaction date cannot be before the opening date or after the closing date of either the source or destination stockpile.

    The date may be set to be the same time for multiple transactions. Example: Data for all the transactions in the shift are to be recorded at a minute after the start of the shift.

    If the date and time entry is controlled by the times of shifts, use the left and right arrows to move between shifts.

  6. Enter the following details for each transaction inherited from the transaction template.
    • Source Stockpile—Defaults to source stockpile defined in the transaction template. If Modifiable is not specified in the transaction template, then this cannot be changed. Otherwise, it can be selected from the stockpiles that are located at the source of the process flow, and filtered by the list of Allowed Sources specified in the transaction template.
    • Destination Stockpile—Defaults to destination stockpile defined in the transaction template. If Modifiable is not specified in the transaction template, then this cannot be changed. Otherwise, it can be selected from the stockpiles that are located at the destination of the process flow, and filtered by the list of Allowed Destinations specified in the transaction template.
    • Movement Product—Select from the Allowed Movement Products, or set to the Movement Product specified in the transaction template. If Modifiable is not specified in the transaction template, then this cannot be changed. If a despatch order is added to the transaction, the Movement Product defaults to the product specified in the despatch order.
    • Transaction Date—Only displayed if Date Modifiable is checked in the transaction template, which allows separate dates or times to be entered for individual transactions.
  7. If the transaction template Type is Standard, complete the following fields for each transaction inherited from the transaction template.
    • Quantity
    • Quantity Unit—Select from the units of measure specified in Allowed UOMs specified in the transaction template.
  8. If the transaction template Type is Truck or Truck Type, for each transaction inherited from the transaction template:
    1. Update the Truck/Type if required. Select from the Allowed Trucks / Types specified in the transaction template.
    2. If the transaction template has By Unit checked, complete the following fields.
      • Units—Number of trips (or 'cycle counts') in the time period.
      • Loading UOM—Unit of measure associated with the amount per trip. Defaults to the Loading UOM defined in the transaction template. If Modifiable is not specified in the transaction template, this cannot be changed. Otherwise, it can be selected from the Allowed Loading UOM specified in the transaction template.
      • Quantity—Calculated based on the number of units multiplied by the tonnage history of the truck or truck type, but can be overridden if required.
    3. If the transaction template has By Unit unchecked, enter the Quantity and Quantity Unit.
  9. Add a despatch order to the transaction if required. See Search for a Despatch Order to Add to a Transaction, Movement or Package Group.
  10. To duplicate a transaction, right-click a transaction row in the Transactions field group and select Duplicate from the menu.

    A duplicate of the transaction is created; however, the duplicate does not have any quantity or 3D transaction details.

  11. Click Save.

    Note: If the Transaction Editor History status definition exists, the transaction is assigned the initial status. This status definition controls whether the transaction is editable and selectable. See Status Definitions.