Activity Ledger Query

Owned by Former user (Deleted)
Last updated: Mar 28, 2024 by Pat Zelei
2 min read

 

Activity Ledger Query is a query only grid allowing you to filter existing transactions under the TRANSACTIONS menu.  They include:

  • Purchase orders

  • Invoices

  • Disbursements

  • Receipts

  • Refunds

  • Transfers

  • Distributions

You can filter your data by entering your search criteria in the filter row. Click on any row of the search results to see a highlight view of the record.   The  button on the grid will allow more properties to be added as a column onto your grid.  The Advanced Query can be utilized to further filter the grid down. The  option allows you to generate a quick report of your filtered data.

The will limit the grid results for improved responsiveness.  Grid results minimum range is 100 records and the maximum is 2000.

In the example below, a multi-vendor purchase order was filtered in order to view the transaction history.  A primary sort was done on the transaction 'type' and a secondary sort on the transaction 'date' in order to view sequentially the invoices and disbursements processed against the purchase order.

 

Note:  If you see the following warning message, please be advised that the ledgers have not finished posting and the data you are seeing in the Activity Ledger is incomplete.  Once this message no longer displays, the posting of the ledgers has completed and all data is available.

 

Note:  If you see the following warning message, contact your ITC for further assistance.  A problem was encountered during the posting of the ledgers and your application will need to be restarted so that the ledgers can post properly.

 

 

 

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