All financial transactions in Mainsaver are written to a transaction table. These records contain audit trail information such as the time, date and login ID of the person performing the transaction. Transactions include (transaction code format shown);
- PO New PPxx
- PO Modification PPxx
- PO Receipt MT4x
- Material Issue MT2x
- Material Edit MPxx
- Invoice IPxx
Mainsaver provides a module to allow users to query for specific transactions.
- Proceed to the ‘Materials’ module, then ‘Transaction Journals’.
Figure 1 – Materials Module
- Click the ‘Table View’ button then select or create a query.
Figure 2 – Selecting a query
- In the example below, we want to see the issue history for stock number ‘SW1001’ sorting the most recent issue transaction at the top.
Figure 3 – Building a query
- The resulting records may be viewed in a report or exported to Excel or other formats.
Figure 4 – Using the ‘Lists’ menu to create a report from the query results
Figure 5 – Issue transaction report
Figure 6 – Using the ‘Program’ menu to export data to Excel.
The ability to query on virtually any financial transaction in Mainsaver provides a way for the user to retrieve and organize any specific date they may need.