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The Costing Transactions Enquiry screen

An overview of the Costing Transactions Enquiry screen, covering how to view, group, filter, and navigate actual sales and cost transactions for projects and cost centres.

Updated over a week ago

All our enquiries and record lists share the same screens and the same functionality for consistency purposes.
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The Costing Transactions Enquiry provides a list of all actual sale and cost transactions for projects and cost centres used on these transactions.
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You can group based on your actual sales or costs using the Grouping Option which can be found on the top of your enquiry under the Enquiry name.

Group all your Actual Sales together for better visibility

  1. Find the Actual Sales column in your enquiry. If it is not on the grid, you can add it using the configure column option found under the cog icon.

  2. Hover over the Actual Sales label and holding down your left mouse key, drag the Actual Sales column into the Grouping section found under the Costing Transactions Enquiry name.
    ​Note: All your sales transactions are grouped together and the total value of the sales is displayed based on the Projects used in these transactions. You will still see Actual Cost type transactions when you expand a group, however the values are calculated based on the total sales.

You can drag any columns into the Grouping area to make it easier for you to see totals and transactions.
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Like on all other enquiries, you can also perform the following using the Advanced Filter panel or by filtering on the displayed columns by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.

  • You can run enquiries against all records or just a specific record.

  • You can apply filters to ensure that only the transactions you are interested in are displayed in the enquiry window.

  • Access to enquiry windows is controlled by your security profile.

Access the Costing Transactions Enquiry

  1. Click Costing then click Costing Transactions.
    ​Note: All transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.

The Costing Transactions Enquiry is made up of the following sections:

Sections

Description

Search field
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  • Search on Project Name or Header Ref. which is the same as the Invoice, Credit Note Number field or Receipts, Debit and Credit Adjustment Reference field.

  • Tip: You have to know the first few characters or numbers to be able to search as these searches are what we refer to as Begins With searches.

Saved Filters List

  • A list of any saved filters that are available.

  • Filters are saved using the advanced filter panel, for more information please refer to how to use the advanced filter.

Advanced Filter
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  • Opens the advanced filter panel for advanced filtering.

  • Number indicator displays the number of applied filter criteria to the enquiry list.

  • For more information, refer to the advance filter articles we linked above.

Cog

  • Contains a list of actions which can be carried out on the enquiry.

    • Configure Columns - Customise the displayed columns in the best order to suit your needs. For more information please refer to Configure Columns.

    • Clear Criteria - Clears all the filter criteria that you have added directly for a column displayed. Doesn't clear the filter you have added to the Advanced Filter panel.

    • Reset Sorting - Removes any sorting that you've set on all displayed columns.

    • Reset Default Column Width - Resets all column widths to their default size.

    • Export to Excel - All - Exports all the transactions on the purchase ledger for the columns displayed on the screen.

      • If you wish to see all columns available on your export, you have to add all columns in the configure column option.

        • The current limit is set at 50,000 rows to protect the performance.

    • Export to Excel Current View - Exports the currently displayed or loaded transactions and columns, the default is to load 100 transactions.

      • If you wish to see all columns available on your export, you have to add all columns in the configure column option.

      • Once you scroll past the 100th transaction, this loads another 100 transactions. This is done to make sure that you don't come across any performance issues when you have hundreds of thousands of records.

  • Hide Grouping - You can select to group by any column when this option is on by dragging a column into the drag and drop columns header for grouping field.

    • You can group multiple columns.

    • You can turn this option off to allow for more space for your transactions by clicking on Hide Grouping.

    • You can turn grouping back on by clicking on Show Grouping.

The Grid

  • Default columns are displayed when the Enquiry screen opens. You can change by manually dragging and dropping the columns to where you want them or alternatively you can customise your columns using the Configure Columns.

  • Each column is sortable, and you can sort on multiple columns at the same time.

  • You can filter on all of the columns by pointing to the column label and clicking on the 3 small horizontal lines to open the filter window.

  • You can increase and decrease the column width and the settings are saved for you so you to only have to do this action once.

Related Articles
The Nominal Transactions Enquiry screen
The Outstanding Sales Order Enquiry screen
The Purchase Transactions Enquiry screen
The Sales Analysis Transactions Enquiry screen
The Sales Transactions Enquiry screen
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