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2. Select if you want to search for a transaction by:
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Transaction Data Fields
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Click Advanced to access the search section in advanced mode.
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Click Basic to return to the basic mode.
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Reference Trace ID
Note
In the search by transaction data fields, basic mode is the default search mode.
Search for a Transaction Through the Basic Search Criteria
To search for a transaction using basic search criteria:
1. Enter, select or search for one or all of the following basic search criteria.
Note
You must enter a transaction date to carry out the search. Additionally, you must enter either the department, the item or the location to search for transaction data.
Table 2-1 Transaction Data Search - Basic Search Criteria and Description
| Fields | Description |
|---|---|
| Matchoption | Check radio button All or Any. All - only transactions matching all entered search criteria are shown. Any - transactions matching any of the entered search criteria are shown. |
| Transaction Date | Enter the transaction date or use the Calendar icon to select a date. This field is a required field. |
| Transaction Type | Enter, select or search for the transaction type. |
| Department | Enter, select or search for the department. You need to enter either the department, the item or the location for the transaction search. |
| Class | Enter, select or search for the class. |
| Subclass | Enter, select or search for the subclass. |
| Item | Enter, or search for the item. You need to enter either the item, the location or the department for the transaction search. |
| Location | Enter, select or search for the location. You need to enter either the location, the department or the item for the transaction search. |
2. Click Search . The transactions that match the search criteria are displayed in the Results section.
3. Click Reset to clear the search section and results.
4. Click Done to close the page.
Search for a Transaction Through Advanced Search Criteria
To search for a transaction using advanced search criteria:
1. To search using advanced search criteria, enter or select one or all of the advanced search criteria.
2. To narrow down the search, use the list next to the search fields. For example, determine if the entered value should equal or not equal the search result.
3. Click Search . The transactions that match the search criteria are displayed in the Results section.
4. Click Reset to clear the search section and results.
5. Click Add Fields to add more fields for the advanced search. To remove the field from the search, click the x right next to the field.
6. Click Done to close the page.
Search for a Transaction by Reference Trace ID
To search for a transaction by reference trace ID, follow the steps below.
1. In the Reference Trace ID field, enter, select or search for the reference trace ID.
2. Click Search . The transactions for the selected reference trace ID are displayed in the Results section.
3. Click Reset to clear the search section and results.
4. Click Done to close the page.
Results
The Results section lists the retrieved transactions.
Use the Actions Menu and icons to apply actions to the Results table. You can perform the actions listed below, as well as actions described in “Action Menu and Icons” in the Oracle Retail Merchandising Do the Basics User Guide .
Table 2-2 Results - Actions Menu/Icons and Description
| Actions Menu/Icons | Description |
|---|---|
| Drill to Finance andDrill to | SelectActions > Drill to Financeor use theDrill to Financebutton to |
| Financebutton | initiate a drill forward Web service call to an external finance system (Peoplesoft) to retrieve detailed information about the financial posting made for a source transaction. The details retrieved will be displayed in a separate page. |
| Drill Back Report andDrill | You can open the Drill Back report in a new tab by selectingActions > |
| Back Reportbutton | Drill Back Reportor by using theDrill Back Reportbutton. |
In this guide
- Guide: Finance Management User Guide
- Previous: 10 Manage Fiscal Document Generation
- Next: 3 View Monthly Stock Ledger