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Import - Open transactions
Import - Open transactions
Judi Zietsman avatar
Written by Judi Zietsman
Updated over 2 weeks ago

Navigate to Settings > Configuration > Import

Definition

Ignore outdated open purchase transactions due prior to these cutoff dates. Ignored transactions will not factor into the app's calculations but will remain on display, distinctly marked to indicate their exclusion.

Use case

Open transaction orders are typically included in various app calculations, no matter how old. This is not always ideal, as these outdated transactions may skew certain calculations and reduce accuracy. However, simply excluding them from the data feed obscures the visibility of the old transactions.

This setting allows users to specify cutoff dates for open purchase orders, sales orders and transfers. Any transactions due before these cutoff dates will be excluded from app calculations.

This allows the benefit of having calculations based on relevant transactions, while still providing visibility of old transactions to users so they may identify valid transactions or clean up their host system data.

Ignored transactions will be greyed out on the following screens:

  • Stock enquiry > Sales orders tab

  • Stock enquiry > Purchase orders tab

  • Order schedule / multi-item forecasting > Sales orders modal

  • Order schedule / multi-item forecasting > Purchase orders modal

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