This chapter covers the following topics:
You can use the Transactions tab to search for transactions that are associated with item instances, and view what happened to the item instances during the transactions.
Available search criteria include transaction type, transaction subtype, specific value in a transaction, date of transaction, and transaction status.
Transaction types are specified for any transaction source that has defined interfaces with Oracle Install Base. For example, transaction types from Oracle Applications include Order Management - Fulfillment, Order Management - Shipment, and RMA Receipt. Oracle Asset Tracking contributes types such as PO Receipt into Project, and Asset Retirement. Many more types are available. Refer to the Transaction Type setup in the Oracle Install Base Implementation Guide.
For each transaction type, transaction subtypes can be defined to further specify the actions on one or more Oracle Install Base records if the subtypes are selected for the interface transaction. These subtypes can be selected from a list of values in the transaction detail window from the Oracle calling application, such as Order Management sales order line. Such transaction types, subtypes, and actions can be defined in the Transaction Subtype setup window. Refer to the Transaction Subtype setup in the Oracle Install Base Implementation Guide.
For example, when an Order Management - Shipment transaction updates Oracle Install Base, a transaction bearing the transaction type, subtype (Ship), order number (Source Header Reference), order line number (Source Line Reference), and transaction date update Oracle Install Base, and a history transaction record is created. Each of these transactions bears a status such as Complete or Pending.
Based on the properties of the transaction, a search can be specified, for example, for display of the activities for Order Management - Shipment, with a transaction date of 07-Aug-2005.
In the Transactions Search page, you can define search criteria for transactions and then view the transactions that meet these criteria. You can drill down one level to view the item instances for a transaction, and further to see the changes made to item instances during the transaction, that is, old and new values for item instance attributes and associations.
The following table lists the descriptions of selected fields in the Transactions Search page.
| Field | Description |
|---|---|
| Source Group Ref | Such as a PO group number |
| Source Header Ref | Such as a sales order number |
| Source Line Reference | Such as a sales order line number |
| Source Transaction Date | Date of the source transaction |
| Transaction Date | Actual date the transaction occurred |
| Inventory Material Transaction ID | ID found in an Inventory material transaction |
Oracle Install Base Agent User > Item Instance > Transactions
Steps
Enter Search Parameters
Select a Source Transaction Type.
Enter values in other fields to further qualify your search criteria as needed.
Click Go to perform the search.
In the results area, the transactions appear with each transaction bearing a transaction ID.
View Item Instances for a Transaction
To see the a list of the item instances in a transaction, click the Transaction ID link.
A page appears with a list of the item instances associated with the transaction.
View Item Instance Changes for a Transaction
To see the transaction details for a particular item instance, click the View Transaction Details icon for the item instance.
A page appears with the old and new values for the attributes and associations of the item instances associated with the transaction.