Overview of Review Completed Transactions

Use the Review Completed Transactions page to search for and view details of completed inventory transactions. From the Inventory Management work area, select Review Completed Transactions from the task pane.

To search for detailed information for completed transactions, enter any combination of search criteria. Select View and then Columns to choose additional fields to display on the Review Completed Transactions page. Click on a transaction in the Search Results table to drill down to the Completed Transaction Details page to review a detailed, single record view of the transaction.

This table provides a summary of the completed transaction details that you can view on both the Review Completed Transactions and Completed Transaction Details pages.

Completed Transaction Details	Description
Location	View item, subinventory, locator, and quantity information. You can also view details such as revisions, transfer information, and attachments.
Transaction	View transaction details such as transaction date, transaction type, transaction action, transaction source type, transaction costed status, and more. Note: The value in the Transaction Date field considers your time zone preference. This value may not match the actual creation date of the transaction if the transaction was entered through FBDI (File-Based Data Import). FBDI uses UTC (Coordinated Universal Time) and doesn't consider time zone preference.
In Transit	View the shipment number, waybill, carrier, and packing unit information for in-transit shipments.
Consigned Inventory	View the owning party, consumption advice, and transfer owning party details. You can also review the purchase order, receipt, and error information if provided.
Tax Determinants	View details on transactions such as receipt, ship confirm, and consumption that become inputs into the tax determination process. Examples of tax determinants are taxation county, product fiscal classification, and tax classification code.
Additional Information	View additional information that you may have provided for your transactions such as patient account or other user-defined flexfields.

You can also view lot and serial information when applicable. The lot and serial information is only enabled if the item is lot controlled, serial controlled, or both. To view lot and serial information for a transaction, click the View Lot and Serial Details icon on the Review Completed Transactions page. You may have to add the Lot and Serial Numbers column to the page by selecting View > Columns > Lot and Serial Numbers. To access lot and serial details from the Completed Transaction Details page, click the View Lot and Serial Numbers button.

In addition, on the Review Completed Transactions page you can export your completed transactions to a Microsoft Excel file. Select Export to Excel from the Actions menu or click the table icon. The Export to Excel action shows the transaction date in the user's time zone.