You can view transaction summaries for items transacted within a specified date range. You can use search criteria to further narrow the focus of the information summarized. You can use this information for input/output and transaction history analysis.

   To view transaction summaries:

1. Navigate to the Summarize Transactions window.

2. Enter the date range to summarize.

3. Enter an item or a subinventory. If you do not enter an item, the search includes all items with transactions falling within the date range specified.

4. Optionally, enter additional search criteria to narrow the focus of the summarized information.

5. Choose the Summarize button. The results appear in the Item Transaction Summaries window.

   Values displayed for each item include the unit of measure, net quantity, net value, volume (number of transactions), absolute quantity, and absolute value. Transaction totals include total value in, total volume in, total value out, total volume out, and net value. These values are for the date range you specified.

6. Select from the different tabbed regions to view the summary information by Items Only, Source Type, Action, Transaction Type, and Source/Transaction Type.

   To view detail information for an item in the Item Transaction Summaries window:

1. Select an item.

2. Choose the Transaction Details button. See: Viewing Material Transactions.

   To view detail accounting lines:

1. Choose View Accounting from the Tools menu to open the View Material Accounting window. In this window, you can view the detail accounting lines for the transaction in the form of a balanced accounting entry (where debits equal credits). You can also choose to view the detail accounting as t-accounts. See: Viewing Accounting Lines.