Selecting opening balance document for viewing

This page allows you to select the opening balance document to view its details. Tell me more

Select the “View Opening Balance” link under the “Stock Maintenance” business component.

The “Select Opening Balance Document” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the “Enterprise Modeling” business component by default.

Enter the following in the “Direct Entry” group box, if you know the exact opening balance document number to be viewed:

Opening Balance #

The number identifying the opening balance document for which the details are to be viewed (Alphanumeric, 18).

Select the “View Opening Balance” link provided alongside, to view the opening balance details.

To search for an opening balance document

Enter the following in the “Search Criteria” group box, to search for the opening balance document:

Opening Balance #	The number identifying the opening balance document (Alphanumeric, 18). You can enter the opening balance number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents similar to the number entered here. Leave this field blank to retrieve all the opening balance documents.
Status	Use the drop-down list box to select the status of the opening balance document, which could be one of the following:
	Draft – Select this status, to retrieve opening balance documents that are in “Draft” status.
	Fresh - Select this status, to retrieve opening balance documents that are in “Fresh” status.
	Authorized – Select this status, to retrieve opening balance documents that are in “Authorized” status.
	Canceled – Select this status, to retrieve opening balance documents that are in “Canceled” status.
From Date	The starting date, in the range of dates for which the opening balance document must be retrieved (Date Format). Ensure that the “From Date” is lesser than or equal to the current date.
To Date	The ending date, in the range of dates for which the opening balance document must be retrieved (Date Format). Ensure that the “To Date” is lesser than or equal to the current date.
Warehouse #	Use the drop-down list box to select the warehouse for which the opening balance details must be retrieved. The system lists the warehouse numbers that are in the “Active” status, as defined in the “Create Warehouse Information” activity of the “Storage Administration” business component.
Category	Use the drop-down list box to specify the category of the opening balance document to be retrieved. The system lists all the “Active” quick codes of type “Category”, as defined in the “Create Quick Codes” activity of the current business component. Leave this field blank to retrieve all the opening balance documents, irrespective of their category.
Part #	The number identifying the part (Alphanumeric, 40). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents with part numbers that are similar to the number entered here. Leave this field blank to retrieve all the opening balance documents irrespective of the part.
User Status	Use the drop-down list box to specify the user status of the opening balance document. The system lists all the “Active” quick codes of type “User Status”, as defined in the “Create Quick Codes” activity of the current business component. The system retrieves all the opening balance documents that are in the user-defined status specified here. The system sets the field blank by default. Leave this field blank to retrieve all the opening balance documents, irrespective of the user status.
Part Group	Use the drop-down list box to select the part group. The system displays all the valid part groups defined in the “Part Administration” business component. Leave this field blank to retrieve all the opening balance documents, irrespective of the part group.
Part Category	Use the drop-down list box to select the part category. The system displays all the “Active” quick codes defined for the part category in the “Part Administration” business component. Leave this field blank to retrieve all the opening balance documents, irrespective of the part category.
Customer #	The name of the customer. (Alphanumeric, 18). You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the opening balance documents with customer numbers that are similar to the number entered here.

Leave all the fields blank to retrieve all the opening balance documents, which are in “Draft”, “Fresh”, “Authorized” or “Canceled” status.

Click the “Search” pushbutton, to retrieve the details in the multiline.

The system displays the following “Search Results” multiline:

Opening Balance #	The opening balance document retrieved by the system.
Opening Balance Date	The date on which the opening balance was recorded.
Warehouse #	The number identifying the warehouse.
Category	The category of the opening balance document.
Status	The status of the opening balance document, which could be “Draft”, “Fresh” or “Authorized “ or “Canceled”.
User Status	The user-defined status of the opening balance document.

Click the hyperlinked opening balance document number in the multiline, to view the opening balance details.

Selecting opening balance document for viewing - An Overview

This page allows you to select the opening balance document to view its details.

If you know the exact number of the opening balance document for which the details must be viewed, you can directly enter it. Otherwise, you can specify the search criteria based on which the opening balance must be retrieved by the system.