Related Tab

Use this tab to view all transactions of the asset, including those the come from the Customer Relationship Management module.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Subject

Select the type of transaction of the asset:

AP Credit Note
AP Invoice
CRM Asset
FA Adjustment
FA Depreciation
FA Disposal
FA Purchase
FA Revaluation
FA Transfer
FA Write Off
PO Purchase Order
PO Receipt
PO Shipment

Select All to view all transactions, or a specific transaction type to view only transactions of one type — for example, FA Transfer or PO Purchase Order.

Date From/To

Enter the to and from dates to use for filtering the transactions returned to the enquiry table when the Apply button is clicked (based on the transaction document date).

Apply

Click this button to apply the subject and date parameters, and return transaction details to the table.

You can double click any transaction line, and Greentree Desktop opens details of the transaction in the source form. For example, if you click a PO receipt transaction line, Greentree Desktop displays the PO Receipt Entry form, pre-populated with details of the transaction.

Note: If a user does not have menu security access for any of the transaction types, the transaction is visible but the user can't drill down and view the transaction detail.