Selecting Lot Billing Change Log Screen Views

Use the following screen views to track changes made to a lot item.

To view general lot item comments:

  1. Review lot item status changes.

  2. Use the Change View hot key and select General Comments to display the General Comments view.

  3. In the Comment field, review any general system-generated or user comments entered for this lot item.

To view any lot item billing comments:

  1. Review lot item status changes.

  2. Use the Change View hot key and select Billing Comments to display the Billing Comments view.

  3. In the Comment field, review any system-generated or user billing comments entered for this lot item.

To view the lot item ledger (cost view):

  1. Review lot item status changes.

  2. Use the Change View hot key and select Ledger Item (Cost) to display the Ledger Item (Cost) view.

  3. Review the following information, as needed:

Column

Description

Typ

Identifies the reason for the ledger entry.

Price

The original amount the customer owed you. Negative entries indicate the amount the customer paid on the specified date and time.

Cost

The original amount you owed the vendor. Negative entries indicate the amount you paid the vendor on that date at that time.

Open Price

The amount the customer owed you, as of that date and time.

Open Cost

The amount you owed the vendor, as of that date and time.

To view the lot item ledger (gross profit percentage view):

  1. Review lot item status changes.

  2. Use the Change View hot key and select Ledger Item (GP%) to display the Ledger Item (GP%) view.

  3. Review the following information, as needed:

Column

Description

Typ

Identifies the reason for the ledger entry.

Open Price

The amount the customer owed you, as of that date and time.

Open Cost

The amount you owed the vendor, as of that date and time.

GP%

The total percentage of the price that your company receives as profit from this sale.