Transactions | Quick Scan

Transactions

The Transactions utility provides a quick way to view, edit, reprint, and void transaction ticket information. Transactions can be scanned for by setting criteria such as date range, account, job, material, etc. Interact will find transactions based on the selected criteria.

To scan for transactions, click Quick Scan from the main menu or select Maintain | Transactions. A window similar to the following will appear.

Selecting Criteria

The Transaction Criteria window is used to find a single transaction or a group of transactions that meet the criteria parameters. 

General

Sort By

• Ticket - Transactions will be listed in ticket number order
• Date / Time - Transaction will be listed by date / time order

Reset

To reset criteria selections, click the  Reset button.

Search

To search for all transactions meeting the selected criteria, click the  Search button.

Type

Use the Type drop-down list to narrow the search criteria to a specific transaction type. Available options include:

• All (Excluding Voided)
• All (Including Voided)
• Voided Tickets
• Incoming
• Outgoing
• Receivables
• Payables
• Payments/Credits (Including Cash)
• Payments/Credits (Excluding Cash
• Finance Charges
• Charge Transactions
• Cash Transactions
• No Charge Transactions
• Invoiced Charges
• Posted Payment/Credits
• Uninvoiced Charges (Excludeing Cash)
• Unposted Payments/Credits (Excluding Cash)
• Tare Transactions

Date Range

Click the drop-down arrow to select from a list of preset date ranges or select Custom to search for a group of tickets based on a date range. Enter a From and To date using the calendar controls. The activate the calendar, click the  calendar button. 

Use the arrows on either side of the month and year to step backward or forward one month at a time.

Click the header of the calendar window to quickly change to a specific month or click again to select a specific year.

Click the  Search button. All tickets meeting the search criteria will be displayed.

Record Range

Ticket

To search for a single known ticket, enter the ticket number in the Ticket field (the same ticket number does not need to also be added to the To field). Click the  Search button.

To search for a range of ticket numbers, enter the beginning ticket number in the Ticket field and the ending ticket number in the To field. Click the  Search button.

Invoice

To search for a single known invoice, enter the invoice number in the Invoice field (the same invoice number does not need to also be added to the To field). Click the  Search button.

To search for a range of invoices, enter the beginning invoice number in the Invoice field and the ending invoice number in the To field. Click the  Search button.

Bill-To

The default setting is -3 All. To search for transactions for a specific Bill-To account, select the account from the available drop-down list.

Hauler

The default setting is -3 All. To search for transactions for a specific Hauler account, select the account from the available drop-down list.

Truck

Another option to search by Truck is activated when a specific Hauler account is selected. To enhance the search for a specific truck for the selected Hauler, select the truck from the available drop-down list.

Jobs

The default setting is -3 All. To search for transactions for a specific Job, select the Job from the available drop-down list.

Material

The default setting is -3 All. To search for transactions for a specific Material, select the material from the available drop-down list.

Location

The default setting is -3 All. To search for transactions for a specific Location, select the Location from the available drop-down list.

Price

The default setting is -3 All. To search for transactions for a specific Price Table, select the price table from the available drop-down list.

Additional Categories

Any additional active categories are also available as search criteria. Interact will display the label used to activate the category. The default setting is -3 All. To search for transactions for a specific Category, select the category from the available drop-down list.

To activate additional categories, select Setup | Configure | Category #.

Notes

To search for text within a Note field, select the one of the active notes from the drop-down list and enter the text to search for in the available field.

View Transactions

When the Search button is clicked, Interact scans the transaction database and displays the transactions matching the selected criteria in the View Transaction list. A window similar to the following will appear.

Edit Transaction

To view transaction details, select a transaction from the list and click the  Edit button. A window similar to the following appears.

Information from the selected transaction is displayed. The details form contains information collected at the time of the transaction. Users with Save and Delete permissions to the View Transactions table are able to edit all information about the transaction. 

Charges may be recalculated based on new selections. The Amount Paid may need to be adjusted for cash transactions.

Click the  Save button to save changes and continue.

Click the  Undo button to remove all changes and reset the transaction to the original selections.

Click the Void button to void a transaction.

To reprint a ticket, click the  Reprint Ticket button. 

To return to the scanned list