View

Use the View command to display enquiries of stock item transactions. The views available depend on those defined using the Views command on the Maintenance submenu. Two predefined views are provided. One for stock item issues listed by stock reference; the other for stock item within category. You can create you own views using up to six levels of analysis dimension. You can specify a date range for transactions to be selected that make up the analysis. If you want to specify further selection criteria, you can use the filters provided on the Criteria tab. This tab offers range boxes for each of the analysis information types available as well as options that enable you to choose which transaction types are included in the results.

Once you have selected one of the view definitions in the View list box, you click Refresh to see the stock item transactions. To see other levels, where applicable, you click the higher level in the tree and you will see the names of the analysis classifications at the next level down. For each level, you see summary stock movement quantities and values. You can drill down to see further detail. For example, you can display the transactions that make up a particular total. You can also zoom a particular transaction to see its details.

Once you have generated a view, you can use the Graph tab to display a 3D bar graph. For each highest level of category in the view, the graph will show up to three columns for selling value, cost value and quantity. Use the option buttons on the Graph tab to determine which columns are shown.

View tab

The View tab displays the details of the stock movements. The details are either ordered by stock item or grouped according to the type of transaction, for example receipts, issues or adjustments. To filter the transactions, enter the From and To ranges on the Criteria tab.

Use this command

To

Transactions

Drill down to display a list of the transactions that make up the selected analysis total, or you can double-click the item in the view.

Select Colour

Change the colour of the views by using the Select Colour command on the Action menu. You can then pick a standard colour or create a custom colour from the Colour form to use as the background colour for the tree view and any subsequent grid forms displayed using the drill down facilities.

If you want the colour you select to be retained next time you load the View form, you need to ensure the Remember form positions and sizes option is selected on the Preferences form in the System module.

Copy Data

Copy the view data to the Windows clipboard, for example, to place in a Microsoft Word or Microsoft Excel document.

Chart

View the data in one or more charts. You can open the Chart form more than once so you can view the data using different graphical views, for example a pie chart and a horizontal bar chart. When the form is open you can move between records to change the information in the graph.

There are a number of options on the Action button on the Charts form:

  • Clipboard to copy the chart to the Windows clipboard

  • Print with various printing settings

  • Export to save the chart in a chosen graphical format

  • Criteria to view the current criteria for the form.

For more information, see the Chart Views Help topic.

Criteria tab

The Criteria tab is where you filter the transactions that are included on the view by entering the From and To ranges for each type of record. For example, if you want to see only certain stock items in one warehouse, you can enter the stock item range in the Stock Ref boxes and the same warehouse in both Warehouse boxes.

Box

Description

Transaction Types

Type of transaction posted for the stock item throughout Opera.

Show

Choose to include just the stock item's code or description, or both the code and the description.

Include Landed Costs

Landed costs can be included if the Landed Costs option on the System - Maintenance - Company Profiles form is selected.

This is ticked automatically if the Landed Costs feature is used. The landed cost value is included together with the unit cost value in the Cost Value incl. LC column.