Transactions

Transactions could be described as events. They represent various actions that affect the condition of People, Items and Assemblies. Transactions may record information about sales, services and different types of labor.

• Transactions list
  • Date
    The date and time the Transaction was created.
  • Type
    Indicates the Transaction Type that determines the Transactions behavior and effects.
  • From
    The name of the Person that fills the Transaction's From Person role. This is the Person selling the Item, providing the service or performing the labor associated with the Transaction. This is also the person from whose ownership an Item is removed when the Transaction is of a Transaction Type that transfers inventory.
  • From Amt
    The total cost of the Transaction's Lines calculated using the average unit cost of the Items to the From Person.
  • To
    The name of the Person that fills the Transaction's To Person role. This is the Person into whose ownership an Item is added when the Transaction is of a Transaction Type that transfers inventory.
  • To Amt
    The total cost to the To Person of the Transaction's Lines and the Transaction's Shipping and Tax amounts.
  • Assembly
    If any of the Transaction's Lines have been associated with an Assembly, this will show the Assembly's Serial Number. If a single Transaction's Lines have been associated with more than one Assembly, the Assembly to which the greatest unit quantity has been associated will be displayed.
  
  
• Transaction Lines
  • Description
    Description of the Item.
  • Group
    Transaction Lines can be grouped together for cost calculations. When a Line is assigned to a Group, its To Unit Amt and To Ext Amt fields can no longer be edited and instead are calculated from the Total Amt specified in the Groups list for all Lines in the Group.
  • Quantity
    Indicates the number of individual Item units involved in the Transaction.
  • From Unit Amt
    The total amount invested by the From Person for one unit of the Item on the Transaction Line. This includes both money spent and time invested. This value will be displayed using the same unit type as the current Transaction. If the unit types of Transactions used for this calculation are not the same as that of the current Transaction, they will be converted using the Hourly Rate of the historic Transaction's From Person.
    For Transaction Lines assigned to Assemblies, ShopChart will show a From Unit Amt that represents the From Person's investment in the specific Items on the Line. For Lines not assigned to an Assembly, the From Unit Amt represents an all-time average unit amount of the Item in the From Person's general inventory.
    If the value is a hyperlink, clicking it will show a list of the Transactions that were used to generate this calculation.
  • From Ext Amt
    The From Unit Amt multiplied by the Quantity.
  • To Unit Amt
    The unit value of the Line for the Transaction's To Person. When a Line is first added to a Transaction that uses monetary amounts, this field will be automatically populated with the amount from the most recent Transaction of the same Transaction Type and where both the From Person and To Person matched those of the current Transaction. If on that Transaction the same Item appears on more than one Line, this will be the average unit amount of all of the Item's Lines.
    For Transactions that use monetary amounts (as defined by their Transaction Type), this field can be edited to reflect the actual unit amount for the Transaction. For Transactions that use time-based amounts, this field is not editable and is instead calculated by dividing the To Ext Amt by the Quantity.
    If the Transaction Line is assigned to a Line Group, this field will not be editable and instead will be calculated from the Group's Total Amt specified in the Groups List. The Total Amt value is apportioned to each of the Group's Lines according to the relative value of each Line's historic average unit amount. The historic average unit amount is an average of the unit amounts of all other Transaction Lines for the same Item where the Transaction Type matches that of the current Transaction. This calculation includes Transactions that have occurred both before and after the current Transaction. For this reason, the distribution of the Group's Total Amt among its Lines will change to more accurately reflect their true value as more Transactions are added to the system.
  • To Ext Amt
    For Transactions that use monetary amounts, this field is automatically calculated by multiplying the To Unit Amt by the Quantity. For Transactions that use time-based amounts this field can be edited to reflect the actual total time invested in the Transaction Line as a whole.
  • Assembly
    Associates the Transaction Line with a particular Assembly. This is used to track monetary and time investments in an Assembly. Also, for Transactions of a Type with an Inventory Modifier of Installation, Salvage or Scrap, Items are added to and removed from the specified Assembly.
  
  
• Transaction costs
  • Shipping
    A monetary amount representing the total shipping costs associated with the Transaction. When nothing is selected in the Transactions list, this shows the total shipping for all Transactions visible on the page.
  • Tax
    A monetary amount representing the total tax associated with the Transaction. When nothing is selected in the Transactions list, this shows the total tax for all Transactions visible on the page.
  
  
• Line Groups
  • Group
    Line Group identification number.
  • Total Amt
    The total monetary or time amount invested in all of the Lines assigned to the Group.
  
  
• Line attributes
  • From URL
    A web address of a page with information about the Line's source. This is normally the page from an online product catalog used to purchase the Item.