View Transaction History

Sage ERP Accpac Project and Job Costing 6.0

View Transaction History

Overview

To view transactions using the Transaction History form:

  1. Open the Transaction History form in one of the following ways:

  • Open Project and Job Costing > PJC Transactions > Transaction History.

Or

  • Open Project and Job Costing > PJC Transactions > Contract Maintenance, and then:

  1. Use the Finder or the navigation buttons for the Contract field to display the contract.

  2. Turn on the tree view, if the contract tree is not already visible.

  3. Right-click a particular contract, project, category, or resource on the tree in Contract Maintenance, then click Transactions on the menu that appears.

    The Transaction History form opens, displaying transactions for the selected contract, project, category, or resource.

The display includes all the data from the posted transactions. You can use the horizontal and vertical scroll bars to view all the rows and columns.

  1. To drill down to a transaction from the Transaction History form, either:

  2. Double-click a transaction to display the source document in the originating ledger and entry form.

Or

  1. Select the transaction on the grid, then click the Details button.

  2. To print a transaction history report for your records:

  1. On the File menu, click Print.

  2. Select options on the Transaction History Report form that appears, according to your needs, and then click Print.

Additional information

In addition to the Transaction History report, you can print the following transaction reports in Project and Job Costing: