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Review the details of a transaction

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This article will discuss the details found in the expanding block of each transaction line in the Review tab. By expanding the transaction you can access key data points about the transaction and the performance of the product since the transaction was created. 

Let's take a look at the expanded detail of a transaction in Review: 

By clicking on the row, the detail is expanded down, showing two tabs: Details and Products. 

Details

The review details tab shows information regarding the strategy and strategy parameters used, the rate of demand settings used, and who created the transaction. It will also tally the number of products that are active or inactive within the transaction. 

Products

Clicking on the Products tab will display details of the products contained within the transaction. 

Let's take a look at an example: 

While the transaction row indicated that the maximum decrease was -20%, we can now see per product how the demand has changed since the transaction was created. This has prompted the transaction to need a review, since the stock limits should be recalculated to align with this demand level. 

The Review transaction Products tab includes the following details: 

  • Product Code
  • Product Description
  • Warehouse
  • Current Stock limits (min / max)
  • Lead Days
  • Rate of Demand (Prior, Current, Change %)
  • Stock on Hand (Qty, Days, Value)
  • Status (Active, Inactive: indicating a subsequent transaction has updated this product)
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