Interface to manage the revisions made. Here you get information about the already created and cancelled revisions, their contents, the shortages and surpluses found, as well as their costs. The screen is divided into three main parts: Header (1), Filter (2) and Score (3).
Header (1)
In the Header (1) you see a button with a drop-down menu that allows you to create:
You also see a blue magnifying glass button that hides and shows the Filter (2).
Filter (2)
To process revisions faster and keep track of their status, the system provides you with different ways to filter the information. The search in Filter (2) is started with the Magnifying Glass, and the Hix clears all filters. In the table below you will see all the filters and their explanations:
| Filter | Description | Further description of the options |
| Result | – Documents view (3.1) – Document Lines view (3.2) – View Items (3.3) | – If you selected Documents, the result is a list of revisions; – If you selected Document Lines, the result is a list of specific items for each revision line. If a revision has 3 rows with 3 different items, here they will be on three different rows. – If you selected Items, the result is a list of the items in the revisions. The list also shows the aggregated quantities of the items. |
| Period | Choose from a drop-down menu for which period you want the revisions to appear. Works on revision date. | The possible options are: – Today – Yesterday – The last 7 days – Last 30 days – The last 365 days – Current month – Previous month – Current quarter – Previous quarter – Current year – Previous year – To date- shows all revisions to date, from the first one entered into the system, regardless of date. |
| From date – By Date | You select specific dates as the period for which to display your transactions. Works on revision date. | |
| Revision type | Filter by operation type. | The possible options are: – Revision – Reassessment |
| Status | Filter by operation status. | The possible options are: – Regular – Cancelled |
| Warehouse | Filter by the warehouse where the revision was performed. | The possible options are the warehouses for which you have rights. |
Result (3)
The documents/rows/articles found according to the criteria set by the Filter can be viewed in Result (3). The table changes the information according to the Result type, so they will be described separately.
Result by Documents (3.1)
The table will show you a list of revisions that contains the following columns and action buttons:
| Column | Description |
| Type | Displays the document type: – Revision – Reassessment |
| Document number | Displays document number. |
| Date | Displays the date of the document. |
| Warehouse | Displays the warehouse where the audit was performed. |
| Description | Displays the description of the document, if any. |
| Note | Displays a note with the document, if available. |
| Comment button | Allows you to add/edit the description or note to the document. |
| Lipsey | Displays the quantity of missing items found in the revision. |
| Surplus | Displays the quantity of items found in the revision. |
| Self-worth shortages | Displays the cost of missing items found in the revision. |
| Self-value surpluses | Displays the cost of items found in excess in the revision. |
| Opens a document file. |
Result by Lines of documents (3.2)
A list of document rows will appear in your table. If a document has 3 rows with 3 different items, here they will be on three different rows.
The row-by-row table contains the following columns and action buttons:
| Column | Description |
| Document number | Displays document number. |
| Type | Displays the document type: – Revision – Reassessment |
| Date | Displays the date of the document. |
| Go to | Displays the warehouse where the audit was performed. |
| Code | Displays item code. |
| Name | Displays item name. |
| Opens an item file. | |
| Description | Displays a description of the item. |
| Batch | Displays the lot of the item, if any. |
| Measure | Shows the measure of the item. |
| Lipsey | Shows how many shortages of the item have been found. |
| Surplus | Shows how much surplus of the item is found. |
| Unit cost | Displays the unit cost of the item found missing. |
| Cost | Shows the total cost of the found surplus item. |
| Opens a document file. |
Result by Items (3.3)
In the table you will see results by item. If you have 5 documents containing the same item, they will be merged here into 1 line. The list shows the aggregated quantities of the revisions of the items.
| Column | Description |
| Code | Article code |
| Name | Item name |
| Opens item file | |
| Measure | Measure of the item |
| Lipsey | Shows how many shortages of the item have been found. |
| Surplus | Shows how much surplus of the item is found. |
| Self-value lisp | Displays the cost of the item found missing. |
| Self-value surpluses | Displays the cost of the found surplus item. |
Colours by status
In addition to the information that the system gives you about the revisions through the columns in the Table, another way to easily identify their status is included- this is the visual coloring. It varies according to the stage the revisions are at:
| Document colour | Description |
| Grey | The revision is cancelled. |
| Green | The revision is regular. |