You use the Create Property Transaction Reports action to report transactions to the Unique Identification (UID) system. You can use this action to search for transactions based on criteria such as contract number, item, asset, property class, and property source.
When you create a property transaction report, the transactions that you include on the report are no longer available for other reports that you want to create. Use the Edit Property Transaction Reports action to remove a property transaction from an existing report and make the transaction available for reports.
From the List tab of the Personal Property (Gv) application, select the property record that you want to create a property transaction report for.
From the Select Action menu, select Property Transaction Reports > Create Property Transaction Reports. The Create Property Transaction Reports dialog box opens.
Specify information for the report:
Field |
Description |
Report |
The report number. |
Name |
The name of the primary contact for the report. |
Organization ID |
The name of the organization that submits the report. |
Contact Phone |
The telephone number of the primary contact. |
|
The e-mail address of the primary contact. |
Click Select Transactions to open the Select Property Transactions dialog box and display property transactions to include in the report.
Optional: You can find other transactions to select by changing your query:
To narrow the query results, specify values in the header fields. Click Search.
To use different search criteria, click Clear, and specify new values in the header fields. Click Search.
To select a transaction to include in the report, select the Select Record check box. You can select more than one transaction.
Click OK. The transactions that you selected are copied to the Transaction Name field in the Create Property Transaction Reports dialog box.
To edit report details for a transaction, click View Details next to a transaction. The Row Details open.
Edit or complete fields as needed.
To indicate that a transaction is ready to print, specify Y in the Ready to Print? field for the selected transaction. Click OK.
Click OK in the confirmation dialog box to create the Property Transaction Report. Transaction details for a transaction that you specified Y in the Ready to Print? field become read-only.
Select transactions to include in a property transaction report
Edit a property transaction report