Create a transaction on property

You use the Create Property Transactions action to perform transactions on property records.

To create a transaction on property:

  1. From the List tab, select the record that you want to perform a transaction on.

  2. From the Select Action menu, select Property Transactions > Create Property Transactions.

  1. Optional: Change your search results:

  2. To narrow the search results, specify values in the header fields. Click Search.

  3. To use different search criteria, click Clear, and specify new values in the header fields. Click Search.

  1. In the Transaction Name field, specify the type of transaction that you want to create.

  1. In the Transaction Date field, specify a date and time of the transaction. The default value is the current system date and time.

  2. Fill in additional fields as required.

  1. Select one or more property records to create the transaction:

  1. In the Quantity field, specify the number of items to perform the transaction on. The quantity cannot be greater than the current quantity of the item.

  2. Click OK. The system creates the property transaction for each property record that you select. You can view the transaction by using the View Property History action.

See also

Property transactions

View property transaction history