What this screen is for
The full movement log: every issue, every return and every adjustment, with the date, the customer, the cylinder type, the quantity and any note that was left at the time. It can be narrowed to one customer, one cylinder type or one kind of movement.
When to use it
Use it when a balance is disputed. The balances screen tells you what a customer holds today; this tells you how they came to hold it, which is the thing that actually settles the argument. It is also where an adjustment made months ago can be found and its note read back.
What you see on this screen
One row per movement, newest first:
- Date — the date the movement was recorded against, not the date it was typed in.
- Customer — who it concerns.
- Cylinder type — which product moved. A customer holding two sizes will have rows for each.
- Movement — the kind of entry, colour-coded so direction reads without reading: issues in blue, returns in green, write-offs in red.
- Qty — how many cylinders the entry covers.
- Notes — whatever was written at the time. On an adjustment this is often the only explanation there will ever be.
Filters and actions
Five controls sit above the list — customer, cylinder type, movement kind, and From and To dates — followed by Apply and Clear. Nothing changes until Apply is pressed. Narrowing to one customer and one type produces the running account behind a disputed balance.
Balances returns to the main list.
Status values
The Movement column holds four kinds of entry:
- Opening balance — what the customer was already holding when you started keeping this record. It names the day you began, not a transaction.
- Issued (full out) — full cylinders handed to the customer; their holding goes up.
- Returned (empty in) — empties taken back; their holding comes down.
- Written off (lost or damaged) — cylinders that will not return. Their holding comes down without any coming back to you.
Related
- Cylinder Balances
- Record Issue / Return