Research Transactions

This help topic is applicable to the following TireMaster applications:

TireMaster Point of Sale

TireMaster Plus

TireMaster Corporate

When you need to review completed transactions or reprint a document, TireMaster provides two methods for finding the information you need.

In TireMaster Corporate and TireMaster Plus, you can see how transactions posted to the general ledger with the GL Transaction View screen.

To search for general ledger entries

1. Select General Ledger > Transaction View. The GL Transaction View screen opens.
2. Enter one or more search parameters under Selection Criteria:

Date: For a single day, select the same beginning and ending dates from the pop-up calendar. For a range, select different beginning and ending dates.

Note: To limit the search to the date a transaction was performed, select the Actual Date check box.

Yr/Num/Per: For a fiscal period, select the beginning year, number, and period from the drop-down. For a range, select both a beginning and an ending year, number, and period.

Note: To retrieve a year end journal entry, select a beginning year and number. Then select period 0.

Site: For a specific site (TireMaster Corporate only), select the site from the drop-down. For a range, select both a beginning and an ending site number.

Department: For a specific department, select the department number from the drop-down. For a range, select both a beginning and an ending department number.

Account: For transactions that posted to one account, click the beginning account field, press , and select an account. For a range, enter an account number in both the beginning and ending account fields.

GLNO: If you know a the journal entry number for a transaction, type the number in the GLNO field.

3. To limit the search by document type, select one or more check boxes under Document Type (Keymod).
4. Click Filter. TireMaster retrieve the entries that match the selected search parameters and document types.
5. Do the following as needed:

To retrieve the document produced by the selected transaction, click Research. Then click Reprint when the Invoice/Document Search screen opens.

For a hard copy of the entries, click Print.

6. To clear the entries from the screen, click Reset.
7. Close the GL Transaction View screen.

If you need to reprint documents or research transactions, use the Invoice/Document Search screen to retrieve the information you need.

To search for a document

1. Select General Ledger > Invoice & Document Search. The Invoice/Document Search screen opens.
2. Type the document, reference, claim, or VID number for the document you want to retrieve in the Find field. Then select one of the following:
3. Type the document number for the document you want to retrieve in the Find field. Then select one of the following:

Doc# to look up a document by the system-generated document number

Ref/Claim# to look up a document by the reference or claim number entered during a transaction

VID# to look up a document by the system-generated vendor invoice document number

Deleted Work Order to look up a work order that was deleted

Cust. PO to look up a sale invoice by a customer’s purchase order number. This functionality is available in TireMaster 9.4.0.

4. Click Find.
5. Do the following as needed:

To reprint a document, select the document and click Reprint.

To view any BAR change entries for a document, select the document, and click BAR.

To view the journal entries for a document, select the document and click Research.

6. Close the Invoice/Document Search screen.

When you need to locate purchase orders, receiving documents, and historical vendor invoices, look for them in the PO System. For more information, see Search for Purchasing Documents.