Documentation

Equipment Ledger

Requires. Administration Page and Equipment Ledger with View.

The Equipment Ledger is the immutable audit log of every change to equipment counts anywhere in your company — purchase orders received, transfers completed, customer-equipment sales, spillage entries, manual adjustments. Every row shows who, what, when, how much, and the resulting balance.

Getting here

  • From Admin, click Equipment Ledger.
  • Or go directly to https://portal.securitytrax.com/acme/admin/equipment-ledger.

Filters

Field Type Notes
Sort By Select Order the list by ID, Date (default, newest first), Quantity, Cost, or Status. Always shown first.
Per Page Select 10, 25, or 50 rows per page.
Source Recipient Select Entries where this user/location gave up equipment.
Target Recipient Select Entries where this user/location received equipment.
Source or Target Recipient Select Entries touching this user/location on either side.
Source Sink Class Select Filter by the kind of source (user, location, vendor, customer, etc.).
Target Sink Class Select Same, for the receiving side.
Source or Target Sink Class Select Either side matches the kind.
Date From / Date To Date When the entry was last acted on.
Equipment Select Drill into one item's history.
Status Select All, Complete, or Pending.

The matching column headers show a chevron for the active sort.

Columns

Each row shows the timestamp, transaction type, equipment, quantity delta (+ or −), the user/location affected, the resulting balance, and a link to the source document (PO, transfer, etc.).

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