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Read history and prepare documents

Trace running balances, sources and retained outcomes without mistaking a PDF for current stock.

Review edition · 25 October 2026 · For Operator, Supervisor, Viewer, Owner

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Use retained history to explain a balance, not just to find a familiar reference. Current stock, historical movement evidence and a document prepared at a particular time answer different questions.

Trace an item or transaction

Open Movement history from the stock item, or use Records for site history. Read the item, movement name, change, running balance, location details and Recorded by information. Follow linked goods-received references by purchase-order reference and line where shown.

Open a transaction to inspect its retained movements and related source or command receipt. The original command receipt is the recorded outcome of one request; reading it does not execute that request again. A retained source can describe an earlier demand, count or receipt even though current available stock has changed.

Use all relevant result pages and keep the units attached to every quantity. Compare like-for-like custody and locations rather than subtracting an on-order commitment from a physical bin balance.

Prepare the correct document

Use the document controls on the item or appropriate stock record. Identity documents identify items, lots or locations. Status and movement reports capture the specified recorded scope and time; they are not live instructions to post another movement.

The fixed PDF limit is 200 rows across its sections. A scope exceeding that limit is refused without removing rows. Layout overflow or an unsupported character can also prevent preparation. Ask the supervisor to review the format or use the complete own-record export for the full scope; do not assume the first visible rows form a complete report.

A PDF can be downloaded even when product printing is not configured. PrintStation controls appear only when the product has its registered printing source. Ordinary document printing requires operator or supervisor authority; owner printing is limited to the separate calibration path. Exact reprint authority is also separate from an ordinary print.

A lost print answer needs reconciliation of its original intent. It does not justify another copy. See PrintStation for attended output and physical checks.

A complete site export is protected by recent Accounts verification for owner or supervisor. Preserve the downloaded records before closure and handle them according to the organisation's access rules.

Use the document's actual outcome controls

Choose Prepare identity label or the offered status/report preparation control for the selected subject. After preparation, use Download the prepared PDF and retain its displayed capture time and content hash when a historical snapshot is needed.

When printing is configured, Send this PDF to PrintStation creates the product's print intent. If its answer is uncertain, choose Check the original print request. Use Retry the original print recording only when the authorised lookup offers it after finding no accepted job for that original request. Open the offered PrintStation panel for attended output; check the original request again after a panel update.

A deliberate extra copy uses Checked reason for a new copy and Request a reasoned exact reprint only after the original output is settled. Ordinary operational reprints need Supervisor with recent verification; owner authority applies only to the separate calibration path. This is a new copy of the same document, not a second stock movement.