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Enable Transaction Reference


Use the Transaction Reference field to track important information with your inventory transactions.

How to Enable the Feature

Go to the RIO Inventory Configuration screen, and follow the guidelines as below:



If you are want to use a custom Object/field, please make sure you add __c at the end of Object Name/Field name.

Next: Transaction Reference is now enabled for all transactions through Inventory Adjustment Page



Simply select the desired value as in above example, and now you can track them with Inventory Transaction History.

To view the values being tracked, go to Transaction History Tab, click to the Transaction record. Below is how you see it in Inventory Transaction history record.


Transaction History record (Lightning)



Transaction History record (Classic)


Note: If you are using RIO Inventory with a version earlier than 4.7, you might need to add this field to your page layout.

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