Inventory History Inventory History
This report is accessed through Inventory Reports.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add or Change button. For more information, see Add or Change an Inventory History Listing.
Press the Delete button and the following screen comes into view. Press the Yes button and highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
1.There is no information within the selected limits. Remove all limits. One at a time, reinsert the limits. If the report still will not print, insert a new report title.
2.2. No report title is selected. The report title is used to store the selected limits. A report title must be entered in order for the report to print.
Add or Change an Inventory History Listing
To Add or Change an Inventory History Listing, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all Inventory is desired.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report. .
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
Uset the settings in this group to limit the report by Item ID.
All, Range, List (radio buttons)
Select the All radio button to ignore Item ID reporting limits. Select Range to enter a range of Items in the From and To fields. Select List to report on a list of selected Items.
These fields will be available if the Range radio button is selected. If information is desired for only one Item, that Item ID should be entered in the From and To fields.
From
Selects the first item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
To
Selects the last item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
Edit List
Click the Edit List button to add or remove Items from the list of Items to be included in the report. The following screen will come into view.
Available Records
All Available Items that are not included in the list are displayed in these columns.
Included Records
All Included Items are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
To print all Items, do not check the Select Categories box.
Select Categories (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to specific Categories or a single Category. To limit the report to a single Category, enter that Category in both the From and To fields.
From
Selects the first Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
To
Selects the last Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
To print history for all Locations, do not check the Select Locations box.
Select Locations (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to specific Locations or a single Location. To limit the report to a single Location, enter that Location in both the From and To fields.
From
Selects the first Location in a range of Locations or a single Location. Enter the Location or click the lookup button to pick from a list.
To
Selects the last Location in a range of Locations or a single Location. Enter the Location or click the lookup button to pick from a list.
To print all Fiscal Periods, do not check the Select Fiscal Periods box.
Select Fiscal Periods (check box)
Activates the ranges defined on the next lines. This option may be used to limit transactions to a particular fiscal period or range of fiscal periods. To limit transactions to a single fiscal period, enter that period in both the From and To fields.
From
Selects the first fiscal period in a range of fiscal periods or a single fiscal period. Enter the fiscal period. If the lookup button is pressed, the Fiscal Period Maintenance screen comes into view. Highlight the desired period and press the Select button.
To
Selects the last fiscal period in a range of fiscal periods or a single fiscal period. Enter the fiscal period. If the lookup button is pressed, the Fiscal Period Maintenance screen comes into view. Highlight the desired period and press the Select button.
If the Select Dates box is not checked, all dates will be printed.
Selects Dates (check box)
Selects the dates on which to report if this box is checked. Enter the dates in the From and To fields. To limit transactions to a single date, enter that date in both the From and To fields.
From
Selects the first date in a range of dates or a single date. Enter the date or press the lookup button. A Calendar will come into view. Highlight the desired date and press the OK button.
To
Selects the last date in a range of dates or a single date. Enter the date or press the lookup button. A Calendar will come into view. Highlight the desired date and press the OK button.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally
Purchases via AP Invoice (check box)
Check this box to include quantities added to inventory by posting AP Invoices.
Sales via AR Invoice (check box)
Check this box to include quantities removed from inventory by posting AR Invoices.
Sales via Cash Register (check box)
Check this box to include quantities removed from inventory by posting Cash Register sales.
Inventory Pick Tickets (check box)
Check this box to include quantities removed from inventory via Inventory Pick Ticket.
Inventory Adjustments (check box)
Check this box to include quantites added to or removed from inventory using Inventory Adjustments.
PO Items Received Not Reconciled (check box)
Inventory levels are affected whenever an item is received and placed in inventory. Usually this is accounted for with a posted Accounts Payable Invoice entry. However, there will be times when items are ordered using a Purchase Order and the items are shipped and received before an Accounts Payable invoice is received. When the items are received in this manner, they can be accounted for by Reconciling the Purchase Order with a Packing Slip. This process does yet create an AP Invoice, so the items are marked as "Received but Not Yet Invoiced". To include these items in the listing, check this box.
Committed Quantities (all sources) (check box)
Check this box to include quantites committed from inventory by AR Invoice, IN Pick Ticket, IN Adjustment or Cash Register Sale.
Use Standard Cost for valuations (check box)
Check this box to force the report to use Standard Cost values to determine the value of inventory.
Print Totals Only (check box)
Check this box to have the listing exclude all the details of purchases and picks. Each item will be listed only once with the total of all activity.
This section allows the selection of Vendors for which the report should be printed.
All, Range, List (radio buttons)
Select the All radio button to ignore Vendor reporting limits. Select Range to enter a range of Vendors in the From and To fields. Select List to report on a list of selected Vendors.
These fields will be available if the Range radio button is selected. If information is desired for only one Vendor, that Vendor's Number should be entered in the From and To fields.
From
Enter the vendor number. Press the lookup button and the Vendors screen comes into view. Highlight the desired vendor and press the Select button.
To
Enter the vendor number. Press the lookup button and the Vendors screen comes into view. Highlight the desired vendor and press the Select button.
Edit Vendor List
Click the Edit Vendor List button to add or remove Vendors from the list of Vendors to be included in the report. The following screen will come into view.
Available Records
All Available Vendors that are not included in the list are displayed in these columns.
Included Records
All Included Vendors are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas.
This section allows the selection of Customers for which the report should be printed.
All, Range, List (radio buttons)
Select the All radio button to ignore Customer reporting limits. Select Range to enter a range of Customers in the From and To fields. Select List to report on a list of selected Customers.
These fields will be available if the Range radio button is selected. If information is desired for only one Customer, that Customer's Name or Number should be entered in the From and To fields.
From
Enter the customer number, or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.
To
Enter the customer number or press the lookup button and the Customer Entry screen comes into view. Highlight the desired customer and press the Select button. The program will return to the previous screen.
Edit Customer List (button)
Click the Edit Customer List button to add or remove Customers from the list of Customers to be included in the report. The following screen will come into view.
Available Records
All Available Customers that are not included in the list are displayed in these columns.
Included Records
All Included Customers are listed in these columns. Use the arrows to move selected records or all records between the Available and Included areas
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.