Create Inventory Transaction Report Groups
Explanation
This optional activity is used to group inventory transaction report
types. Inventory transaction report groups can be used as input parameters when
scheduling to create inventory documents. Using the groups as parameters it is
possible to reduce the number of scheduled background jobs.
The direction(+,-, or 0) will control
the transactions the report type can be connected to. The report type can only
be connected to inventory transactions with the same direction. It is not
possible to change the direction for a particular type once the record is saved.
When connecting an inventory transaction report type to an inventory transaction
report group, it is possible, only to connect types corresponding to the defined
direction of the report group.
Prerequisites
The required report types must be predefined in the
system.
System Effects
As a result of this activity, the system groups
the report types.
Window
Inventory Transaction Report
Basic Data
Related Window Descriptions
Inventory Transaction Report
Basic Data
Inventory Transaction Report
Basic Data/Report Groups
Procedure
To create a new report group and to connect report types
to a report group:
- Open the Inventory
Transaction Report Basic Data window and click the
Report Groups
tab.
- Populate or search for the required company in the
Company list.
- Create a new record in the Report Group
list and specify the desired report group, e.g. RG1
- In the Report Group Desc field describe the
report group, e.g. Report Group1
- Specify the direction in the Report Group Direction
field. It should be entered as either +, - or 0.
- Save the record.
- To connect the desired report type, create a new
record in the Report Type field and select the desired value from
the List of Values. You can also use the Zoom feature and create a new
report type in the
Inventory
Transaction Report Basic Data/Report Types tab.
- Save the record.
- If you wish to copy the basic data that you just
entered to another company, right-click on the header and then click Copy
to Company. (Note: When the copy function is executed you will
not only copy the report types, you will also copy the report groups and
report type for transaction codes).
- The
Copy to Company dialog box will
appears.
- Specify the required company in the Company
field. You can do so by using the List of Values.
- Click OK.
To connect a report type to an existing report group:
- Open the Inventory
Transaction Report Basic Data window and click the
Report Groups
tab.
- Populate or search for the necessary company in the
Company list.
- Populate or search for the required
report group in
the Report Group list.
- Create a new record in the Report Type
field and select the required value from the List of Values. You can also use
the Zoom functionality and create a new report type in the
Inventory
Transaction Report Basic Data/Report Types tab.
- Save the record.
- If you wish to copy the basic data that you just
entered to another company, right-click on the header and then click Copy
to Company.( Note: When the copy function is executed you will
not only copy the report types, you will also copy the report groups and
report type for transaction codes).
- The
Copy to Company dialog box will
appear.
- Specify the required company in the Company
field. You can do so by using the List of Values.
- Click OK.