Create Inventory Transaction Report
Explanation
This activity is used to create an inventory transaction
report. These reports can be generated either manually, automatically or by
scheduling. Report generation using this functionality is very flexible in many
ways. For example, a report can be created manually each time you perform an
operation. This will reflect the exact work done in the system. You also have
the option of creating reports automatically for a given time period: a shift, a
day or a week. Creating a report one way for number of transactions and the
other way for the rest of the transactions is also possible but one transaction
can only be connected to one report. The advanced feature enables you to specify additional criteria in formulating the report, e.g. whether to group the transactions by the order or by the warehouse, whether to print the costs on the inventory transaction report.
Prerequisites
- The transaction codes need to be predefined in
the system. This must be done by a system administrator or an equivalent
person.
- The required report types need to be defined in the
Inventory Transaction Report Basic Data/Report Types tab window.
- It is compulsory to connect transactions to a
report type in the Inventory Transaction Report
Basic Data/Report
Type for Transaction Codes tab window.
- A numbering series must be defined for the chosen
report type. This is done in the Inventory
Transaction Report Basic Data/Report
Type Number Series tab window.
System Effects
As a result of this activity, the system generates a
transaction report either manually or automatically and also prints the report
if required.
Window
Inventory Transaction Report
Create Inventory Transaction Report
Related Window Descriptions
Inventory Transaction Report
Create Inventory Transaction Report
Create Inventory Transaction Report-Additional Parameters
Procedure
You can create inventory transaction reports either by
direct execution (Procedure A) or by scheduling (Procedure B).
Procedure A:
To create an inventory transaction report manually from
the
Inventory Transaction Report window:
- Open the
Inventory Transaction Report
window.
- In the Selection Criteria area, the Site
and the Transactions Created By fields have values by
default. If you wish you can specify a site of your choice by using the List
of Values. In the Site field you have the option of creating a new
site by using the Zoom functionality.
- Populate or search for the desired report type ID
in the Report Type field. If you wish to create a new report type
you can do so by using the Zoom functionality.
- Select the desired warehouse in the Warehouse
field using the List of Values.
- In the Transactions Created Date/Time area
you can change the From and To date/time if you wish.
- Save the changes made.
- Click the
Available Inv Transactions
tab and select the transactions that need to be included in the report.
Right-click and then click Connect Inventory Transactions. If you
wish to connect all the transactions, right-click on the header area and
then click Connect All Available Transactions. Either all or
the selected transactions can be viewed in the
Connected Inv
Transactions tab.
- If you wish to remove one or more of the selected
transactions, select the required transactions in the
Connected Inv
Transactions tab, right-click and then click Disconnect Inventory
Transactions. If you right-click on the header area and then click
Disconnect All Transactions you can remove all the connected
transactions displayed in the
Connected Inv Transactions tab.
- When all the required transactions are connected,
right-click on the header and then click Print Inventory Transaction
Reports.
- If you wish to preview the report before printing,
go to Info Services in the navigator and print it via the
Archived
Reports window.
To create an inventory transaction report automatically from
the
Create Inventory Transaction Report window:
- Open the
Create Inventory Transaction Report
dialog box.
- In the Parameters area, the Site
field has a value by default. If you wish you can specify a site of your
choice by using the List of Values.
- Specify a warehouse, a report group ID, a report
type id and the person who created the transaction in the following
fields: Warehouse, Report Group, Report Type and
Transactions Created By using the List of Values.
- In the Transactions Created Date/Time area
you can specify the from/to date and time.
- Select the Print Report check box if you wish to print the report.
- Click Advanced to specify the following criteria in the
Create Inventory Transaction Report – Additional Parameters dialog box, according to your requirement:
For example, you can group records using Group per Warehouse, Group by Order, and Group per User. You can use the option
Display Cost on Report Printout if you want the cost to be printed on the report.
- Click OK.
Procedure B:
- Open the
Create Inventory Transaction Report
dialog box.
-
Click Schedule to open the New Database Task Schedule
window. Set the scheduling parameters as desired and save. Scheduled tasks
can be seen in Scheduled Database Tasks window.
.