Inventory Reports - Transactions

Buttons Explained

• View: Generates an Inventory Transaction Report based on the selected filters.

• Output: Available upon request.

• Menu

Filters Explained

• Date: Users can select a date option from the dropdown list. Depending on the chosen option, Start and End Dates for the report can be set in the provided blocks. 

• ⬅ ➡ : Adjusts the date field depending on the option chosen next to Date.

• Customer: A dropdown list of customers allowing users to view All or a specific Customer.

• Category: A dropdown list of categories allowing users to view All or a specific Category.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• Status: The Status of the original transaction.

• Trans: A code indicating the Transaction Type (e.g. SO for Sales Order).

• No.: The source document's number or a system-generated number for the source transaction.

• From: An abbreviation indicating the source document, and number, that the transaction was created from.

• Date: The Date of the original transaction.

• Company: The name of the Customer involved in the transaction.

• Reference: The Reference field on the transaction.

• Customer: The name of the Customer that is linked to the inventory item.

• Category: The inventory item's Category.

• Sub-category: The inventory item's Subcategory.

• Description: A description of the inventory item.

• Code: The inventory item's Code.

• Resolve: The action taken when the transaction was completed (e.g. issue, reserve).

• Location: The Location of the inventory item.

• ID: The overall system-generated number.

• TransID: The system-generated number for the transaction.

• Qty: The Quantity that is currently In Stock.

• Unit: An abbreviation describing the item's Unit.

• Unit Price: The Unit Price of the inventory item.

• Total: The Total value of the transaction.

• Menu (...): A submenu that can also be accessed by right-clicking an item:

  • Open Transaction: Opens the original transaction.

  • Open Item: Opens the item's setup page.

  • Open Item Dashboard: Displays a Summary of the item's activity.

Related Topics

• Reference: Inventory Reports - Main Page

• Reference: Inventory Reports - Default View

• Reference: Inventory Reports - Stock Check

• Reference: Inventory Reports - Batch Items

• Reference: Inventory Reports - Serial Numbers

• Reference: Inventory Reports - Accounting

• Reference: Inventory Reports - Replenishment

• Reference: Inventory Reports - Over/Under

• Reference: Inventory Reports - Ageing

• Reference: Inventory Reports - Setup

• Tutorial: Inventory Reports