cats:procedures:reports:inventoryreport

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cats:procedures:reports:inventoryreport [2016/05/18 13:55] jencats:procedures:reports:inventoryreport [2022/10/05 17:09] (current) jen
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 =====Inventory Reports===== =====Inventory Reports=====
-{{entry>0;Inventory Report;-}} Inventory reports show material that is in inventory - the number of units or weight on a contract item that has a purchase invoice but does not have a sale invoice. Go to **Position Reports > Inventory**.\\ +{{entry>0;Inventory Report;-}} Inventory reports show material that is in inventory - the number of units or weight on a contract item that has a purchase invoice but does not have a sale invoice. To print this report, go to **Position Reports > Inventory**.\\  
 +[{{:cats:procedures:reports:inventoryreports_mainmenu.png?|Inventory Reports Main Menu}}]
  
-The Inventory report can also be printed from the Open position report area, and this is essentially the same set of data as that available from the Open position report, with one difference: the Inventory report will not show you open sales contracts. +Select report format and pick **Modify**.\\  
 + 
 +[{{:cats:procedures:reports:inventoryreport_selectformat.png?|Select Format Report}}] 
 + 
 +The Inventory report can also be printed from the [[cats:procedures:reports:openpositionreport|Open Position Report]] area, and this is essentially the same set of data as that available from the Open position report, with one difference: the Inventory report will not show you open sales contracts. 
 You do not need to create a separate inventory report in this area, but can use an Open Position report with the Inventory filter set and excluding Open Sales to get the same set of data as an Inventory report. You do not need to create a separate inventory report in this area, but can use an Open Position report with the Inventory filter set and excluding Open Sales to get the same set of data as an Inventory report.
  
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 A basic inventory report would have the following options selected:\\  A basic inventory report would have the following options selected:\\ 
-Screen 1:\\ 
   * Active - Active\\    * Active - Active\\ 
   * Minimum - units (1.00 units).\\    * Minimum - units (1.00 units).\\ 
   * Item Contracts - Inventory.\\    * Item Contracts - Inventory.\\ 
-Screen 3:  
   * Negative Inventory - Do Not show.\\    * Negative Inventory - Do Not show.\\ 
-This option will prevent the report from showing items that have been overbilled or underbooked. You can choose show to see these items and fix them, but for a clear number of inventory units, select Do Not show. +This option will prevent the report from showing items that have been overbilled or underbooked. You can choose show to see these items and fix them, but for a clear number of inventory units, select Do Not show.\\ 
 +[{{:cats:procedures:reports:inventoryreport_filters.png?|Inventory Report Filters}}]
  
 +Select **Continue** and select the print format. Below is a sample inventory report in HTML.\\ 
 +[{{:cats:procedures:reports:inventoryreports_basicreporthtml.png?|Basic Inventory Report}}]
 {{tag>"Inventory Reports"}} {{tag>"Inventory Reports"}}
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