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cats:procedures:reports:inventorytransactions [2016/05/09 14:55] – jen | cats:procedures:reports:inventorytransactions [2022/11/22 16:35] (current) – jen | ||
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=====Inventory Transactions===== | =====Inventory Transactions===== | ||
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- | This report’s data set looks at the invoice items on inventory invoices. This report can be used to get a mark to market report as well as a margin report, and is comparable to a Provisionals Not Finalized Report of invoices. Each line item is an invoice item. | + | This report’s data set looks at the invoice items on inventory invoices. This report can be used to get a mark to market report as well as a margin report, and is comparable to a Provisionals Not Finalized Report of invoices. Each line item is an invoice item. To run a Inventory transaction report go to: **Position Reports > Inventory Transaction**. |
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+ | Choose the report format you want and choose **Modify**. | ||
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You can use the Contracts filter to select which types of items you want to see: | You can use the Contracts filter to select which types of items you want to see: | ||
- | All | + | All, |
- | Unallocated | + | Unallocated, |
- | Open | + | Open, |
- | Inventory | + | Inventory, |
- | Billed Out | + | Billed Out, |
- | Open/ | + | Open/ |
- | Unfixed | + | Unfixed, |
- | Fixed | + | Fixed. |
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- | If you only want to see invoice items that affect units or weight, use the Units Condition filter and pick Units or Weight. | + | |
- | To limit the type of invoice you want to see, use the Invoice Type filter or the Cost Code filter. | + | If you only want to see invoice items that affect units or weight, use the **Units Condition** filter and pick Units or Weight. |
+ | To limit the type of invoice you want to see, use the **Invoice Type** filter or the **Cost Code** filter. | ||
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A typical Inventory Transactions report will have the following options: | A typical Inventory Transactions report will have the following options: | ||
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This report would show all invoice items that changed units or weight for the current year. | This report would show all invoice items that changed units or weight for the current year. | ||
When used with various filter combinations, | When used with various filter combinations, | ||
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