Differences

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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
@@ Line 1: / Line 1: @@
 =====Inventory Transactions=====
 {{entry>0;Inventory Transactions;-}}
-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**.
+[{{:cats:procedures:reports:inventorytransaction_accessmenu.png?|}}]
+Choose the report format you want and choose **Modify**.
+[{{:cats:procedures:reports:inventoryreport_selectformat.png?|Choose the report format}}]
 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/Inventory
+Open/Inventory,
-Unfixed
+Unfixed,
-Fixed
+Fixed.
+[{{:cats:procedures:reports:inventoryreport_selectcontracts.png?|Use contract filters to select items}}]
-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.
+[{{:cats:procedures:reports:inventoryreport_costfilters.png?|More filters to pick units, weights, type or cost code}}]
 A typical Inventory Transactions report will have the following options:
@@ Line 24: / Line 31: @@
 This report would show all invoice items that changed units or weight for the current year.
 When used with various filter combinations, the Inventory Transactions report type is a powerful tool that can help you see your Mark to Market, P&L, and margin requirements for all current invoices. You can also use this report to break down the charges reserved and booked for each cost code.
+[{{:cats:procedures:reports:inventransaction_report.png?|Inventory Transaction Report}}]
 {{tag>"Inventory Transaction"}}