Using Inventory Dates Inquiry
Note: This report may also be run from the Inventory Inquiry command options, but just for the item of inquiry.
1. At the Single Item (Y/N) field enter Y (Y=yes) to run the inquiry for a single item, or N (N=no) to run it for multiple items.
- If the inquiry is being run for one item, enter the Item mask and select the item from the Select An Item window.
If you are uncertain of the item code, see Navigating Net Yield - Selecting an Item Code.
- If the inquiry is being run for more than one item, enter the to generate the inquiry for. See Entering a Mask for more information.
2.At the Beginning Date field, enter in the beginning date for the oldest inventory transactions to include in the inquiry.
3. At the Ending Date field, enter the ending date for the oldest transaction to be listed. All transactions between the date and the ending date will be included.
4. At the Show 0 Balance/No Activity field enter Y (Y=yes) to include items without transactions between the current date and the date entered range, or N (N=no) to exclude any items without transactions between the current date and the date entered range.
The following information fields are displayed:
- Grp – The item group
- Item Name – The name of the item and the type of inventory transactions associated with the item. Inventory transaction types are:
- Sale – Sales order
- Credit – Credit order
- Inventory adjustments – The cost adjustment type will be displayed in this field
- Adjustment – Weight only adjustment, no value adjustment
- Transfers in
- Transfers out
- Hold Purchase Order – Hold Purchase Orders are purchases entered through Purchase Orders and received through Receiving Purchase Orders, but not yet completed, and therefore, still on hold.
- Hold Purchasing – Hold Purchasing indicates the product was received and completed on inventory hold.
- Purchase – Purchase order
- WO (work order) Raw Material
- WO Dry Good
- WO Finished Good
- Vendor/Cust – The vendor from whom this item was purchased or the customer to whom this item was sold. A blank field or '//////' indicates that the vendor identity has been lost, due to the combination of multiple lots from multiple vendors.
- Ref # – The reference number of the inventory transaction
- Cost/Price – The per unit cost at which this item was purchased, or the per unit price at which this item was sold. Inventory adjustments display as the total net change of the valuation of the item.
- Un – The invoicing unit of measure. This is the unit of measure in which the cost/price is stated.
- Quantity – The total quantity of the inventory transaction. Sale, Transfer Out, WO Raw Material, and WO Dry Good display as negative quantities, as all of these transactions subtract from inventory. Credit added back to inventory, Purchase, Transfer In, and WO Finished Goods, display as positive quantities, as all of these transactions add into inventory. Inventory adjustments and weight adjustments may be positive or negative.
- UN – This column displays the stocking unit of measure. This is the unit of measure in which the quantity is stated.
- Date – The date on which this transaction occurred.
Command options will also appear:
- Print – Select Print to print the Inventory Transaction Inquiry. Command options will appear, allowing you to print or choose from a from a set of other print options.
- Next Page/Prior Page – Select Next Page/Prior Page to navigate between pages if the inquiry is more than one page in length.
- Exit – Select Exit to exit the inquiry and return to the Inventory Transaction Inquiry
For more information on the Inventory Dates Inquiry see Inventory Dates Inquiry.
Security Required : Inventory - Inventory Inquiry
to generate the inquiry for. See Entering a Mask for more information.