Run Report – Inventory

Inventory reports allow you to view and print reports about your installation's inventory. These reports aid management in inventory management and the reorder process.

Your security rights determine whether you can run inventory reports and which properties you can run the reports on. If you do not have the required security rights, contact your system administrator.

To run Inventory reports:

  1. Access the Inventory module by clicking the Inventory link at the top of the page.

  2. Select the Run Report tab.

  3. In the Select a report field, select the report you want to run.

  4. Specify report criteria.

  5. Click OK to run the report.

Basic Inventory

The following reports are available for both Basic and Advanced Inventory:

ClosedMaterial Item Listing

The Material Item Listing report provides a summary of inventory items listed at the warehouses that serve your properties. Using this report, you can determine the number of items available at each warehouse and view the item’s financial information.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run a report for a particular region. If a property is selected, this field is not displayed.

Report Output

The generated report contains one row for each item/bin combination in each warehouse. The results include:

  • Part# – the part number
  • Item Description – a description of the item
  • Manufacturer # – the name of the company that manufactures the item
  • Model – the manufacturer's model number for the item
  • Stock – Yes if the item is a stock item, No if it is non-stock
  • Warehouse – the warehouse the item is stored in
  • Warehouse Active - Yes if the warehouse is active; No if the warehouse is inactive
  • Material Class – the group that the item is classified in
  • GL Account – the account where the item cost is debited
  • Contra Account – the account where the item is credited; used in conjunction with the GL account
  • UOM – the unit of measure which indicates how the item is packaged (for example, each, 10 pack, or case)
  • Reorder Point – the inventory quantity that signals the need to reorder
  • Unit Cost – the cost of the item
  • Bin Quantity – the number of items stored in this bin
  • Bin Name – the name of the bin in the warehouse where the item is located
  • Bin Loc1 through Bin Loc4 – the physical location of the bin (for example, shelf, row, aisle)
  • Barcode – the bar code number of the item, displayed in plain text

ClosedMaterial Reorder List

The Material Reorder List report creates a list of all stock items that need to be ordered and the quantity needed to maintain set inventory requirements. Using this report you can determine any stock shortages and view required inventory levels.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run a report for a particular region. If a property is selected, this field is not displayed.
  • Include Supplier Info – Select this check box to include information about the item's primary supplier.

Report Output

The generated report contains one row for each material item/warehouse combination. If the item is in stock at multiple warehouses, a separate row is listed for each warehouse. The results include:

  • Item – a description of the item
  • Part# – the part number
  • Warehouse – the warehouse the item is stored in
  • Material Class – the group that the item is classified in
  • Issuing UOM – the unit of measure used to issue the item from the warehouse
  • On-Hand Qty – the total number of items in all bins in the warehouse
  • Reorder Point – the inventory quantity that signals the need to reorder
  • On-Order Qty – the number of items that are on order, on all purchase orders, but have not yet been received
  • WO Encumbered Qty – the number of on-order items that are committed to open work orders
  • Reorder Variance – the difference between the reorder point and the quantity on hand, plus 1 
  • Max On-Hand Qty – the maximum number of items that should be in inventory at any time

If the Include Supplier Info check box was selected in the report criteria, the following columns are also displayed:

  • Supplier – the primary supplier for this item
  • To Order UOM – the unit of measure used to order this item from the supplier
  • To Order Quantity – the quantity of items to order to bring the on-hand quantity above the reorder point, divided by the supplier unit of measure conversion factor

ClosedInventory Transaction

The Inventory Transaction report lists all of the inventory transactions that have occurred for one or more material items and can be used to analyze material usage.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run a report for a particular region. If a property is selected, this field is not displayed.
  • Transaction Type – Select a value to run the report for a particular type of inventory transaction.
  • Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).
  • Transaction Date Range – Enter two date values to run the report for transactions that have occurred within the specified date range. The system defaults to a date range from one week ago to the present date.

Report Output

The generated report contains one row for each inventory transaction/item combination. The results include:

  • Transaction Date – the date on which the transaction occurred
  • Item Number – the part number of the item
  • Item Description – a description of the item
  • Material Class – the group that the item is classified in
  • Transaction # – the number uniquely identifying the transaction
  • Adjustment Type – for item adjustment transactions only, the type of adjustment made
  • Warehouse Quantity on Hand – the total number of items that were on hand at the time that the inventory transaction was completed
  • Unit Cost – the cost of the item at the time the transaction took place
  • Unit of Measure – indicates how the item is packaged (for example, each, 10 pack, or case)
  • Bin – the bin in which the items are located
  • Action – The type of transaction performed
  • Comments – any comments entered when the transaction was performed
  • Work Order ID – the ID number of any work order associated with the transaction
  • Purchase Order ID – the ID number of any purchase order associated with the transaction
  • Supplier – for receiving and return transactions only, the supplier for the items
  • Updated By – the name of the user who performed the transaction
  • Warehouse Name – the name of the warehouse where the transaction occurred
  • Issued To – for item issue transactions only, the name of the user the items were issued to
  • Total Transaction Value – transaction quantity multiplied by unit cost
  • Department ID – for item issue transactions only, the department ID of the user the items were issued to
  • Bin Quantity – the quantity of items currently in the bin (when the report was run)
  • Transaction Quantity – the number of items the transaction was performed on
  • Variance Quantity – for physical count adjustments only, the change in number of items, where losses are displayed as negative values

ClosedInventory Cycle Report

The Inventory Cycle Report lists all Physical Count inventory transactions and variances. This report can be used to analyze the difference between expected quantities and the actual physical count quantity (quantity recorded as part of a physical count), and can highlight potential issues related to shrinkage or theft.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run a report for a particular region. If a property is selected, this field is not displayed.
  • Transaction Type – Select a value to run the report for a particular type of inventory transaction.
  • Transaction Date Range – Enter two date values to run the report for transactions that have occurred within the specified date range. The system defaults to a date range from one week ago to the present date.

Report Output

The generated report contains one row for each Physical Count inventory transaction for each item or bin. The results include:

  • Transaction Date – the date on which the transaction occurred
  • Item Number – the part number of the item
  • Item Description – a description of the item
  • Material Class – the group that the item is classified in
  • Transaction # – the number uniquely identifying the transaction
  • Adjustment Type – for item adjustment transactions only, the type of adjustment made
  • Warehouse Quantity on Hand – the total number of items that were on hand at the time that the inventory transaction was completed
  • Unit Cost – the cost of the item
  • Unit of Measure – indicates how the item is packaged (for example, each, 10 pack, or case)
  • Bin – the bin in which the items are located
  • Comments – any comments entered when the transaction was performed
  • Updated By – the name of the user who performed the transaction
  • Warehouse Name – the name of the warehouse where the transaction occurred
  • Bin Quantity – the quantity of items currently in the bin (when the report was run)
  • Variance Qty – the change in number of items, where losses are displayed as negative values
  • Variance % – the change in number of items as a percentage of total items, where losses are displayed as negative values
  • Cost Variance – the monetary value of the variance; only displayed if you have rights to view inventory costs

 

Advanced Inventory

The following reports are available when using Advanced Inventory:

ClosedStock Report

The Stock Report provides a summary of inventory items listed at the specified warehouses. Using this report, you can determine the number of items available at each warehouse and view information about the items storage locations, transaction information, and financial information.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run a report for a particular region. If a property is selected, this field is not displayed.

Report Output

The generated report contains one row for each material item/bin combination in the selected warehouse. If the item is in stock at multiple warehouses, a separate row is listed for each warehouse. The results include:

  • Part# – the part number
  • Item Description – a description of the item
  • Manufacturer # – the name of the company that manufactures the item
  • Model – the manufacturer's model number for the item
  • Stock – Yes if the item is a stock item, No if it is non-stock
  • Warehouse – the warehouse the item is stored in
  • Material Class – the group that the item is classified in
  • GL Account – the account where the item cost is debited
  • Contra Account – the account where the item is credited; used in conjunction with the GL account
  • UOM – the unit of measure which indicates how the item is packaged (for example, each, 10 pack, or case)
  • Reorder Point – the inventory quantity that signals the need to reorder
  • Unit Cost – the cost of the item; this value is only displayed if you have the appropriate security rights
  • Bin Quantity – the number of items stored in this bin
  • Bin Name – the name of the bin in the warehouse where the item is located
  • Bin Loc1 through Bin Loc4 – the physical location of the bin (for example, shelf, row, aisle)

ClosedReorder Report

The Reorder Report creates a list of all stock items that need to be ordered and the quantity needed to maintain set inventory requirements. Using this report you can determine any stock shortages and view required inventory levels.

Report Criteria

To refine your results, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Material Item – Click the Select link to run a report for a specific material item. a dialog box opens allowing you to find a material item based on part number, FIN, description, material class, or warehouse.
  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Item Type – Select a value to run the report for Stock Items, Non-Stock Items or All Items. Stock items are those items whose quantities are closely tracked in the system. Non-Stock Items are those items that are entered into the system to maintain cost information, but whose quantities are not tracked.
  • Property – Click the Select link to run the report for a particular property.
  • Region – Select a value to run the report for a particular region. If a property is selected, the Region drop-down menu is replaced by the Space/Floor drop-down menu.
  • Include Supplier Info – Select this check box to include information about the item's primary supplier.

Report Output

The generated report contains one row for each material item/warehouse combination. If the item is in stock at multiple warehouses, a separate row is listed for each warehouse. The results include:

  • Item – a description of the item
  • Part# – the part number
  • Warehouse – the warehouse the item is stored in
  • Material Class – the group that the item is classified in
  • Issuing UOM – the unit of measure used to issue the item from the warehouse
  • On-Hand Qty – the total number of items in all bins in the warehouse
  • Reorder Point – the inventory quantity that signals the need to reorder
  • Safety Stock Qty – the quantity of extra items to maintain to prevent shortages
  • Economic Order Qty – the cost-effective quantity of items to order
  • On-Order Qty – the number of items that are on order, on all purchase orders, but have not yet been received
  • WO Encumbered Qty – the number of on-order items that are committed to open work orders
  • Available Qty – the on-hand quantity of items minus those that have been reserved in shopping carts
  • Reorder Variance – the difference between the reorder point and the quantity on hand, plus 1 
  • Max On-Hand Qty – the maximum number of items that should be in inventory at any time

If the Include Supplier Info check box was selected in the report criteria, the following columns are also displayed:

  • Supplier – the primary supplier for this item
  • To Order UOM – the unit of measure used to order this item from the supplier
  • To Order Quantity – the quantity of items to order to bring the on-hand quantity above the reorder point; this value takes into consideration that items should be ordered in multiples of the economic order quantity and divides that total by the supplier's unit of measure conversion factor

ClosedPhysical Count Worksheet

The Physical Count Worksheet report generates a worksheet that you can print out and use when performing a physical inventory count.

Report Criteria

You can create a worksheet for all or part of the warehouse using the following report criteria. If no criteria are specified, the report will be run for all values.

  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Bin Loc1 through Bin Loc4 – Specify values to run the report for a portion of the warehouse (for example, a specific row, aisle, or shelf).
  • Bin – Select a value to run the report for them items in a specific bin.

Report Output

The generated report contains one row for each material item/bin combination in the selected warehouse.

Note:

Bins that are both empty and inactive are not included in the report.

The results include:

  • Bin Loc1 through Bin Loc4 – the physical location of the bin (for example, shelf, row, aisle)

  • Bin – the bin in which the items are located
  • Lot – the lot associated with the item
  • Part No – the part number
  • Description – a description of the item
  • Unit Cost – the cost of the item; this value is only displayed if you have the appropriate security rights
  • Counted – a blank line on which inventory specialists can write the number of items counted
  • UOM – the unit of measure which indicates how the item is packaged (for example, each, 10 pack, or case)
  • Qty On Hand – the number of items currently in the bin
  • Qty Count – the number of items that have been counted and saved, but not sumbitted
  • Comment – any comments entered about the count adjustment

ClosedPhysical Count Report

The Physical Count Report is lists physical inventory changes that have been saved but not submitted, allowing you to view the status of a physical inventory count in progress. Once the physical counts are submitted, the values in this report are cleared.

Report Criteria

Like the Physical Count Worksheet, you report on all or part of the warehouse using the following report criteria. If no criteria are specified, the report will be run for all values.

  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Material Class – Select a value to run the report for items belonging to a specific material class. Material classes group items (for example, Lighting, Electrical, or Tools).
  • Bin Loc1 through Bin Loc4 – Specify values to run the report for a portion of the warehouse (for example, a specific row, aisle, or shelf).
  • Bin – Select a value to run the report for them items in a specific bin.

Report Output

The generated report contains one row for each material item/bin combination in the selected warehouse. The results include:

  • Part No – the part number
  • Description – a description of the item
  • Bin Loc1 through Bin Loc4 – the physical location of the bin (for example, shelf, row, aisle)
  • Bin – the bin in which the items are located
  • Lot – the lot associated with the item
  • UOM – the unit of measure which indicates how the item is packaged (for example, each, 10 pack, or case)
  • Qty On Hand – the number of items currently stored in the specified bin
  • Qty Count – the number of items that have been counted and saved, but not sumbitted
  • Variance Value – the monetary value of the variance between the number of items on hand and the number counted; this value is only displayed if you have the appropriate security rights

ClosedPick List

The Pick List generates a report that warehouse personnel can use to assist in retrieving inventory items from the warehouse to fulfill for multiple work requests in a single trip. Once picked, items can then be grouped by shopping cart/request.

Report Criteria

To select the items to be picked, specify any of the following criteria. If no criteria are specified, the report will be run for all values.

  • Warehouse – Select a value to run the report for items in a specific warehouse.
  • Date Required – Enter two date values to run the report for items that are required within the specified date range. The system defaults to a two-day date range of today and tomorrow.
  • Report Type – Select a report type: Excel (Microsoft Excel .xls file), HTML (displayed in a browser window) or CSV (comma separated variables).

Report Output

The generated report contains two sections. At the top of the report is a summary of the total quantity of each item needed for all requests. It contains the following values:

  • Part # – the part number
  • Item Desc – a description of the item
  • Location – the bin location of the item
  • Total Quantity – the total quantity of the item needed to fulfill all requests
  • Quantity on Hand – the number of items currently in the warehouse

The bottom of the report contains one row for each item needed for each shopping cart/request. The results include:

  • Request ID – the unique identifier of the work request
  • Cart ID – the ID of the shopping cart associated with the request
  • Part # – the part number
  • Item Desc – a description of the item
  • Quantity – the quantity of items needed for a single shopping cart/request
  • Date Required – the date on which the item is needed
  • Project ID – the unique identifier of any project associated with the request
  • Last Update – the date and time on which the shopping cart was last updated

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