5. Inbounds Queries and Reports

Inbounds Queries & Reports Workflow

1. Purpose

Provide warehouse staff and analysts with on-demand visibility into the status, details, and supporting data for all inbound receipts and in-transit records—whether open, in-transit, or closed into inventory and invoicing.

2. Legend & Roles

3. Step-by-Step Process

Page Connector “5” 🟢

Entry point to the Inbounds Queries & Reports module.

OR.41 – Review Information for a Specific Receipt (or In-Transit) 🟦

Lookup detailed header and line-level data for a single receipt or in-transit transaction.

OR.97 – Display Current Status of Multiple Receipts 🟦

Show a summary table of selected receipts (e.g. “50% complete,” “Pending invoice,” etc.).

SF.82 – Display All Statuses for a Specific Receipt (or In-Transit) 🟦

Drill into every possible status flag or milestone for one receipt/in-transit record.

RE.41 – Print Open Receipts Report 🟧

Generate a listing of all inbound receipts not yet fully processed (put-away, rated, or invoiced).

Decision: “In-Transits and ID Products Used?” 🔷

Yes →

RE.80: Print Report of Expected vs. Actual Stock Received 🟧
Compares ASN or in-transit forecasts against the physical receipts recorded.

End (these specialized in-transit reports are complete).

No → Proceed to next decision.

Decision: “Client-Specific Data (CSD) Used?” 🔷

Yes →

OR.45: Recall & View CSD Attached to Receipts (or In-Transits) 🟦
Retrieve any free-form notes, attachments, or custom fields linked to that transaction.

End (CSD lookup complete).

No → Proceed to next decision.

Decision: “Receipts Are Closed?” 🔷

(i.e. fully into inventory & invoiced)

Yes →

HF.05: Select & Display Inventory-Related Details of a Specific Receipt 🟦
View how quantities from that receipt now reside in on-hand inventory.

HF.01: Select & Display Invoice-Related Details of a Specific Receipt 🟦
Show the billing document and line items generated from the receipt.

Page Connector “6” 🔴
Handoff to the next reporting block (e.g. financial reconciliation).

No →

(Receipt remains open; no “closed” reports apply—user returns to the open-receipt queries above.)

4. Outputs & Artifacts

OR.41 Detail Screen – Header/line details for one transaction

OR.97 Status Grid – Multi-receipt status summary

SF.82 Status Drill-Down – All status flags for a receipt

RE.41 Open Receipts Report – PDF or printout of uncompleted receipts

RE.80 In-Transit vs. Actual Report – Audit of forecast vs. received

OR.45 CSD Viewer – Custom data attachments on receipts

HF.05 Inventory Detail Screen – On-hand allocations by receipt

HF.01 Invoice Detail Screen – Billing document lookup

5. Notes & Best Practices

Start Broad, Drill Down: Begin with OR.41/OR.97/SF.82 to locate the receipt, then branch into decision-based reports.

Use RE.80 for ASN Reconciliation: Only run the expected vs. actual when your operations leverage ASNs and “ID Products.”

Capture CSD Early: Ensure all client-specific attachments are uploaded before closing receipts if you plan to use OR.45.

Closed-Receipt Audits: After invoicing, rely on HF.05/HF.01 to validate inventory and financial records.

Modular Reporting: The “Page 6” handoff allows finance and inventory teams to pick up on closed-receipt analyses without rerunning open-receipt queries.

Next: 6. Inbounds Purging