IC.03: Activity Reports - On Request

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

On occasion, you wish to see all the transactions (Shipments, Receipts, Adjustments, Open Orders, In-Transit Receipts) that have occurred during the month for each Product (or Lot, if applicable). This program produces a report that shows you all this information, on request.

Note: For related documentation and workflows, see IC - Inventory Control.

Usage

Use this job to print a month-to-date Inventory Movement Report for specified Customers.

If the Client has an additional reporting quantity set up in Field 16 of program CR.18 [Client Arrangements],
the report will print all quantities by the calculation set up in Field 40 (SKU's Per Unit of Charge) of program CR.62 [Client's Inventory Products] (e.g., Cases and Pallets).

Preconditions

This report may be printed at any time (ie. on request). However, if you are printing weekly Movement Reports, you should ensure that all transactions for that particular week are posted. For example, if the transactions are confirmed Orders, they must be scheduled first, to place the transactions into the Movement file.

The default for removing monthly Lot transactions is set in Field 21 (Lot Default History) of program WP.90 [Client Definitions].

Multiple Unit reporting is determined by Field 15 (Multiple Unit Reporting) of program WP.90.

Subsequent Actions

At Period-end, produce the final report for the Period by running program IC.04 [Activity Reports - Period-End].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.