3.7.10. Inventory History

3.7.10.1. Inventory History by Class Code

To view Inventory history by Class Code, select the "Inventory History by Class Code" option. The following screen will appear:

Inventory History by Class Code

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Class Code, you are presented with the following options:

All Class Codes

Select to display Inventory history for all Class Codes.

Selected

Specify Class Code whose Inventory history you want to display.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Warehouses: Select to display Inventory history by Class Code for all Warehouses.
Selected: Specify Warehouse whose Inventory history by Class Code you want to display.
Start Date: This is a required field. Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.
End Date: This is a required field. Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.
Inventory History: Display lists Inventory history by Class Code, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Edit Transaction Information: Select to edit information related to the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

If the Order Number is associated with a Work Order, the following additional menu option will also be available:

View Work Order Information: Select to view information about the specified Work Order.

3.7.10.2. Inventory History by Class Code

To view Inventory history by Class Code, select the "Inventory History by Class Code" option. The following screen will appear:

Inventory History by Class Code

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Class Code, you are presented with the following options:

All Class Codes

Select to display Inventory history for all Class Codes.

Selected

Specify Class Code whose Inventory history you want to display.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Warehouses: Select to display Inventory history by Class Code for all Warehouses.
Selected: Specify Warehouse whose Inventory history by Class Code you want to display.
Start Date: This is a required field. Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.
End Date: This is a required field. Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.
Inventory History: Display lists Inventory history by Class Code, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Edit Transaction Information: Select to edit information related to the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

If the Order Number is associated with a Work Order, the following additional menu option will also be available:

View Work Order Information: Select to view information about the specified Work Order.

3.7.10.3. Inventory History by Order Number

The Inventory History by Order Number display provides transaction details in support of all Order types: Sales Orders, Purchase Orders, and Work Orders. To view Inventory history by Order Number, select the "Inventory History by Order Number" option. The following screen will appear:

Inventory History by Order Number

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Order Number, you are presented with the following options:

Order #: Enter an Order Number or Regular Expression. The display will show Inventory history for the specified Order Number(s). Purchase Order Numbers, Sales Order Numbers, and Work Order Numbers are supported.

Tip

The "Order #" field supports pattern matching with Regular Expressions. For more information on matching patterns using Regular Expressions, see Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Inventory History

Display lists Inventory history by Order Number, using the specified parameters.

All Warehouses

Select to display Inventory history by Order Number for all Warehouses.

Selected

Specify Warehouse whose Inventory history by Order Number you want to display.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.7.10.4. Inventory History by Item Group

To view Inventory history by Item Group, select the "Inventory History by Item Group" option. The following screen will appear:

Inventory History by Item Group

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Item Group, you are presented with the following options:

All Item Groups

Select to display Inventory history for all Item Groups.

Selected

Specify Item Group whose Inventory history you want to display.

Pattern

Enter an Item Group pattern to select a range of Item Groups. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Warehouses: Select to display Inventory history by Item Group for all Warehouses.
Selected: Specify Warehouse whose Inventory history by Item Group you want to display.
Start Date: This is a required field. Inventory transactions conducted on and after this date will be displayed.
End Date: This is a required field. Inventory transactions conducted on and before this date will be displayed.
Inventory History: Display lists Inventory history by Item Group, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each transaction that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Order.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Edit Transaction Information: Select to edit information related to the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

If the Order Number is associated with a Work Order, the following additional menu option will also be available:

View Work Order Information: Select to view information about the specified Work Order.

3.7.10.5. Inventory History by Item

To view Inventory history by Item, select the "Inventory History by Item" option. The following screen will appear:

Inventory History by Item

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Inventory history you want to display.

UOM

Inventory Unit of Measure.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Warehouses: Select to display Inventory history by Item for all Warehouses.
Selected: Specify Warehouse whose Inventory history by Item you want to display.
Start Date: This is a required field. Inventory transactions conducted on and after this date will be displayed.
End Date: This is a required field. Inventory transactions conducted on and before this date will be displayed.
Inventory History: Display lists Inventory history by Item, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each transaction that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Order.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Edit Transaction Information: Select to edit information related to the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

If the Order Number is associated with a Work Order, the following additional menu option will also be available:

View Work Order Information: Select to view information about the specified Work Order.