Create Inventory Transaction Report

Explanation

This activity is used to create an inventory transaction report. These reports can be generated either manually, automatically or by scheduling. Report generation using this functionality is very flexible in many ways. For example, a report can be created manually each time you perform an operation. This will reflect the exact work done in the system. You also have the option of creating reports automatically for a given time period: a shift, a day or a week. Creating a report one way for number of transactions and the other way for the rest of the transactions is also possible but one transaction can only be connected to one report. The advanced feature enables you to specify additional criteria in formulating the report, e.g. whether to group the transactions by the order or by the warehouse, whether to print the costs on the inventory transaction report.

Prerequisites

• The transaction codes need to be predefined in the system. This must be done by a system administrator or an equivalent person.
• The required report types need to be defined in the Inventory Transaction Report Basic Data/Report Types tab page.
• It is compulsory to connect transactions to a report type in the Inventory Transaction Report Basic Data/Report Type for Transaction Codes tab page.
• A numbering series must be defined for the chosen report type. This is done in the Inventory Transaction Report Basic Data/Report Type Number Series tab page.

System Effects

As a result of this activity, the system generates a transaction report either manually or automatically and also prints the report if required.  

Pages

Create Inventory Transaction Report
Inventory Transaction Report
Inventory Transaction Reports

Activity Diagrams

Create Inventory Transaction Reports