Stock Transactions Report
The Stock Transactions Reports list the inventory changes or status for one or more items from one or more account sets and locations. You can print a summary or detailed report, group by items or locations and include costs, quantity or both.
There are two kinds of reports you can create; Stock Transactions and Stock Status. Stock Transactions provides a list of inventory changes for selected items over a range of periods, while Stock Status provides the valuation of selected items as at a specific period. These two report types replace the "Stock Card Print" and "Item Valuation" functions in Stock Card integration.
To print the stock transactions report:
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Select Inventory Control > I/C Stock Control Reports > Stock Transactions to open the form.
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Decide on whether you want a Summary or Detail report and select one of the two Report Type options. Stock Transactions will provide you a list of transactions that result in changes to inventory levels for selected items, while Stock Status will list all the items in the range, even if no inventory movements were made.
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Use the Group By field to group report results either by Items or Locations.
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By default the report prints both the costs and quantity of the selected item(s). You can change this to Costs Only or Quantity Only.
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Select the period(s) for the report. If creating a Stock Transactions report, you can select a range of periods. If creating a Stock Status report, select a single period to use as the "As at " period.
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Select one or more account sets.
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Select one or more locations.
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Select one or more items to include in the report.
Note: When selecting a range, make sure the starting value is smaller than the ending value. For example, select From account set AVG to LIFO or From Location 1 to 2, not the other way around. Otherwise an error message appears prompting you to change your selections.
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Select the Include Inactive Items checkbox if you wish to do so on the report.
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Click Print.
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