Create Inventory Transaction Report Types

Explanation

This activity is used to create a report type for an inventory transaction. It is possible to create inventory transaction report types for a given company and also to copy the report types to any other company of your choice. Once a report type is used for an inventory transaction or connected to a report group, it will not be possible to delete it from the Inventory Transaction Report Basic Data/Report Types tab window.

Transactions connected to a report type, will be controlled by the direction(+,- or 0) that you specify when creating a type. A report type can only be connected to inventory transactions with the same direction and it is not possible to change the direction of a created report type once it had been saved in the system. 

The inventory transaction report types provides the capability for producing selective listing of transactions for warehouse accounting. External Receipt, External Issue, Internal Receipt etc., are some of many examples of report types.

Prerequisites

The company that you wish to enter the new report type for, must exist in the database.

System Effects

As a result of this activity, the system creates report types for inventory transactions.

Window

Inventory Transaction Report Basic Data

Related Window Descriptions

Inventory Transaction Report Basic Data
Inventory Transaction Report Basic Data/Report Types

Procedure

  1. Open the Inventory Transaction Report Basic Data window and click the Report Types tab.
  2. Populate or search for the required company in the Company list.
  3. Create a new record.
  4. Specify the desired report type in the Report Type field, e.g. EXT ISSUE, NEGATIVE COUNT etc. 
  5. In the Report Type Description field, describe the report type, e.g. External Issue, Negative Counting.
  6. Specify the direction in the Report Type Direction field. It should be entered as either +, - or 0.
  7. Save the record.
  8. If you wish to copy the basic data that you just entered to another company, right-click on the header and then click Copy to Company. (Note: When the copy function is executed you will not only copy the report types you will also copy the report groups and report type for transaction codes).
  9. The Copy to Company dialog box will appear.
  10. Specify the required company in the Company field. You can do so by using the List of Values.
  11. Click OK.