Inventory Event History Report: Difference between revisions
From Fishbowl Drive
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This report has the following column headers: | This report has the following column headers: | ||
* '''Location''' - The '''Parent Location''' or '''Child Location''' where an event occurred. It also includes the month, day, and year (MM/DD/YYYY) it was recorded. | * '''Location''' - The [[Locations#Parent and child locations|'''Parent Location''' or '''Child Location''']] where an event occurred. It also includes the month, day, and year (MM/DD/YYYY) it was recorded. | ||
* '''Event''' - The action that occurred in relation to an item. There are many things it can include. This list may not be exhaustive, but these are many of the events that can be in this column: | * '''Event''' - The action that occurred in relation to an item. There are many things it can include. This list may not be exhaustive, but these are many of the events that can be in this column: | ||
** Add | ** Add | ||
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** Last Month | ** Last Month | ||
* '''User''' - A dropdown menu to select a user to see which events he or she is responsible for. By default, all users will be included in the report, but this lets you narrow down the results to a single user. You can create a new user by entering their name in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New User''' wizard that pops up. If you have an available user account, you will be able to create a new user. | * '''User''' - A dropdown menu to select a user to see which events he or she is responsible for. By default, all users will be included in the report, but this lets you narrow down the results to a single user. You can create a new user by entering their name in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New User''' wizard that pops up. If you have an available user account, you will be able to create a new user. | ||
* '''Parent Location''' - A dropdown menu to select a main location that other locations fall under. This can be the main warehouse or another large location with many aisles, departments, and shelves within it. If you only select a '''Parent Location''' and not a '''Child Location''' in the field below, you will only see events that took place at that exact '''Parent Location'''. You won’t see anything that happened at any of its '''Child Locations'''. By default, every location will be on this report. Selecting one from this list will narrow down the results. | * '''Parent Location''' - A dropdown menu to select a main location that other locations fall under. This can be the main warehouse or another large location with many aisles, departments, and shelves within it. If you only select a '''[[Locations#Parent and child locations|Parent Location]]''' and not a '''Child Location''' in the field below, you will only see events that took place at that exact '''Parent Location'''. You won’t see anything that happened at any of its '''Child Locations'''. By default, every location will be on this report. Selecting one from this list will narrow down the results. | ||
* '''Child Location''' - A dropdown menu to select a sublocation that falls under a '''Parent Location'''. To select a '''Child Location''', first select a '''Parent Location''' in the dropdown menu directly above this one. Then, when you click on this dropdown menu, it will automatically populate with every '''Child Location''' under the selected '''Parent Location'''. | * '''Child Location''' - A dropdown menu to select a sublocation that falls under a '''Parent Location'''. To select a [[Locations#Parent and child locations|'''Child Location''']], first select a '''Parent Location''' in the dropdown menu directly above this one. Then, when you click on this dropdown menu, it will automatically populate with every '''Child Location''' under the selected '''Parent Location'''. | ||
* '''Item''' - A dropdown menu to narrow down the report to events involving a single item. By default, you will see events for all items, but this lets you focus in on just one item, excluding all others. You can create a new item by entering a name for the item in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New Item''' wizard that pops up. | * '''Item''' - A dropdown menu to narrow down the report to events involving a single item. By default, you will see events for all items, but this lets you focus in on just one item, excluding all others. You can create a new item by entering a name for the item in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New Item''' wizard that pops up. | ||
* '''Tracking Info''' - A textbox to enter part or all of a serial number, lot number, or expiration date to narrow down the results in the report. Only items that have the number you enter into this textbox will appear. For example, if you enter 1, then events with units containing an expiration date with “01” or “11” in their month or day, and “1” anywhere in their serial number or lot number will be in the report. | * '''Tracking Info''' - A textbox to enter part or all of a serial number, lot number, or expiration date to narrow down the results in the report. Only items that have the number you enter into this textbox will appear. For example, if you enter 1, then events with units containing an expiration date with “01” or “11” in their month or day, and “1” anywhere in their serial number or lot number will be in the report. | ||
Latest revision as of 09:15, 5 February 2024
The Inventory Event History report shows every time that a user changed the status of units of items at specific locations over a certain date range. This can help with finding when a mistake was made or when a specific unit was added or removed from your inventory.
←Back to list of reports
This report has the following column headers:
- Location - The Parent Location or Child Location where an event occurred. It also includes the month, day, and year (MM/DD/YYYY) it was recorded.
- Event - The action that occurred in relation to an item. There are many things it can include. This list may not be exhaustive, but these are many of the events that can be in this column:
- Add
- Add Tracking
- Adjust Cost
- Commit
- Cycle
- Finish
- Receive
- Scrap
- Ship
- Void
- Change Qty - The number of units affected by an event.
- On Hand by Location - The total number of units in stock after an event was recorded. Note that this quantity isn’t necessarily all available. For example, some or all of it may be committed to a sales order.
- Note - A note that was written by a user when an event was recorded. This can describe the action and/or explain their reason for it.
- User - The name of the user who made a change to an item.
- Item - The item that has units being affected by an event.
- Tracking Info - The serial numbers, lot numbers, and/or expiration dates attached to units being added, committed, shipped, received, or otherwise modified.
Optional
To the right of the report are several Optional fields you can use to customize this report:
- Date Range - A textbox that brings up a calendar to select a start and end date for the report. In addition, you can select one of these options on the right of the calendar:
- Today
- Yesterday
- This Week
- Last Week
- Last 7 Days
- This Month
- Last Month
- User - A dropdown menu to select a user to see which events he or she is responsible for. By default, all users will be included in the report, but this lets you narrow down the results to a single user. You can create a new user by entering their name in the textbox and hitting Enter or clicking the + Add option. Then fill out the New User wizard that pops up. If you have an available user account, you will be able to create a new user.
- Parent Location - A dropdown menu to select a main location that other locations fall under. This can be the main warehouse or another large location with many aisles, departments, and shelves within it. If you only select a Parent Location and not a Child Location in the field below, you will only see events that took place at that exact Parent Location. You won’t see anything that happened at any of its Child Locations. By default, every location will be on this report. Selecting one from this list will narrow down the results.
- Child Location - A dropdown menu to select a sublocation that falls under a Parent Location. To select a Child Location, first select a Parent Location in the dropdown menu directly above this one. Then, when you click on this dropdown menu, it will automatically populate with every Child Location under the selected Parent Location.
- Item - A dropdown menu to narrow down the report to events involving a single item. By default, you will see events for all items, but this lets you focus in on just one item, excluding all others. You can create a new item by entering a name for the item in the textbox and hitting Enter or clicking the + Add option. Then fill out the New Item wizard that pops up.
- Tracking Info - A textbox to enter part or all of a serial number, lot number, or expiration date to narrow down the results in the report. Only items that have the number you enter into this textbox will appear. For example, if you enter 1, then events with units containing an expiration date with “01” or “11” in their month or day, and “1” anywhere in their serial number or lot number will be in the report.
To search for an option in a dropdown menu, click in that field and begin entering text. It will show all options that have that text in them.
To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of the main Reports article to save your changes to a Preset.