 | Loading… |
|
|
|
Custom Warehouse Movements report
    
 |
WARNING
For general description of the task bar functions see Task Bar.
|
Calculation of movements is a lower-lever report of all movements, linked with customs warehouse operations. As distinct from calculation of customs warehouse, you can select all types of documents of customs warehousing, including the types of documents for customs reports.
Table of contents
- Report Type
- Criteria
- Document Type
- Item Type
|
1. Report Type
In this part, mark the report we want to print
|
Detailed
|
Detailed by Movements
By Place
By Subjects
By Departments
By Cost Centers
Overview of Consignment sales
-
Form KR-1
-
Form KR-1 - JAn 1, 2010
Daily Consignment sales Report
Daily Consignment sales Report - By Payments
|
|
Summary
|
By Primary Suppliers
By Categories
By Item IDs
By Item IDs with Initial and Closing Stock
-
By Items with Initial and Closing Stock with Package
-
By Item IDs with Initial and Closing Stock
-
By Warehuses and Items with initial and closing Stock
-
By Subjects and Items with initial and closing tock
By Warehouses
By Subjects
By Item Types
By Item Types
By Document Types
|
2. Criteria
With the use of the option, the form in which you can limit and select the report criteria opens.
In the Criteria panel, we define the conditions by which we want to limit the output of the report. It is divided into several tabs:
- Criteria
- Custom Fields - Items
- Custom Fields - Subjects
- AD-Hoc
2.1 Criteria
| Item |
ID of the item, for which you are surveying the material movements.
If you leave the field empty, then the program considers all items. In field you can also enter a partial ID and equip it with the % sign. |
| Name |
Select one or more item names as entered in document lines, if you would like to limit the report to a single item name, or some selection of items' names. The name of an item that appears in documents is not necessarily the same as the name listed in the Items register |
| External ID |
Select an external ID if you would like to limit the report to a single external ID as entered in the Items register. |
| Primary Categ. |
Select the categorization of the item by which you wish to limit the report. |
| Sec. categ. |
Select the secondary categorisation, by which you wish to limit the report. |
| Warehouse |
Warehouse, for which you wish the overview of material movements. |
| Customer/Supplier |
Limit the overview only to selected customers or suppliers |
| Postal code |
The supplier's Postal code, number from the document |
| Prsn3 |
Select Prns 3 if you would like to limit the report. The default 3rd party for this document type. |
| Postal code |
The Prns 3 Postal code, number from the document |
| Departments |
Department of the company, for which you wish the overview of material movements. |
| Cost Ctr. |
The display can only be limited to cost drivers from lines of receiving and issues |
| Person Res. |
The person responsible for the document. Depending on the settings that you've entered, the program will either enter the user logged into the program or the responsible person entered in the customer's entry in the Subjects register. |
| Primary supplier |
The calculation can be displayed according to the data about the primary supplier from the items register. |
| Packing Slip From |
Select a packing slip date if you would like to limit the report using this criteria |
| Packing Slip To |
Select a packing slip date if you would like to limit the report using this criteria. |
| Days in Week |
Select a Days in Week if you would like to limit the report using this criteria. |
| VAT From |
Select a VAT date if you would like to limit the report using this criteria. |
| VAT To |
Select a VAT date if you would like to limit the report using this criteria. |
| Weeks in Year |
Select a weeks in Year if you would like to limit the report using this criteria. |
| Invoice From |
Select a date for linked document 2 if you would like to limit the report by linked document date. |
| Invoice To |
Select an issue invoice date if you would like to limit the report using this criteria. |
| Linced Doc 1 |
Select a linked document if you would like to limit the report to a linked document 1 (order slip, for example). |
| Linced Doc 1 From |
Select a date from for linked document 1 if you would like to limit the report by linked document date. |
| Linced Doc 1 To |
Select a date to for linked document 1 if you would like to limit the report by linked document date. |
| Linced Doc 2 |
Select a linked document if you would like to limit the report to a linked document 2 (order slip, for example). |
| Linced Doc 2 From |
Select a date from for linked document 2 if you would like to limit the report by linked document date. |
| Linced Doc 2 To |
Select a date to for linked document 2 if you would like to limit the report by linked document date. |
| Document Statuses |
Select a status if you would like to limit the report to documents with a particular status:
- All/Blank field - all documents, regardless of their status. If this field is left blank, all document statuses will be included in the report.
- Confirmed - only documents that have been confirmed will be included in the report
- Unapproved - only documents that have not been approved will be included in the report
|
| Clerk |
Select a clerk from issue documents if you would like to limit the report to a single clerk. |
|
Prefix
|
Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report.
|
 |
This button will generate an invoices issued report using the selected criteria. |
 |
Displays Ad-Hoc analyses |
2.1 Custom Fields - Items
2.2 Custom Fields - Subjects
2.3 Ad-Hoc
It is necessary to select a report and then click on Ad-Hoc button to create an analysis for the report you selected.
Ad-Hoc Top Bar
Top bar of Ad-Hoc form contain different buttons that are used to work with Ad-Hoc analyses.
Ad-Hoc Button
| Key |
Select specific key documents to display |
| Item |
Select specific Item to display |
| Name |
Select specific Name to display |
| Unut of Mesure |
Select specific documents Unit of Mesure to display |
This row enables you to define what type of graph would you like to see (column, line, piechart...), you can also edit appearance (color and background), export chart in different file formats or edit your chart in chart designer.
3. Document Types
3.1 Document Types
| Document Types |
Select the document types for which you would like to report issued invoices. Document types must be selected. (Record only document types are not available to select!) |
3.2 Document Types - Record Only
| Document Types - Record Only |
Add description.... |
4. Item Types
| Item Types |
Select the item types for which you would like to report issued invoices. Item types must be selected. To select an item type, check the box next to the desired type. |
Custom Warehouse Movements report
Custom Warehouse Movements report
Custom Warehouse Movements report
Calculation of movements is a lower-lever report of all movements, linked with customs warehouse operations. As distinct from calculation of customs warehouse, you can select all types of documents of customs warehousing, including the types of documents for customs reports.
With the use of the option, the form in which you can limit and select the report criteria opens.
| Report type |
Select the type of report:
- Breakdown of movements - detailed - all selected movements, quoted chronologically
- Breakdown by subjects, departments or cost drivers - all selected movements, summed by selection criteria
- Breakdown of movements summary by suppliers - all selected movements, joined by the primary supplier from the items register
- Breakdown of movements summary by ID - all selected movements, joined by ID of the item
- Breakdown of movements summary by ID with starting and final condition - all selected movements between the limit dates, joined by item ID, with the initial situation displayed at Date from
- Breakdown of movements summary by subjects - all selected movements, joined by business subject from the customs document
- Breakdown of movements summary by types - all selected movements, joined by record type of item
- Breakdown of movements summary by types - all selected movements, joined to eight basic types of record types of items(P ,B, C, A, M, E, S, U)
|
| Document types |
mandatory select types of documents of customs warehousing, for which you would like to create a report (documents for the record are not on the list!). In exceptional circumstances it is reasonable to also select the types of documents for customs report and transit (because the quantities from them are already mandatory included in the customs issues), so you can select them, while on the report, the program only considers them with the report of Breakdown of movements - detailed. With all other reports, they will not be included in the movements, even if you select them! |
| Asset types |
select all types of items, for which you wish to display the calculation of material movements. Selected types of items are checked. |
| ID |
ID of the item, for which you are surveying the material movements.
If you leave the field empty, then the program considers all items. In field you can also enter a partial ID and equip it with the % sign. |
| Prim. categ |
select the categorization of the item by which you wish to limit the report |
| Sec. categ. |
select the secondary categorisation, by which you wish to limit the report |
| Warehouse |
warehouse, for which you wish the overview of material movements. |
| Customer/Supplier |
limit the overview only to selected customers or suppliers |
| 3rd. party |
limit the overview to only one customer or supplier, which you have entered as the 3rd party |
| Department |
department of the company, for which you wish the overview of material movements. |
| Cost drv. |
the display can only be limited to cost drivers from lines of receiving and issues |
| Primary supplier |
the calculation can be displayed according to the data about the primary supplier from the items register |
| Date from |
starting date for the documents, which should be included in the report |
| Date to |
final date for documents, which should be included in the report |
 |
with the click on this icon or a double click on selected type of report, trigger the report of overview by selected criteria |
 |
It is possible to search for items using special signs (%) |
 |
For general description of the task bar functions see Task Bar.
|
| This button will generate an invoices issued report using the selected criteria. |
|
Choose Sign to select the Positive, Negative or All (both) values of the positions of the documents (anForPay) that will be shown on the report.
|
|
|
|
|