PANTHEON™ Help

 Категории
 PANTHEON Help - Welcome
[Collapse]PANTHEON
 [Collapse]PANTHEON упатства
  [Collapse]Guide for PANTHEON
   [Expand]Settings
   [Expand]Orders
   [Collapse]Goods
    [Expand]Mass Printing
     Интеграция PANTHEON с WebShops
    [Expand]Issue
    [Expand]Receiving
    [Expand]Single Administrative Document (SAD)
    [Expand]Transfer
    [Expand]Price change
    [Expand]Inventory count
     Create Consignment Report
    [Expand]Recurrent Invoicing
    [Expand]Prepare cash discount
    [Expand]Custom warehouses
    [Expand]Stock
    [Expand]Trošarinska skladišča
    [Expand]Material Movements
    [Expand]Income/Expense Comparison
    [Expand]Invoices Issued Report
    [Expand]Invoices Received Report
    [Expand]Value-Added Tax
    [Expand]Overview of Material Movement
    [Expand]Summary Reports
    [Expand]Refresh Stock
   [Expand]Manufacturing
   [Expand]POS
   [Expand]Service
   [Expand]Financials
   [Expand]Personnel
   [Expand]Analytics
   [Expand]Desktop
   [Expand]Помощ
   [Expand]Messages and Warnings
   [Expand]Старите продукти
   [Expand]Additional programs
  [Expand]Ръководство за PANTHEON Търговия
  [Expand]Ръководство за PANTHEON Vet
  [Expand]Ръководство за PANTHEON Фермерство
 [Collapse]PANTHEON потребителски ръководства
  [Expand]Ръководство за потребителя за PANTHEON
  [Expand]Ръководство за потребителя за PANTHEON Retail
  [Expand]Ръководство за потребителя за PANTHEON Vet
  [Expand]Ръководство за потребителя за PANTHEON Farming
[Collapse]PANTHEON Web
 [Collapse]PANTHEON Web Guides
  [Expand]Ръководство за PANTHEON Web Light
  [Expand]Ръководство за PANTHEON Уеб Терминал
  [Expand]Ръководство за PANTHEON Web Legal
  [Expand]Архив на стари продукти
 [Collapse]PANTHEON Web User Manuals
  [Expand]Започване на PANTHEON Web
  [Expand]User Manual for PANTHEON Web Light
   Ръководство за потребителя за PANTHEON Web Terminal
  [Expand]Ръководство за потребителя за PANTHEON Web Legal
  [Expand]Архив на стари продукти
[Collapse]PANTHEON Гранула
 [Collapse]Ръководство за PANTHEON Гранули
  [Expand]Гранула за служители
  [Expand]Пътни заповеди Гранула
  [Expand]Гранула за документи и задачи
  [Expand]Гранула Табло
  [Expand]Гранула за B2B поръчки
  [Expand]Гранула за обслужване на клиент
  [Expand]Инвентаризация на дълготрайни активи
  [Expand]Гранула за складови наличности
 [Collapse]PANTHEON Granules
   Започване
   Using PANTHEON Granules at Tecta, a fictional company
  [Expand]PANTHEON Granules and activation
  [Expand]PANTHEON Granule Work records
  [Expand]PANTHEON Granule Travel orders
  [Expand]PANTHEON Granule Documents and Tasks
  [Expand]PANTHEON Granule B2B orders
  [Expand]PANTHEON Granule Dashboard
  [Expand]Полеви сервизен гранул
   PANTHEON Granules - FAQ
  [Expand]Инвентаризация на дълготрайни активи
  [Expand]Инвентаризация на склада Гранула
   Архив
[Expand]Потребителски сайт

Load Time: 406,2381 ms
"
  838 | 1083 | 400115 | Localized
Label

Material Movements

   
      

WARNING

An important feature of this calculation is that all goods movements are valuated using the valuation price.

The calculation of material movements is a low-level report of all movements with items in the Goods module.

Table of contents

  1. Report Type
  2. Criteria
  3. Document Types
  4. Item Types

1. Report Type

Once this option is selected, a form will appear where you can select the criteria for the report:

Detailed

Detailed by Movements

  • Detailed 

  • Detailed with Retail Price

  • Detailed with Issuer and Recipient

By Place

  • Detailed by City of  Customer/Supplier

  • Detailed by City of 3rd Party

By Subjects

  • By Subjects 

By Departments

  • By Departments 

  • By Departments by Hierarchy

  • By Departments by Hierarchy - Sum of Children

By Cost Centers

  • By Cost Centers 

Overview of Consignment sales

  • ​Form KR-1

  • Form KR-1 - JAn 1, 2010

Daily Consignment sales Report 

  • Form KRI

Daily Consignment sales Report - By Payments

  • Form KR-1

Summary

By Primary Suppliers

  • By Primary Suppliers and Items 

By Categories

  • ​By Categories

By Item IDs

  • ​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 Warehouses and ID

By Subjects

  • By Subjects and Items 

By Item Types

  • Material Movements ba Item Types  

By Item Types

  • By Item Types 

​By Document Types

  • By Document Types 

2. 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.
Issuing Departments  
Cost Ctr. The display can only be limited to cost drivers from lines of receiving and issues
Issuing Cost Ctr.  
Delivery  
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

Custom Fields - Items Select an entry in an item's custom field if you would like to limit the report to a single entry in a custom field in the Items register.

2.2 Custom Fields - Subjects

Custom Fields - Subjects Select an entry from a subject's custom field if you would like to limit the report to a single entry in a custom field in the Subjects register.

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

Mandatory select types of documents, for which you wish to create the calculation. The program will offer all document types of the Goods module (record types of documents are not on the list!). Select them by checking them.

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.

Material Movements

Material Movements

Material Movements

010380.gif010381.gif010411.gif010382.gif010383.gif

The calculation of material movements is a low-level report of all movements with items in the Goods module.

 

 

000001.gif An important feature of this calculation is that all goods movements are valuated using the valuation price.

Once this option is selected, a form will appear where you can select the criteria for the report:

50181.png

Report type Select the report type that can be displayed by double clicking the name of the report type or by clicking the report icon. You may choose among
  • Detailed - displays every material movement, equipped with the number and date of the document, amount, price for valuation and transaction value. This is why it is suitable for shorter control surveys, for a smaller array of items. This is also the only report of the material movements calculation, where all the amounts are displayed always with a positive number - inputs as well as outputs. This is why the calculation of amount of this calculation is NOT equivalent to the actual stock!! The report is also similar. 
  • By subjects - displays the amount and value upon the valuation price, summed upon customers and suppliers from documents of inputs and outputs of goods, where the subjects are sorted by the alphabetical order.
  • By departments - the data is summed upon the departments form document lines, included in the calculation.
  • By cost drivers - the data is summed upon the cost drivers from the document lines, included in the calculation.
  • Summary - By primary suppliers - displays the reconcilliated balance of the material movements with an individual item, grouped by primary supplier from the items register.
  • Summary - By category - the data is summed upon the code of the primary classification of the item from the document lines, included in the calculation.
  • Summary - By ID - the data in this calculation is summed upon the ID of the item from the document lines, included in the calculation.
  • Summary - By code with start and end state - very useful for overview of stock situation for a certain time period, because it shows the table display the starting state on the day of the beginning of the time period, sum of all receiving of goods in the time period, sum of all outputs of goods in the time period and the stock state at the end of the time period. MANDATORY use the starting and final date of the packing slip for the period limiting criteria. A similar result is returned by the reports: 
  • Summary - By warehouses - displays the amount and the value upon the valuation price, summed upon the receiving warehouse (from the receiving documents) or the issuing warehouse (from the documents of goods issues).
  • Summary - By subjects - the reconciliated balance of the material movements with an individual partner and item, grouped by supplier from the document of receiving or customer from the document of issue.
  • Summary - By item types - the data is summed by item types of items from the document lines, entered in the calculation.
  • Summary - By item types - the data is summed upon the item type of the items from the document lines included in the calculation. The material movements are so summed on nine possible item types (P, B ,A, C, K, M, E, S, U).
  • Wizards - in this part of the menu, the user reports are included, which are created with the help of the SQL-I and select the display in the material movements calculation for it
Document types Mandatory select types of documents, for which you wish to create the calculation. The program will offer all document types of the Goods module (record types of documents are not on the list!). Select them by checking them.
Item types Check all types of items for which you wish to display the material movements report.

By default the items of type S and U are excluded.

Item The ID of the item, for which you are surveying the material movements.
If this field is left empty, the program will include all items. The partial code can be entered in the field, which has to be equipped with the % sign.
Name the report can further be limited upon the name of the item, as entered in the document line and is not necessary same as the name form the item register (see also lines of issue)!
External ID the report can be limited upon the supplier's ID of the item, entered in the Items register.
Category the report can be limited with the classification of the item. The data about the category is included in the items register .
Secondary classification the report can be limited to the secondary classification of the item. Also the data about the secondary classification is included in the items register.
Warehouse the report can be limited to an individual warehouse.
Customer/Supplier limit the overview to an individual customer or supplier from the document.
3rd party the overview can be limited to an individual 3rd party from the documents (for example, receiver of goods, forwarding agent and similar)  
Department the overview can be limited to an individual department from the document lines, for which you wish to see the overview of material movements.
Cost driver the overview can be limited to an individual cost driver from the document lines.
Issuing department the overview can be limited to an individual issuing department from the document header of the inter-warehouse transfer. See also Transfer among warehouses.
Issuing cost driver the overview can be limited to an individual issuing cost driver from the header of the document of the inter-warehouse transfer. See also Transfer among warehouses.
Primary supplier the overview can be limited to the primary supplier of the item. The data about the primary supplier is entered in the items register.
Clerk for the limiting criteria also the clerk that is marked on the documents can be used.
From date  (packing slip) The starting date of the document, which should be included in the calculation. For the calculation of the material movements the packing slip date is the only suitable date criteria for the calculation. Date of the packing slip is crucial (with the issues) or the date of the receiving note (with the purchases).
To date (packing slip) The final date of the document, that should be included in the calculation. For the calculation of the material movements, the packing slip date is the only date criteria for the calculation. The date of the packing slip is crucial (with the issues) or the date of the receiving note (with the purchases).
From date (invoice)  The starting date of issue or receiving of the invoice. This criteria is used only for the control reports.
To date (invoice)  The final date of issue or receiving of the invoice. This criteria is used only for the control reports.
Linked doc. 1 che calculation can be limited to an individual linked document (for example, the order form)
Date from the report can be limited according to the starting date of the linked document 1, which should be taken in consideration by the calculation
Date to the report can be limited according to the final date of the linked document 1, which should be taken in consideration by the calculation
Linked doc. 2 the calculation can also be limited upon the second linked document.
Date from the report can be limited according to the starting date of the linked document 2, which should be taken in consideration by the calculation
Date to the report can be limited according to the final date of the linked document 3, which should be taken in consideration by the calculation
016881.gif with the double click on the name of the report or with the click on the icon for printing in the task bar you display the calculation of the material movements according to the selected criteria.
000001.gif For general description of the task bar functions see Task Bar.
000001.gif Just as in every other window, the setting of templates may be helpful here. For adequate settings of templates in this form see Templates settings.
000001.gif For simpler selecting from the document types and types of items, the shortcut form the menu of the mouse right click can be used (see Basics - Multiple confirmation entry).
000001.gif Just as with all filtering of data it is also the case with the calculations, that the empty field includes all values in the calculation, while the entered field only includes the documents and lines that correspond to the entered data!
With the use of wildcards, the filter can be set also a bit broader (see Basics - Wildcards).
000001.gif It is possible to search for items using special signs (%)

 

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



 

Оценете темата
Темата беше ли ви полезна?
Коментар
Вашият коментар ще бъде видим и във форума!