Purpose: The purpose of the Add Inventory Shipment Report is to show the sales distribution from a specific add transaction of inventory that was completed through the ‘Add Inventory’ function. The report will only show inventory that was added through the ‘Add Inventory’ function and not inventory added through Purchase Orders receipts. The report will show the beginning inventory quantity from the added transaction quantity, all shipments of inventory for that particular item added through the Add Inventory function relative to the selected filters, and the remaining quantity.

Select Add Inventory Transaction Filter Data Elements: These elements filter the selection for the list of builds.
  1. Warehouse: Select a single warehouse or choose all warehouses from the drop down.
  2. Item Name: Select or enter the assembly item name for the report.
  3. Item Display: This is a selection for Item Name (short) or Item Name (Full)
  4. Lot #: The Lot number for the item that was added for this transaction during the ‘Add Inventory’ function.
  5. Start Date: This is the starting date for displaying shipments for the selected item.
  6. End Date: This is the ending date for displaying shipments for the selected item.
Select Build Results Data Elements:
  1. Item: The item name
  2. Warehouse: The warehouse where the Add Inventory transaction was completed.
  3. Location: The inventory location for the item
  4. Lot Number: The lot number for the item
  5. Quantity: The quantity for the item for this Add Inventory transaction.
  6. Select button: Click here to select a single build for the report
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Add Inventory Transaction Filter Data Elements: Displays the selected filters from the previous page.
  1. Warehouse
  2. Item Name
  3. Item Display
  4. Lot #
  5. Start Date
  6. End Date
  7. Selected Add Inventory Transaction:
    • Transaction Item: The selected item number for the report.
    • Transaction Lot: The lot number of the selected item.
    • Transaction Expiration: The expiration date assigned to the item and lot #
    • Transaction Quantity: The quantity that was built for this item
  8. Action Button: Select Alternate Transaction - Click here to re-select a different Add Inventory transaction for the report
Report Filter Data Elements:
  1. Customer: Enter the customer name if you wish to filter the report for a specific customer.
  2. Invoice Start Date: Enter the invoice start date to filter the report within a particular invoice date range.
  3. Invoice End Date: Enter the invoice end date to filter the report within a particular invoice date range.
  4. Sales Order #: Enter a sales order number to show all shipments of the selected item for this sales order.
  5. Invoice #: Enter a specific invoice number to display on the report.
  6. Action Buttons:
    • Clear: Clear the report filters
    • Generate Report: Generates the Add Inventory Shipment Report relative to the filters

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Report Header Data Elements:
  1. Report Item: The item name for the report.
  2. Report Starting Quantity: The quantity of the item that was added. This is starting quantity available for shipments.

Results Data Elements: Based on the Build and Report filters, this table shows the shipment results.
  1. Customer: The customer name for the shipment.
  2. Sales Order #: The sales order number for the shipment.
  3. Invoice #: The invoice number for the shipment.
  4. Order Date: This is the date the Sales Order was created.
  5. Invoice Date: This is the specfic invoice date for the shipment.
  6. Warehouse: The warehouse for this specific shipment.
  7. Item: The item name for the report.
  8. Desc: The item description for the assembly item.
  9. Qty: The quantity of the item shipped on this specfic shipment.
  10. Lot: The lot number for the item.
  11. Exp Date: The expiration date for this specific item and lot number for this shipment.
  12. Total Price: The total sales price for this item on this specific shipment.
  13. Action Button: Export: Click here to export the report results table to a spreadsheet.
  14. Action Button: Print: Click here to print the results table.
Report Footer Data Elements:
  1. Shipped Quantity Filtered: The sum total quantity shipped for all shipments shown on the report (relative to the build & report filters)
  2. Remaining Quantity Filtered: The beginning item quantity minus the shipped quantity total on this report (relative to the build & report filters)
  3. On-hand Quantity Filtered: The total on-hand quantity for this item (relative to the build & report filters)


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Related pages: Reports