Generate an Inventory Balance Report

About this task

To generate the Inventory Balance Report:

Procedure

  1. Navigate to Inventory > Inventory Balance Report. The Inventory Balance Report criteria screen appears. For more information about the Inventory Balance Report criteria screen, see "Inventory Balance Report Criteria".
  2. Enter the criteria and click Generate Report to generate the report. The Inventory Balance Report appears. For more information about the Inventory Balance Report layout, see "Inventory Balance Report Layout".

Results

Inventory Balance Report Criteria

The Inventory Balance Report criteria screen enables you to enter the criteria for which the Inventory Balance Report generates.

Figure 1. Inventory Balance Report Criteria Screen
Table 1. Inventory Balance Report Criteria Screen
Fields Description Default Value Mandatory
Node The node for which the report is generated.

If you are an enterprise user, select the appropriate node from the drop-down list. For other users, the current node of the user appears.

The current node of the user. Yes
Enterprise Chose this to generate the report for a specific enterprise and select the enterprise name from the drop-down list.

Note: It is mandatory to select any one of the radio buttons to execute the report.

Not Selected.

On selecting this, the current enterprise of the user appears as the default enterprise.

No
Across Enterprises Choose this to generate the report considering all enterprises in which the user participates.

Note: It is mandatory to select any one of the radio buttons to execute the report.

Selected. No
Date Range Enter the start date and the end date for which the report is generated.

You can also click the icons to choose the date range.

The current date. Yes
Item ID Enter the identifier of the item.

You can click to choose the Item ID.

Click to enter more Item IDs. These Item IDs are taken into consideration while generating the report.

Click to remove a specific Item ID.

Blank. No
Product Line Enter the product line to which the item belongs.

You can also select the product line from the drop-down menu.

Click to enter more product lines. These product lines are taken into consideration while generating the report.

Click to remove a specific product line.

Blank. No
Group and Sort Criteria

This report is grouped by Date and Node.

Date is sorted in descending order and Node is sorted in ascending order. Within a specific Node, the items are sorted by Item ID, in ascending order.

Page Break Criteria

For each new enterprise, the report starts in a new table on another page. The name of the enterprise is printed at the top of the table.

Additional Setup Required

There is no additional setup required to generate this report.