Inventory Activity
Report Guide for Users
What this report shows, the choices you make when running it, and how to read each section.
What this report is for
The Inventory Activity report shows two kinds of inventory movement for a date range you choose: inventory you received from suppliers, and inventory adjustments from breakage or defects found during physical counts.
How the report works
You choose a date range, and the report pulls every inventory receiving record (tied to a supplier invoice) that falls in that window at the location(s) you select. You can then choose how that received-inventory list is grouped — by date, product, location, or supplier — to make it easier to review the way you need. Underneath that, a separate section lists any breakage/defect adjustments recorded during physical inventory counts in the same date range.
The choices you make when running it
These are the settings available. Everything else is calculated automatically.
1. The time period
| Setting | What it does |
|---|---|
| Start Date | The beginning of the date range you want to report on. |
| End Date | The end of the date range you want to report on. |
| Last Date Inventory Received | Informational only — shows the most recent date any inventory was received, so you know how current your data is. It doesn't filter the report. |
2. What to include and how to group it
| Setting | What it does |
|---|---|
| Location | Choose one or more locations to include. |
| Group By | Choose how the Received Inventory section is organized: Date (default), Product Name, Location, or Supplier. |
| Expand All Groupings | Choose Yes to have every group open and showing its detail rows right away. Choose No (default) to have groups start collapsed, showing just the group totals until you expand them. |
| Product Search | Type part of a product name to narrow down the Product list below to a more manageable size before picking from it. |
| Product (first 100 shown) | Choose one or more specific products to include. Leave all selected to include every product. Only the first 100 matching products are listed at a time, so use Product Search to find a specific item quickly. |
| Supplier Search | Type part of a supplier name to narrow down the Supplier list below. |
| Supplier (first 100 shown) | Choose one or more specific suppliers to include. Leave all selected to include every supplier. |
Columns on the report
Received Inventory
| Column | Description |
|---|---|
| ID | The internal identifier for the receiving record. |
| Product | The product that was received. |
| Location | The location the inventory was received into. |
| Receiving Site | The site tied to that location. |
| Supplier | The supplier the inventory was received from. Shows "Not Specified" if no supplier was recorded. |
| Unit Cost | What you paid per unit of the product. |
| Quantity Received | How many units were received. |
| Cost | The total cost of that receiving record (Unit Cost × Quantity Received). |
| Date Received | The date the inventory was received. |
Each group shown in this section (based on your Group By selection) has its own Total row summarizing quantity and cost for that group.
Inventory Adjustment History (Breakage/Defect)
| Column | Description |
|---|---|
| Item # | The internal identifier for the product. |
| Description | The product's description. |
| Location/Site | Where the physical count took place. |
| Employee | Who performed the physical count. |
| Adj Reason | The reason recorded for the inventory discrepancy (for example, breakage or defect). |
| Trx Date | The date the physical count was recorded. |
| Event # | The internal identifier for the physical count event. |
| Qty Adj | The quantity adjustment made as a result of the count. |
| Qty Before | What the system expected to be on hand before the count. |
| Run Qty on Hand | What was physically counted as on hand. |
| Unit / Stk Unit | The unit of measure for the product. |
| Unit Cost | The product's cost per unit. |
| Total Cost | The dollar value of the quantity difference between what was expected and what was actually counted. |
How to read the layout
The Received Inventory section comes first, organized by whichever Group By option you selected, with a Total row for each group. Below it, the Inventory Adjustment History (Breakage/Defect) section lists any physical-count-driven adjustments for the same date range, independent of the Group By setting.
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