Summary

The Usage report displays a filtered range of transactions that had an effect on an item’s quantity.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the Usage Report window (IC> Report> Usage).

2     Configure the report.

• Check the Action toggle for each inventory process or action you would like to add to the report.
  • Press CTRL+A to select all the displayed actions and then press SPACE to select or deselect all actions.
  • At least one action must be specified in order to run the report.
• Check the Location toggle for each location that you would like to add to the report.
  • Press CTRL+A to select all the displayed locations and then press SPACE to select or deselect all locations.
  • At least one location must be specified in order to run the report.
  • Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location).
• Enter an Item ID or click the field label to select on from a list.
  • Inventory Items are created and maintained on the Item Maintenance window (IC> Maintenance> Item).
• Enter a Description to filter the items included in the report to those items that contain the specified terms in their description fields.
• Use the Transaction Date From and To fields to specify a transaction date range for the report.
• The Time field is used to filter the transactions included in the report to those transactions that were committed before the specified time.
  • In order to filter the report by a specified time, you must select a date in the Transaction Date To field.
  • This field will default to the current time.
• Use the Commit Status drop-down menu to determine if the report will include committed, uncommitted or all transactions.
• Enter a Max Issued value to limit the inventory items included in the report to those that have a total issued amount for the specified transaction range that falls below the max issued value.
• The six fields below the Max Issued field are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Check the Print archived only toggle to limit the transactions included in the report to transactions that have been archived through the Archive Transactions process (IC> Utilities> Archive Transactions).
• Check the Print reorder points toggle to include a Reorder Point column in the report.
• Check the Print reversals toggle to include reversal transactions in the Action Type column.
• The report will display the Transaction Date and Time, Action Type, Transaction Description, and Quantity for each usage transaction sorted by inventory item and location. The report will also provide item and report totals for Initial Quantity, End Quantity, and Ending Value.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).