report assistant for microsoft dynamics sl inventory...

Report Assistant for Microsoft Dynamics

® SL

Inventory Module

Last Revision: October 2012

(c)2012 Microsoft Corporation. All rights reserved. This document is provided "as-is." Information and

views expressed in this document, including URL and other Internet Web site references, may change

without notice. You bear the risk of using it.

Some examples are for illustration only and are fictitious. No real association is intended or inferred.

This document does not provide you with any legal rights to any intellectual property in any Microsoft

product. You may copy and use this document for your internal, reference purposes.

Trademark

Microsoft, ActiveX, Excel, FRx, FrontPage, MapPoint, Outlook, SharePoint, Visual Basic, Visual Studio,

Windows, Windows and Windows Server are either registered trademarks or trademarks of Microsoft

Corporation, FRx Software Corporation, or their affiliates in the United States and/or other countries. FRx

Software Corporation is a subsidiary of Microsoft Corporation. Business Objects and the Business

Objects logo, BusinessObjects, Crystal Reports, Crystal Decisions, and other Business Objects products

and services mentioned herein as well as their respective logos are trademarks or registered trademarks of

Business Objects Software Ltd. Business Objects is an SAP company.

The names of actual companies and products mentioned herein may be trademarks or registered marks -

in the United States and/or other countries - of their respective owners.

The example companies, organizations, products, domain names, e-mail addresses, logos, people, places,

and events depicted herein are fictitious. No association with any real company, organization, product,

domain name, e-mail address, logo, person, place, or event is intended or should be inferred.

Warranty disclaimer Microsoft Corporation disclaims any warranty regarding the sample code

contained in this documentation, including the warranties of merchantability and fitness for a particular

purpose.

Limitation of liability The content of this manual is furnished for informational use only, is subject to

change without notice, and should not be construed as a commitment by Microsoft Corporation.

Microsoft Corporation assumes no responsibility or liability for any errors or inaccuracies that may

appear in this manual. Neither Microsoft Corporation nor anyone else who has been involved in the

creation, production or delivery of this documentation shall be liable for any indirect, incidental, special,

exemplary or consequential damages, including but not limited to any loss of anticipated profit or

benefits, resulting from the use of this documentation or sample code.

License agreement Use of this product is covered by a license agreement provided with the software

product. If you have any questions, please call the Microsoft Business Solutions Customer Assistance

Department at 800-456-0025 (in the U.S. or Canada) or +1-701-281-6500.

Table of Contents

How to use this Manual 1

Sort and Select Statements 5

Overview 6 Select Statements 7 Sort Statements 20 Possible Values Chart 29

Data Field Illustrations 31

Overview 32

Receipts – 10.010.00 Screen 33

Issues – 10.020.00 Screen 34 Adjustments – 10.030.00 Screen 35 Transfers – 10.040.00 Screen 36

Kit Assembly – 10.050.00 Screen 37 Inventory Status Inquiry – 10.220.00 Screen 38

ABC Codes – 10.381.00 Screen 40 Assembly Plans – 10.330.00 Screen 41 Attribute Definitions – 10.282.00 Screen 42

Inventory Items – 10.250.00 Screen 43 Inventory Sites – 10.255.00 Screen 54

Kits – 10.320.00 Screen 62

Lot / Serial Numbers – 10.360.00 Screen 63

Movement Classes – 10.382.00 Screen 64 Physical Cycles – 10.393.00 Screen 65

Physical Attributes – 10.285.00 Screen 66 Product Classes – 10.280.00 Screen 67 Product Lines – 10.286.00 Screen 71

Product Managers – 10.287.00 Screen 72 Reason Codes – Screen 10.350.00 72

Sites – 10.310.00 Screen 74 Unit Conversions – 10.270.00 Screen 78 Warehouse Bin Locations – 10.340.00 Screen 79 Physical Count Entry – 10.390.00 Screen 80 Physical Inventory Review – 10.391.00 Screen 82

IN Setup – 10.950.00 Screen 84

Report Information 93

Overview 94 Account Distribution – 10.690.00 Report 95

Bin Labels – 10.770.00 Report 96 IN Batch Register – 10.800.00 Report 97 IN Edit – 10.810.00 Report 98

IN Transactions – 10.680.00 Report 99

Kit Component Requirements – 10.780.00 Report 100 PTD Detail Sales by Item (10.740.00) Report 101

Sales by Inventory ID – 10.720.00 Report 102 Sales by Product Class – 10.730.00 Report 103 Standard Cost Change Preview – 10.635.00 Report 104 ABC Codes – 10.861.00 Report 105 ABC Inventory Valuation – 10.863.00 Report 106

Assembly Plans – 10.790.00 Report 107 Attribute Definitions – 10.701.00 Report 108 In-Transit – 10.070.00 Report 109 Inventory Items – 10.600.00 Report 110 Inventory Sites – 10.750.00 Report 111

Inventory Status – 10.610.00 Report 112 Inventory Substitutes – 10.660.00 Report 113

Inventory Trial Balance – 10.630.00 Report 114

Inventory Valuation – 10.620.00 Report 115 Inventory Trial Balance/Valuation Variance – 10.640.00 Report 116 Item Cross References – 10.860.00 Report 117

Kits – 10.760.00 Report 118 Lot/Serial History – 10.841.00 Report 119

Lots/Serial Numbers – 10.840.00 Report 120 Movement Classes – 10.862.00 Report 121 Physical Attributes – 10.702.00 Report 122

Physical Cycles – 10.859.00 Report 123 Product Classes – 10.700.00 Report 124

Product Lines – 10.703.00 Report 125 Reason Codes – 10.830.00 Report 126

Unit Conversions – 10.650.00 Report 127 Warehouse Bin Locations – 10.820.00 Report 128 Physical Count – 10.858.00 Report 129

Print Tags – 10.852.00 Report 130 Physical IN Count Sheets – 10.850.00 Report 131

Physical IN History by Item – 10.854.00 Report 132 Physical IN Variance Preview – 10.853.00 Report 133 Physical Inventory Register – 10.857.00 Report 134

H O W T O U S E T H I S M A N U A L

Report Assistant – Inventory Module

2 Page

Flexible reporting is an important part of a company’s ability to effectively

operate the business. This manual is intended to assist you with flexible reporting

in the Inventory module in Microsoft Dynamics™ SL. This manual is useful

during creation or modification of reports in Crystal Reports. The manual is

divided into three parts:

Sort and Select Statements - The first section describes the differences between

Sort statements and Select statements. This manual also describes each of the

parameters that can be used in a sort or select statement and gives examples of

how to use each parameter. This section is a good reference for deciding what

Operator to use, and whether to use a Select statement or a Sort statement.

At the end of this section, a Possible Values Chart is included. The chart

displays values stored in Microsoft Dynamics™ SL for some of the more

common fields in the Inventory module. For example, document type values,

batch status values, and document status values. When performing Sort and

Select statements, you may not be sure of the values for some of these types of

fields. The section displays some common fields with possible values.

Data Field Illustrations - The second section contains a picture of data entry

screens and maintenance screens for the Inventory module. There is a reference

for each field in the screen noting the table and field where the data is stored in

the Microsoft Dynamics™ SL data files, as noted through the Customization

Manager module. For example, when entries are made in the Receipts

(10.010.00) screen, the value specified in the Receipt Number field is stored in

the Intran table in the refnbr field. The page in this section with the Receipts

screen includes a reference to the Receipt Number field, noting the values for the

field is stored in Intran.refnbr.

How to use this Manual

Page 3

When printing a report, determining the field to use in a Sort or Select statement

is not always easy. You may know the field where the data is specified in a

screen, but you are unsure of the field and table where the data is stored. With the

information in this section, you can quickly determine the entry needed in the

Sort or Select Field.

Report Information - The third section contains pertinent information about

each report in the Inventory module. The following information is contained in

the section:

Master table - When using Sort and Select statements for printing

reports, knowing the master table name is important. If the field

chosen for the Sort and Select statement is from the master table, the

result can be faster report processing and more accurate results.

Sort order - If a report is sorted differently than designed, report

totals and subtotals may be inaccurate. Knowing the fields the report

currently uses for the sort order may help you produce accurate

reports when using sort statements.

Report name as stored in Crystal - If you need to access the report

for modification or copying, the report name is important. Many

reports have multiple formats available, and determining the correct

report to retrieve is more difficult.

Sort/select field examples - A table is included with Sort and Select

fields for many of the more commonly used report filters for

each report.

S O R T A N D S E L E C T S TAT E M E N T S


6 Page

Overview

Each of Microsoft Dynamics™ SL’s report screens includes a Sort tab and a

Select tab that allows you to specify parameters used to limit the information

included on reports. This section is intended to assist you with using these Sort

and Select options.

What is the difference between a Sort statement and a Select statement? Select

statements limit the records to be included in a report. For example, if you enter a

Select statement to include only one Inventory ID in a report, only records

meeting the specified criteria is included in the report. If no records are found to

match the Select parameters specified, the report is blank.

Sort statements modify the sort order of the report. The report contains all of the

data that is in the original report, but the Sort statement changes the order of the

records when the records are printed.

You can create multiple Sort and Select statements in a report.

The Sort and Select tabs are available for all reports. However, the available

fields for Sort and Select statements vary based on the tables associated with

the report.

When creating Sort and Select statements, be aware that the results may not

always be what you expect. Reports are written with specific grouping criteria

and sort orders. When other fields are specified for Sort or Select parameters, the

report may not print or total properly. Section 3 of this manual provides the

master table information and default sort order for each report.

Sort and Select Statements

Page 7

Select Statements

A Select statement is used to limit the records to be included in a report. A Select

statement is similar to a filter. The Select tab is used to specify fields, operators,

and values that control the records to be included in the report.

The Select tab contains multiple rows, with four fields per row. These four fields

include: Field, Operator, Value, and Boolean.

FIGURE 1 - SELECT TAB


8 Page

Field

The Field field is used to specify the table and field name to be used to filter the

records in the report. In the Field area, you can use the F3 inquiry function to

view a list of available tables and fields for the report. Sections 2 and 3 of this

guide can be used as a reference for these field names.

NOTE: The list of available fields may include fields that are not used in the

report. If you use a field in the Select statement that is not used in the report,

the report may be blank. See Section 3 for examples of fields commonly used

for Sort and Select statements for each report.

Occasionally, you may need to add a field to the Field list to use in a Select

statement. Adding the ROI SELECT function to the report through Crystal

Reports can be used to add the field. Refer to Knowledge Base article 867089 for

information on this process.

NOTE: ROI stands for Report Options Interpreter.


Page 9

Operator

The Operator field controls the type of filter to apply to the records when the

system is gathering data for the report.



10 Page

Begins With

The Begins with Operator is useful when you need a report for a group of records

with a common factor. For example, you need a list of inventory items that begin

with 1.

Field Operator Value Boolean Inventory.invtid Begins with 1 And

Between

Use the Between Operator when to include only the records between a beginning

and ending range. In the Value field, separate the upper and lower values with a

comma or the word And. In the following example, the report includes

information for inventory items 1NSCBWA through 1NSGB.

Field Operator Value Boolean Inventory.invtid Between 1NSCBWA,1NSGB And

Inventory.invtid Between 1NSCBWA And 1NSGB And

NOTE: When using between, the report includes records matching the

beginning and ending values specified. For example, inventory items

1NSCBWA and 1NSGB are included in the report.


Page 11

Contains

The Contains Operator is used to select records that have a specified value

anywhere in a field. In the following example, the report includes only inventory

items with the word chocolate in the description.

Field Operator Value Boolean Inventory.descr Contains Chocolate And

Equal

Use the Equal Operator for an exact match. In the following example, only

records for inventory item 1NSCBWA are included in the report.

Field Operator Value Boolean Inventory.invtid Equal 1NSCBWA And

Greater than

The Greater than Operator is used to include records larger or higher than the

value specified. In the following example, only inventory items with annual sales

greater than $4,999.99 are included in the report.

Field Operator Value Boolean Itemhist.ytdsls Greater than 4999.99 And

Greater than or equal to

The Greater than or equal to Operator is used to include records containing the

value specified, as well as records greater than the value. In the following

example, all records for inventory transactions dated 01/01/05 are included in

the report.

Field Operator Value Boolean Intran.trandate Greater than or equal to 01/01/05 And

In

The In Operator works similarly to the Equal operator, but allows you to type

multiple items in the Value field. In the following example, all records for

product classes BG, CK, and MG are included in the report. If there are no

records for one of the values specified, the record does not print. However,

records for the other two values print on the report.

Field Operator Value Boolean Inventory.classid In BG,CK,MG And


12 Page

Is NULL

NOTE: The Is NULL Operator is not applicable with this version of

Microsoft Dynamics™ SL.

Is not NULL

NOTE: The Is not NULL Operator is not applicable with this version

of Microsoft Dynamics™ SL.

Less than

The Less than Operator is the opposite of the Greater than Operator. The Less

than Operator is used to select records for a specified field that are less than the

value specified in the Value field. In the following example, a report includes

inventory items with a quantity on hand less than 100.

Field Operator Value Boolean Location.qtyonhand Less than 100 And

Less than or equal to

The Less than or equal to Operator works the same as the Less than operator, but

also includes records with a value equal to the value specified in the Value field.

In the following example, the report includes inventory items with a quantity on

hand of 100 or less.

Field Operator Value Boolean Location.qtyonhand Less than or equal to 100 And

Not between

The Not between Operator is used to print a report for values outside a particular

range. For example, you need a report showing inventory transactions for all

General Ledger accounts less than 1000 or more than 1999.

Field Operator Value Boolean Intran.acct Not between 1000, 1999 And

NOTE: When using the Not Between Operator, the report does not include

records matching the beginning and ending values typed. For example,

accounts 1000 and 1999 are not included in the report.


Page 13

Not contains

The Not contains Operator is used to exclude data from a report using broad

specifications. For example, you want to exclude all inventory items with the

word chocolate in the description. Note that all descriptions containing chocolate,

such as Gift Box/Chocolate Chip, are excluded.

Field Operator Value Boolean Inventory.descry Not contains chocolate And

Not equal

The Not equal Operator is used to exclude specific data from a report. In the

example below, the report printed to exclude inventory items not associated with

the Product Class ID BOX.

Field Operator Value Boolean Inventory.classid Not equal BOX And

Not in

The Not in Operator works similarly to the Not equal operator, but allows you to

type multiple items in the Value field. In the following example, the report is

printed to include inventory items not associated with Product Class IDs BG or

BOX.

Field Operator Value Boolean Inventory.classid Not in BG, BOX And


14 Page

Value

The Value field is used to specify data that Microsoft Dynamics™ SL uses to

compare with when selecting records to be included or excluded in the report.

The previous section includes many examples for the Value field. However, there

are additional functions available.

NOTE: The Value field is limited to one hundred characters.


NOTE: The Possible Values Chart on page 29 contains helpful information

about values for True and False fields, Active and Inactive fields, and

checkboxes.


Page 15

Wildcards

Microsoft Dynamics™ SL supports the use of wildcards in the Value field of

Select statements. In the following example, the report includes all records where

the inventory account number associated with the item begins with 12. For

example, 1200, 1201, and 1203.

Field Operator Value Boolean Inventory.invtacct Equal 12?? And

A question mark is used when one character is being replaced. In the previous

example, an order with an Inventory ID of 1CKB/CC2 is not included in the

report. When multiple characters are needed, an asterisk is used. By changing the

value in the previous example, Microsoft Dynamics™ SL returns all accounts

beginning with 12, regardless of the account length.

Field Operator Value Boolean Inventory.invtacct Equal 12* And

Date Values

When using date values, you need to include the forward slashes in the date.

Quotes are not necessary. The month and day may be typed with or without

leading zeroes, and the year may be typed with 2 or 4 characters.

Field Operator Value Boolean Itemcost.rcptdate Greater than 1/1/05 And

Itemcost.rcptdate Less than 02/07/2005 And


16 Page

Dashes and Other Special Characters

Many fields in Microsoft Dynamics™ SL may contain dashes or other special

characters that require special consideration when specified values for Sort and

Select statements. Sometimes the values must be typed with the special

characters.

The governing factor is whether the special characters are typed during regular

data entry. For example, if you have subaccounts set up with multiple segments,

the segments may be separated with dashes or other characters. During data

entry, the system fills in the separator. When making an entry for subaccount 05-

25, you only type 0525 in the data entry screen. In this case, if you want to use

subaccount 05-25 as a value for a Select statement, type 0525 in the Value field.

In other instances, the special characters may be required. For example, setting

up Inventory IDs with only one segment and then using dashes in the ID field

when creating Inventory IDs. In this case, since the dash is not a separator

between segments but is instead a part of the ID, the dash must be typed during

data entry and when used in a Select statement.

For items such as phone numbers, zip codes, and social security numbers, the

system supplies the special characters during data entry. Therefore, the characters

are not typed in Select statements.

In general, the way to test if the characters need to be specified is to open a

screen where the item is included. If you do not type the special characters during

data entry, then do not type the special characters in the Select statement.


Page 17

Fiscal Periods

Special care must be taken when using fiscal periods in Select statements. In

many of the report screens, there are fields used to specify the fiscal periods to be

included in the report. The fiscal periods specified in the report screen are used to

select the data based on the Period to Post field associated with documents or

transactions.

In the Select tab, parameters can be specified to select data based on the Period

Entered, Period Closed, and Period to Post. If the report screen includes fields for

restricting the periods to be reported and you specify a select statement for Period

to Post with a different Period to Post, the report is blank because the data cannot

meet both criteria.

For example, the IN Transactions (10.680.00) report includes fields on the

Report tab to specify beginning and ending fiscal periods. If you type 01-2003 in

both fields, the report includes only transactions posted to 01-2003. If you also

type the following Select statement in the Select tab, the report is blank.

Field Operator Value Boolean Gltran.perpost Equal 200302 And

Although fiscal periods are displayed in screens and reports as month then year,

the values are stored in the data files as year then month. Therefore, fiscal periods

must be typed in Select statements as demonstrated in the previous examples.


18 Page

Boolean

Specifying more than one Select statement is often necessary to print only the

needed information on a report. The Boolean value defines how the multiple

Select statements are used together.


NOTE: The And Boolean on the first line is disabled. The first Boolean is

used to join this select criteria to the existing select criteria of the report

defined in Crystal Reports.


Page 19

And - When And is selected in the Boolean field, each record included in the

report must match the values for both of the Select statements. In the following

example, the resulting report includes only records for the BOX Product Class

ID, and only when the year-to-date sales exceed $3,000.

Field Operator Value Boolean Inventory.classid Equal BOX And

Itemhist.ytdsls Greater than 3000 And

Or - When Or is selected in the Boolean field, records are included in the report

if the records meet the specifications of one of the Select statements. In the

following example, records are included in the report if the inventory item is

outsourced or are a component part of a kit.

Field Operator Value Boolean Inventory.source Equal O And

Inventory.invttype Equals C Or

Boolean values are used to create Select statements with multiple rows, allowing

you to narrow report results. For example, you need a report showing a list of

inventory items at Site ID 100 with year-to-date sales over $500, a positive

quantity on hand, and not using the optional replenishment method. Print the

Inventory Status (10.610.00) report using the following Select statements.

Field Operator Value Boolean Itemhist.siteid Equal 100 And

Itemhist.ytdsls Greater than 500 And

Itemsite.qtyonhand Greater than or equal 1 And

Inventory.replmthd Not equal O And


20 Page

Sort Statements

The Sort tab contains multiple rows, with five fields per row. When creating Sort

statements, the following five fields are used: Field, Sort Type, Sort Ascending,

Page Break, and Total Break.

FIGURE 5 - SORT TAB

Field

The Field field is used to type the table and field name used to sort the report. For

example, the Inventory Items (10.600.00) report sorts by Inventory ID. If you

want to sort the report by inventory description instead, type inventory.descr for

the Field field as follows:

Field Sort Type Sort Ascending Page Break Total Break Inventory.descr Group Field Checked Blank Checked


Page 21

FIGURE 6 – INVENTORY ITEMS REPORT WITH THE DEFAULT SORT CRITERIA

FIGURE 7 – INVENTORY ITEMS REPORT WITH INVENTORY DESCRIPTION SORT CRITERIA


22 Page

NOTE: When in the Field field, you can use the F3 inquiry function to view a

list of available tables and fields for the report. Sections 2 and 3 of this guide

can be used as a reference for field names.

Sort Type

The Sort Type field is used to identify the type of field identified in the Field

field. Group Field indicates that the field is a report group that allows page and

total breaks. Sort Field indicates that the report data is sorted by the values in the

field, in existing groups. Groups are processed first, followed by sort fields.

Sort Ascending

The Sort Ascending field is used to specify whether the values are sorted in

ascending or descending order. To sort in ascending order, check the Sort

Ascending field. To sort in descending order, uncheck the Sort Ascending field.


Page 23

Page Break

Checking the Page Break field causes the report to begin a new page when the

field in the Sort Field changes. The Page Break option is very useful if you want

to print a report that is distributed to department managers, and you want the

report to include only the data for the department.

For example, you want to send the manager of each inventory site a list of

inventory transactions based on the Site ID. The following Sort statement prints

all inventory transactions for the first Site ID, performs a page break and then

prints all inventory transactions for the second Site ID.

Field Sort Type Sort Ascending Page Break Total Break

Rptcompany.cpnyid Group Field Checked Blank Checked

Intran.trantype Group Field Checked Blank Checked

Intran.siteid Group Field Checked Checked Blank

Intran.batnbr Sort Field Checked Blank Blank

Intran.refnbr Sort Field Checked Blank Blank

@kitstar Sort Field Checked Blank Blank


24 Page

FIGURE 8 – INVENTORY TRANSACTIONS REPORT WITH NO PAGE BREAK CRITERIA


Page 25

FIGURE 9 – INVENTORY TRANSACTIONS REPORT WITH EXAMPLE PAGE BREAK CRITERIA


26 Page

Total Break

The Total Break is used to change the total grouping of a report. There are two

important factors to keep in mind when creating total breaks. First, the report

must already include total rows in the report. If the report is not written with a

total row, the following message displays when you generate a report with a

Total Break:

The second factor to keep in mind is that you need to specify a sort order for the

field or the Total Break does not calculate. Usually you specify the field for the

Total Break as the first sort order.

For example, the Inventory Transactions (10.680.00) report totals by

subaccount with the following Sort and Select statement:

Field Sort Type Sort Ascending Page Break Total Break Intran.sub Group Field Checked Blank Checked

CAUTION: The Total Break does not always work correctly; therefore

review the report carefully if you have checked the Total Break field.

Up and Down Buttons

The Up and Down buttons located on the right side of the Sort screen allow you

to change the hierarchy of the sort commands. Clicking the Up button moves the

sort command higher in the list. Clicking the Down button moves the sort

command lower in the sort order.

Reset Button

Click the Reset button to restore the original grouping and sorting criteria for the

report. This feature allows you to make changes and reset the original values.

Apply Button

Click the Apply button to apply the changes on the Sort tab to the report.


Page 27

FIGURE 10 - INVENTORY TRANSACTIONS REPORT WITH NO TOTAL BREAK CRITERIA


28 Page

FIGURE 11 - INVENTORY TRANSACTIONS REPORT WITH EXAMPLE TOTAL BREAK CRITERIA


Page 29

Possible Values Chart

The Value that is stored in a field might not always be obvious. The following

chart is intended to assist with values that are stored in some of the Inventory

fields. The Value/Format field is the value typed in the Value field of a

Select statement.

Field Type Value/Format

Transaction Type:

Archive Balance

Update Standard Cost from Pending

Adjustment

Kit Assembly

Cost of Goods Sold

Credit Memo

Cash Transfer

Debit Memo

Inventory Issue

Invoice

Physical Inventory

Receipt

Return Issue

Transfer Entry

AB

AC

AJ

AS

CG

CM

CT

DM

II

IN

PI

RC

RI

TR

Inventory Item Source

Manufactured

Outsourced

Purchased

M

O

P

Inventory Item Types

Component Part

Labor

Finished Good

Machine Overhead

Other Direct Costs

Other type of Item

Raw Material

Subassembly

C

L

F

M

D

O

R

S

Replenishment Method

Fixed Order Cycle

Optional Replenishment

Fixed Reorder Quantity

C

O

Q

Inventory Journal Type

Work Order

Purchase Order

Order Management or Service Series

Inventory

Bill of Materials

Landed Cost

WO

PO

OM

IN

BM

LC


30 Page

Field Type (Continued) Value/Format (Continued)

Batch Status:

Hold

Balanced

Released – Not posted to the GL

Posted to the General Ledger

Completed – Does not affect the GL

Suspended Release (Partially Released)

Voided

H

B

U

P

C

S

V

Date fields 01/05/2005

Period fields such as Period to Post and

Period Entered

200501

Fiscal Year fields 2004

Alpha-numeric fields (Kit ID) 0RETRO24 (actual ID)

Microsoft Dynamics™ SL stores several fields as True/False fields using the

values of 1 for True and 0 for False.

When a value is a True or False value, such as the Released field,

Microsoft Dynamics™ SL stores True as a 1 and False as a 0.

If a field has a value of Yes or No, such as the Billable field in the

Issues (10.020.00) screen, Microsoft Dynamics™ SL stores Yes

with a value of Y and No with a value of N.

If the field is a checkbox, such as the Stock Item field in the

Inventory Items (10.250.00) screen, the value is stored as a 1 if the

field is checked, and the value is stored as 0 if the field is not

checked.

The following fields are some of the fields in the Inventory module that have

values of True or False:

Inventory.rvsdprc Inventory.stkitem

Intran.insuffqty Intran.rlsed

Assydoc.inbal Assydoc.rlsed

D ATA F I E L D I L L U S T R AT I O N S


32 Page

Overview

The information in this section contains a screen illustration of the data entry

screens and most maintenance screens in the Inventory module. The

information in this section is very useful when performing Sort and Select

statements, writing reports in Crystal Reports, using SQL statements to

verify information, or using ODBC.

Each screen is displayed with a callout box indicating the table and field

name where the data is stored, as noted in the FieldName field on the

Property Window of the Customization Manager module. Some data is

stored in multiple tables and fields. Multiple tables and fields may be noted

in the callout box. However, there may be additional tables or fields where

the data is stored.

NOTE: Some fields in data entry screens and maintenance screens are

calculated or temporary fields specifically for the screen, and are not fields

that are actually stored in the database. These fields are designated with the

text Calculated or Temporary in the following data field illustrations. Since

the fields are calculated or temporary, the fields do not display in Sort and

Select inquiry lists, Crystal Reports tables, or field lists.

Data Field Illustrations

Page 33

Receipts – 10.010.00 Screen

Batch.noteid

Intran.noteid

Calculated

Batch.batnbr

Intran.batnbr

Calculated

Batch.perpost

Intran.perpost

Intran.qty

Intran.unitdesc

Intran.whseloc

Intran.siteid

Intran.invtid

Intran.trandate

Intran.refnbr

Batch.status

Intran.reasoncd

Intran.tranamt

Intran.unitprice

Intran.specificcostid

Calculated

Batch.crtot

Batch.ctrltot

Trsfrdoc.trsnfrdocnbr

Batch.drtot


34 Page

Issues – 10.020.00 Screen

Batch.perpost

Intran.perpost

Intran.noteid

Batch.batnbr

Intran.batnbr

Intran.pc_flag

Intran.sub

Intran.taskid

Intran.projectid

Intran.acct

Intran.reasoncd

Intran.trandate

Intran.extcost


Calculated

Intran.extcost

Batch.crtot

Batch.ctrltot

Batch.noteid Batch.Status Calculated

Intran.unitprice

Intran.unitdesc

Intran.qty

Intran.SrcType

Intran.Srclineref

Intran.SrcNbr

Intran.ponbr

Intran.whseloc

Intran.siteid

Intran.invtid

Intran.refnbr

Intran.trantype


Page 35

Adjustments – 10.030.00 Screen

Batch.perpost

Intran.perpost

Batch.status

Batch.batnbr

Intran.batnbr

Batch.noteid Calculated

Batch.drtot

Calculated

Intran.trandate

Intran.tranamt

Intran.unitprice

Intran.rcptdate

Batch.crtot

Batch.ctrltot

Intran.rcptnbr


Calculated

Intran.reasoncd

Intran.unitdesc

Intran.qty

Intran.whseloc

Intran.siteid

Intran.invtid

Intran.refnbr


36 Page

Transfers – 10.040.00 Screen

Batch.batnbr

Intran.batnbr

Batch.perpost

Intran.perpost

Intran.noteid

Batch.noteid

Batch.status Calculated

Trnsfrdoc.shipviaid


Trnsfrdoc.expecteddate

Trnsfrdoc.refnbr

Trnsfrdoc.trandate

Trnsfrdoc.rcptnbr Trnsfrdoc.rcptdate

Trnsfrdoc.status

Calculated

Intran.unitdesc

Intran.qty

Intran.towhseloc

Intran.whseloc

Intran.invtid

Trnsfrdoc.comment

Trnsfrdoc.transfertype

Trnsfrdoc.trnsfrdocnbr

Trnsfrdoc.tositeid

Trnsfrdoc.siteid


Page 37

Kit Assembly – 10.050.00 Screen

Batch.batnbr

Intran.batnbr

Assydoc.batnbr

Batch.perpost

Intran.perpost

Assydoc.perpost

Assydoc.kitcntr

Batch.noteid

Temporary

Assydoc.refnbr

Intran.noteid

Batch.status

Assydoc.noteid

Calculated

Assydoc.kitid

Assydoc.siteid

Intran.invtid

Intran.siteid

Intran.whseloc Intran.qty

Intran.unitdesc

Calculated

Intran.trandate

Batch.crtot

Batch.ctrltot

Intran.unitprice


Assydoc.descr

Assydoc.specificcostid

Calculated

Intran.tranamt

Intran.cmmnpct

Intran.s4future03

Assydoc.whseloc


38 Page

Inventory Status Inquiry – 10.220.00 Screen

Calculated

Inventory.noteid

Inventory.invtid

Itemsite.qtyonbo

Itemsite.qtyalloc Itemsite.qtyshipnotinv

Itemsite.qtywofirmdemand

Itemsite.qtyworlseddemand

Itemsite.qtyallocin

Itemsite.qtyallocbm

Itemsite.qtyallocsd

Itemsite.qtyallocporet

Itemsite.qtyallocprojin Itemsite.qtyondp

Itemsite.qtynotavail

Itemsite.qtyworlsedsupply

Itemsite.qtywofirmsupply Itemsite.qtyintransit

Itemsite.qtyontransferorders

Itemsite.qtyonkitassyorders

Itemsite.qtyonpo

Calculated

Inventory.invttype

Itemsite.noteid

Itemsite.qtyavail

Itemsite.qtyallocso Itemsite.qtycustord Itemsite.qtyonhand

Calculated

Inventory.dfltsounit

Inventory.dfltpounit

Inventory.stkunit

Inventory.lotsertrack

Inventory.classid

Inventory.source

Inventory.s4future12

Inventory.valmthd

Inventory.stkitem

Itemsite.siteid

Itemsite.totcost

.siteid


Page 39

Inventory Item History – 10.251.00 Screen

NOTE: The numbers in each field name are always one less than the period. For example, all of the fields for Period 4 end with 03.

Itemhist.invtid Itemhist.pernbr

Item2hist.ptdqtysls00

Itemhist.ptdsls00

Itemhist.ptdcogs00

Item2hist.ptdqtyissd001

Item2hist.ytdqtysls

Itemhist.ytdsls Itemhist.ytdcogs Item2hist.ytdqtyissd

Itemhist.ytdcostissd

Itemhist.noteid Itemhist.siteid Itemhist.fiscyr

Itemhist.ptdcostissd00


40 Page

ABC Codes – 10.381.00 Screen

Piabc.abccode

Piabc.noteid

Piabc.descr

Piabc.frequency

Piabc.tolerance

Piabc.classpct


Page 41

Assembly Plans – 10.330.00 Screen

Asmplandet.noteid

Asmplan.planid

Asmplandet.status

Asmplandet.qty

Asmplan.noteid

Asmplandet.descr

Asmplandet.invtid


42 Page

Attribute Definitions – 10.282.00 Screen

NOTE: The fields in each column have the same name, except the last two digits. The first field of each column ends with 00. The fields in the second

column end with 01. The fields in the third column end with 02. The fields in the last column end with 09.

Attribdef.validationtype00

Attribdef.classid

Attribdef.descr00

Attribdef.unitdesc00

Attribdef.validvalues00

Attribdef.mask00

Attribdef.noteid


Page 43

Inventory Items – 10.250.00 Screen

Information Tab

Inventory.invtid

Inventory.descr

Inventory.noteid

Inventory.classid

Inventory.priceclassid

Inventory.mfgclassid

Inventory.invttype

Inventory.source

Inventory.valmthd

Inventory.lotsertrack

Inventory.upccode

Inventory.msds

Inventory.prodlineid

Inventory.prodmgrid

Inventory.materialtype

Inventory.taxcat

Inventory.transtatuscode

Inventory.kit

Inventory.stkitem

Inventory.chkordqty

Inventory.stkunit

Inventory.dfltpounit Inventory.dfltsounit


44 Page

Quantities Tab

NOTE: The fields in the Quantities tab are calculated in a temporary table (TempInvtTot) based on information for all sites. Since these fields are

temporary, the fields do not display in Sort and Select inquiry lists, Crystal Reports tables, or field lists. The table and field names shown above are the

actual tables and field names the calculations are based on, which are displayed in Sort and Select inquiry lists, Crystal Reports tables, or field lists.

Itemsite.totcost

Itemsite.qtycustord

Itemsite.qtyallocso

Itemsite.qtyonbo

Itemsite.qtyalloc

Itemsite.qtyshipnotinv



Itemsite.qtyallocin

Itemsite.qtyallocbm

Itemsite.qtyallocsd


Itemsite.qtyallocprojin

Itemsite.qtyavail

Itemsite.qtyonhand

.qtyonhand Itemsite.qtyonpo

.qtyonhand Itemsite.qtyonkitassyorders

.qtyonhand Itemsite.qtyontransferorders

.qtyonhand Itemsite.qtyintransit

.qtyonhand Itemsite.qtywofirmsupply

.qtyonhand Itemsite.qtyworlsedsupply

.qtyonhand


.qtyonhand Itemsite.qtyondp

.qtyonhand



Page 45

Cost/Price Tab

Inventory.lastcost

Calculated

Inventory.stdcost

Inventory.laststdcost

Inventory.stkbaseprc

Inventory.stkrvsdprc

Inventory.stktaxbasisprc

Inventory.minprice

Inventory.mingrosprofit

Inventory.listprice

Inventory.retailprice

Inventory.stdcostdate

Inventory.dirstdcost

Inventory.fovhstdcost

Inventory.vovhstdcost

Inventory.stdcost

Inventory.pstdcostdate

Inventory.pdirstdcost

Inventory.pfovhstdcost

Inventory.pvovhstdcost

Inventory.pstdcost


46 Page

GL Accounts Tab

Inventory.invtacct

Inventory.cogsacct

Inventory.dfltsales

acct

Inventory.ppvacct

Inventory.lcvarianceacct

Inventory.invtsub

Inventory.cogssub

Inventory.dfltsalessub

Inventory.ppvsub

Inventory.lcvariancesub


Page 47

OM Accounts Tab

Inventory.glclassid

Inventory.omsalesacct

Inventory.discacct

Inventory.omcogsacct

Inventory.omcogsacct

Inventory.discsub

Inventory.omcogssub


48 Page

Replenishments Tab

Inventory.reordpt

Inventory.irservicelevel

Inventory.irsftystkpct

Inventory.irsftystkdays

Inventory.irsftystkpolicy

Inventory.irdemandid

Inventory.irleadtimeid

Inventory.irlineptqty

Inventory.irrcycdays


Inventory.eoq Inventory.safetystk Inventory.irminonhand

Inventory.maxonhand

Inventory.reordqty

Inventory.mfgleadtime

Inventory.leadtime

Inventory.irsourcecode

Inventory.replmthd

Inventory.irtargetordmethod

Inventory.ircalcpolicy

Inventory.irfuturedate

Inventory.irfuturepolicy

Inventory.irmodelinvtid

Inventory.irtransfersiteid

Inventory.Supplr1

Inventory. Supplr2

Inventory.buyer

Inventory.irtargetordreq

Inventory.autopopolicy

Inventory.autopodropship



Page 49

Physical Cycle Tab

Inventory.moveclass

Inventory.cycleid

Inventory.abccode

Inventory.lastcountdate

Inventory.lastsiteid

Inventory.lastbookqty

Inventory.lastvaramt

Inventory.lastvarpct

Inventory.lastvarqty


50 Page

Shipping Tab

Inventoryadg.scheight

Inventoryadg.scweight

Inventoryadg.scwidth

Inventoryadg.scvolume

Inventoryadg.scheightuom

Inventoryadg.bolclass

Inventoryadg.countryorig

Inventoryadg.packmethod

Inventoryadg.allowgencont

Inventoryadg.stdcartonbreak

Inventoryadg.pack

Inventoryadg.packsize

Inventoryadg.packuom

Inventoryadg.scheightuom

Inventoryadg.sclenuom

Inventoryadg.scvolumeuom

Inventoryadg.scweightuom

Inventoryadg.scwidthuom


Page 51

Size/Style/Color Tab

Inventory.size

Inventoryadg.style

Inventoryadg.color

Inventoryadg.density

Inventoryadg.depth

Inventoryadg.diameter

Inventoryadg.gauge

Inventoryadg.height

Inventoryadg.len

Inventoryadg.volume

Inventoryadg.weight

Inventoryadg.width

Inventoryadg.stdgrosswt

Inventoryadg.stdtarewt

Inventoryadg.densityuom

Inventoryadg.depthuom

Inventoryadg.diameteruom

Inventoryadg.gaugeuom

Inventoryadg.heightuom

Inventoryadg.lenuom

Inventoryadg.voluom

Inventoryadg.weightuom

Inventoryadg.widthuom


52 Page

Item Defaults Tab

Indfltsites.dfltsiteid

Indfltsites.dfltpickbin

Indfltsites.dfltputawaybin


Page 53

Seasonality Tab

Inventory.irseasonstrtmon

Inventory.irseasonstrtday

Inventory.irseasonendmon

Inventory.irseasonendday


54 Page

Inventory Sites – 10.255.00 Screen

Information Tab

Itemsite.noteid

Inventory.invtid

Inventory.siteid

Itemsite.prodmgrid

Itemsite.dfltsounit

Itemsite.dfltpounit

Itemsite.mfgclassid

Itemsite.reordinterval

Itemsite.dfltpickbin

Itemsite.dfltputawaybin

Itemsite.dfltrepairbin

Itemsite.dfltvendorbin


Page 55

Quantities Tab

Itemsite.qtyworlsedsupply


Itemsite.qtyondp

Itemsite.qtywofirmsupply

Itemsite.qtyintransit

Itemsite.qtyontransferorders

Itemsite.qtyonkitassyorders

Itemsite.qtyonpc

Itemsite.qtyonhand

Itemsite.qtyavail

Itemsite.totcost


Itemsite.qtycustord


Itemsite.qtyallocin

Itemsite.qtyallocbm

Itemsite.qtyallocsd



Itemsite.qtyshipnotinv

Itemsite.qtyalloc

Itemsite.qtyonbo

Itemsite.qtyallocso


56 Page

Physical Inventory Tab

Itemsite.moveclass

Itemsite.cycleid

Itemsite.countstatus

Itemsite.abccode

Itemsite.lastcountdate

Itemsite.lastbookqty

Itemsite.lastvaramt

Itemsite.lastvarpct

Itemsite.lastvarqty


Page 57

IN Accounts Tab

Itemsite.cogsacct

Itemsite.cogssub

Itemsite.salesacct

Itemsite.salessub

Itemsite.invtacct

Itemsite.invtsub


58 Page

Costs Tab

Itemsite.lastcost

Itemsite.avgcost

Itemsite.stdcostdate

Itemsite.dirstdcst

Itemsite.fovhstdcst

Itemsite.vovhstdcst

Itemsite.stdcost

Itemsite.pstdcostdate

Itemsite.pdirstdcst

Itemsite.pfovhstdcst

Itemsite.pvovhstdcst

Itemsite.pstdcst


Page 59

Replenishments Parameters Tab

Itemsite.autopodropship

Itemsite.irtargetordreq

Itemsite.s4future01

Itemsite.irsftystkpolicy

Itemsite.irsftystkdays

Itemsite.irsftystkpct

Itemsite.irservicelevel

Itemsite.irseasonstrtmon

Itemsite.irseasonstrtday

Itemsite.irseasonendday

Itemsite.irseasonendmon

Itemsite.irsourcecode

Itemsite.replmthd

Itemsite.irtargetordmethod

Itemsite.irfuturedate

Itemsite.irfuturepolicy

Itemsite.irmodelinvtid

Itemsite.irtransfersiteid

Itemsite.primvendid

Itemsite.secondvendid

Itemsite.buyer

Itemsite.irdemandid

Itemsite.irleadtimeid

Itemsite.autopopolicy

Itemsite.s4future10


60 Page

Replenishment Values Tab

Note: All fields noted above belong to the Itemsite table

Itemsite. irmaxreordqty

Itemsite. irmaxreordpt

Itemsite. irmaxeoq

Itemsite. irmaxsafetystk

Itemsite. irmaxleadtime

Itemsite. irmaxdailyusage

Itemsite. irmaxrcycdays

Itemsite. irmaxlinept

Itemsite. S4Future06

ircalcreordqty

ircalcreordpt

ircalceoq

ircalcsafetystk

ircalcleadtime

ircalcdailyusage

ircalcrcycdays

ircalclinept

s4future04

irminreordqty

irminreordpt

irmineoq

irminsafetystk

irminleadtime

irmindailyusage

irminrcycdays

irmaxlinept

S4future05

Itemsite.irmanualreordqty

Itemsite. irmanualreordpt

Itemsite. irmanualeoq

Itemsite. irmanualsafetystk

Itemsite. irmanualleadtime

Itemsite. irmanualdailyusage

Itemsite. irmanualrcycdays

Itemsite. irmanuallinept

Itemsite. s4future09

Itemsite. Maxonhand

Itemsite. IrMinOnHand

Itemsite. MfgLeadTime

ReordQty

ReordPt

EOQ

SafetyStk

LeadTime

IRDailyUsage

IRRcycDays

IRLinePt

S4Future03


Page 61

Item Cross References – 10.380.00 Screen

Inventory.noteid

Itemxref.descr

Itemxref.alternateid

Itemxref.entityid

Itemxref.altidtype

Itemxref.noteid

Inventory.invtid


62 Page

Kits – 10.320.00 Screen

Kit.kitid

Kit.varacct

Kit.varsub

Kit.expkitdet

Kit.cmpnentid

Kit.cmpnentqty

Kit.stkunit

Component.noteid

Kit.noteid


Page 63

Lot / Serial Numbers – 10.360.00 Screen

Lotsermst.noteid

Lotsermst.mfgrlotsernbr

Lotsermst.shipcontcode

Lotsermst.srcordnbr

Lotsermst.source

Lotsermst.expdate

Lotsermst.rcptdate

Lotsermst.statusdate

Lotsermst.status

Lotsermst.cost

Lotsermst.origqty

Lotsermst.qtyallocporet

Lotsermst.qtyallocsd

Lotsermst.qtyallocbm

Lotsermst.qtyallocin

Lotsermst.qtyworlseddemand

Lotsermst.qtyshipnotinv

Lotsermst.qtyalloc

Lotsermst.qtyallocso

Lotsermst.qtyonhand

Lotsermst.qtyavail

Lotsermst.whseloc

Lotsermst.siteid

Temporary


64 Page

Movement Classes – 10.382.00 Screen

Pimovecl.noteid

Pimovecl.moveclass

Pimovecl.descr

Pimovecl.frequency

Pimovecl.tolerance

Pimovecl.classpt

Calculated


Page 65

Physical Cycles – 10.393.00 Screen

Pimovecl.cycleid

Picycle.descr

Picycle.tolerance

Pimovecl.noteid


66 Page

Physical Attributes – 10.285.00 Screen

Itemattribs.noteid

Itemattribs.attrib06







Itemattribs.classid

Itemattribs.invtid


Page 67

Product Classes – 10.280.00 Screen

Item Defaults Tab

Productclass.noteid

Productclass.checkordqty

Productclass.dfltstkitem

Productclass.mingrossprofit

Productclass.dfltslstaxcat

Productclass.materialtype

Productclass.dfltsounit

Productclass.dfltpounit

Productclass.dfltstkwtunit

Productclass.buyer

Productclass.dfltlotsertrack

Productclass.dfltvalmthd

Productclass.dfltsource

Productclass.dfltinvttype

Productclass.descr

Productclass.classid


68 Page

GL Accounts Tab

Productclass.dfltlcvariancesub

Productclass.dfltlcvarianceacct

Productclass.dfltppvsub

Productclass.dfltppvacct

Productclass.dfltsalessub

Productclass.dfltsalesacct

Productclass.dfltcogssub

Productclass.dfltcogsacct

Productclass.dfltinvtsub

Productclass.dfltinvtacct


Page 69

Rate Defaults Tab

Calculated

Productclass.pvovhmatlrate

Productclass.pfovhmatlrate

Calculated

Productclass.cvovhmatlrate

Productclass.cfovhmatlrate


70 Page

Class Defaults Tab

Inprodcldfltsites.dfltsiteid

Inprodcldfltsites.dfltpickbin

Inprodcldfltsites.dfltputawaybin


Page 71

Product Lines – 10.286.00 Screen

Productline.noteid

Productline.prodlineid

Productline.descr

Productline.slsacct

Productline.slssub

Productline.discacct

Productline.discsub

Productline.cogsacct

Productline.cogssub


72 Page

Product Managers – 10.287.00 Screen

Prodmgr.noteid

Prodmgr.prodmgrid

Prodmgr.descr


Page 73

Reason Codes – Screen 10.350.00

Reasoncode.reasoncd

Reasoncode.descr

Reasoncode.dfltacct

Reasoncode.dfltsub

Reasoncode.noteid


74 Page

Sites – 10.310.00 Screen

Information Tab

Site.noteid

Site.fax

Site.phone

Site.country

Site.zip

Site.state

Site.city

Site.addr2

Site.addr1

Site.salut

Site.attn

Site.name

Site.siteid

Site.dfltvendorbin

Site.dfltrepairbin

Site.visibleforwc

Site.s4future09

Site.cpnyid


Page 75

OM Accounts Tab

Site.s4future01

Site.s4future11

Site.frtsub

Site.frtacct

Site.cogssub

Site.cogsacct

Site.discsub

Site.discacct

Site.slssub

Site.slsacct


76 Page

Replenishment Tab

Site.irservicelevel

Site.irleadtimeid

Site.irdemandid

Site.s4future02

Site.irtransfersiteid

Site.irfuturedate

Site.irfuturepolicy

Site.irsftystkdays

Site.irsftystkpct

Site.irsftystkpolicy

Site.irprimaryvendid

Site.irtargetordreq

Site.ircalcpolicy

Site.irtargetordmethod

Site.replmthd

Site.irsourcecode


Page 77

Seasonality Tab

Site.irseasonstrtmon

Site.irseasonstrtday

Site.irseasonendmon

Site.irseasonendday


78 Page

Unit Conversions – 10.270.00 Screen

Inunit.noteid

Site.unittype

Site.classid

Site.invtid

Site.fromunit

Site.tounit

Site.multdiv

Site.cnvfact


Page 79

Warehouse Bin Locations – 10.340.00 Screen

Site.siteid

Temporary

Loctable.invtid

Loctable.invtidvalid

Loctable.countstatus

Loctable.cycleid

Loctable.moveclass

Loctable.inclqtyavail Loctable.whseloc

Loctable.descr

Loctable.bintype

Loctable.receiptsvalid

Loctable.salesvalid

Loctable.woissuevalid

Loctable.assemblyvalid

Loctable.woprodvalid

Loctable.pickpriority

Loctable.noteid


80 Page

Physical Count Entry – 10.390.00 Screen

Tag Details Tab

Piheader.piid

Piheader.siteid

Calclulated

Pidetail.number

Pidetail.physqty

Pidetail.unit

Pidetail.status

Pidetail.invtid

Pidetail.whseloc

Pidetail.lotsernbr

Pidetail.noteid Calculated


Page 81

Count Information Tab

Piheader.status

Piheader.datefreeze

Piheader.fnumber

Piheader.lnumber

Piheader.tnumber


82 Page

Physical Inventory Review – 10.391.00 Screen

Tag Details Tab

Piheader.piid

Piheader.siteid

Calculated

Pidetail.number

Pidetail.physqty

Pidetail.unit Pidetail.invtid

Pidetail.whseloc

Pidetail.lotsernbr

Piheader.status

Pidetail.unitcost

Pidetail.bookqty

Calculated

Pidetail.extcostvariance

Pidetail.pitype

Pidetail.status

Calculated Pidetail.noteid


Page 83

Count Information Tab

Piheader.datefreeze

Piheader.descr

Piheader.fnumber

Piheader.lnumber Piheader.tnumber


84 Page

IN Setup – 10.950.00 Screen

Options Tab

Insetup.dfltshpnotinvsub

Insetup.whselocvalid

Insetup.trancogssub

Insetup.matlovhcalc

Insetup.glpostopt

Insetup.pernbr

Insetup.lsttrnsfrdocnbr

Insetup.lastbatnbr

Insetup.bmidfltrttp

Insetup.bmicuryid

Insetup.bmienabled

Insetup.updategl

Insetup.nonkitassy

Insetup.negqty

Insetup.multwhse

Insetup.lastarchivedate

Insetup.yrsretarchtran

Insetup.lotserrethist

Insetup.yrsrethist

Insetup.decplprccst

Insetup.decplqty

Insetup.perrettran


Page 85

Physical/Cycle Tab

Insetup.lasttagnbr

Insetup.tagged

Insetup.dfltphysqty

Insetup.lastcountdate

Insetup.perretpitrans

Insetup.siteid

Insetup.s4future11

Insetup.s4future02


86 Page

Item/Class Defaults Tab

Insetup.dfltprodclass

Insetup.mfgclassid

Insetup.mingrossprofit

Insetup.dfltslstaxcat

Insetup.materialtype

Insetup.dfltvalmthd

Insetup.dfltsource

Insetup.dfltchkordqty

Insetup.dfltstkitem

Insetup.dfltinvttype


Page 87

Inventory Accounts Tab

Insetup.dfltinvtacct

Insetup.dfltinvtsub

Insetup.dfltcogsacct

Insetup.dfltsalesacct

Insetup.s4future12

Insetup.adjustmentsacct

Insetup.inclearingacct

Insetup.dfltcogssub

Insetup.dfltsalessub

Insetup.s4future01

Insetup.adjustmentssub

Insetup.inclearingsub


88 Page

Miscellaneous Accounts Tab

Insetup.dfltvaracct

Insetup.dfltvarsub

Insetup.stdcstrevalacct

Insetup.arclearingacct

Insetup.apclearingacct

Insetup.dfltppvacct

Insetup.matlovhoffacct

Insetup.dfltlcvarianceacct

Insetup.arclearingsub

Insetup.stdcstrevalsub

Insetup.apclearingsub

Insetup.dfltppvsub

Insetup.matlovhoffsub

Insetup.dfltlcvariancesub


Page 89

Scheduling Tab

Insetup.cpsonoff

Insetup.inclqtyonpo

Insetup.inclwofirmsupply

Insetup.inclqtyintransit

Insetup.inclqtyonwo

Insetup.inclworlsedsupply

Insetup.inclqtycustord

Insetup.inclqtyonbo

Insetup.inclallocqty

Insetup.inclwofirmdemand

Insetup.inclworlseddemand


90 Page

Lot/Serial Defaults Tab

Insetup.dfltlotassign

Insetup.dfltlotmthd

Insetup.dfltlotshelflife

Insetup.dfltlotfxdtype

Insetup.dfltlotfxdlen

Insetup.dfltlotfxdval

Insetup.dfltlotnumlen

Insetup.dfltlotnumval

Insetup.dfltserassign

Insetup.dfltsermethod

Insetup.dfltsershelflife

Insetup.dfltserfxdtyp

Insetup.dfltserfxdlen

Insetup.dfltserfxdval

Insetup.dfltsernumlen

Insetup.dfltsernumval


Page 91

Site Defaults Tab

Incpnydfltsites.siteid

Incpnydfltsites.dfltpickbin

Incpnydfltsites.dfltputawaybin

R E P O R T I N F O R M AT I O N


94 Page

Overview

The information in this section lists each report in the Inventory module, along

with the following information:

Report Formats and Report Names

This section lists the name of the report format from the Report

Format field of the report screen. Next to the Report Format is the

name of the report specified in Crystal Reports. This information is

also stored in the Rptcontrol table that is part of the system database.

Master Table

Often times when you are looking at the inquiry list in the Sort or Select field of

a report, you may see the same field in more than one table. For example, the

invtid field is included in several tables. If you are specifying a Sort or Select

statement based on a field that is contained in multiple tables, the report may

process faster if you use the field from the master table. This section provides the

master table or view that is used in the report.

NOTE: A View is a virtual table that has contents that are defined by a SQL

statement. A View is similar to a table with columns and rows of data, but

does not exist in the database as a stored set of data values. All of the reports

that are written with a View, rather than a master table, begin with the letter

V. For purposes of Sort and Select statements, a View is just like any other

table in a report and can be accessed in Sort and Select statements.

Default Sort Fields

This section lists the sort fields, in the same order as the fields are in the report. If

different fields are selected when sorting a report, the totals on the report may no

longer be accurate. When generating a report with a Sort statement, use this

section of the manual to see the fields the report currently uses as sort fields to

help you ensure the sort field is a good choice.

Common Sort Examples

At the bottom of each report, there is a list of common Sort and Select fields that

you might use in the report, along with the possible values for the field listed.

Report Information

Page 95

Account Distribution – 10.690.00 Report

This report lists all Inventory transactions during a particular accounting period,

grouped and subtotaled by account. This report is used to balance Inventory

records with the General Ledger.

Report Formats Report Name Master Table Default Sort Fields (Type)

Default Format Only 10690 Batch rptcompany.cpnyid (Group)

vr_10690_intranaccts.account (Group)

vr_10690_intranaccts.batnbr (Group)

vr_10690_intranaccts.refnbr (Group)

The following table displays fields typically used for Sort and Select parameters

for this report:

Sort and Select Item Field Name Format / Possible Values

General Ledger Account vr_10690_intranaccts.acct Valid Account Number

General Ledger Subaccount vr_10690_intranaccts.sub Valid Subaccount Number

Transaction Type vr_10690_intranaccts.trantype IN,CM,DM,RC,AJ,TR,CG,II,AS,

AB,AC,CT,PI,RI

Journal Type vr_10690_intranaccts.jrnltype PO,OM,BM,IN,WO,LC

Batch Number vr_10690_intranaccts.batnbr Example: 801253

Site Location vr_10690_intranaccts.siteid Valid Site ID

Transaction Date vr_10690_intranaccts.trandate Example: 11/18/05


96 Page

Bin Labels – 10.770.00 Report

This report is used to print the physical labels for the bin locations, such as

shelves and bins.

Report Formats Report Name Master Table Default Sort Fields

Large Label w/ Site Detail 10770LS Location None

Small Label w/ Site Detail 10770SS Location None

Large Label No Site Detail 10770LNS Location None

Small Label No Site Detail 10770SNS Location None


for this report:


Class ID Inventory.classid Valid Class ID

Inventory ID Inventory.invtid Valid Inventory ID

Inventory Type Inventory.invttype C,L,F,M,D,O,R,S

Report Information

Page 97

IN Batch Register – 10.800.00 Report

This report is used to review batch information.


Summary 10800S Batch rptcompany.cpnyid (Group)

batch.batnbr (Group)

Detail 10800D Batch rptcompany.cpnyid (Group)

batch.batnbr (Group)

vr_10690_intranaccts.batnbr (Group)

batch.module (Sort)

batch.batnbr (Sort)


for this report:


Batch Number Batch.batnbr Example: 105569

Entry Screen Batch.editscrnnbr Example 1001000, 1002000

Status Batch.status C, H, V, P, S, U, B

General Ledger Account vr_10690_intranaccts.acct Valid Account Number

General Ledger Subaccount vr_10690_intranaccts.sub Valid Subaccount Number


98 Page

IN Edit – 10.810.00 Report

This report lists batch and transaction detail for batches with Period to Post in the

selected period range. Use this report to review unposted batches before period

closing, and to review information before releasing.


Default Format Only 10810 Batch Rptcompany.cpnyid (Group)

Batch.batnbr (Group)


for this report:


Batch Number Batch.batnbr Example: 105586

Screen Number Batch.editscrnnbr Example: 1001000, 1002000, 1003000

Site ID Intran.siteid Valid Site ID

Report Information

Page 99

IN Transactions – 10.680.00 Report

This report lists all Inventory transactions posted to a specified period or period

range. The report prints the quantities and detail of the transaction. Subtotals of

quantities for each type are listed as well as a grand total of all transactions.

To provide an inventory audit trail, generate the IN Transactions (10.680.00)

report at the end of each accounting period before closing the period. Also

generate the IN Transactions (10.680.00) report at the end of data entry sessions

for verification of inventory transaction entries.


Default Format Only 10680 Intran Rptcompany.cpnyid (Group)

Intran.trantype (Group)

Intran.batnbr (Sort)

Intran.refnbr (Sort)

@Kitstar (Sort)

NOTE: The @ symbol indicates a formula field created in Crystal Reports.

You cannot use formula fields in Sort or Select statements.


for this report:


Transaction Type Intran.trantype IN,CM,DM,RC,AJ,TR,CG,II,AS,

AB,AC,CT,PI,RI

Journal Type Intran.jrnltype PO,OM,BM,IN,WO,LC

Batch Number Intran.batnbr Example: 801253

Site Location Intran.siteid Valid Site ID

Transaction Date Intran.trandate Example: 11/18/05

General Ledger Account Intran.acct Valid Account Number

General Ledger Subaccount Intran.sub Valid Subaccount Number


100 Page

Kit Component Requirements – 10.780.00 Report

This report is used to help buyers determine inventory items to order,

subassemblies to schedule, and to meet the current assembly plans in process.


Default Format Only 10780 Wrkcomponent Wrkcomponent.cmpnenttype (Group)

Wrkcomponent.cmpnentid (Group)

Itemsite.siteid (Group)


for this report:



Product Class Inventory.classid Valid Class ID

Source Inventory.source M,O,P

Type Inventory.invttype C,L,F,M,D,O,R,S

Inventory Item’s Supplier 1 or 2 Inventory.supplr1

Inventory.supplr2

Valid Vendor ID

Site ID Itemsite.siteid Valid Site ID

Component Type Wrkcomponent.cmpnenttype M,O,P

Component ID’s Wrkcomponent.cmpnentid Valid Inventory ID

Report Information

Page 101

PTD Detail Sales by Item (10.740.00) Report

This report is used to report period-to-date sales details, as specified on current

period invoices, credit memos, and debit memos. This information is useful for

analyzing item profitability and sales volumes.


Default Format Only 10740 Inventory Rptcompany.cpnyid (Group)

@invmask (Group)

Intran.trantype (Group)




for this report:



Salesperson ID Intran.slsperid Valid Salesperson ID

Inventory Transaction Type Intran.trantype IN,CM,DM,RC,AJ,TR,CG,II,AS,

AB,AC,CT,PI,RI

Customer ID Customer.custid Valid Customer ID


102 Page

Sales by Inventory ID – 10.720.00 Report

This report is used to compare sales of each inventory item to the total company

sales. The company sales total is calculated from total sales of all product classes.



Inventory.invtid (Group)


for this report:



Product Class ID Inventory.classid Valid Class ID

Source Inventory.source M,O,P


Supplier 1 or 2 Inventor.supplr1

Inventor.supplr2

Valid Vendor ID

Site ID Itemhist.siteid Valid Site ID

Year To Date Sales Itemhist.ytdsls Example: 5000

Year To Date Quantity Sold Item2hist.ytdqtysls Example: 300

Report Information

Page 103

Sales by Product Class – 10.730.00 Report

This report is used to compare the sales of each product class to total company

sales. The company sales total is calculated from total sales of all product classes.


Summary 10730S Inventory Rptcompany.cpnyid (Group)

Productclass.classid (Group)

Detail 10730D Inventory Rptcompany.cpnyid (Group)

Productclass.classid (Group)



for this report:



Year To Date Sales Itemhist.ytdsls Example: 2000

Year To Date Quantity Sold Item2hist.ytdqtysls Example: 300

Inventory Site ID Itemhist.siteid Valid Site ID


104 Page

Standard Cost Change Preview – 10.635.00 Report

This report displays the current standard costs and pending standard costs, along

with the extended costs of current on-hand inventory based on both current and

pending standard costs.


Default Format Only 10635 Inventory Inventory.invtid (Group)


for this report:



Standard Cost Date Inventory.stdcostdate Example: 12/31/2005

Pending Cost Date Inventory.pstdcostdate Example: 01/01/2005

Inventory Item Inventory.invtid Valid Inventory ID

Report Information

Page 105

ABC Codes – 10.861.00 Report

This report lists the ABC Codes, the number of counts per year, and

accuracy tolerance.


Default Format Only 10861 Piabc None


for this report:


ABC Code Piabc.abccode Valid ABC Code


106 Page

ABC Inventory Valuation – 10.863.00 Report

This report is used to evaluate the dollar value of inventory. The information

displays by ABC class, grouped by Site ID and Inventory ID.



@abccode (Group)

In10863_wrk.siteid (Sort)

In10863_wrk.totalsold (Sort)

@invtid (Sort)


You cannot use formula fields in Sort or Select statements


for this report:



Standard Cost Date Inventory.stdcostdate Example: 12/31/2005

Pending Cost Date Inventory.pstdcostdate Example: 01/01/2005

Inventory Item Inventory.invtid Valid Inventory ID

Report Information

Page 107

Assembly Plans – 10.790.00 Report

This report lists all assembly plans defined in the Assembly Plans (10.330.00)

screen, including the Plan ID, Description, Status, Inventory ID, Type and Source

of the item, and the quantity of each kit to assemble in the plan.


Default Format Only 10790 Asmplan Asmplan.planid (Group)

Asmplandet.invtid (Sort)


for this report:


Inventory ID Asmplandet.invtid Valid Inventory ID

Plan ID Asmplan.planid Valid Plan ID

Plan Status Asmplan.status A,I


108 Page

Attribute Definitions – 10.701.00 Report

This report lists the default attributes defined for each product class.


Default Format Only 10701 Attribdef None


for this report:


Product Class Attribdef.classid Valid Class ID

Report Information

Page 109

In-Transit – 10.070.00 Report

This report displays items that are in-transit.


Default Format Only 10070 Intran Rptcompany.cpnyid (Group)

Intran.invtid (Group)

Intran.tositeid (Group)

Trnsfrdoc.trnsfrdocnbr (Sort)


for this report:


Inventory ID Intran.invtid Valid Inventory ID


Transfer Date Trnsfrdoc.trandate Example: 12/05/05

Transfer Number Trnsfrdoc.trnsfrdocnbr Example: 000058

Inventory Site Site.siteid Valid Site ID


110 Page

Inventory Items – 10.600.00 Report

This report lists the inventory items by Inventory ID.


Summary Without Site Info 10600SN Inventory Inventory.invtid (Group)

Summary With Site Info 10600SS Inventory Inventory.invtid (Group)

Detail Without Site Info 10600DN Inventory Inventory.invtid (Group)


Detail With Site Info 10600DS Inventory Inventory.invtid (Group)



for this report:



Inventory Item Product Class ID Inventory.classid Valid Class ID

Inventory Item Source Inventory.source M,O,P

Inventory Item Type Inventory.invttype C,L,F,M,D,O,R,S

Inventory Item Supplier 1 or 2 Inventory.supplr1

Inventory.supplr2

Valid Vendor ID

Inventory Location - Site ID Inventory.dfltsite Valid Site ID

Report Information

Page 111

Inventory Sites – 10.750.00 Report

This report lists all sites set up in the system.


Default Format Only 10750 Site Rptcompany.cpnyid (Group)


for this report:


Site ID Site.siteid Valid Site ID

City Site.city Valid City

State Site.state Valid State

Country Site.country Valid Country or Region


112 Page

Inventory Status – 10.610.00 Report

This report lists the status and other information for inventory items. This report

is useful in determining the inventory items that need to be reordered and the

minimum quantity to order.


Summary 10610 Inventory Inventory.invtid (Group)

Detail 10610 Inventory Inventory.invtid (Group)

Detail by Whse Bin

Location

10610L Inventory Inventory.invtid (Group)


Location.whseloc (Group)

Lotsermst.lostsernbr (Sort)


for this report:



Inventory Item Supplier 1 or 2 Inventory.supplr1

Inventory.supplr2

Valid Vendor ID


Replenishment Method (Summary only) Inventory.replmthd Q,C,O

(0,1,2,3,4,5,6 - if Inventory

Replenishment is installed)

Site ID Inventory.dfltsite Valid Site ID

Inventory General Ledger Account Inventory.invtacct Valid Account Number

Inventory General Ledger Subaccount Inventory.invtsub Valid Subaccount Number

Quantity on Backorder Itemsite.qtyonbo Example: 10

Report Information

Page 113

Inventory Substitutes – 10.660.00 Report

This report lists the information for items that are set up to be substituted when

the primary item is out of stock.


Default Format Only 10660 Itemxref Inventory.invtid (Group)

Itemxref.alternateid (Sort)


for this report:







114 Page

Inventory Trial Balance – 10.630.00 Report

This report lists an item-by-item listing of all transactions affecting the current

accounting period's inventory item quantity or cost amounts.


Standard 10630S vr_10630 Rptcompany.cpnyid (Group)

vr_10630.invtid (Group)

vr_10630.siteid (Group)

vr_10630.invtid (Sort)

vr_10630.siteid (Sort)

vr_10630.batnbr (Sort)

vr_10630.refnbr (Sort)

All Items (Include Non-Stock) 10630 vr_10630 Rptcompany.cpnyid (Group)







All Items – Bi-monetary 10630bmi vr_10630 Rptcompany.cpnyid (Group)








for this report:


Inventory ID vr_10630.invtid Valid Inventory ID

Inventory Item Product Class ID vr_10630.classid Valid Class ID

Inventory Item Source vr_10630.source M,O,P

Inventory Item Type vr_10630.invttype C,L,F,M,D,O,R,S

Inventory Location - Site ID vr_10630.siteid Valid Site ID

Inventory General Ledger Account vr_10630.invtacct Valid Account Number

Inventory General Ledger Subaccount vr_10630.invtsub Valid Subaccount Number

Report Information

Page 115

Inventory Valuation – 10.620.00 Report

This report is commonly used to analyze the book value of inventory items by

site, or to compare to the General Ledger Trial Balance (01.610.00) report

before period closings.


Exclude Zero Balance 10620 Inventory Site.cpnyid (Group)



@rcptnbrdat (Group)

Include Zero Balance 10620B Inventory Site.cpnyid (Group)



@rcptnbrdat (Group)




for this report:




ABC Code Itemsite.abccode Valid ABC Code

Movement Class Itemsite.moveclass Valid Movement Class ID

Inventory Location - Site ID Itemsite.siteid Valid Site ID

Company ID Site.cpnyid Valid Company ID


116 Page

Inventory Trial Balance/Valuation Variance – 10.640.00 Report

This report is commonly used to analyze variances between the Inventory Trial

Balance (10.630.00) report and the Inventory Valuation (10.620.00) report.


Cost Variance 10640CST vr_10640_costvariance vr_10640_costvariance.invtid

(Group)

vr_10640_costvariance.invtid

(Sort)

vr_10640_costvariance.siteid (Sort)

BMI Cost Variance 10640BMI vr_10640_bmicostvariance vr_10640_bmicostvariance.invtid

(Group)

vr_10640_bmicostvariance.invtid

(Sort)

vr_10640_bmicostvariance.siteid

(Sort)

Qty Variance 10640QTY vr_10640_qtyvariance vr_10640_qtyvariance.invtid

(Group)

vr_10640_qtyvariance.invtid (Sort)

vr_10640_qtyvariance.siteid (Sort)


for this report:


Inventory ID vr_10640_costvariance.invtid Valid Inventory ID

Inventory Location – Site ID vr_10640_costvariance.siteid Valid Site ID

Cost Variance vr_10640_costvariance.variance Example: > 100

Qty Variance vr_10640_qtyvariance.variance Example: > 5

Report Information

Page 117

Item Cross References – 10.860.00 Report

This report lists the information defined in the Item Cross References

(10.380.00) screen.


Default Format Only 10860 Itemxref Itemxref.invtid (Group)


for this report:


Inventory ID Itemxref.invtid Valid Inventory ID



Inventory Item Type Inventory.invttype C,L,F,M,D,O,R,S


118 Page

Kits – 10.760.00 Report

This report displays kit information specified in the Kits (10.320.00) screen.


Default Format Only 10760S Kit @kitsitestatus (Group)




for this report:


Kit ID Kit.kitid Valid Kit ID

Component Part ID Component.cmpnentid Valid Inventory ID

Report Information

Page 119

Lot/Serial History – 10.841.00 Report

This report lists all the transactions associated for serialized or lot

controlled items.


Default Format Only 10841 Lotsert Rptcompany.cpnyid (Group)

Lotsert.invtid (Group)

Lotsert.lotsernbr (Sort)


for this report:


Lot/Serial ID Lotsert.invtid Valid Lot/Serial ID


Transaction Type Lotsert.trantype IN,CM,DM,RC,AJ,TR,RI,II,AS

Kit ID Lotsert.kitid Valid Kit ID


120 Page

Lots/Serial Numbers – 10.840.00 Report

This report lists information about inventory items for serialized or lot

controlled items.


Default Format Only 10840 Lotsermst Rptcompany.cpnyid (Group)

Lotsermst.invtid (Group)

Lotsermst.lotsernbr (Sort)


for this report:


Inventory Item Lotsermst.invtid Valid Inventory ID

Warehouse Location Lotsermst.whseloc Valid Warehouse ID

Inventory Site ID Lotsermst.siteid Valid Site ID

Report Information

Page 121

Movement Classes – 10.862.00 Report

This report lists the information specified in the Movement Classes (10.382.00)

screen, including the Movement Class ID, Description, number of counts per

year, accuracy tolerance, and percent of movement for each class.


Default Format Only 10862 Pimoveci None


for this report:


Movement Class Id Pimovecl.moveclass Valid Movement Class ID


122 Page

Physical Attributes – 10.702.00 Report

This report lists the attributes defined in the Attribute Definitions (10.282.00)

screen, including the description of the item, product class, attribute label, and

attribute contents.


Default Format Only 10702 Itemattribs None


for this report:


Product Class ID Inventory.classid Valid Product Class ID


Report Information

Page 123

Physical Cycles – 10.859.00 Report

This report lists information for the physical inventory cycles set up in the

Physical Cycles (10.393.00) screen.


Default Format Only 10859 Picycle None


for this report:


Physical Cycle Picycle.cycleid Valid Cycle ID

Cycle Frequency Picycle.frequency Example: 4


124 Page

Product Classes – 10.700.00 Report

This report displays the information specified in the

Product Classes (10.280.00) screen.


Product Class Sales 10700 Productclass Productclass.classid (Group)

Product Class Defaults 10700D Productclass None


for this report:


Product Class ID Productclass.classid Valid Class ID

Product Class Site ID Productclass.dfltsite Valid Site ID

YTD Sales Itemhist.ytdsls Example: 100

Report Information

Page 125

Product Lines – 10.703.00 Report

This report lists each product line defined in the

Product Lines (10.286.00) screen.


Default Format Only 10703 Productline None


for this report:


Product Line Productline.prodlineid Valid Product Line ID

Sales Account Productline.slsacct Example: 3050

Sales Subaccount Productline.slssub Example: 00100AA00001


126 Page

Reason Codes – 10.830.00 Report

This report lists the reason codes, description, account, and subaccounts defined

in the Reason Code Maintenance (10.350.00) screen.


Default Format Only 10830 Reasoncode None


for this report:


Reason Code ID Reasoncode.reasoncd Valid Reason Code ID

Default Account Reasoncode.dfltacct Example: 3000

Default Subaccount Reasoncode.dfltsub Example: 00100AA00001

Report Information

Page 127

Unit Conversions – 10.650.00 Report

This report displays the information specified in the Unit Conversions

(10.270.00) screen.


Default Format Only 10650 Inunit None


for this report:




Unit Type Inunit.unittype 1, 2, 3

Inventory Item Site Inventory.siteid Valid Site ID


128 Page

Warehouse Bin Locations – 10.820.00 Report

This report lists warehouse location codes by Site ID.


Standard 10820 Loctable Rptcompany.cpnyid (Group)

Loctable.siteid (Group)

Work Order 10820w Loctable Rptcompany.cpnyid (Group)

Loctable.siteid (Group)


for this report:


Inventory ID Loctable.invtid Valid Inventory ID


Inventory Item Site Loctable.siteid Valid Site ID

Report Information

Page 129

Physical Count – 10.858.00 Report

This report physical inventory count information.


Default Format Only 10858 Piheader Rptcompany.cpnyid (Group)

Piheader.piid (Group)


for this report:


Inventory ID Pidetail.invtid Valid Inventory ID

Warehouse/Bin Location Pidetail.whseloc Valid Warehouse Location ID

Book Quantity Pidetail.bookqty Example: 250

Inventory Item Site Site.siteid Valid Site ID


130 Page

Print Tags – 10.852.00 Report

This report is used to print tags to use for recording the physical counts of items

in the warehouse.


Include Book Quantity On Tags 10852ibc Pidetail None

No Book Quantity On Tags 10852nbq Pidetail None

Blank Tags 10852bt Pidetail None


for this report:




Book Quantity Pidetail.bookqty Example: 250.00

Inventory Item Site Pidetail.siteid Valid Site ID

Report Information

Page 131

Physical IN Count Sheets – 10.850.00 Report

This report prints count sheets to use for recording the physical counts of items in

the warehouse. You also have the option to print the book quantity on the sheets.


Include Book Quantity 10850 Piheader Rptcompany.cpnyid (Group)


No Book Quantity 10850n Piheader Rptcompany.cpnyid (Group)



for this report:




Book Quantity Pidetail.bookqty Example: 250.00

Inventory Item Site Site.siteid Valid Site ID


132 Page

Physical IN History by Item – 10.854.00 Report

This report is used as an audit trail, or for analyzing the history of an item.


Item Summary 10854 Piheader Rptcompany.cpnyid (Group)


Item/Site Summary 10854iss Piheader Rptcompany.cpnyid (Group)


Inventory.invtid (Sort)

Pidetail.siteid (Sort)

Physical Inventory Detail 10854pid Piheader Rptcompany.cpnyid (Group)



for this report:






Report Information

Page 133

Physical IN Variance Preview – 10.853.00 Report

This report lists the quantity and dollar variance for all tags.


Default Format Only 10853 Pidetail Rptcompany.cpnyid (Group)


Pidetail.number (Sort)


for this report:




Cost Variance Pidetail.cxtcostvariance Example: 25.00



134 Page

Physical Inventory Register – 10.857.00 Report

This report lists the status of all physical inventories in process.


Default Format Only 10857 Piheader Rptcompany.cpnyid (Group)


for this report:


Inventory Status Piheader.status B, X, C, I

Inventory Item Site Piheader.siteid Valid Site ID

report assistant for microsoft dynamics sl inventory...

Documents