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E-WMS report: WMS stock positions

WMS documentation

 

Introduction

This document describes the report for E-WMS stock positions, when not using WMS SKU Management, as available from product update 411.


Description

Exact Globe Next menu WMS, Reports, WMS stock positions offers insight in WMS stock positions. The options available in this menu, depend on the usage of WMS SKU Management. When you are using WMS SKU Management, please refer to this document.

This document describes the selections, subtotals, report options and report columns of the stock report, when WMS SKU Management is not enabled.    

 

Selections

After starting the report, you have following selections and options available:

Warehouse
Selection on warehouse. This is not limited by 'warehouse rights' for the user starting the report.

Location
Selection on warehouse location. This option is only available when your license contains E-Warehouse Location (SE1312).

Location type
Selection on WMS 'Location types', as defined in menu WMS, Setup, Location types, Location types.
This option is only available when your license contains E-WMS II (SE1381).

Date
Selection on the processed transaction date

Item code
Selection on item code. The browser shows items of type 'standard' and 'bulk'

Item group
Selection on item group

Serial/batch number
Selection on serial- or batch numbers. This selection is only shown when your license contains E-Serial/Batch (SE1325).

Items: status
You can select items of a specific status: Active, blocked, discontinued, future and/or inactive

Items: type
You can select items of a specific type: Standard (specifically: not a serial- or batch item), batch items, serial number items.
This option is only available when your license contains E-Serial/Batch (SE1325).

Items: attributes
This section was made available in 411SP14, 412SP4 and from 413, and offers the possibility to select on some item properties.
When a property is disabled, then this item property is not used as a selection criterion.

  • Sales: when enabled, items where 'Sales' is enabled, are listed.
  • Buy: when enabled, items where 'Buy' is enabled, are listed.
  • Make: when enabled, items where 'Make' is enabled, are listed.
  • Stock controlled: when enabled, items where 'Stock controlled' is enabled, are listed.
  • Only items with stock G/L: when enabled, items having a stock ledger balance account, are listed.

Locations: types
You can select one or more of following types of locations: bulk locations, picking locations, or the non-specific type 'None'.
This option is only available when your license contains E-Warehouse Location (SE1312).



Report options

Following report options are available:   

Sort by
You can sort the report either by 'Item code' or by 'Warehouse location'.
This option is only available when your license contains E-Warehouse Location (SE1312).

Subtotal
When enabled, the report will show total stock per 'Sort by' field (either a total of selected items per location, or a total of selected locations per item).
When disabled, the report will show no subtotals, but only a total per warehouse. The listing is still sorted on the 'Sort by' field.

Batch numbers
When enabled, the report will show the stock per batch number, for batch items; as well as batch information: start date, end date, batch status.
This option is only available when your license contains E-Serial/Batch (SE1325).

Serial numbers
When enabled, the report will show the each single serial number, for serial number items; as well as serial information: start date, end date, serial number status.
This option is only available when your license contains E-Serial/Batch (SE1325).

 

Report columns

After pressing 'Start', the report will be generated, and shows following columns, depending on selected 'report options'.

Wrh.

The warehouse code. There is always a total shown per warehouse.

Location
The warehouse location

Item code, Item description
Item information

Serial/batch
The serial batch number, for serialnumber- or batch items. Visibility depends on selected report options.

Start
Serial/batch start date. Visibility depends on selected report options.

End
Serial/batch end date. Visibility depends on selected report options.

Status
Serial/batch status description. Visibility depends on selected report options.

Quantity
Stock quantity total in sales units. Subtotals are shown per item or location (and when report option 'Subtotal' is enabled), per warehouse and a general total.


General

The report is sorted on:

When sorting order = 'item':

  • warehouse
  • item code
  • serial/batch number (when SB numbers are shown)
  • warehouse location

When sorting order = 'location':

  • warehouse
  • warehouse location
  • item code
  • serial/batch number (when SB numbers are shown)

 

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 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 25.377.567
 Assortment:  Date: 23-12-2020
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