Serial or batch item transactions report
Menu path
Inventory ➔ Serial/batch ➔ Transactions
Introduction
The serial or batch item transactions report contains information on serial or batch items transactions, such as serial or batch number description, inflow and outflow quantity, reserved quantity, available quantity, serial or batch number status and lot number. This report is useful to track the movement and current statuses of serial or batch items.
What version are you using?
The information in this document is based on product update 407 and higher. If you have versions lower than
this, certain features explained here will not be applicable.
How do I generate the serial or batch transactions report?
- Define the relevant criteria, and then click Display.
How do I view the transactions by item code?
- Define the relevant criteria, and then click Display.
- Click Group by item. The transactions report will now be grouped by item code.
Note: The Group by item button will be changed to Ungroup. To view the transactions by serial/batch number, click Ungroup.
How do I export the serial or batch transactions report to Microsoft Excel?
- Define the relevant criteria, and then click Display.
- Click Export.
How do I view the details of the selected transaction?
- Define the relevant criteria, and then click Display.
- Select a transaction line, and then click Card. The Batch transaction card screen will be displayed.
How do I view or modify the details of the serial or batch numbers?
- Define the relevant criteria, and then click Display.
- Select a transaction line, and then click Maintain. The Serial number screen will be displayed.
How do I change the status of the serial or batch numbers from Active to Blocked?
- Define the relevant criteria, and then click Display.
- Select a transaction line, and then click Block. The status of an active serial or batch number will be changed to Blocked.
How do I change the status of the serial or batch numbers from Blocked to Active?
- Define the relevant criteria, and then click Display.
- Select a transaction line, and then click Block. The status of a blocked serial or batch number will be changed to Active.
Columns
Number
This column displays the serial or batch numbers.
Note: This is not available if the report is grouped by item code.
Asset description
This column displays the descriptions of the serial or batch numbers.
Note: This is not available if the report is grouped by item code.
Item code
This column displays the item codes of the serial or batch items.
Description
This column displays the description of the serial or batch items.
Serial/batch item
This column displays whether the item is a serial or batch item.
Warehouse
This column displays the warehouse where the serial or batch items are in use.
Note: This is not available if the Itemize per warehouse check box at Inventory ➔ Serial/batch ➔ Transactions is not selected.
Status
This column displays the statuses of the serial or batch numbers.
Lot number
This column displays the lot numbers of the serial or batch items.
In
This column displays the quantities of the serial or batch items that have been received.
Out
This column displays the quantities of the serial or batch items that are currently in use.
Reserved
This column displays the quantities of the serial or batch items that have been reserved for delivery for incomplete sales orders, quotations, and/or service orders.
Available
This column displays the quantities of the serial or batch items that are available for use. The amount is derived by deducting the quantity used from the quantity received.
Sales unit
This column displays the sales units of the serial or batch items.
Buttons
Group by item
Click this to group the transactions report by item code.
Note: Once you have clicked this, the name of the button will change to Ungroup.
Ungroup
Click this to group the transactions report by serial or batch number.
Note: Once you have clicked this, the name of the button will change to Group by item.
Export
Click this to export the transactions report to Microsoft Excel.
Card
Click this to view the card of the selected transaction.
Maintain
Click this to view or modify the details of the selected serial or batch number. For more information, see Creating and maintaining serial or batch numbers.
Block
Click this to change the status of the selected serial or batch item from Active to Blocked, or vice versa.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
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Document ID: |
25.233.973 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
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Attachment: |
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