Inventory Reports - Batch Items

Overview

Inventory - Batch Items provides information on items that are tracked in batches. The report lists all the transactions where inventory was received or issued.

Navigation Example: Main Menu > Procurement > Inventory > Menu (button) > Batch Items

Table of Contents

Buttons Explained

View: Generates a batch report based on the selected filters.
Output: Available upon request.
Menu

Filters Explained

Category: A dropdown list of categories allowing users to view All or a specific Category.
Location: A dropdown list of locations allowing users to view All or a specific Location.
Active: A checkbox that if checked will only show Active Inventory Items.

Fields Explained: Left Section

Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number of the stock-check transaction.
Trans No: A code indicating the Transaction Type followed by the Transaction Number.
Trans Date: The Date of the original transaction.
From: The source document from which the transaction was created.
Batch No.: The Batch Number of the inventory item.
Bin Ref.: The Bin Number where the inventory item is stored.
Description: A Description of the inventory item.
Code: The inventory item's Code.
GRID: The system-generated number for the current grid view.
Expires: The Expiry Date that is picked up from the linked transaction.
Supplier: The Supplier on the original transaction.
Tracking No.: The inventory item's Tracking Number.
Category: The inventory item's Category.
Subcategory: The inventory item's Subcategory.
Location: The Location of the inventory item.
Unit: An abbreviation describing the item's Unit.
Qty: The Quantity of inventory used in the transaction.
Balance: The Quantity of inventory on hand.
Unit Price: The Unit Price of the inventory item.
Total: The Total Value of the inventory item.
Menu (...): A submenu that can also be accessed by right-clicking an item:
- View Note: Opens any notes or allows users to create notes.
- View Item Summary: Opens the item's summary of activity.
- Open Transaction: Opens the original transaction.
- Open Item: Opens the item's setup page.

Fields Explained: Right Section

ℹ️ This section displays a list of transactions with a running total for the balance. As users click on the items on the left, the display changes to show all the Inventory Movements for that item.

Field Chooser (*): Allows users to add or remove columns.
ID: The system-generated number of the stock-check transaction.
Date: The Date of the Material Movement.
Trans No.: A code indicating the Transaction Type followed by the Transaction Number.
From: The source document of the Material Movement.
Movement: The type of movement (e.g. issue, receive).
Trans ID: The ID of the transaction that created the movement.
Location: The location in the transaction.
Qty: The Quantity of Inventory used in the transaction.
Balance: The Quantity of Inventory on hand.
Unit: The item's unit as per the transaction.
Menu (...): A submenu that can also be accessed by right-clicking an item:
- Open Transaction: Opens the Material Movement transaction.