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

Buttons Explained

Button Description
ViewGenerates a batch report based on the selected filters.
OutputAvailable upon request.
MenuSee the Menu button described under Inventory Reports Settings.

Filters Explained

Filter Description
CategoryA dropdown list of categories allowing you to view All or a specific Category.
LocationA dropdown list of locations allowing you to view All or a specific Location.
ActiveA checkbox. If checked, only shows Active Inventory Items.

Left Section Fields Explained

Field Description
Field Chooser (*)Add or remove columns.
IDThe system-generated number of the stock-check transaction.
Trans NoA code indicating the Transaction Type followed by the Transaction Number.
Trans DateThe Date of the original transaction.
FromThe 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.
DescriptionA Description of the inventory item.
CodeThe inventory item's Code.
GRIDThe system-generated number for the current grid view.
ExpiresThe Expiry Date that is picked up from the linked transaction.
SupplierThe Supplier on the original transaction.
Tracking No.The inventory item's Tracking Number.
CategoryThe inventory item's Category.
SubcategoryThe inventory item's Subcategory.
LocationThe Location of the inventory item.
UnitAn abbreviation describing the item's Unit.
QtyThe Quantity of inventory used in the transaction.
BalanceThe Quantity of inventory on hand.
Unit PriceThe Unit Price of the inventory item.
TotalThe 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 lets you 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.

Right Section Fields Explained

Info

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

Field Description
Field Chooser (*)Add or remove columns.
IDThe system-generated number of the stock-check transaction.
DateThe Date of the Material Movement.
Trans No.A code indicating the Transaction Type followed by the Transaction Number.
FromThe source document of the Material Movement.
MovementThe type of movement (e.g. issue, receive).
Trans IDThe ID of the transaction that created the movement.
LocationThe location in the transaction.
QtyThe Quantity of Inventory used in the transaction.
BalanceThe Quantity of Inventory on hand.
UnitThe 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.

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