Inventory Reports - Setup
Overview
- This report displays a summary of the inventory setups: one row for each Transaction Type that updates inventory.
- It is for reference purposes only and is not editable.
- To change a setup, edit the Transaction Type.
Info
A Transaction Type is listed when at least one of its statuses updates inventory and it is set to receive or issue items or estimate items.
Buttons Explained
| Button | Description |
|---|---|
| View | Generates a report showing inventory setups. |
| Output | Available upon request. |
| Menu | See the Menu button described under Inventory Reports Settings. |
Fields Explained
| Field | Description |
|---|---|
| Field Chooser (*) | Add or remove columns. |
| ID | The Transaction Type's system-generated number. |
| Nickname | The Transaction Type's abbreviation (for example, SI). |
| Description | The Transaction Type's description. |
| Debit | The ledger account that is debited. (Select) after an Account Category means the account is selected on each transaction from that category. |
| Credit | The ledger account that is credited. (Select) after an Account Category means the account is selected on each transaction from that category. |
| Inventory | The statuses at which the transaction updates inventory. |
| Accounting | The statuses at which the transaction updates the ledger. |
| Forex | How the transaction handles foreign currency. The options are:
|
| VAT Type | The default VAT Type for the transaction. |
| Pricing | The price that items get on the transaction. The options are:
|
| Receive Trans | A checkbox. If checked, completing the transaction receives the Inventory Items. |
| Issue Trans | A checkbox. If checked, completing the transaction issues the Inventory Items. |
| Receive Est | A checkbox. If checked, completing the transaction receives the Inventory Estimate Items. |
| Issue Est | A checkbox. If checked, completing the transaction issues the Inventory Estimate Items. |
| Note | The price updates set on the Transaction Type, for example "Update Inventory (Ave. Price) on Status = Complete". |