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3.7.11. Detailed Inventory History

3.7.11.1. Detailed Inventory History by Location
3.7.11.2. Detailed Inventory History by Lot/Serial #

Detailed Inventory history Reports section.

3.7.11.1.  Detailed Inventory History by Location

To view detailed Inventory history by Location, select the "Detailed Inventory History by Location" option. The following screen will appear:

Detailed Inventory History by Location

Note

The display will only list Inventory history for Multiple Location Control Items. Items without Multiple Location Control turned on will not be listed in the display. Multiple Location Control is set in the Item Site record.

When displaying detailed Inventory history by Location, you are presented with the following options:

Location

Specify the Location whose detailed Inventory History you want to display. Displays detailed Inventory history for selected Location.

Netable

Indicates whether the Location is Netable or not.

Restricted

Indicates whether the Location is Restricted or not.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Sites

Select to display detailed Inventory history by Location for all Sites.

Selected

Specify Site whose detailed Inventory history by Location you want to display.

Start Date

Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Inventory History

Display lists detailed Inventory history by Location, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

3.7.11.2. Detailed Inventory History by Lot/Serial #

Some users need to be able to track warranty periods of Items from the purchase of raw materials to the sale of finished goods. Such traceability is possible by leveraging the Lot/Serial capability in xTuple ERP. Using Lot/Serial trace, users have access to backwards and forwards tracking through multiple levels of production—including the where used and warranty status of Items.

For example, if a defective internal medical device came back because of a defective spring, a user should be able to determine what Lot of springs went into the device—even if the spring was issued to a subassembly two levels down. Likewise, once the spring Lot is determined, the user should be able to search forward and determine all goods where that Lot of springs was used and shipped so all Customers may be notified of the defect. If the spring was under warranty and is still eligible, the backward search should indicate so.

To view detailed Inventory history by Lot/Serial Number, select the "Detailed Inventory History by Lot/Serial #" option. The following screen will appear:

Detailed Inventory History by Lot/Serial Number

When displaying detailed Inventory history by Lot/Serial Number, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose detailed Inventory history by Lot/Serial Number you want to display.

UOM

Inventory Unit of Measure.

Lot/Serial #

Specify one of the following Lot/Serial Number selection criteria:

Selected

Enter the Lot/Serial Number of the Inventory whose detailed Inventory history you want to display.

Pattern

Enter a Lot/Serial Number pattern to select a range of Product CategorieLot/Serial Numbers.

Trans. Types

Select one of the following transaction types from the drop-down menu.

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap transfer from Inventory.

Date Range

Select if you want to use specific date range parameters. If not selected, the query will search for all time.

Start Date

Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

All Sites

Select to display detailed Inventory history by Lot/Serial Number for all Sites.

Selected

Specify Site whose detailed Inventory history by Lot/Serial Number you want to display.

Multi-Level Trace

Select if you want the query to include one of the following trace options:

Forward

Select to view transaction activity of Lot/Serial goods through multiple levels showing where they were used. For example, we can see where a purchased Item was used in a Work Order and subsequently shipped against a Sales Order.

Backward

Select to view transaction activity of Lot/Serial goods though multiple levels showing what serialized Items went into them. For example, we can look at a finished goods shipped to a Customer and determine what purchased Items went into the good.

Inventory History

Display lists detailed Inventory history by Lot/Serial Number, using the specified parameters.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.