Inventory WIP

This Help File Page was last Modified on 04/15/2017

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Inventory WIP

This Help File Page was last Modified on 04/15/2017

Inventory WIP Report lists all Inventory Items' Counts that were transferred to Work In Progress via a Job or Work Order entry, executed within the Date Range specified, and subject to certain filtering and selection options.

To access the Inventory WIP Report:

a)From the Backstage Menu System Select Reports then Choose Inventory Reports and Select the Inventory WIP option, or

b)From the Quick Access Menu, Select Reports then Choose Inventory Reports and Select the Inventory WIP option

 

HelpFilesInventoryWIPDialog

Inventory WIP Report - Options tab

 

Options - Initially only the Options tab is shown (until you make your Options selections and Select Print).

Order By - Establish the sequence the Inventory Items will be listed.

Inventory Item - Sort the list of  Inventory Items by Part Number.

Subscriber - Sort the list of  Inventory Items Subscriber ID, then within each Subscriber, by the Inventory Item's Item ID.

Technician - Sort the Inventory Items by Technician, then within each Technician, by the Inventory Item's Item ID.

Job - Sort the list of Inventory Items by Job Number, then within each Job Number, by the Inventory Item's Item ID.

Date - Sort the Inventory Items by the Date that they were used, then within each Date, by the Inventory Item's Item ID.

Work Order - Sort the Inventory Items by the Work Order Number, by the Inventory Item's Item ID.

 

One or All - Based on the Order By option selected above, Choose whether All of the records for the select Order By method will be listed, or only a specific One.

Inventory Item - If the Inventory Item order option was selected above, you may include All Inventory Usage in the report, or the Inventory Usage of One specific Inventory Item.

oOne - Click this button to report usage for only one Inventory Item.  Use the Drop-Down Selection List to Choose the appropriate Inventory Item's Item ID.

oAll - The default.  All Inventory Usage of all Inventory Items will be listed.

Subscriber - If the Subscriber order option was selected above, you may include All your Subscriber's Inventory Usage in the report, or the Inventory Usage of One specific Subscriber.

oOne - Click this button to report usage for only one Subscriber.  Use the Drop-Down Selection List to Choose the required Subscriber.

oAll - The default.  All Inventory Usage for all Subscribers will be listed.

Technician - If the Technician order option was selected above, you may include All your Technician's Inventory Usage in the report, or the Inventory Usage of One specific Technician.

oOne - Click this button to report usage for only one Technician.  Use the Drop-Down Selection List to Choose the required Technician.

oAll - The default.  All Inventory Usage for all Technician will be listed.

Job - If the Job order option was selected above, you may include All your Jobs in the report, or the Inventory Usage of One specific Job.

oOne - Click this button to report usage on only one Job.  Use the Drop-Down Selection List to Choose the required Job.

oAll - The default.  All Inventory Usage for all Jobs will be listed.

Work Order - If the Work Order order option was selected above, you may include All your Work Orders in the report, or the Inventory WIP for One specific Work Order.

oOne - Click this button to report usage on only one Work Order.  Use the Drop-Down Selection List to Choose the required Work Order.

oAll - The default.  All Inventory WIP for all Work Orders will be listed.

 

Selection Type - You may Limit the report to the Inventory Items for Work Orders, Jobs, or include Both (the default).

Job - Includes only Work In Progress entries from Jobs.

Work Order - Includes only Work In Progress entries from Work Orders.

Both - Includes all Work In Progress entries.

 

Dates - Enter the Date Range or the As Of Date, as needed.

Selected - Click the Selected button to report Inventory Usage that occurred within the specified Beginning and Ending Date Range.

oThe default Date Range will be from the beginning of the preceding month to Today.

oUse the Drop-Down Calendar/Date Entry field to Change the Date Range, if required.

 

HelpFilesInventoryWIPReportSelectedDatesOption

Dates - Selected option with default Dates inserted

 

As Of - Click the As Of button to report Inventory Usage which occurred as of the Date entered.

oThe default As Of date will be Today.

oUse the Drop-Down Calendar/Date Entry field to Change the As Of Date, if required.

 

HelpFilesInventoryWIPReportAsOfDateOption

Dates - As Of option with default Date inserted

 

Print - Click the Print button HelpFilesPrintButton to Preview and optionally Print (to a File or a Printer) this Inventory WIP Report.

To Exit this Report dialog, Click the Close button HelpFilesReportDialogCloseButton toward the bottom of the Options tab.

 

Preview - The Preview tab presents the report which resulted from the Options you've selected.

Up Arrow/Down Arrow - hi - Moves the report one line up, or one line down, respectively.

Page Up/Page Down - Moves the report to the previous or next page, respectively.

 

HelpFilesInventoryWIPPreviewSelectedDates

Inventory WIP Report - Preview tab - Selected Dates

 

 

Subscriber ID - Click this number to open the related Subscriber Form.

W/O# - Click this number to open the related Service Request Form.

Job # - Click this number to open the related Job Costing Form.

 

HelpFilesInventoryWIPPreview

Inventory WIP Report - Preview tab - As Of  Date

Home - HelpFilesHomeKey- Using either the screen icon or your Keyboard's Home key, moves the report to the top of the first page.

End - HelpFilesEndKey- Using either the screen icon or your Keyboard's End key, moves the report to the bottom of the last page.

Arrows - The arrows allow you to move back and forth, from page to page.

Number - Indicates the page number you are viewing.

You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately.

If you enter an invalid page number, it will be ignored.

Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen.

Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view).

Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen.

Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage.

 

HelpFilesPercentageOfViewAdjuster

When you Click the Zoom To Percentage button, the Percentage selector will be displayed.

You may then Click the Up  or Down arrows to set the exact amount of Zoom you want.

Print - Click the Print button to Print (to a File or a Printer) HelpFilesPrintIconthe displayed Inventory Usage Report.

Email - Click the Email button HelpFilesEmailButtonto send the Report to an Email Address of your choosing.

To Exit the Preview tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Preview tab.

 

Data View - This view provides a tabular (spreadsheet style) presentation of the selected data.

 

HelpFilesInventoryWIPDataView

Inventory WIP Report - Data View tab

 

Arrows - Click the arrows to move through the record.

Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons):

Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format.

Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format.

Export To Html - Click the third button after the arrows to export the data to an HTML formatted file.

To Exit the Data View tab and Close this Report dialog Form, Click the Close box HelpFilesCloseBoxon the right at the top of the Data View tab.