Inventory Delivery

This Help File Page was last Modified on 04/032017

<< Click to Display Table of Contents >>

Navigation:  Accounts Payable System > Reporting Accounts Payable System Results >

Inventory Delivery

This Help File Page was last Modified on 04/032017

The Inventory Delivery Report provides a list of Inventory Items which are expected within a specified Date Range, and may be restricted to specific Inventory Item(s) and/or by specific Warehouse(s).

When a Purchase Order is created, a Delivery Date may be specified for each ordered Inventory Item.

This Delivery Date establishes when that ordered Inventory Items should be received.

The Inventory Delivery Report uses this information to indicate when ordered Inventory Items are expected.

 

To open the Inventory Delivery Report dialog,

a)From the Backstage Menu System Select Reports and Choose Payable Reports, or

b)From the Quick Access Menu, Select Reports and Choose Payable Reports.

Select Inventory Delivery.

 

Inventory Delivery Report tabs - There are three tabs on the Inventory Delivery Report dialog.

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

 

HelpFilesInventoryDeliveryReportOptions

Inventory Delivery Report - Options tab

 

Delivery Date - Set the Date Range to be reported.

The Delivery Date for a Purchase Order is identified in the Delivery Date field within the More Info ... Drop-Down Info Box.

 

HelpFilesPurchaseOrderForm-MoreInfo-DeliveryDate

More Info ... Drop-Down Info Box - Delivery Date

 

Today - Click this button to report on the expected Inventory Deliveries for Today.

This Week - Click this button to report on the expected Inventory Deliveries for This Week.

This Month - Click this button to report on the expected Inventory Deliveries for This Month.

Specific Dates - Click this button to report on the expected Inventory Deliveries for a selected Date Range.

 

HelpFilesInventoryDeliverySpecificDates

 

oEnter the Date Range for this report using the Drop-Down Calendar/Date Entry fields provided.

 

Items - Choose to report on Inventory Delivery of a specific Inventory Item or all of them.

All - Click this button to report on All of the expected Inventory Deliveries.

Specific Items - Click this button to report on specifically selected Inventory Deliveries.

 

HelpFilesInventoryDeliveryReportSelectSaleitemDialog

 

oUsing the Select Saleitem Search dialog provided, Check each Inventory Item to be included in the Inventory Delivery report.

oTo locate a specific Inventory Item:

i.Click within the Column that you want to search by (i.e. Item, Description)

ii.Press F2 to move the Cursor into the Search field

iii.Enter the Search text which identifies the desired Inventory Item

iv.Check the desired Item(s)

oClick the OK button when all of the required selections are made.

oThe Specific Items field will be populated with the Sales Category Codes selected (surrounded in quotes), with each code separated by a comma.

 

HelpFilesInventoryDeliveryReportSelectSaleitemSpecificItemsChosen

 

Warehouse - Choose to report on Inventory Delivery to a specific Warehouse or all of them.

All - Click this button to report on All of the expected Inventory Deliveries. for All Warehouses.

Specific - Click this button to report on specifically selected Warehouses which will receive Inventory Deliveries.

 

HelpFilesInventoryDeliveryReportSpecficWarehouses

 

oUsing the Select Warehouse Search dialog provided, Check each Warehouse that is to be included in the report.

 

HelpFilesInventoryDeliveryReportSelectWarehouseDialog

 

oClick the OK button when the desired selections are made.

oThe Specific field will be populated with the Warehouses record number(s), with each number separated by a comma.

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

 

HelpFilesNoDataFoundMatchingYourCriteria

 

If the selection criteria used produces no results, you will be notified.

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.

 

HelpFilesInventoryDeliveryReportPreview

Inventory Delivery Reports Preview tab

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 Delivery 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.

 

HelpFilesInventoryDeliveryReportDataView

Inventory Delivery Reports - 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 DataView tab.