Report Historical Inventory Adjustments

(Inventory Adjustments History Report)

Access

This report creates a hard copy audit trail of all inventory adjustments that occur prior to the last End-of-Day process. All adjustments are grouped together by type (transfers, quantity adjustments, move to As Is, etc.). You can specify a date range for the report. You can also restrict report output to data from one or more locations, and specify the inventory type you want to include in the report. Once the run-time options have been selected, choose Run to produce the report.

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Start DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

End DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

LocationEnter one or more locations for which you want to run this report. If you click on the arrow, you can choose a location from the drop-down menu that appears. If you click on the Action button, you access the Multiple Location Selection window. If you leave the field blank, the system includes all locations in the report.

Inventory Type

Although you can specify any non-future date as your start date, the system retains inventory adjustment data only since the last End-of-Month (EOM (End-of-Month) Also known as month-ending processing, an automated process you run at the end of each month to update monthly files.) procedure was run, plus the number of days specified at the Inventory Adjust Hold Days field in the Inventory Control Settings. For example, if
today is August 10, the EOM process was run on July 31, and the Inventory Adjust Hold Days field is set at 15, the system retains inventory adjustment data from July 16 to the present day.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer ( PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.