Lot/Serial History Item Inquiry

 

Function

Use this task to create the transaction history for any or all selected lot/serial items. You can make selections by product type, item number, transaction date, status (open versus sold), transaction type, and warehouse.

 

=> To access this task...

Select Lot/Serial Number History By Item Report from the Inventory Control Lotted/Serialized Inventory menu.

 

Lot/Serial Number History By Item Report menu

Lot/Serial Number History By Item Report

 

About the Fields

The information requested for the report is generated by the Purchase Order Processing modules Receipt Register Update, the Order/Invoice Processing modules Sales Register Update, Inventory Transaction Register Update, Inventory Transfer Register Update, and Physical Inventory Register Update.

 

The inquiry information is generated by the Order/Invoice Processing module’s Sales Register Update. If the Order/Invoice Processing module is not installed, transactions are not available for this task.

 

In the Beginning/Ending Date field...

  • Enter the first/last date to include on the report.

  • Press [Tab] to select the first/last date record.

  • Click Calendar button to select a date by using the calendar tool.

In the Beginning/Ending Warehouse field...

  • Enter the warehouse code of the first/last warehouse to include on the report.

  • Press [Tab] to select the first/last warehouse number record.

  • Click Click to select from a list of existing warehouse codes.

In the Beginning/Ending Product Type field...

  • Enter the type of the first/last product to include on the report.

  • Press [Tab] to select the first/last product type record.

  • Click Click to select from a list of existing product codes.

In the Beginning/Ending Item ID field...

  • Enter the number of the first/last item to include on the report.

  • Press [Tab] to select the first/last item number record.

  • Click Click to select from a list of existing item codes.

In the Item Type field...

  • Enter the item type to include on the report.

  • Press [Tab] to select all item types.

  • Click Click to select from a list of existing item types.

In the Open/Closed/Both dropdown...

  • Select Open (O) to display only open transactions.

  • Select Closed (C) to display only closed transactions.

  • Select Both (B) from the dropdown tool to display both.

Total By Item? field...

This field is accessible only if you selected more than one transaction in the Transaction Type field.

  • Mark the box to total the transactions on the report by item.

  • Unmark the box to total the transactions by lot/serial number.

Transaction Types checkboxes...

  • Mark the boxes to select the desired transaction type(s):

  • All transactions – unmarking this allows for individual selections below:

§ Purchase Orders

§ Sales

§ Inventory Trans

§ Physical Inventory

§ Transfers In

§ Transfers Out

§ Work Orders Issued

§ Work Orders Received

§ Bill of Materials Prod


When done making selections...

  • Click Clear Form button to clear the form and re-enter options.

  • Click Run Process button to create the Lot/Serial Number History By Item Report.

Lot/Serial Number History By Item Report output

Sample Lot/Serial Number History By Item Report

 

See Output Options.

 

 

 



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