Inventory Model
The inventory area model allows the user to select from the Item, Customer, Vendor and Item Ledger fields. All text, integer, decimal, option / enum and boolean fields from Customer, Vendor and Item table are available to select on reports. Easy Reports comes with 11 reports pre-built to get you started. Visualize in Chart view. Reports in this area support drill down, flow fields and can be filtered.
To learn more about creating reports using the designer click here
Explanation of Fields
Inventory reporting is centered around the item ledger table. In order to make reporting easier the quantity field has been expanded into fields for sales quantity, purchase quantity, transfer quantity etc. Similarly Amount fields are available for each document type.
Tables
The Inventory area reports allow you to select any field from the following tables. Item, Location, Customer, Vendor,Item Category, Salesperson/Purchaser
Dimensions and Measures are available from Item Ledger , Value Entry
Filters
When creating reports it is important to set filters in order to get the expected results. The following filters are available
Item No, Blocked, Inventory Posting Group, Item Category Code, Posting Date, Dimension 1 .. 8, Entry Type
Serial No,, Lot No.
Note: Item Category Code filter is available / applied to the item ledger entry table, not the item table.
Text Fields
The following Text and Date fields are available from the Item Ledger
Item No., Variant Code,
Document Date, Posting Date
Document No., External Document No.
Customer No., Vendor No.
Location Code, Unit of Measure Code, Purchasing Code,
Item Category Code, Item Reference No., Shpt. Method Code
Serial No., Lot no., Package No., Warranty Date.
Production Order No. Transfer Order No, Service Order No, Assembly Order No
Dimension 1 through 8
Manufacturing
Production Order No.
Assembly Order No
Consumption Quantity
Output Quantity
Assembly Consumption Quantity
Assembly Output Quantity
Cost Amount (Actual) - This is the Cost Amount (Actual) field from the item ledger
Sales Fields
The following fields are available.
Sales Amount (Actual) & Invoiced Quantity- This field displays the net of sales and sales credit memos
Sales Invoice Amount ($) & Sales Invoice Quantity - Shows the total value of sales invoice activity
Sales Credit Memo Amount ($) & Sales Credit Memo Quantity - Shows the total value of sales credits
Sales Shipment Quantity
Sales Return Receipt Quantity
Cost Amount (Actual) - This is the Cost Amount (Actual) field from the item ledger
Tip For sales reports, filter on Entry Type sale so that the report doesn't include rows from other areas like purchasing
Purchase Fields
The following fields are available.
Purchase Amount (Actual) & Invoiced Quantity- Displays the net of purchases and purchase credit memos
Purchase Invoice Amount ($) & Purchase Invoice Quantity - Shows purchase invoice activity
Purchase Credit Memo Amount ($) & Purchase Credit Memo Quantity - Shows purchase credits
Purchase Receipt Quantity
Purchase Return Shipment Quantity
Cost Amount (Actual) - This is the Cost Amount (Actual) field from the item ledger
Tip For purchasing reports, filter on Entry Type purchase so that the report doesn't include rows from other areas like sales and transfers
Service Fields
Service Invoice Amount($)
Service Credit Memo Amount ($)
Service Shipment Quantity
Service Invoice Quantity
Service Credit Memo Quantity
Cost Amount (Actual) - This is the Cost Amount (Actual) field from the item ledger
Transfer Fields
Transfer Quantity
Transfer Shipment Quantity
Transfer Receipt Quantity
Direct Transfer Quantity - These are transfers that do not go through an in-transit location
Tip Filter on Entry Type transfer so that the report doesn't include rows from other areas