Generating Part Transaction Summary

This report provides a summary of all part transactions recorded in the system for a date, for the given Location – Warehouse #.

Select the “Generate Part Transaction Summary” link under the “Stock Management Reports” business component.

The “Generate Part Transaction Summary” page appears.

The system displays the following:

Date Format

The format in which the date fields must be entered in this page. This format is displayed from the "User Preferences" business component based on the login user id. In case the date format is not defined, the system displays the Organization level format.

Enter the following in the “Report Criteria” group box:

From Date	The starting date, in the range of dates, for which the part transaction summary is to be generated (Date format).
TO Date	The ending date, in the range of dates, for which the part transaction summary is to be generated (Date format).

Note: Ensure that "From Date" is less than or equal to "To Date.

From Part #	The starting number, in the range of part numbers, for which the part transaction summary is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.
To Part #	The ending number, in the range of part numbers, for which the report is to be generated (Alphanumeric, 40). You can enter the number in full or specify it partially using the "*" character.

Note: Ensure that “From Part #” is less than or equal to “To Part #.

Location	Use the drop-down list box to select the location for which the report must be generated. Leave this field blank to generate the part transaction summary irrespective of the location.
Warehouse #	The warehouse number for which the part transaction summary is to be generated (Alphanumeric, 10). You can enter the number in full or specify it partially using the "*" character.
Part Type	Use the drop-down list box to select the type of part as “Component”, “Expendable”, ”Kit”, “Consumable”, “Tool”, “Raw Material” or “Miscellaneous”. Leave this field blank to generate the inventory detail irrespective of the part type.

Enter the following in the “Report Options” group box:

Report Action	Use the drop-down list box to select the report action. The system lists the following options:
	Print – Select this option to print the report.
	View Report – Select this option to view the report.
Sort By	Use the drop-down list box to specify the field by which the part transaction summary report must be sorted. The report can be sorted based on “Part #” or “Date”.

Select the “Generate Part Transaction Summary” link to generate the part transaction summary report.