Where can I find an item history report?
This report is in numerous places around the software including but not limited to:
- Inventory Items Screen (Yellow Dog home page)
- Stores tab of the item editor
- Physical Inventory editor
- Everything purchasing document editor
- Standard Reports
If while you are generating an item history report any data is filtered the report will only pull data for the corresponding filters. i.e. if you are generating an item history report from within a purchase order the report will only pull item data for the corresponding store the PO has been created for. Similarly, if you are generating an item history report from the inventory items screen and you have filtered to only display one store the report will only pull data for the corresponding store.
Generating an Item History Report:
Anywhere you see the button Item History Report for….:
Select what to show:
If the item is apart of a parent/child relationship, there is will be second check box with option to include related items.
- By selecting the Only show on hand adjustments box only activities that have impacted the items on hand will be returned. So, if the item had a 0 variance on a physical (meaning the qty counted matched what was already in Yellow Dog) that physical will not appear if this filter is selected.
- Leaving the box unchecked will not only provide examples of actions performed by end users that did not update that adjust on hands but will also show background processes that have impacted the item. i.e. if you have updated the store availability of an item or triggered it to be re-synced to your point of sale
Anatomy of an item history report:
The top and bottom of the report will the same as all other reports found in Yellow Dog: You will see the filters selected at the top and you will find options to print, save and export at the bottom. You will also find several other standard columns: Store, SKU, Level, Date/Time, Vendor etc.
- Adjusted: This column indicates how much of your item was adjusted based on the corresponding action that was performed. i.e. If you had a variance of -5 on a physical, then the adjusted column would say -5 indicating that 5 had been removed from your on hand.
- Item Calculated Cost: This will be the calculated cost of the item at the time of the action.
- Extended Calculated Cost: This is the calculated cost of the item x the adjusted qty. i.e. If your item has a variance of -5 in your physical with a calculated cost of $15 the extended calculated cost for the for that item’s adjustment would be $75.
- Store on Hand: This will be the on hand for that item and location.
- Employee: This will be the Yellow Dog user that was logged in at the time the action took place
- Document: This will provide the document number for the that action. This column is not defaulted on, but can added by using the Change Columns, Sorting, Grouping hyperlink.
- Action: This will be the name of what happened to the item. i.e. Manual Adjustment, POS Sale/Return, Physical Inventory, etc.
- Reference: If the action performed has a reference field with data in it, that data will populate here. i.e. if you have notes in the reference field of a purchasing document those notes will populate this column.