Reporting Explained: Inventory Requests: Summary

Business Need: This report will provide users with an overview of all Inventory Requests that have been created over a period, when they were committed, and can be filtered by document status’

How it works: This report displays the commit date and time of a request, the need by date if one has been added, the total quantity of the product requested as well as the total vendor price of the items included. This report can be filtered to only display requests with a specific status assigned as well if needed.

Generating the Report:

      1.    Select Standard Reports

      2.    Select the Purchasing Folder

      3.    Select the Inventory Requests Folder

      4.    Select the option for Summary

      5.    Select the appropriate filters for date/time, stores and/or statuses

      6.    Select Generate to run the report

Reading the Report:

1.     The top of the report will display the filter options that were selected for the report and will be included if the report is exported or printed.

2.     Will be where users can identify how a report is sorted and or grouped

3.      Change Columns, Sorting, and Grouping – will be where users can add or remove columns from the report as well as organize and group data.

4.     Store Code – will display the numerical code assigned to the store in Yellow Dog

5.     Store Name – will display the name assigned to the store the Requests were created in.

6.     Document Number – will display the number assigned to the requests included in the report

7.     Committed – will be the date and time the request(s) were committed

8.     Need By – will be the date the product is needed if it was added to the request

9.     Quantity Requested – will be the total quantity of items included in the request

10.  Total Vendor Price – will be the quantity X the vendor price

       11. Print/Save/Export – will be where users can print their report, export to excel/csv, or save as a template

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