Reporting Explained: Physical Inventory (detailed by Physical)

Reporting Explained: Physical Inventory (detailed by Physical)

Business Need:  This report is helpful for users who are looking for a detailed report on a physical inventory.  This report will detail data on items included in a physical and show variances and variance costs for items on that physical.

How it Works:  A Physical Inventory >Detailed (select by physical) report will allow a user to select a specific physical and see the previous on hand in Yellow Dog and how that compares to the quantity that was counted during this physical.  This report will also show variances and other useful data relating to this physical and these items.

Generating the Report:



Go to the Standard Reports section in Yellow Dog:

         1.       Select Standard Reports

         2.       Open the folder for Physical Inventory

         3.       Select Detailed (select by physical inventory)

        4.       Select the physical inventory that you would like to use for your report and any other filters that you would like.

Reading the Report:



         1.       Shows the filters used to produce the report’s data, including the physical inventory selected for the report.

         2.       Change columns, sorting, and grouping:  This allows users to add or remove data columns to this report as well as organize and group the data.

          3.       Physical Inventory Number:  Shows the PI number for the data line that is displayed.

          4.       Status:  Shows whether your physical is committed or uncommitted at the time of running this report.

          5.       Description:  The name of the physical

          6.       Effective Date/Time:  Shows the effective date and time set in the physical inventory.  This is the time that sets when your items on hands are updated by this physical and what dictates the previous on                    hand in Yellow Dog.

           7.       Unique SKUs:  This is the number of items (not the quantity) that were included and will be updated by this physical.

          8.       Level:  The level this line item is assigned to.

          9.       Vendor:  The vendor this line item is assigned to.

         10.   SKU:  The Yellow Dog SKU for this line item.

         11.   Item:  The item description

         12.   Previous On Hand:  The quantity of this item that is in your database updated to the time directly prior to this physical being committed.

         13.   Item Counted Quantity:  This is the total number of the item that was counted and entered on the physical

         14.   Total Counted Quantity:  This is the total quantity to be adjusted and includes related counts from child items and batches.

         15.   Variance Quantity:  The difference between the previous on hand and the total counted during inventory; what is over or under for your counts.

         16.   Variance Cost:  The cost associated with any variance found for this item.


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