Reporting Explained: Troubleshooting- Items Locked

Business Need: This report is helpful for customers who need to manage items that are locked due to being on a purchasing document. It also helps in locating the purchase order number for any item with an on-order quantity.

How it works: When an item is on a committed purchase order a user can not edit certain item information until the purchase order is either received or removed. This puts the items in a locked status. This report shows all items that are in a locked status and the associated purchasing document locking it.

Generating the Report: 

Go to the Reports section in Yellow Dog 

1. Select Standard Reports
   
2. Open the folder titled Troubleshooting
   
3. Select “Items Locked” 
   
4. Generate Report
   

Reading the Report 

1. Change columns, sorting, and grouping: This allows us to manipulate the view of the data within the report. 

2. Sku: Item Sku number 

3. Item Description:  Item description

4. Lock Type: Type of document locking item

5. Locked By: Document Number

6. This row allows you to save, export, print, or close the current report.

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