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:
- Select Standard Reports
- Open the folder titled Troubleshooting
- Select “Items Locked”
- 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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