Item Entry/Lot Activity Report

There are 2 ways to get to the Item by Entry Activity Report:

1. Click on the Account inset located on the left side of your screen. Then click on the Reports context menu. Once you click on the context menu, click on the Item by Entry Activity Report to open the window.

2. Click on the Item Entry/Lot Activity Report link in the Reports section on the start page.

 

The following window will open:

This window allows generating various printable reports of the item's activity according to Entry/Lot criteria.

The Item Activity Report- Entry/Lot window contains the following sections:

Balance

This section provides two different options to specify the type of the Item Status presented in reports.

Balanced

It will generate a report showing only items that are currently in the inventory.

Zero Balanced

It will generate a report showing only new items and items that currently do not have an inventory.

Filter

There are five filters available for use:

Reference

Enter the Reference type of the item you want to include in the report.

 

Lot/Entry

The report for an item with  the selected Entry/Lot will be displayed.

Item

This box functions in the sameway as Search By box. Select the item you want to include in the report by clicking this box and choosing the item.

The report for the selected item will be displayed. 

Location

The report for items inventory in the selected location will be displayed..

Date

It will display a report for items only within the selected date period. When choosing a date period (i.e., Past Month), the "From" and "To" fields become enabled. You may insert your customized time period into these fields as you wish them to be displayed in the report.

Activity

You can view a report preview in the Activity table. In the Balance column, there is a number marked green representing the current item's balance in the inventory.

Generating the Report

Click on the  button located at the top of the window to generate the report.

WMSmart Viewer will display a report preview.

In order to print the report immediately, click on the Printer icon   .

On the top of this window, you can see the following buttons: Export Report, Refresh, Print Report, Go to First Page, Go to the Previous Page, Go to the Last Page, Go to Page, Close Current View, Find Text, and Zoom.

The Export Report button  allows saving report on computer. Click on the Export Report button. The Export Report Window will open.

 

Choose the folder where you want to save your report. Name your report by entering its name in the File Name box. In the Save as Type box, you may choose the file format for your report. Then click Save to save the report or click Cancel to cancel the operation.

 

The Refresh button allows updating the current report  .

 

The Print Report button allows printing the current report   .

 

The Go to the First Page button allows moving to the first page of the report.

 

The Go to the Previous Page button allows moving to the previous page of the report.

 

The Go to the Next Page button allows moving to the next page of the report.

 

The Go to the Last Page button allows moving to the last page of the report.

 

The Go to Page button allows moving to the page you choose.    

 

The Close Current View button closes the WMSmart Viewer window .

 

The Find Text button  allows searching the text in the report.

Clicking on the Find Text button will open the following window:

 

 

In the Find What box, enter a word or phrase you want to find. Then click on the Find Next button.

 

The found text will be set in a red frame.

 

In order to close the Find Text  window, click “X” in the top right corner of the window or click Cancel.

 

The Zoom button allows viewing the report in different modes.Select the zooming factor from the Zoom drop-down list  to view the report. 

 

 

The Email Report  button  allows sending the Crystal report by Email. Click the Email Report button. The following window will appear:

 

 

Click OK.

 

The Export crystal report to email - Message window will open.

 

 

Enter the mail address and another neccessary information. Then click Send.

 

For additional information, click on the following links:

On-Hand Inventory Entry/Lot Report

Forecast On-Hand Inventory Entry/Lot Report

Warehouse Entry/Lot Activity Report

Warehouse Entry/Lot Forecast Report

Volume Entry/Lot Report