TABLE OF CONTENTS
- Overview
- Inventory Transactions By Item
- Stock Move Verification
- Inventory Balance
- Lot Expiry
- Purchase Order Receipt History By Vendor
- Customer Order Shipment History By Customer
- Reorder Report
- Purchase Order Status
- Customer Order Status
- Customer Order Pick
- Pallet Summary Report
- Transaction – Print Pick List
Overview
There are several inventory reports in Axacute where users can access information and the transaction summary. You can find it via this path:
Reports -> Inventory
Users can export the reports via:
- Click Export to Excel to export the result into an Excel format.
- Click Export to CSV to export the results into a CSV format.
- Click Print to print out the report from PDF.
Inventory Transactions By Item
This report displays the transaction history and quantities by items.
The fields in the Inventory Transactions By Item report are:
| FIELD | DESCRIPTION |
|---|---|
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
| Lot Number | The lot number for lot item. |
Transaction Date | Identifies the exact date when the transaction was performed. |
Transaction Type | Defines the nature of the transaction performed. |
| Reference | Identifies the order number for the transaction. |
Warehouse | Identifies the warehouse where the transaction was performed. |
Location | Identifies the exact location within the above-mentioned warehouse that the transaction occurred. |
Transacted Qty | The exact quantity of item that was transacted. |
UOM | Unit of measure of the item. |
Accumulated Qty | The accumulated quantity of item that was transacted in all transactions. |
Users may filter results by:
- Date - Select the range of dates to filter the results.
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product codes to filter the results.
- Warehouse - Select the range of warehouses to filter the results.
- Transaction - Select the specific transaction type to filter the results.
- By Lot - If is tick, the results will group by lot number.
- Click the Filter button to filter result.
- Click the Reset button to clear all the filters.
Stock Move Verification
This report enables users to monitor item movements between locations based on specified filtering criteria.
The fields in the Inventory Transactions By Item report are:
| FIELD | DESCRIPTION |
|---|---|
Transaction Date | Identifies the exact date when the transaction was performed. |
Transaction Time | Identifies the exact time when the transaction was performed. |
Item | The designated code given to the item. |
Description | The full description, specifications, or name of the item. |
From Location | Source location of the move |
To Location | Destination location of the move |
Quantity | The exact quantity of item that was moved. |
UOM | Unit of measure of the item. |
Warehouse | Warehouse where the move occurred |
| Document Number | Document number of the stock move |
| Username | Username of the person who performed the move |
Users may filter results by:
- Trans Date and Time - Select the range of datetimes to filter the results.
- Item - Select the range of items to filter the results.
- From Location - Select the source location of the move to filter the results.
- To Location - Select the destination location of the move to filter the results.
- Warehouse - Select the warehouses to filter the results.
- Doc No - Enter the specific document number to filter the results.
- Username - Enter the username of the person who performed the move to filter the results.
- Click the Generate button to filter result.
- Click the Reset button to clear all the filters.
Inventory Balance
This report lists all items, warehouses, locations, and quantity on hand. It shows the balance of stock in a location and warehouse.
The fields in the Inventory Balance report are:
| FIELD | DESCRIPTION |
|---|---|
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
Warehouse | Warehouse of the item. |
Location | Location of the item. |
Qty on Hand | Total quantity on hand of the item. |
UOM | Unit of measure of the item. |
Users may filter results by:
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product codes to filter the results.
- Warehouse - Select the range of warehouses to filter the results.
- Cut Off Date - Select a date to get the inventory balance of the selected date.
- By Lot - If is tick, the results will group by lot number.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Lot Expiry
This report lists the warehouse, location, lot number and inventory balance of lot items with the expiry status.
The fields in the Lot Expiry report are:
| FIELD | DESCRIPTION |
|---|---|
Item | The designated code given to the item. |
Description | The full description, specifications, or name of the item. |
| Lot Number | Lot number of the item. |
| First Received Date | First received date of the item into the lot. |
Expiry Date | Expiry date of the lot item. |
| Days to Expiry | Identifies number of days until expiry date. Negative means already expired. |
| Warehouse | Warehouse of the item. |
Location | Location of the item. |
Qty on Hand | Total quantity on hand of the item. |
UOM | Unit of measure of the item. |
Users may filter results by:
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product codes to filter the results.
- Warehouse - Select the range of warehouses to filter the results.
- Lot Number - Select the range of lot number to filter the results.
- Expiry Date - Select the range of expiry date to filter the results.
- Days to Expiry - User can insert positive or negative number and it will filter out the Days to Expiry falls between the user input and zero.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Purchase Order Receipt History By Vendor
This report allows users to monitor the quantity received of each purchase order lines depending on the filtering criteria.
The fields in the Purchase Order Receipt History By Vendor report are:
| FIELD | DESCRIPTION |
|---|---|
Vendor Code | Identifies the vendor of the purchase order line. |
| Vendor Name | Identifies the vendor name. |
Reference | Identifies the purchase order number. |
| Line | Identifies the purchase order line number. |
Receipt Date | Identifies the date of the transaction. |
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
| Lot | Identifies the lot number for lot item. |
Quantity Received | The quantity of the item that was received. Negative value indicates quantity returned. |
UOM | Unit of measure of the received quantity. |
Users may filter results by:
- Date - Select the range of dates to filter the results.
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product codes to filter the results.
- PO - Select the range of purchase order number to filter the results.
- Vendor code - Select the range of vendor to filter the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Customer Order Shipment History By Customer
This report allows users to monitor the quantity shipped of each customer order line depending on the filtering criteria.
The fields in the Customer Order Shipment History By Customer report are:
| FIELD | DESCRIPTION |
|---|---|
Customer Code | Identifies the customer of the customer order line. |
| Customer Name | Identifies the customer name. |
Reference | Identifies the customer order number. |
| Line | Identifies the customer order line number. |
Shipment Date | Identifies the date of the transaction. |
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
| Lot | Identifies the lot number for lot item. |
Qty Shipped | The quantity of the item that was shipped. Negative value indicates quantity returned. |
UOM | Unit of measure of the shipped quantity. |
Users may filter results by:
- Date - Select the range of dates to filter the results.
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product codes to filter the results.
- CO - Select the range of customer order number to filter the results.
- Customer - Select the range of customers to filter the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Reorder Report
This report allows users to monitor the item of the warehouse when the inventory balance falls below the reorder level.
The fields in the Reorder Report are:
| FIELD | DESCRIPTION |
|---|---|
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
| Product Code | Identifies the product code of the item. |
| Warehouse | Identifies the warehouse of the item. |
Reorder Level | The reorder level defined by the user in the Item Warehouse master. |
Qty on Hand | The total inventory balance of the item in the warehouse. |
Qty to Reorder | The difference between inventory balance and reorder level. |
UOM | Unit of measure of the item. |
Users may filter results by:
- Warehouse - Select the range of warehouses to filter the results.
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product code for the item to filter the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Purchase Order Status
This report allows users to monitor the status for all purchase orders.
The fields in the Purchase Order Status report are:
| FIELD | DESCRIPTION |
|---|---|
| Reference | Identifies the purchase order number. |
| Line | Identifies the purchase order line number. |
| Vendor Code | Identifies the vendor of the purchase order line. |
| Vendor Name | Identifies the vendor name. |
| Order Due Date | Identifies the due date of the purchase order line. |
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
Qty Ordered | Total quantity ordered for the purchase order line. |
Qty Received | Total quantity received from vendor for the purchase order line. |
Qty Returned | Total quantity returned to the vendor for the purchase order line. |
| Qty Balance | Balance quantity for the purchase order line. (Qty Ordered - Qty Received + Qty Returned) |
UOM | Unit of measure of the item. |
Users may filter results by:
- Item - Select the range of items to filter the results.
- PO - Select the range of purchase order number to filter the results.
- Vendor Code - Select the range of vendor to filter the results.
- Due Date - Select the range of due date for the order line to filter the results.
- Status - Select the order line status to filter the results.
- Past Due - If is tick, only purchase order line which already past due will be show in the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Customer Order Status
This report allows users to monitor the status for all customer orders.
The fields in the Customer Order Status report are:
| FIELD | DESCRIPTION |
|---|---|
| Reference | Identifies the customer order number. |
| Line | Identifies the customer order line number. |
| Customer Code | Identifies the customer of the customer order line. |
| Customer Name | Identifies the customer name. |
| Order Due Date | Identifies the due date of the customer order line. |
Item | The designated code given to the item. |
Item Description | The full description, specifications, or name of the item. |
Qty Ordered | Total quantity ordered for the purchase order line. |
| Qty Picked | Total quantity picked for the customer order line. |
Qty Shipped | Total quantity shipped to customer for the customer order line. |
Qty Returned | Total quantity returned from the customer for the customer order line. |
| Qty Balance | Balance quantity for the customer order line. (Qty Ordered - Qty Shipped + Qty Returned) |
UOM | Unit of measure of the item. |
Users may filter results by:
- Item - Select the range of items to filter the results.
- CO - Select the range of customer order number to filter the results.
- Customer Code - Select the range of customer to filter the results.
- Due Date - Select the range of due date for the order line to filter the results.
- Status - Select the order line status to filter the results.
- Past Due - If is tick, only customer order line which already past due will be show in the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters.
Customer Order Pick
This report provides warehouse personnel with a detailed list of items to be picked for each Customer Order Line. The report displays item numbers, lot numbers, locations, and quantities to pick based on various item issue methods such as FEFO, FIFO, Lot, or Location. This report simplifies the picking process by outlining the necessary information without requiring prior system allocation.
The fields in the Customer Order Pick report are:
| FIELD | DESCRIPTION |
|---|---|
| CO Number | The unique identifier for the customer order associated with the picking process. |
| CO Line | The specific line number within the customer order, detailing the item and quantity to pick for picking. |
| Item | The item code for the product to be picked, as defined in the system. |
| Item Description | The full description, specifications, or name of the item. |
| Product Code | Identifies the product code of the item. |
| Location | The location in the warehouse where the item should be picked from, based on the defined "Issue By" strategy (i.e. FEFO, FIFO, Lot or Location). |
| Lot Number | The lot number of the item to be picked. |
| Qty to Pick | The quantity of the item to be picked, as specified in the customer order line and determined by the "Issue By" strategy. |
UOM | The unit of measure for the item to be picked, as specified in the Order Line UOM. |
| Expiry Date | The expiration date of the lot. |
| Due Date | The due date for the specific line item on the customer order line, indicating when the item is expected to be shipped or delivered. |
Shipping Zone | The designated shipping zone for the item, used for organizing orders based on destination or delivery methods. |
Warehouse | The warehouse from which the item is being picked, indicating the location of inventory for fulfillment. |
Zone | The specific zone within the warehouse that is designated for picking or storage of the item. |
Users may filter results by:
- Warehouse - Select an active warehouse. The report will default to the warehouse associated with the user.
- Group By - Choose how to group the report data.
- CO - Select the range of customer order number to filter the results
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product code to filter the results.
- Customer - Select the range of customer code to filter the results
- Line Due Date - Select the range of due date for the order line to filter the results.
- Salesperson - Enter the salesperson for the customer order to filter the results.
- Shipping Zone - Select one or more shipping zones from a list to filter the results.
- Zone - Select one or more zones from a list to filter the results.
- Location - Select one or more locations from a list to filter the results.
- Click the Generate button to filter results.
- Click the Reset button to clear all the filters.
Pallet Summary Report
This report allows users to check the information of each pallet, also can know which pallet is empty.
The fields in the Pallet Summary Report are:
| FIELD | DESCRIPTION |
|---|---|
| LPN | The license plate number of the pallet. |
| Status | The status of the pallet. |
Creation Date | The creation date of the pallet |
| Warehouse | Identifies the warehouse where the Pallet is located in. |
Location | Identified the specific location within abovementioned warehouse where the Pallet is located in. |
Pallet Source | The transaction type for the first receiving into the pallet. |
Ref Num | Order number of the source. |
Ref Line | Order Line of the reference number above. |
| Number of Item | Number of item in the pallet. |
Users may filter results by:
- LPN - Select the range of LPN to filter the results.
- Status - Select the pallet status to filter the results.
- Item - Select the range of items to filter the results.
- Product Code - Select the range of product code for the item to filter the results.
- Warehouse - Select the range of warehouses to filter the results.
- Creation Date - Select the range of pallet creation date to filter the results.
- Number of Item - Enter number of item in the pallet to filter the results.
- Click the Filter button to filter results.
- Click the Reset button to clear all the filters
Transaction – Print Pick List
This report displays the information of the pick lists.
The fields in the Print Pick List report are:
| FIELD | DESCRIPTION |
|---|---|
Warehouse | The warehouse of the pick list. |
Pick List | The pick list number. |
Due Date | The due date for the pick list. |
Status | The pick list status. |
| Action | User can click on Print button to print out the pick lists. |
Users may filter results by:
- Warehouse - Select the range of warehouse to filter the results.
- Pick List - Select the range of pick list number to filter the results.
- Due Date - Select the range of due date to filter the results.
- Status - Select the pick list status to filter the results.
- Click the Filter button to filter result.
- Click Reset button to clear all the filters.