Inventory Control - Lot/Serial Number History By Customer
Function
Use this task to display the shipment transaction history of all or selected customers for lotted or serialized items. You can select shipments by customer, product type, item number, transaction date, status (open versus sold), transaction type, and warehouse.
=> To access this task...
Select Lot/Serial Number History By Customer from the Lotted/Serialized Inventory menu.
Lot/Serial Number History By Customer Report
About the Fields
The information requested for the report is generated by the Order/Invoice Processing module Sales Register Update. If the Order/Invoice Processing module is not installed, no transactions are available for this task.
In the Beginning/Ending Customer ID field...
-
Enter the number of the first/last customer to include on the report.
-
Press [Tab] to select the first/last customer record.
-
Click
to select from a list of customer numbers.
In the Beginning/Ending Date field...
-
Enter the first/last date to include on the report.
-
Press [Tab] to select the first/last date record.
-
Click
to select a date by using the calendar tool.
In the Beginning/Ending Warehouse ID field...
-
Enter the warehouse code of the first/last warehouse to include on the report.
-
Press [Tab] to select the first/last warehouse code record.
-
Click
to select from a list of warehouse codes.
In the Beginning/Ending Product Type field...
-
Enter the type of the first/last product to include on the report.
-
Press [Tab] to select the first/last product type record.
-
Click
to select from a list of product types.
In the Beginning/Ending Item ID field...
-
Enter the number of the first/last item to include on the report.
-
Press [Tab] to select the first/last item number record.
-
Click
to select from a list of item numbers.
-
Enter the item type to include on the report.
-
Press [Tab] to select all item types.
-
Click
to select from a list of item types.
From the Open/Closed/Both field...
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Select Open (O) to display only open transactions.
-
Select Close (C) to display only closed transactions.
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Select Both (B) to display both open and closed transactions.
Exclude Inactive Items? checkbox...
-
Mark the box (default) to exclude inactive items.
-
Unmark the box to include all items.
When done making selections...
-
Click
to create the Inventory Transaction History Listing. - Click
to save the settings. -
Click
to clear the form and re-enter options.
Sample Lot/serial Number History by Customer Report
See Output Options.
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