Inventory Reporting

Pick list used to select which report to run. Beginning in version 16.02, users with permission can create unlimited user versions of any inventory report and also determine which reports each user will see in this field. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for information. Options are:

• Adjustments - Displays all IJ (inventory transactions) for the selected date range except mass inventory moves, reconciliation of negative inventory, and assembly production.
  • These transactions are not limited to inventory adjustments and the list of actions in the report will show general adjustments, inventory moves, staging, and physical inventory.
  • The Notes field from the Adjust On Hand form is available to this report.
  • Beginning in version 15.04.017 the following fields can be added to the report to show which user performed the adjustment: login(entered_login), first name (entered_first), and last name (entered_last).
  • Beginning in version 16.02.095, the "View" field displays options of All, Inventory, Quarantine, and Staging. Prior to this version, the only option in the View field for this report was limited to "Inventory" only.
• Aged - Displays how long each Lot has been in its current status or location.
• BOM Explosion Detail - For each Lot included in the pre-filter, the report generates an indented explosion for that Part's BOM, generating the quantities of all Raw Materials that go into that Lot.
  • Useful for companies who manage customer-owned inventory and want to know balances on this inventory regardless of where it is within the manufacturing process.
  • The system performs the following checks and calculations when this report is run:
    • For each included Lot, see if there's a BOM for that Part using that Lot's Facility, or no Facility.
    • If there is a BOM, run an explosion report for that BOM, multiplied by the Lot's balance.
    • For all Parts in the report, the system will use the existing BOM explosion routine to break down each Part to its lowest possible unit of measure.
    • For parts with multiple BOMs, use the default BOM for the Facility in which the inventory resides.
• BOM Explosion Summary - Evaluates an item's Bill of Material and displays how much inventory, for each item listed on the BOM, is on hand. This report can be run without a part identified on the pre-filter, or with a specific part identified. The calculation for the report is detailed in the list below.
  • For all items displayed in the report, the system performs a BOM explosion routine to break down each part to its lowest possible unit of measure.
  • For parts with multiple BOMs, the system uses the default BOM for the facility in which the inventory resides.  (Excluding all regulatory BOMs).
  • Next, the system converts each line of inventory from the BOM unit to the stock unit to be expressed.
  • Finally, the system will show each unique part on its own line with the summed value of inventory in these units.
• Changes - Displays starting and ending balances, incoming and outgoing transactions, in both units and dollars, summarized by Part Number.
• Containers - Detail level report displaying the status of Containers in the system including lot, tare weight information, and the quantity of material inside containers.
  • All dmcontainer, dmcontainer user fields, and dtfifo fields are available to this report.
  • Upon applying the produce assembly, the new lots will be in the specified New Container.
• Cost Comparison - Costing report that combines Item Master costing fields, from the Costs tab, with the calculated fields of "Last Cost" and "Average Cost", from the Costs 2 tab.
  • Allows user to compare Lot costs to get a general sense of if they look accurate or are skewed.
• Eligible Customers - Displays Lots that can be shipped to customers by getting Customer Part Cross References with a QC Group, then filtering for Lots that have QC values where the values meet the minimums and maximums on the Customer Part QC Group.
  • The "Print Lot Label", "Print All Lot Labels", and "Print C Of A" buttons on this report apply the customer QC rules to the "QCINFO" block, which may be added to these reports.
  • More information can be found via Managing Customer Specific Quality Specifications.
  • Eligible lots can be filtered for this report by utilizing the "Customer Lot Expression" field in Sales Options.
• History - Detailed inventory transaction report, from the earliest records to the selected end date, commonly filtered by a specific Part Number and displaying running on hand quantities.
  • May show more than one record per receiving or shipping transaction, if more than one System Lot record was affected.
  • The "Balance" column is calculated based on the records selected by the pre-filter, not the entire history of the Part.
  • Users can obtain Entered By information such as Date (entered_date), Time (entered_time), User ID (enteredId), User Name (entered_login), First Name (entered_first), and/or Last Name (entered_last).
  • Contains two columns, "Disposition" and "Disposition2".
    • When the postref is "PJ", the "Disposition" column displays the Vendor and the "Disposition2" column is empty
    • When the postref is "SJ", the "Disposition" column is Bill-to Company and the "Disposition2" column is Ship-to Company.
• History Summary - Summarized inventory transaction report, from the earliest records to the selected end date, commonly filtered by a specific Part Number and displaying running on hand quantities.
  • Shows only one record per receiving or shipping transaction, if only one User Lot was affected.
• Last Cost Rollup - Costing report that combines Item Master costing fields, from the Costs tab, with the calculated fields of "Last Cost" and "Average Cost", from the Costs 2 tab, and the rolled up BOM cost with all components valued at their last cost.
• Locations - Middle level summary, by Part Number and Location, showing total quantity on hand. Item Master User fields are available on this report. Beginning in version 16.07 the following required fields can be added to the report when filtering by Locations: lo_IDid, lo_capacity, lo_capunid, lo_descrip and the other location fields as well as the location capacity unit name.
• Lot Summary- Attributes - Summary report by Part Number, Location, and Lot, with the "fi_container" field available to the grid.
  • Useful when Lots have the same User Lot but different Lot Attribute values and users want to see a detailed report (vs the "Lot Summary - User Lot" report).

  • Beginning in version 17.02.011, the actmatcost and actunitcost variables are available to this report. These can be used to display actual costs for each lot when running in Standard Cost Mode.

• Lot Summary- System Lot - Similar to the "Lot Summary - Attributes" report, except only grouped by Part ID, Facility, and System Lot.
  • Beginning in version 17.02.011, the actmatcost and actunitcost variables are available to this report. These can be used to display actual costs for each lot when running in Standard Cost Mode.
• Lot Summary - User Lot - Similar to the "Lot Summary - Attributes" report, except only grouped by Part ID, Facility, and User Lot.
  • Useful when Lots have the same User Lot but different Lot Attribute values and users want to see a summarized report (vs the "Lot Summary - Attributes" report).
  • Beginning in version 17.02.011, the actmatcost and actunitcost variables are available to this report. These can be used to display actual costs for each lot when running in Standard Cost Mode.
• Lot Tracking Explosion - Tracking report that "opens up" the Lot selected on the pre-filter and answers the question "What is in this Lot and where did it come from?".
  • For the selected Lot displays (1) all Jobs the Lot was created on, (2) all materials created on the Job, (3) all Lots and materials issued to the Job, and (4) all Purchase Orders and inventory adjustments where the materials used on the Jobs came from.
  • When a "View" of "Finish" is selected on the pre-filter, the report will trickle down and show all the Lots for all the finishes.
  • When looking for Parts for this report, and a kitted part is on the order, the system will add the kitted part's BOM requirements to the Part list returned on the report.
  • Lot Tracking Explosion reports can optionally include negative lots in their queries to more accurately track lots on these reports.
• Lot Tracking Explosion- Summarized - Similar to the "Lot Tracking Explosion" report, except the lines are grouped by User Lot to more easily view Catch Weight and/or Serialized items, which can blow up the report to many lines.
  • When a "View" of "Finish" is selected on the pre-filter, the report will trickle down and show all the Lots for all the finishes, exactly the same as the Lot Tracking Explosion report.
• Lot Tracking Implosion - Tracking report that takes the Lot selected on the pre-filter and answers the question "Where was this Lot used?”. Extremely useful in case of a product recall.
  • For the selected Lot displays (1) all Purchase Orders and inventory moves from QC where the Lot was created, (2) all inventory moves, (3) all inventory adjustments, (4) all Jobs the Lot was issued to, (5) all products made on that Job, (6) all customers to whom the products were shipped, (7) and all current on hand inventory that contains that Lot.
  • The results in this report are shown in the following order: Sources, Usage, Remaining On Hand.
  • Includes details on reworked material. Specifically, it will display what Job that Finished Good was issued to and what Finished Good came out of it.
  • The Source Quantity (sourceqty) variable is available to the grid and if added, the system will explode the Job finish lines and sum the quantity of the source Lot used during production. This variable calculates the quantity all of the Raw Materials that went into the Part that is listed, including Lots that were produced via the Inventory > Produce Assemblies transaction.
  • Contains a "Send Email" button that, when clicked, opens an email with the "To" field populated with the email address specified on the Ship-to Company record (sh_email) and the "Subject" field populated with the User Lot of the selected record.
  • Lot Tracking Implosion reports can optionally include negative lots in their queries to more accurately track lots on these reports.
• Lot Tracking Used With - Displays BOM siblings from a production standpoint; Implodes from a Subassembly Lot to Finished Good finishes, then explodes from the Finished Good Lots down one level to see which sibling Lots were relieved for the finished good Jobs that relieved the aforementioned Subassembly Lot.
• Lots - System and User Lot-level detail report that displays the quantity and value of each System Lot. Information and quantities are based on the end of day data.
  • It is a best practice to update Lot properties and perform transactions, such as moving and adjusting, directly from a Lots report.
  • This report is a snapshot in time so transaction dates are critical when analyzing the data.
  • The "Subtotals" button can be used to generate a report that details the value of inventory by Facility.
  • Quarantined inventory Lots displayed in this report may be be adjusted in or out via the "Adjust On Hand" button.
  • When a Purchase Order is received, the "Purchase Unit" (defined on the PO line) is stored with the Lot along with the conversion factor in the fi_contunid and fi_container fields.
  • The Rolled Up Cost variables (added in 14.9) detailed in the Overview section of this page can be used to display rolled up costs for items produced on Jobs.
  • When the Produce Assemblies transaction is processed, the data is stored in the Notes field of the newly created lot(s).
  • Beginning in version 17.02.011, the actmatcost and actunitcost variables are available to this report. These can be used to display actual costs for each lot when running in Standard Cost Mode.
• Master Lots - Displays a detailed list of all the Master Lots in inventory.
  • The "Lot Count" column displays the number of individual Lots that are tied to the Master Lot.
  • The “Print Lot Label” button can be used to print a Master Lot label (better known as a “license plate”).
    • If multiple Master Lot labels are defined in Inventory Options, all labels will be available for printing.
  • The "Print All Label Lots" can be used to show each Master Lot in a single line for more convenient printing and modification.
  • The “View Detail” button can be used to generate a "Lot Summary - User Lot" report and display the detail of all the individual Lots that are tied to the Master Lot.
  • From the "Lot Summary - User Lot" report that is displayed after clicking “View Detail”, inventory adjustments can be made to the individual Lot quantities that are tied to the Master Lot.
    • The “Move Inventory” button will be disabled in the "Lot Summary - User Lot" report because inventory can only be moved from a Master Lot via the De-Issue/Un-Reserve transaction.
  • Users may also issue inventory that is currently in a Master Lot directly to a Job without having to de-issue the material from the Master Lot. For example, if scanning a Lot label that contains a Master Lot, WMS will display the Master Lot chooser form, allowing users to issue material from the Master Lot directly to the Job.
  • Users may also issue to a Job and Master Lots all at once via the "To Master Lot" field on the Issue/Reserve Inventory form.
  • Users may update the Master Lot number with the "Modify Lot" button. This button requires the security permission "Inventory -- modify master lots".
  • Beginning in 16.07.002, users have the ability to adjust out Master Lots using the "Adjust Onhand" button on this report or via the Inventory > Adjust Onhand transaction. This features allows companies to adjust master lots at once instead of the need to de-issue individual system lots first before performing adjustments on the de-issued lots. The security setting "Inventory -- adjust out master lots" controls access to this feature. See the Adjusting out Master Lots section for additional information.
• On Hand - Top level summary by Part Number, that displays total quantity on hand. Information and quantities are based on the end of day data.
  • The "invcost" field may be added to this report grid to display the "fi_invcost".
  • If negative inventory is allowed on Lots this report may not accurately reflect costs, if the Total On Hand Quantity nets to zero and Lot costs are not the same. For complete detail, run a "Lots" report.
• Potential Profit - Detail report, by part number, that displays on hand, purchased, sold and available amounts together with gross profit information.
  • Report contains a "Create Order" button that is used to create sales order based on parts/line items selected. Access to the button is controlled via the "Inventory -- create order from potential profit" security setting.
    • Once the "Create Order" button is clicked, users will need to select a Bill-to Company, then click the "Continue" button to display the Potential Profit Lines form.
    • Users will then select the appropriate items and move them to the right hand side of the mover form.
    • Once the appropriate items have been moved users will click the "Continue" button to have the system generate the appropriate sales order.
• QC Result History - Displays any QC values entered for a specific lot, as well as QC values for any lots that were consumed to produce the specified lot.
• QC Results History By Test - Displays results of each QC pass entered together with the QC Test name/description. The report logic is the same as the QC Results History but the results are grouped by the QC Level variable on the report and pass number (q4_pass). This report is useful when evaluating trends over time and not just a listing of each pass of QC results entered.
• Ranking - Summary level report that ranks inventory, highest to lowest, based on "Rank By" selection in the pre-filter.
• Transaction - Inventory transaction report, available to be filtered by GL posting reference. May exclude some transactions if they reversed a previous effect.
  • For Jobs, the "Out" column represents the Parts issued to a Job, not the Parts relieved from a Job.
  • For Sales, the "Out" column represents the Parts reserved to a Sales Order, not the Parts shipped on a Sales Order.
  • Users can obtain Entered By information such as Date (entered_date), Time (entered_time), User ID (enteredId), User Name (entered_login), First Name (entered_first), and/or Last Name (entered_last).
  • User-entered ship and reserve dates for Inter-Company Transfers are also available to this report.
• Usage - Starting and ending balances, incoming and outgoing transactions, in units, with calculation of Days to Reorder and inventory Turns, by Part Number.
  • Does not display adjustments that only adjusted a Lot's value.
  • Useful for identifying Parts that should be inactivated because they have not been used over a period of time.
• Usage Detail - Displays a breakdown of inventory transactions by action, with the inventory ins and outs of those actions.
  • Examples of actions included in the report are: Receipts on Purchase Orders, shipments on Sales Orders, produced materials on Jobs, production usage materials issued to Jobs, and inventory adjustments.
• WMS Transaction Log - Available in 15.04.005 and above, this report displays a log of WMS transactions including data on the date, time, and user who performed the transaction, the transaction type and number, the transaction quantity, and the Lot balance.
  • Issuing, reserving, and final staging create log entries. If any of the transactions are reversed, a row will be added with a negative quantity.

Pick list used to select which inventory segments or inventory segment combinations to include in the report. Not available when "Report Type" is set to "Changes", "Lot Tracking Used With", "Potential Profit", "Usage", or "Usage Detail". The distinct inventory segments in Deacom are indicated in bold in the list below. The other views in the list are not distinct segments but rather a grouping of different segments for display and reporting purposes. Note that the "Adjust On Hand" button will be grayed out when running a report with any of these other views.

Options are:

• All - Includes data for all segments listed.
• DSD - Inventory that is currently allotted for DSD use and specifically whose fi_type is "DSD."
• Finish - Only available when "Report Type" is set to "Lot Tracking Explosion" or "Lot Tracking Explosion - Summarized." Displays information by Job finish.
  • Allows for stacked Lot explosions by finish if a User Lot is selected but a finish is not (by System Lot or Serial Number) in the pre-filter.
• In Transit - Not physically in a Facility; currently in transit between two Facilities. Visible in MRP in the "+IC Xfer" bucket.
• Inventory - Known good inventory that is available to issue, reserve, and ship. Quite often this could be referred to as available inventory. Visible in MRP in the "+On Hand" bucket.
• Inventory and Reserved - Includes data for both the Inventory and Reserved segments.
• Inventory and Staging - Includes data for both the Inventory and Staging segments.
• Job - Only available when "Report Type" is set to "Lot Tracking Explosion" or "Lot Tracking Explosion - Summarized". Displays information by Job.
• Pending - Temporary segment used by WMS to hold scanned Lots before they are received. When users finish scanning and receive the Purchase Order, the Lots are removed from the Pending segment and placed in the appropriate inventory buckets. Thus, this bucket should typically be empty. Not visible in MRP.
• Quarantine - Questionable inventory not a result of formal QC testing, but provides similar isolation. Used for material that was fine on receipt, but now something looks or behaves wrong. Not visible in MRP.
  • Inventory in Quarantine is the result of a move from the regular Inventory segment and is therefore unavailable for normal issuing, reserving, or shipping.
  • Separate security exists to define who can move to and from Quarantine. Broad capability to move to Quarantine could include all warehouse workers. Limited capability to move from Quarantine could include only QC/Engineering Managers. Additional information is available via the Managing Quarantined Inventory Best Practice page. Additional security exists to define who can reserve Quarantine lots to sales orders. This security should be used sparingly; otherwise, the process control involved with moving lots to Quarantine becomes less significant. Additional information on reserving Quarantine lots is available via the Issuing and Reserving Material Best Practice page.
  • Users can specify a physical location, if Quarantine is physically separate from regular Inventory.
  • If a Purchase Order is received from a vendor whose respective manufacturer had their approval credentials expire, the received goods will be automatically placed into quarantine.
• Relieve - Only available when "Report Type" is set to "Lot Tracking Implosion". Displays information by Job relief.
• Reserved - Known good inventory assigned to a specific Sales Order and awaiting shipment. Can be un-reserved and reserved to a different Sales Order. Visible in MRP in the "+Reserved" bucket.
• Staging - This inventory has been loosely associated with a Job or Sales Order through some iteration of the Pre-Staging/Final Staging process. This is an optional step between regular inventory and WIP. Material in this segment can be adjusted from the "Lots" report. More information can be found on the Staging Material Best Practice page. Staged inventory shows as On Hand inventory in MRP, as it has not yet been fully issued or reserved. (Beginning in version 16.04.033, the "Direct Staging" field on the MRP pre-filter allows users to exclude staged inventory (pre-staged or final staged) from the +Onhand bucket and have staged inventory display in the +Reserved or +Issued buckets respectively)
• WIP - Known good inventory, issued to a specific production Job, awaiting relief of issued inventory (usage). Can be de-issued and issued to a different production Job. Inventory should not remain in WIP for extended periods. The "Aged" report is useful for reviewing material in this segment. Visible in MRP in the "+Issued" bucket.

Only available when "Report Type" is set to "Adjustments", "Changes", "History", "History Summary", "Transaction", "Usage", or "Usage Detail". The date of which results will begin to generate.

The date of which results will be generated as of.

Only available when "Report Type" is set to "Lot Tracking Implosion". Options are:

• All - Default selection that will remove (1) transactions that offset each other and (2) reliefs.
• None - Displays all transactions.

Only available when "Report Type" is set to “Ranking”. Displays Parts based on the values assigned to their Item Master. Options are:

• ABC - Cycle counting classification as assigned on the Item Master > General 1 tab.

• Category - Category as assigned on the Item Master > General 1 tab.

• Facility - Facility as assigned on the Item Master > Facilities tab.

• Facility Group - Facility Group to which Facilities as assigned on the Item Master > Facilities tab belong.

• Inventory Account - Revenue account as assigned on the Item Master > Accounts tab.

• Item Planner - Item Planner as assigned on the Item Master > General 1 tab.

• Item Search 1-5 - Item Search 1-5 selections as assigned on the Item Master > User Fields tab.

• Sub-Category - Sub-Category as assigned on the Item Master > General 1 tab.

Search field used to select a Part.

Search field used to select a Facility Group to which Facilities as assigned on a Part's Item Master > Facilities tab belong.  

Search field used to select a Facility and display only Parts that have that Facility assigned. Will retain previous Lot notes if an Inter-Company Transfer occurs.

Search field used to select a particular Zone within a Facility.  

Search field used to select a particular Location Type within a Facility.  

Search field used to select a specific Location within a Location Type.  

If a User Lot is entered, only Parts in the selected User Lot are displayed in the generated report.

If a System Lot is entered, only Parts in the selected System Lot are displayed in the generated report.

If a Serial Number is entered, only Parts in the selected Serial Number are displayed in the generated report. Refer to the Utilizing Serialization page for more information on this feature.

Used to filter by company-specific Lot and inventory values listed in the Attribute 1-3 fields, which are found on various forms throughout Deacom, such as Move Inventory, Adjust Inventory On Hand, Receive, Input Production, etc. 

Search field used to select a specific Master Lot to filter results for the generated report.

Search field used to select a specific Container to filter results for the generated report.

Pick list used to select Lots in a particular stage of quality control. Options are:

• All - Includes data for all statuses.
• Approved - Known good inventory. Available for normal issuing, reserving, and shipping. Visible in MRP in the "+On Hand", "+Reserved", "+Issued", "+Jobs", or "+IC Xfers" buckets.
• At-Risk - Assumed good inventory which allows QC results to be updated at any time. Available to issue, reserve, and ship. Additional information regarding the "At-Risk" option is available via Managing At-Risk Inventory. Visible in MRP in the "+On Hand", "+Reserved", "+Issued", "+Jobs", or "+IC Xfers" buckets.
• Failed QC - Known bad inventory that failed QC testing. Normally, unavailable to issue, reserve, or ship. Security is available to allow qualified users to issue and reserve. Not visible in MRP.
• Not in QC - Assumed good inventory that may be marked At-Risk and is available for normal issuing, reserving, and shipping. Visible in MRP in the "+On Hand", "+Reserved", "+Issued", "+Jobs", or "+IC Xfers" buckets.
• Pending QC - Assumed good inventory. Unavailable for normal issuing, reserving, and shipping. Placed in either regular Inventory or Failed QC as a result of QC testing (Pass/Fail). Visible in MRP in the "+QC" bucket.
  • Note: Only sales orders of type Inter-company Transfer can be shipped with Pending QC lots. Attempts to ship sales orders with Pending QC lots of a type other than Inter-company Transfer will be denied.

Pick list used to show or hide items that have zero inventory counts. Not available when "Report Type" is set to "Adjustments", "Aged", "Eligible Customers", "History", "History Summary", "Lot Summary - Attributes", "Lot Summary - System Lot", "Lot Summary - User Lot", "Lots", "Master Lots", or "Transactions".

Pick list used to show or hide by-products. Only available when "Report Type" is set to "Lot Tracking Explosion". Refer to the Handling Co-Products and By-Products page for more information on this feature.

Used to determine how results will be grouped when running the Lot Summary - Attributes, Lot Summary - System Lot, or Lot Summary - User Lot reports. Options are:

• Location (Default)
• Summary - If selected, the system will only group by Facility, Part, then either Attributes, System Lot, or User Lot, depending which of the summary report is being run. (Note: For any location variables in the report grid, if the entire lot is in a single location, the system will use that location. For any lots in more than 1 location, the system will display 'Multiple' as the location.
• Added in version 17.01.126

Search field used to have the selected report both display and calculate in the selected Currency.

If an expiration date is entered, only Parts with the entered expiration date are displayed in the generated report.

Used to filter the report based on General Ledger posting reference code. Only available when "Report Type" is set to "Transaction".

Search field used to select a Category to which Parts belong.

Search field used to select a Sub-Category to which Parts belong.

Search field used to select an Item Planner as assigned to Parts.

Search field used to select a Revenue account as assigned on a Part's Item Master > Accounts tab.

Search fields used to select values for any of the five user-defined Item Search 1-5 fields. Captions for these fields are maintained via System > Maintenance > Captions.

Pick list used to filter for Parts assigned to a specific cycle counting classification/item ranking. Options are: All, A, B, C, D, E, F.

Pick list used to filter report results for a specific inventory segment. Definitions of each segment are available in the "Item Type" field description in the General 1 tab section of the Item Master Encyclopedia page.

Pick list used to show or hide inactive Parts.

If clicked, allows the user to drill-down into the detail of the report line.

If clicked, displays a summary of the Lots in inventory for the selected Part.

If clicked, allows the user to print Lot labels for the selected Lot.

If clicked, allows the user to print a Lot label for all the Lots displayed on the report.

If clicked, allows the user to print a Certificate of Analysis (created as a Part Form) for the Lot of the selected Part.

• Beginning in version 16.07.028, this button is available for the "Transactions", "History" and  "Lot Tracking Explosion" reports. Added to support customers that require COA’s to be printed for all items used in a manufactured item as well as the manufactured item. In addition to lot information fields, if the lot is associated with a sales order (based on the postref field) and running either the "Transactions" and "History" reports, then the customer and sales order header fields from the dmbill, dmship, and dttord tables are available to the COA.

If clicked, displays the QC Test results entered for the selected Lot.

• This will not show the QCINFO_PARENT information that can be printed on the COA.
• Security settings exist to control access to view, modify, and delete QC results via this button.

If clicked, opens the Modify Attributes form where users with the appropriate access may modify the (User) Lot Number, Catch Weight, Serial Number, Container Number, Expiration Date, and Attributes.

• When using this button with the "Lot Summary / User Lot" Report Type, only new values for the New Expiration, Attributes 1-3, Density, and Notes fields will be saved. The default values for these fields will be empty since this is a summary report, and the user lots being modified may contain multiple system lots which do not all have the same starting values.
• When using this button with the "Aged Inventory" Report Type, the changes made on the Modify Lot form are only made to the highlighted system lot. Follows same functionality as when done from Lots report.
• The Modify Attributes form will open with all fields in display only mode when clicking the "Modify Lot" button (beginning in version 17.04.006) if the lot is an inventory status of "Pending".

If clicked, and the user has the "Inventory -- edit lot exclusions" security set to yes, the system will display the Exclusion Lots form which allows users to determine what lots are excluded from use based on Bill-To/Ship-To/Billing Group, Users can also determine if it is System Lot specific or User Lot specific.

• Added beginning in version 16.07.001
• Only available when running the Lots and Eligible Customers reports.
• Business Case: Added for situations where a company's customers reject a system or user lot for their own subjective reasons (not something measured by the company QC or customer-specific QC) and do not want to have the same items sold/shipped to them again. For example, a customer may request a sample of a product that has a passed all QC checks but decided to reject the sample/lot based on odor or color characteristics. See the Exclusion Lots form section below and the Excluding lots for production use and shipment for specific customers help section for complete details.

If clicked, displays the inventory history for a given Lot/Part, such as an inventory move or a general adjustment.

• For the "Transactions" report, the detailed data totals shown via this button may not match the total on the report due to excluded transactions.
• Starting in version 15.02.the resulting report contains an "Undo Adjustment" button, used to reverse previously transacted inventory adjustments. This button is available on in web version058, s and access is controlled via the "Inventory - Undo Adjustment" security.

If clicked, opens the Adjust Inventory On Hand form with various data entered based on report pre-filters and the record selection at the time the button was clicked.

• As of 14.8, when adjusting inventory in for an existing Lot, the system now keeps the Expiration Date. Previously if the Expiration Date for a Lot had been changed then that Lot was adjusted to add more, the Expiration Date on the new quantity would revert to the original Expiration Date.
• Not available when the "Display" pre-filter is set to "All" or "Inactive" or when the "View" pre-filter is set to "All", "Inventory and Reserved", or "Inventory and Staging".

If clicked, opens the Move Inventory form with various data entered based on report pre-filters and the record selection at the time the button was clicked. 

• Lots moved to QC Pending (via the "Move Inventory" button on inventory reports) will be moved into this Production > QC Results Entry area, provided the item in the lot that is moved to QC Pending is marked as manufactured and has a default BOM revision with a QC group marked for After Production.
• The Inventory > Options field "Require New QC Results After Move To QC Pending", along with the "Quality control -- edit qc results prior to move to qc pending" are optional features that may be leveraged to manage additional QC tests.

If clicked, displays where a Part is and how much of it there is in inventory.

Calculation: Current date - Lot date (fi_lotdate).

fi_action

• The type of adjustment, including inventory adjustments, inventory moves, staging, and physical inventory.

fi_cost

• The lot cost of the inventory adjustment.

quant * fi_invcost

• The Quantity multiplied by the Inventory Cost

fi_quant

• The amount of inventory the adjustment was done to.

fi_date

• The date of the inventory adjustment.

Calculation: Inventory Cost (invcost) / Part's Pricing Factor (prfact).

Definition: The average cost of all of the System Lots within a User Lot.

Calculation: (exten / balance), where exten = [SUM (In – Out) * invcost] and balance = SUM (In – Out).

Definition: If this variable is added to the report, the system will explode the Job finish lines and sum up the quantity of the source Lot used during production.

Calculation: This variable calculates the quantity all of the raw Parts that went into the Part that is listed, including Lots that were produced via the Inventory > Produce Assemblies transaction.

Calculation: Sum of the Actual Burden Cost (j4_burcost) for each Lot (fi_id) in the report.

Calculation: Sum of the Actual Work Center Cost (j4_centcost) for each Lot (fi_id) in the report.

Calculation: Sum of the Actual Labor Cost (j4_labcost) for each Lot (fi_id) in the report. 

Calculation: Sum of the Actual Material Cost (j4_matcost) for each Lot (fi_id) in the report.

Calculation: Sum of the Actual Purchase Cost (j4_purcost) for each Lot (fi_id) in the report.

Calculation: Amount onhand as of end date specified in pre-filter

Calculation: Amount purchased between start and end dates specified in pre-filter based on tp_duedock if tp_recevd is empty. 

Calculation: On Hand + Purchased

Calculation: Amount shipped between start and end dates specified in pre-filter based on to_shipped. 

Calculation: Available - Sold

Calculation: Sum of to_totdue for all sales orders ordered, not invoiced, within the dates that the report is run. Ordered is based on to_orddate.

Calculation: Actual Margin for all orders that have not yet been invoiced within the dates that the report is run for based on to_orddate.

Calculation: Sum of forecasted quantities for the item * item master list price (pr_lispric)

Calculation: Same as Ordered GP% but for the forecasted amount.

Calculation: Sum of to_totdue for all sales orders invoiced within the dates that the report is run based on to_invdate

Calculation: Same as Ordered GP% but for the invoiced amount.

usable / (outqty / days)

• Usable amount = endqty - the default minimum quantity in inventory (pr_reorder)

supply + end date

• If the outquty is less than or equal to zero, or the end date is invalid no date will be displayed; otherwise the date value will be the supply plus the end date

365 / endqty / (outqty / days)

• If either the outqty or endqty is zero, the displayed value will be 0

endqty - inqty + outqty

The sum of non zero and non negative fi_quants (grouped by the prid) when the action (fi_action) is not one of the following: 'Order un-received', 'Un-shipped order', 'De-issue', 'Un-reserve'

The sum of non zero and non negative fi_quants (grouped by the prid) when the action (fi_action) is not one of the following: 'Order un-received', 'Un-shipped order', 'De-issue', 'Un-reserve', multiplied by -1.

The total amount on hand of the part.

• If the outqty is zero, a place holder value of 999,999 will be displayed; otherwise, the value will be the usable amount divided by the quantity of the outqty divided by the number of days between the start and end date.

Definition: Stores the average cost at the time the Lot was created. This value does not change.

Determines how the exclusion of the selected lot will be applied. Options are:

• Bill To Company
• Billing Group
• Ship To Company

Indicates the specific Billing Group, Bill To or Ship To customer for which this lot will be excluded from use or shipment.

Determines if the exclusion will be based on the User Lot or System Lot

Displays the System Lot that has been selected.