The report shows a summary of stock movements in a specified timeframe. Use this report to see inventory movement details for specific transactions including transaction reference, date, quantity in and out and cost in and out.
Only users with the Inventory Reporting permission can access this report.
Table of Contents:
Data from this report can be exported in Excel, PDF or RTF format.
|Reporting Period||Allow user to select the reporting period from a list of options or set a custom date range.|
|Filter By||Allow user to filter by Stock Movement Date or by Transaction Effective Date|
|Layout||Set to the default layout. Allows selection of saved layouts, if any.|
|Save Layout As||Allows saving of a layout for potential future use.|
|Reset Layout||Resets layout to the default layout or selected saved layout.|
Select Apply Filter to set filter fields for the report and Update to refresh the output with any new changes. See Managing DEAR Reports - Filtering Reports for more detailed information about using filters.
The following output fields are available for this report. You may have to open the Configure Layout menu to add some of them to your report.
|Product||The name of the product.|
|Unit||Product unit of measure.|
|Batch #||Batch number of product.|
|Expiry Date||Expiry date of product.|
|Bin||Bin where stock is located within location.|
|Type||Type of movement. In or Out of the location.|
|Reference||Task reference responsible for stock movement.|
|Date||Effective date of stock movement|
|Year||Year of effective date of stock movement.|
|Quarter||Quarter of effective date of stock movement.|
|Month||Month of effective date of stock movement.|
|Tags||Comma-separated product tags.|
|Family||Product family name.|
|Stock Locator||Location in the warehouse.|
|Product Additional Attribute 1-10||Values of product additional attributes.|
|Quantity In||Quantity of stock moved into the location|
|Quantity Out||Quantity of stock moved out of the location|
|Cost In||Cost of the stock moved into the warehouse in base currency.|
|Cost Out||Cost of the stock moved out of the warehouse in base currency.|
NOTE: If you have added an Additional Attribute set to your sale or purchase processes, the attributes will appear as additional report fields.
The report has a report generation filter called filter by either stock movement date or transaction effective date. Can you advise what precisely do these dates constitute? e.g. is the transaction effective date the date of the SO? or invoice date? is 'stock movement date' effectively the date by which the order is marked as fulfilled?
Can you please tell me why an inventory movement is missing from this report?
Usually this is an issue with the date filters. By default the date filter is set to "Last Month", however if you are part-way through the next month this may miss some recent inventory movements. Try setting the reporting period to "Last 30 days" or setting a custom date range instead. Missing entries can also be caused by cache problems. Try clearing your cache and refreshing to see if the issue persists.
Looking for a report that will allow me to view inventory by sku, production date/ expiry date, and location.
"Inventory Movement detail" allows you to extract all of the details SKU, expiry date and location. If in the default view the headings are not available you can add the headings by clicking on the "More fields" add drag the required heading to the report. As per the current design of the DEAR the production date is only available in the Finished Goods Analysis report. As a workaround, you can add the headings PO date and Invoice date both in the Inventory movement detail report.
Transfer out could mean anything from sales order, stock adjustment, stock transfer, to unstocks. It's basically any transaction that creates a product movement to go out of the location, while transfer in could also be from stock receives from PO, to stock adjustment, transfers and restocking, and any product movement comes in the location. The reference field should tell you what transaction the movement is involved in.
I need to know how I can apply a filter so I can just see the totals of each of the items we have in inventory. Just the totals nothing else. Is this possible?
For the totals only per item, you can try the Inventory Movements Summary Report instead.
What do the transaction type acronyms stand for?
PO - Purchase order
SO - Sale order
ST - Stock adjustment/stocktake
TR - Transfer order
FG - Assembly order
FO - Fulfillment order
MO - Production order
Still no answer to your question? Please do not hesitate to get in touch with DEAR support.