Process the Inventory Transactions Report

To print the report for all items (Divisions, Warehouses, Locations, Products, Transaction Types):

1. Enter a Division range of 1 to 9999. This will ensure all Warehouse Locations are included.
2. Leave all other parameters blank except for the desired Transaction Date Range.
3. Select Detail or Summary as the Report Type.
4. Choose the report output. 
   • Video – Display only on the screen.
   • Printer – Send to a printer.
   • Excel – Send to Excel.
5. Select Print.
6. The report will automatically display when finished processing.

To print detailed information:

1. Enter the Division range. If only processing for one Division, enter the same number in the From and To fields.
2. Enter the Warehouse location range. If only processing for one warehouse, enter the same number in the From and To fields.
3. Enter a Storage Location range if desired.
4. If only specific Storage Types (Trucks, Shop) should display on the report, enter the From and To values.
5. To view only specific inventory items, select the Search icon by the Inventory Item field and select items from the list. If processing the report for all items, leave the Inventory Item field blank.
6. Enter the Transaction Date Range.
7. If Step 5 was left blank and a search by Product Category is desired (Copper, Regulators), enter the range. It is not required to select a Product Category if an Inventory Item was chosen.
8. Select the Transaction Types.
9. Choose a Report Type of Summary or Detail. If Detail is chosen, detailed line items will display indicating the source for the entry such as an Invoice, Purchase, or Inventory Adjustment.
10. The report will begin to process and will automatically display when finished.