Inventory Transaction Recap

Process:

What is an ITR? The ITR is a snapshot of your current inventory at that moment in time. If you run it at the start of business and a few hours later it most likely won't match because as the day goes on your processing orders, receipts, adjustments, etc. This page displays the Active Inventory Transaction Reports (ITR), there are options to view the Archived reports, perform an advanced search, export data and then run a new ITR. The ITR displays an inventory snaphot up to a given date. The weight, value and quantity are displayed in an Excel format allowing users to manipulate the data and to remove, sort and rearrange fields. In Excel you can use the pivot tables to remove fields on the main page of the spreadsheet (or add) and on the secondary page you can use the unprotect function of Excel to manipulate the data, sort, etc.

ADD

Click  +Run New ITR   and a new page opens. There is a warning that  **The Inventory Transaction Report should only be initiated during off hours when there is no other activity in the system**  This is because any other transactions being processed will interfere with this report and you could end up with bad data.

Type in the name for the ITR and choose a start/end date and select if the System Order Date Type ID should be Confirmed or PickUp.

ARCHIVING: Archiving an ITR should only be done after or at the end of the month when all data has been verified. If you run an ITR mid month or during the week just to track it for your information only-do not archive it. When comparing the ITR you should use 3 different reports: the Distribution Summary Report by Product, Agency Orders and Adjustments.

This is an ITR Summary tab for 2/1/19 through 3/9/19. It gives an overview of the data.

This is the ITR Data tab, it gives detailed information about the data.

The pivot table can be displayed and fields can be added/eliminated.

Here I removed everything but the beginning and ending inventory.