The Quantity History Report provides a way to print specific information for Shipment, Receipt, Transfer, or Physical Count transactions to use in reconciliation. You can:

• Filter the report by any of several ranges including: date, Item ID, Job and Document ID ranges.
• Sort the report by Warehouse, Item ID, Job, or Document ID.
• Limit the report to specific postings (Shipments, Receipts, Transfers, or Physical Counts) and include Unapproved transactions, if desired.

Permissions must be set in the System module to access the Physical Count Worksheet report.

System module—Security—Users—Inventory—Reports—Quantity History

Select Warehouses (button)

Click the Select Warehouses button and then select the Warehouses for which you want to print the report.

Sort By

Select a sort option for the report from the drop-down list: Warehouse (default), Item ID, Job, ir Document.

NOTE that your selection for Sort By makes some options in the Postings For section (see below) unavailable.

From / Thru Date

To run the report for a specific date range, click in the field and use the calendar button for each field to select a starting and ending date for the range or select the same date for both to run the report for one day.

From / Thru Item ID

To run the report for a specific Item IDs range, use the Lookup icon for each field to select a starting and ending entry for the range or select the same entry for both to run the report for one Item ID.

From / Thru Job

To run the report for a specific range for Job, use the Lookup icon for each field to select a starting and ending entry for the range or select the same entry for both to run the report for one Job.

NOTE that your system must be set up to use Job Cost for this field to appear.

From / Thru Document ID

To run the report for a specific Document ID range, click in each field and type a Document ID for the starting and ending entries for the range or select the same entry for both to run the report for one Document ID.

NOTE that your system must be set up to use Documents for this field to appear.

Include Unapproved (check box)

Checked - The report includes unapproved transactions.

Unchecked - The report does not include unapproved transactions.

Postings For

Select check boxes for the types of postings you want to include in the report. Options include:

Shipments

Receipts

Transfers

Physical Counts

NOTE that some options may be unavailable, based on the selection you made in the Sort By option, above.

Report Format

PDF Format (default): Select this option to print the report in PDF format.

Create Spreadsheet: Select this option to print the report in an Excel spreadsheet.

1. From the Inventory menu, select Reports—Quantity History.
2. Use the Field List for help selecting options.
3. Click Print.
4. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.