Stock history

 

Report showing the stock changes and movements in a period

 

This is a list of all the stock movements for a given period. At the main screen:-

 

 Select: Print - Stock history

 

The program displays the report on screen in the 'Report viewer'.

 

 

The report shows every transaction, sorted by board code, for the current period. The history of each board is detailed showing the quantities (in or out) for each transaction. The 'current period' is the time from last time the 'End of period' report was run. The 'End of period' report consolidates the transactions into a single opening balance for each board or item.

 

The default data on the report is, for each board:

 

Board code and material details

Date of transaction

Transaction number

Transaction type

Transaction text

Reference

Quantity involved in transaction (plus or minus)

 

The transaction fields (number and type etc.) are fully explained in the topic: Audit trail

 

Report - options

 

There are menu options to set up the printer, page, report range, report content and layout. The report can be separately customised for both on-screen and printed versions. See the topic: Stock report layout and settings - Overview

 

- Report settings (change report layout)

- Print layout (change layout for the printed report)

- expand on-screen view (4 levels of zoom)

- print report (uses the settings from 'Print layout')

- information about the report contents and operation

- exit without printing

 

File - Export  - export data

File - Modify range  - change items included in the report

 

- Use the Navigation buttons to move between reports (or the Reports menu option).

 

 

See also