Thursday, October 25, 2018

Report that Combines the Quantity Sold and Quantity Consumed in Assembly Build for an item

1. Navigate to Reports > New Reports > Transactions
  Set the report information:
   a. Metric = Quantity
   b. Format = Summary
   c. Component = Item
   d. Field = Name (Grouped)
2. Click More Customization
   A. Edit Columns
   - Added from Item folder:
   - Current Quantity On Hand
   - Current Quantity On Order
   - Preferred Stock Level
   - Reorder Point
   B. Filters
   - Transactions folder > Transaction Type = Assembly Build,   Invoice
   - Transactions folder> Item = enter a specific item ( you may ignore this if you need to see all the items)
  C. Sorting
  - Transactions folder> Date : Descending = checked
3. Set a Name for this report
4. Click Preview and Save

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