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7.10. Inventory History

The Inventory History screen provides the complete record of all inventory movement in the system. As a result, this is the perfect screen for analyzing and troubleshooting inventory issues. And the search filter gives you multiple ways to narrow your searches down so you can quickly find the records you are looking for.

Here are some tips for using this screen:

  • If a line displays in orange, this means the item site in question is frozen. Accurate quantity on hand (QOH) information will not be shown until the item site is thawed.

  • You can narrow your searches by transaction type, date range, and order type to simplify the process of locating records.

  • The system prefixes order numbers with letters indicating the order type. For example, work orders are prefixed with WO, purchase orders with PO, and sales orders with SO. These letters are for display purposes only and are not considered part of the order number.

  • Use the right-click menu to examine the details of any transaction in the list.

  • View ABC class information by enabling the ABC Class column header.

To view the Inventory History screen, go to Inventory > Reports > History. The following screen will appear:

Inventory History

The default filter on the Inventory History screen shows all inventory transactions for the current day. You can build your own search criteria using the following options:

Filter

Select a filter from the list of available filters, then select the QUERY button to generate search results. Only saved filters will appear in this list.

MORE

Select this button to show the parameters underlying the saved filter. To hide the parameters, click the MORE button a second time.

Query Builder

When building a custom query, you have the following options:

+

Select to add a new parameter to the query.

-

Select to remove a parameter from the query. This option is disabled for default parameters.

SAVE

Select to save your filter for future use. Saved filters will appear in the list of available filters.

MANAGE

Select to manage your saved filters. To learn more about managing filters, please see Section 2.1.2, “Search Filters”.