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This report allows you to view the summary of the issues at BU or OU or Warehouse level. Report Information.
Select the “Issue Summary” link under the “INVReports” business component.
The “Issue Summary” page appears.
Enter the following field details in the “Search Criteria” group box:
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Issue Summary For |
Use the drop-down list box to select the level at which you want to view the summary of the issue. The options available in the drop-down list box are “Warehouse”, “OU” and “BU”. The system displays “OU” as the default value on launch of the page.
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Note: Warehouse code is selected only if Warehouse option is chosen.
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Warehouse Code |
Use the drop-down list box to select the warehouse code. |
Enter the following details in Date Selection group box:
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Date Selection Option |
Use the drop-down list box to select the date selection option. The options available in the drop-down list box are “Any Date”, “Fin Period” and “Fin Year”. The system displays “Any Date” as the default value on launch of the page. |
Note: “Financial year” is specified only if “Fin Year” option is selected in the Date Selection Option field.
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Financial Year |
Use the drop-down list box to select the financial year. The system retrieves all the financial years defined for the company from the “Accounting Setup” component. The financial year retrieved must be on or before the system date. The values are populated in ascending order with first value as the default value. The system displays the starting date and end date of the financial year in the date from and date to fields |
Note: “Financial Period” is specified only if “Fin Period” option is selected in the Date Selection Option field.
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Financial Period |
Use the drop-down list box to select the financial period. The system retrieves the financial periods defined for the financial year selected from the “Accounting Setup” component. The financial period displayed must be on or before the system date. The values are populated in ascending order with first value as the default value. The system displays the starting date and end date of the financial period in the date from and date to fields. |
Note: “Date From” and “Date To” are user defined only if “Any Date” options is selected in the Date Selection Option field.
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Date From |
The starting range of date (Date Format). The date entered in Date From field must be less than or equal to the Date To field. |
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Date To |
The ending range of date (Date Format). Date To must be less than or equal to the system date. |
Note: Issue Summary is displayed only for the date that lies between the Date From and Date To fields.
Enter the following details in Transaction Detail Selection group box:
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Transaction No. From |
The starting range of transaction number (Alphanumeric, 18). |
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Transaction No. To |
The ending range of transaction number (Alphanumeric, 18). |
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Issue to Cost Center |
Use the drop-down list box to select the cost center where the material is issued. The system retrieves all the cost centers defined for the BU along with an “All” option. |
Enter the following detail:
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All Issue Types |
Check this box if you want to s view the “Issue summary“ report for all the Issue types in the Issue list selection group box. This check box is checked by default on launch of the page. |
Enter the following details in “Issue List Selection” group box:
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Production Issue |
Check this box to view “Issue List” report for “Production Issue” type alone. |
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Subcontract Issue |
Check this box to view “Issue List” report for “Subcontract Issue” type alone. |
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Inventory Issue |
Check this box to view “Issue List” report for “Inventory Issue” type alone. |
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Maintenance Issue |
Check this box to view “Issue List” report for “Maintenance Issue” type alone. |
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Unplanned Issue |
Check this box to view “Issue List” report for “Unplanned Issue” type alone. |
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Sales Issue |
Check this box to view “Issue List” report for “Sales Issue” type alone. |
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Stock Transfer Issue |
Check this box to view “Issue List” report for “Stock Transfer Issue” type alone. |
For viewing the report
Click the “View Report” pushbutton to view the issue summary details.
The types of material issues are given below:
Production issue – the transaction type through which the material is issued to production. The reference document for this issue may be work order or pick order.
Maintenance issue – the transaction type through which the item is issued to maintenance function with maintenance work order or maintenance plan as reference document.
Sales issue – the transaction type based on which is done by the shipping function with pick order, pick sheet, pack slip or direct invoice as the reference document
Inventory issue – the transaction type in which the issue is based on material request.
Stock transfer issue – the transaction type in which issue is done by the shipping function to issue the material based on stock transfer order.
Subcontract issue – the transaction type in which the material is issued to the subcontractor from the warehouse based on subcontract order or subcontract release slip as the reference document.
Unplanned issue – the transaction type in which the issues are made without referring to any reference document.
This report allows you to view the issue summary details such as issue type, issue document number, issue date, issue value, issued to, reference document number and reference document type.
You can specify the level at which you want to view the summary of the issue that is, OU, BU or Warehouse and other search conditions You can select the issue type for which you want to view the summary as production issue, subcontract issue, inventory issue, maintenance issue, unplanned issue, sales issue and stock transfer issue.
Output For the Report “Issue Summary :
Header Information:
It displays the respective BU/OU/Warehouse, which was selected in the Entry page. It also displays the Date From and Date to fields with specific dates based on the date selection option, which was chosen in the entry page. It also displays the Specific Cost Center based on the selection in the entry page in the “Cost Center “ combo. The base Currency and an Unique “Report ID “ are also shown
Column Information:
The column fields displayed are Issue Type, Issue Document No, Issue Date, Issue value, Issue to, Reference Document No. and Reference document type.
- Type of Issue either Production / Maintenance / Sales / Sub Contract / Unplanned / Stock Transfer / Inventory Issue will be displayed in the Issue type column.
- Corresponding Transaction number will be displayed in Issue document no. column.
- Date of Transaction will be displayed in the Issue date column.
- Issue Transaction value will be displayed in the Issue value column.
- Organizational Unit for which the Transaction has happened will be displayed in “Issue To” column
- Respective Reference document no. for that transaction and the type of reference document will be displayed in the “Reference doc No.” and “Reference Doc type “ column as applicable.
Footer Information:
The date and Time of running the report will be displayed at the bottom left side of the report.
Corresponding page number will be displayed at the bottom right side of the report.