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This report allows you to view the list of issues for the items selected in BU, OU or Warehouse. Report Information.
Select the “Issue List” link under the “INVReports” business component.
The “Issue List” page appears.
Enter the following field details in the “Search Criteria” group box:
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Issue List For |
Use the drop-down list box to select the level at which you want to view the issue list report. 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. |
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. The system retrieves all the warehouses applicable for the login OU in ascending order with the first value as the default value on launch of the page. |
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Item Selection Options |
Use the drop-down list box to select whether the items for which you want to view the issue list is based on “Item Type”, “Item Group” ,“Item Account Group" or “Item Category”. The system displays “Item Type” as the default value on launch of the page. |
Note: Item Category Code is selected only if “Item Category” option is chosen in the “Item Selection Options” drop-down.
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Item Account Group |
Use the drop-down list box to select the item account group. The combo is loaded with “All” and active item account groups. |
The system displays the following detail:
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Description |
The description of the Item account group. |
Enter the following :
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Item Category Code |
Use the drop-down list box to select the item category code. |
The system displays the following detail:
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Item Category Desc. |
The description of the Item Category Code. |
Enter the following in the “Item Group Based Selection” group box:
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Category |
Use the drop-down list box to select the category to which the item group belongs. The system displays the options, “System Defined” and “User Defined”. The system displays “Blank” as the default value.
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Usage |
Use the drop-down list box to select the application in which the item group will be used. The system displays the usage values depending on the category selected. |
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Group Type |
Use the drop-down list box to select the group type under which the item group will be created. The system displays the group types depending on the category and usage selected. If the category is chosen as “System Defined” and usage as “Sales”, the system displays the options, “Product Line”, “Price”, “Discount”, “Tax”, “Model”, “Sales” and “ATP” and sets this field to “Sales” by default. If the category is chosen as “System Defined” and usage as “Accounting”, the system displays the option “VAT” as the default value. If the category is chosen as “System Defined” and usage as “Purchase”, the system displays the options “Buyer” and “Budget” and displays “Buyer” as the default value. |
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Item Group Selection Option |
Use the drop-down list box to select whether the item group is “Specific” or “Item Attached Groups”.
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Group Code |
The code identifying the group code. This code is entered when the “Item Group Selection Option” is selected as “Specific”. |
The system displays the following:
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Group Code Desc. |
The description of the group code. |
Enter the following :
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Item Group Code |
Use the drop-down list box to select the Item Group Code. This code entered when the “Item Group Selection Option” is selected as “Item Attached Groups”. |
The system displays the following:
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Group Code Desc. |
The description of the item group. |
Enter the following detail:
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All Item Types |
Check this box if you want to select all the item types specified in the “Item Type Selection” group box. |
Enter the following in “Item Type Selection” group box:
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Raw Material |
Check this box to view “Issue List” report for items of Item type “Raw material” alone. |
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Intermediate |
Check this box to view “Issue List” report for items of Item type “Intermediate” alone. |
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Utility |
Check this box to view “Issue List” report for items of Item type “Utility” alone. |
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Finished Product |
Check this box to view “Issue List” report for items of Item type “Finished Product” alone. |
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Spare Part |
Check this box to view “Issue List” report for items of Item type “Spare Part” alone. |
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Pack |
Check this box to view “Issue List” report for items of Item type “Pack” alone. |
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Component |
Check this box to view “Issue List” report for items of Item type “Component” alone. |
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Tool |
Check this box to view “Issue List” report for items of Item type “Tool” alone. |
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Scrap |
Check this box to view “Issue List” report for items of Item type “Scrap” alone. |
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Consumable |
Check this box to view “Issue List” report for items of Item type “Consumable” alone. |
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Phantom |
Check this box to view “Issue List” report for items of Item type “Phantom” alone. |
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Sundry |
Check this box to view “Issue List” report for items of Item type “Sundry” alone. |
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Capital |
Check this box to view “Issue List” report for items of Item type “Capital” alone. |
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Container |
Check this box to view “Issue List” report for items of Item type “Container” alone. |
Enter the following details in “Item Selection” group box:
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Item Code From |
The starting range of item code (Alphanumeric, 32). |
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Item Code To |
The ending range of item code (Alphanumeric, 32). |
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Variant Code |
The code identifying the variant of an item (Alphanumeric, 8). |
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Item Variant Desc. |
The description of the item variant (Alphanumeric, 150). |
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 “Account 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 populates 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 populates 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. |
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 Value From |
The starting range of issue value (Integer). |
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Issue Value To |
The ending range of issue value (Integer). |
Enter the following detail:
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All Issue Types |
Check this box if you want to select all the fields present in 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 if the issue type is production issue. Check this box to view “Issue list Report” for “Production Issue” type alone. |
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Subcontract Issue |
Check this box if the issue type is production issue. Check this box to view “Issue list Report” for “Subcontract Issue” type alone. |
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Inventory Issue |
Check this box if the issue type is production 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 list report details.
The types of issues are production issue, maintenance issue, subcontract issue, inventory issue, sales issue, stock transfer issue and unplanned issues
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 i 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 details such as issue type, issue date, issue document number, reference document number, Reference Document Type item code, variant code, item Variant description, Stock UOM, Issue quantity, Issue value and warehouse.
You can specify the level at which you want to view the issue list details that is, OU, BU or Warehouse and other search conditions for viewing the report
You can select the Item Selection Option from the drop-down list box. The three options available are “Item Group”, “Item Category” and “Item Type”.
Item Group – You must select a value from the “Item Group Selection Option”. The options available are “Group Type Based” and “Item Attached Groups”. Group Type and Item Group at different Levels must be selected if the first option is chosen. The Item Group Code is selected if the second option is chosen.
Item Category – You must select the Item Category Code, and the corresponding Item Category description will be displayed automatically.
Item Type – You can select one or more or all the types of item for which you want to view the issue list.
You can also directly specify the range of item codes in the Item Selection group box. A value can be selected for the Date Selection Option, based on which the financial year, financial period, Date From and Date To are specified. The Date From and Date To are manually entered, only if the “Any Date” option is selected, else they are fetched based on the financial year or financial period chosen. You can directly specify the range of transaction number and issue value in the Transaction Detail Selection group box.
You can select whether the issue type is production issue, subcontract issue, inventory issue, maintenance issue, unplanned issue, sales issue and stock transfer issue.
Output For the Report “Issue List”:
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 report. It also displays the Group code / Group type / Group Category based on the selection in the entry page in the “Item group selection option “. The Base Currency and an Unique “Report ID “ are also shown
Column Information:
The column fields displayed are Item code, Variant code, Item var desc (Item Variant Description), Item type, Stock UOM, Warehouse, Issue Qty, Issue value, Issue Date, Issue Type, Issue Document No., Reference Document No. and Reference document type.
- Item Code, Variant Code, Item variant description, Item type, Stock UOM and the warehouse for the respective Items for the BU/OU/Warehouse will be displayed in the respective columns.
- Quantity Issued for the Item for the specific document will be displayed in the “Issue Qty “ column
- Total value for the Issued Qty. for the specific document will be displayed in the Issue value column.
- Date of issue transaction will be displayed in the Issue date column.
- Type of Issue either Production Issue / Maintenance Issue / Sales Issue / Sub contract Issue / Unplanned Issue / Stock Transfer Issue / Inventory Issue will be displayed in the Issue type column.
- Corresponding Transaction number will be displayed in Issue document no. column.
Respective Reference document no. for that issue transaction and the type of reference document will be displayed in the “Reference doc No.” and “Reference Doc Type “ column respectively
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.