Lot Control > Lot Control Item Reports

The Lot Quantity Listing function generates a report that shows information such as on-hand quantities, item description, and lot number of lot-controlled inventory items recorded in the system.

This report is useful for reviewing and monitoring the lot numbers and on-hand quantities of lot-controlled inventory items entered in the system.

To generate the Lot Quantity Listing Report, perform the following procedures:

1.Access the Lot Quantity Listing function from the Quantity Listings group under the Reports main menu in the Inventory Control module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking on the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the preferred criteria in generating the report.

6.Mark any or all of the following checkboxes, if applicable:

oShow Specification

Mark this checkbox if you want to include in the report the specifications assigned to the lot-controlled inventory items.

oShow Serial and Kit #

Mark this option if you want to display on the report the serial and kit numbers assigned to lot-controlled inventory items.

7.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Lot Quantity Listing function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item profile when you double-click the item number in the report.

Lot Quantity Listing

Lot Quantity Listing

See Also