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<< Click to Display Table of Contents >> Substitute Inventory Listing |
  
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<< Click to Display Table of Contents >> Substitute Inventory Listing |
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The Substitute Inventory Listing report provides information about the predefined substitute inventory items set up for your inventory. You can use this report in cross-referencing inventory items with the substitute inventory items assigned to them.
To generate the Substitute Inventory Listing Report, perform the following procedures:
1.Access the Substitute Inventory Listing function from the Items Listings group under the Reports main menu either in the Accounts Receivable or 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 the List box button next to the Sort By field. Select any of the following options:
•Item
•Item Class
•Product Line
•Substitute Item
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 desired report filters. Depending on the sorting option you chose, mark the Individual checkbox if you want to generate the report for a single item, item class, product line or substitute item; and enter the value in the adjacent field; otherwise, select in the Filters area the appropriate criteria in generating the report.
6.Choose from the following options the items you want to include in the report depending on the items' status:
•Active and Inactive Items
•Active Items Only
•Inactive Items Only
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 Substitute Inventory 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. |
oSubstitute Item #
AccountMate displays the Item Profile when you double-click the substitute item number in the report. This feature is available only when you choose the Substitute Item # sorting option. |
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