Inventory Analysis report

In the Time period section, do one of the following:

• Select a reporting period from the Reporting period dropdown list. Then, either enter a date in the As of date field or use the calendar tool to select a date.
• Enter a specific Start date and End date or use the calendar tool to select the dates.

1. Select a Report on option to track items by either Item ID or UPC code:

   • To track items by Item ID: Select Item ID, and then use either the From item and To item dropdown lists or the Operator and Value fields to specify the items to include in your report.
   • To track items by UPC code: Select UPC, and then use either the From UPC and To UPC dropdown lists or the Operator and Value fields to specify the items to include in your report.

   The Operator and Value fields help you filter on specific items.

   For example, if you want a report on an item with the ID 800HGT453 but you only remember part of the ID, such as the HGT characters, select Contains from the Operator dropdown, enter HGT in the Value field, and select View. Intacct finds and displays all items where the Item ID contains the character string "HGT". If you select Includes or Excludes from the dropdown, the Value field can contain a list of values separated by commas.

   How to use From and To fields

   All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as necessary—from everything in the system to a single specific object.

   To run this report for a single object:

   1. From the From dropdown list, select the object that you want.
   2. From the To dropdown list, select the same object.

   To run this report for a specific range of objects:

   1. From the From dropdown list, select the object that you want to begin the range.
   2. From the To dropdown list, select the object that you want to end the range.

   To run this report for all objects:

   • Leave both From and To fields blank.

   If you have a lot of objects or the report takes too long to process, use the From and To dropdown lists to run a series of smaller reports. For example, you can run 5 reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.

   An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.

2. To show results for a specific warehouse or range of warehouses, use the From warehouse and To warehouse dropdown lists.
3. To show results for a specific product line, use the Product line dropdown list.

4. To show results based on the status of the order, use the Transaction state dropdown list:

   • All (this is the default setting)
   • Draft orders
   • Posted open orders
   • Closed orders
   • Converted orders

   When you create a transaction, usually you set the state to Pending. For example, you create an Inventory Transfer In, and you set its state to Pending. Later, when the transfer has actually been performed, you create an Inventory Receipt by converting the Inventory Transfer into an Inventory Receipt. The system automatically changes the state to "Converted." In other words, you can choose to view all transactions, or only transactions that are Open, Closed, or Converted into another document type as part of the workflow cycle.

5. To show results based on one or more transaction types, select any type from the left box and move it to the right box. To select multiple transaction types, hold down the Ctrl key and select each required type.

   This list is variable and depends on the document types your company has created. If your company has not modified the default set of transaction types, this list includes transaction types, such as Inventory Transfer In, Inventory Transfer Out, Inventory Damaged Goods, Inventory Scrap or Spoilage, Adjustment Increase, Adjustment Decrease, Adjustment Increase Value, Adjustment Decrease Value, Inventory Receipt, and Inventory Shipper.
   

6. To show results based on the template used to create transactions, select the state from the Transaction class dropdown list.

   When a document template is created or modified, a template type is assigned to it. The stock choices are Adjustment, Invoice, List, Quote, and Other. These choices are self-evident with the possible except of List and Other. List is a simple document template that does not have functionality such as posting to the GL(for example, a packing list). Other is any other template that you create whose functionality is not described by one of the other choices. Thus, you can restrict the report results to a single class of documents.

7. To show results based on the type of transaction data, select the state from the Show the dropdown list. Choose from:

   • Orders
   • Items
   • None
   Example

   Suppose you chose Warehouse - Product line for Report groupings. The report is organized warehouse and then by product line within each warehouse. You can then use the Show the list to select whether the Orders or Items for this warehouse are displayed as the data in the resulting report. If you select None, the report displays no data. This version is a very compact report that shows only the product line totals for each warehouse, and is useful if you need big-picture numbers without the actual transactions. If you don't plan to use the Detail level, don't choose None here.

1. To filter the report by geographic location, select the location from the Location dropdown list.

   Enter or select a location to run this report at the top level. Intacct uses the location that you specify to determine the appropriate currency.

2. To filter the report by department, select the department from the Department dropdown list.

3. If you want the report to cover certain locations regardless of what you select in the Location dropdown list, in the Show for dropdown list select one of the following:

   • All Locations: Include data for all locations regardless of the entity you're currently using.
   • This Location: Include data only for the entity that you're currently using.

   • Child Locations: Include data only for the locations that are child locations of your current entity.  

     For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

1. To format the report by a particular group, select the report group from the Report groupings dropdown list.
2. To set how much information is included, select either Summary or Detail from the Detail level dropdown list.
3. To include departments in the report, select the Show departments checkbox.
4. To include locations in the report, select the Show locations checkbox.

1. Enter the title in the Report title 1 field.

   • This title displays in large type at the top of the page, directly under your company name.
   • You can type over any default name that Sage Intacct might have populated in this field.  

2. Enter the subtitle in the Report title 2 field.

   • The subtitle displays in smaller type, directly beneath the main title.
3. Enter the footer text in the Footer text field. Footer text displays at the bottom center of the report.