Inventory reporting

Inventory reporting

Inventory reporting brings together movement history, movement analysis, stock valuation, inventory aging, and catch-weight variance views. Use the report that matches the question you need to answer.

Before you start

Prerequisites

• Sign in with access to the Inventory reporting menu.
• Have the inventory records you want to review available in the system.
• Use the valuation and aging reports for products.

The reporting views are read-only for report rows. Review existing inventory data rather than create or edit report rows.

Note: Valuation and aging use product valuation information created by product movements.

Find a report

Inventory reports answer different questions: Moves History follows completed and planned movement records, Move Analysis presents movement analysis, Valuation presents stock valuation, Inventory Aging presents aging measures, and CW Variance Analysis presents catch-weight differences.

Steps

1. Open Inventory.
2. Open Reporting.
3. Select one report from the table.

Result: The selected inventory report opens in its available list, pivot, or graph view.

Understand the report views

A list view presents rows and columns, a pivot view summarizes measures by groups, and a graph view presents a visual measure. The available information differs by report.

Some columns depend on access groups. Production-lot, tracking-lot, units-of-measure, multi-company, packaging, accounting-user, and warehouse access affect which information is available. Optional columns can also be hidden or shown by the report view.

Review inventory movements

Movement reports show how inventory moved, where it moved from and to, how much moved, and the status associated with each row.

Prerequisites

• Open Moves History or Move Analysis from Inventory reporting.

Steps

1. Select a search field to narrow the report to the product, transfer, reference, category, partner, source location, or destination location you need.
2. Select a movement filter.

3. Select a grouping when rows need to be arranged by product, status, date, transfer, location, category, operation type, picking, source location, destination location, creation date, or scheduled date.
4. Read the resulting rows using the headers available in the report.

Result: The movement report shows the rows that match your search, filter, and grouping choices.

Review valuation and aging

Valuation reports show the stock-value history associated with product movements. Inventory Aging uses the same valuation information to organize remaining quantity and remaining value over time.

Prerequisites

• Open Valuation or Inventory Aging from Inventory reporting.
• Review product records rather than non-product items.

Steps

1. In Valuation, search by product, reference, product category, product template, warehouse, or company.

2. Select Incoming, Outgoing, or Has Remaining Qty when you need to restrict the valuation rows.

3. Select Product, Product Category, Date, or Company to group the valuation rows.

4. In Inventory Aging, read the quantity and value measures in the pivot view.

5. Choose the valuation action that matches your question.

   If you need to…	Select
   Review valuation for a date	Valuation at Date
   Open the accounting entry attached to a row	Journal Entry

Result: The report shows the selected valuation or aging view, with the matching product, quantity, value, and grouping information.

Review catch-weight variance

Catch-weight variance reporting compares the expected catch weight with the actual catch weight and presents the difference for each relevant transaction.

Prerequisites

• Open CW Variance Analysis from Inventory reporting.

Steps

1. Search by product, partner, lot, or picking.

2. Select Receipts, Deliveries, Internal, Tolerance Exceeded, or This Month.

3. Select Product, Partner, Transaction Type, Category, Lot, or Date (Month) to group the results.

4. Read the expected, actual, absolute variance, percentage variance, and tolerance information in the list.

5. Choose the comparison view that matches your question.

   If you need to…	Use
   Compare products by transaction type	the pivot view
   Compare products by variance	the graph view

Result: The report shows catch-weight variance rows or measures grouped and filtered for the review you selected.

Handle report variations

The report can show different fields and actions according to access, report context, row values, and the selected view.

Steps

1. Read the headers and actions available in the report you opened.

2. If a field or action is absent, continue with the fields and actions available in that report.

3. Choose the view that matches the question.

   If you need to…	Use
   Read individual rows	the list view
   Read grouped measures	the pivot view
   Compare measures visually	the graph view

Result: The report is read using the fields, actions, and view available for its access and current row data.

When a report is empty or unavailable

An empty report message tells you whether the selected report has rows to display. A hidden field or action follows the report's access and row conditions.

What to do next

To continue inventory work, open Inventory transfers and returns. Move to the administrative page when access controls the available report content.

Result: You know whether to continue with inventory operations, inventory configuration, or accounting and audit reporting.