Use this report to review the transaction history of inventory items. The Inventory History Report provides a detailed record of inventory activity, including receipts, issues, returns, adjustments, transfers, and other inventory transactions. This report helps users research discrepancies, track inventory usage, support audits, verify transaction accuracy, and maintain a complete audit trail of inventory activity.
Example
An inventory manager notices that the quantity of water meters has decreased more than expected. By printing an Inventory History Report, they can review all related transactions, including:
This information helps determine why the inventory balance changed.
Do this...
1. Open Connect Materials Management > Reports > Inventory History.
2. Select a report title.
3. Enter the Report Dates.
Report Dates is the report date range. The report will use the report date range to select transactions to print on the report.
Do you want to use the calendar year as the report range?
Yes, I want to use the calendar year. This is the default setting.
No, I want to use a different date range. Change the Report Date, or click Advanced Options.
Inactive inventory is inventory with a termination date that occurs prior to the report begin date AND an activation date that occurs after the report end date.
Do you want to include inactive inventory?
Yes, I want to include inactive inventory. Select the Include Inactive Inventory checkbox.
No, I do not want to include inactive inventory. Leave blank the Include Inactive Inventory checkbox.
This option allows you to include inventory when the inventory quantity is zero AND there are no transactions recorded during the report date range.
Do you want to include inventory with a zero quantity and no activity?
Yes, I want to include inventory with a zero quantity and no activity. Select the Include Inventory with a Zero Quantity and No Activity checkbox.
No, I do not want to include inventory with a zero quantity and no activity. Leave blank the Include Inventory with a Zero Quantity and No Activity checkbox.
This option groups transactions for each inventory item based on the inventory's physical location. Then, it totals the transactions by location.
Do you want to separate transactions by location?
Yes, I want to separate transactions by location. The report will group and total the transactions for each inventory item by location. Select the Separate by Location checkbox.
No, I want to combine transactions. The report will group and total for each inventory. Leave blank the Separate by Location checkbox.
The report is printed.