Transaction_Summary

Transaction Summary

Use this report to review a summarized overview of inventory transactions for a selected period. The Transaction Summary Report groups transaction activity by type and provides totals for quantities and values, helping users analyze inventory movement, verify transaction totals, support reconciliation efforts, monitor inventory trends, and provide management-level reporting. This report is commonly used for operational review, inventory analysis, and financial reporting.


Do this...

1. Open Connect Materials Management > Reports > Transaction Summary.

2. Select a title.

3. Set up the Report Dates. All of the transactions that have a transaction date that occurs within the report date range will be included.

4. Click Print (CTRL+P) or Preview (CTRL+Q).

The report prints.

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