Global Reporting in Inventory

Print Friendly, PDF & Email

Global Reporting in Inventory

 

Overview

Global is used for making inventory searches and/or changes to a group of parts within the Inventory module. In addition, StockTrac® provides the ability to create Global Profiles and run those profiles without actually making any changes at (this is referred to as a Dry Run).

 

Procedure

To run the Global feature, go into the Inventory module.

Click Reports, Global.

A list of all globals that have been entered will display. Click the New button to add a new search.

The Categories & Shops tab will be active. Enter a Title for this global and select which Categories to use.

This search may also be assigned to a Group. See Reports, Setup Global Groups for more information.

Next click on the Search tab.

The Search tab allows you to define the criteria the items must meet to be included in the search results. Click the Add button.

Field to Search – enter the Field to Search on. The drop-down box lists several fields to pick from.

Type of Search – choose from Equals, Doesn’t Equal, Less Than, Greater Than, Equal or Less Than, and Equal or Greater Than.

Amount or Field – Select one of these options. If amount is selected, the system will prompt for an amount. If field is selected, a field can be selected from a drop-down box.

*** NOTE: To change the entire category or categories, leave the above tab blank. ***

Click OK to save the search. Add any additional searches via the same method, and then click on the Change tab.

The information on the Change tab tells the system what information will be altered when this global is run. Click the Add button.

Field to Change – use the drop down menu to specify which field(s) will be changed when this global is run.

Type of Change – select Set Equal To, Increase By, Decrease By, or Round to Nearest.

Set Equal To – If this is selected, the system will prompt to select either Amount, Field or Margin. If Amount is selected, a dollar amount can be entered. If Field is chosen, a drop-down list of fields will display. If Margin is selected, a percent field displays.

Increase By – This option will prompt for an amount or a percentage.

Decrease By – This selection will also prompt for an amount or a percentage.

Round to Nearest – If this is selected, the system will prompt for a dollar amount.

In this example, the system will increase the Selling Price 1 by 5% for all items in the selected category with a Quantity on Hand greater than zero. Click OK. Next click on the Fields tab.

This screen is where the fields that appear in the search results are defined. The available fields are listed on the left, and the fields that have been selected are on the right. Click one of the available fields and then click Add. Fields can also be moved up and down, and fields can be deleted. The item (part) number always appears on the search result, so that does not have to be selected. The fields that are selected here are what prints on the report or exports to the output file.

Once the fields are defined, click on the Output tab.

There are three sections to this tab:

Report Options (mandatory) – set the font, the font size, the orientation of the report, and choose whether or not to print a summary page.

File Export Options (optional) – if the search is to be exported, specify a file name, the delimiter, and a text qualifier. Also state if the header row is to be excluded. All information in the section is optional; the data does not have to be exported.

Dry Run – it is highly recommended that all searches be done first as a Dry Run to ensure the correct data is selected, manipulated, reported on and/or exported.

Make the desired selections and then click Run. When the data is correct in the Dry Run, uncheck the flag and re-run.

Do not forget to click Save to save this search to be run at a later date.

 

Your email address will not be published. Required fields are marked *