Date Counted Report By Location
Reports Menu -> Inventory ->
Date Counted Report By Location
This report identifies sales and rental inventory by product
class or group selection, using the date last counted for each
location.
The report prints the selected list of products with the class or
group, the product number, description, date last counted,
location, and quantity at that location.
This report can be useful in determining sales stock and rental
equipment that have not recently been physically counted in
inventory.
The date last counted is stored for each product in Sales Inventory and Rental
Inventory, and is updated when an adjustment is made to the
quantity count at a location using Sales
Inventory, Rental Inventory, Product Quantity Adjustment, Update On Hand Quantity by Product#, or Update Quantity/Location Utilities, or Inventory Count, or Auto
Receive Non-Bulk Rental Item.
The utility Update Date Counted By
Product can be used to correct any errors in the Date Counted
field.
The utility Review Location Qty Changes
can be used to review details about the quantity adjustments.
The prompts to generate the Date Counted report are:
-
- LOCATION, "ALL" OR "SEL"
-
- Type ALL to include all locations in the report.
- To print the report for a single location, leave this field
blank for the Head Office, or enter a specific location code, or
select a location from the drop-down list.
- Type SEL to select a range of inventory locations to include in
the report, as outlined in Division Select By
Region.
SELECT BY
- Select one of the following product selection options:
- Select Class to choose to select, and sort the products
by Product Class on the report.
- Product Class Selection:
The class selection options are provided as follows, if the
Select By choice is by Class:
-
- FROM CLASS
- Leave this field blank to include all classes, or enter the
preferred starting Product Class for the reporting range, or select
one from the Product Class Search
window.
- TO CLASS
- Leave this field blank to include all classes, or enter the
preferred ending Product Class for the range.
- Select Group to select and sort the products by Group.
- Group Selection:
The Group selection options are provided as follows, if the
Select By choice is by Group:
-
- FROM GROUP
- Leave this field blank to include all Groups, or enter the
preferred starting Group for the reporting range, or select one
from the Group Search window.
- TO GROUP
- Leave this field blank to include all Groups, or enter the
preferred ending Group for the range.
FROM DATE
- Accept the current month start date, or enter a preferred
starting date for the "counted date" range selection.
- TO DATE
- Accept today's date or enter a preferred ending date, for the
"counted date" range selection.
PRODUCTS TYPE
- Select one of the following product options:
- Select Rental to include rental equipment only in the
report.
- Select Sale to include only sales parts in the
report.
- Select Both to include rental equipment and sales parts
in the report.
INCLUDE ZERO ON HAND ITEMS
- Check this box to include products with zero quantities on the
report.
Uncheck this box to omit zero quantity products.
COUNTED TYPE
- Select one of the following filter options for the output:
- Select Counted to print only products with a Counted
Date that falls within the selected date range in the
report.
- Select Not Counted to list the products NOT counted
within the selected date range.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSIL38