Inventory Stock Count Detail

Prev Next

The Inventory Stock Count Detail generates inventory counts for the selected locations and dates, based on the configured Inventory Template.


Navigation

The My Reports search bar can be used to search R365's entire catalog of reports.

  1. Open the Reports app. 
  2. Navigate to My Reports
  3. Enter all or part of the report name in the search bar.
  4. The Results tab will open with the list of search results.
  5. From beneath the report name, click Run to run the report with the selected report view.
    -OR-
    Click Customize to adjust the report parameters and run the report. 



Report Parameters

Field

Description

Filter By

Location reporting category by which to filter the report.

Options in the Filter By menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.

Filter

Allows users to apply one or more filter options from the location reporting category that they selected in the Filter By menu. The selected filters determine which locations appear in the generated report.

For example, if Filter By is set to Region, the Filter menu might include options such as North, South, East, and West. A user can select West to display all locations belonging to this reporting category.

Options that appear in the Filter menu are configurable and specific to your organization. For more information, see System Preferences: Location Reporting Categories and Location Record: Reporting Categories.

Stock Count Type

Type assigned to the inventory count template that was used to create the inventory count.

Stock Count Date

Date when the inventory count was performed.

View options

Provides the user with options to select, save, edit, or delete a report view.
For more information about these controls, see My Reports: Using My Reports.

Run

Generates the report.
The green arrow button opens a drop-down from which users can Export, Email, or Print the report.


Report Columns

Columns

Description

Location Number

Number assigned to the location on the Location record.

Location Name

Name of the location.

Count Date

Date when the inventory count was taken.

Count Name

Name of the inventory count.

Template Name

Name of the template used to create the inventory count.

Frequency

Indicates whether the inventory count is taken daily, weekly, monthly, or annually.

Item Name

Name of the item.

GL Account Name

Name of the GL account that was used to purchase the item.

GL Account Number

Number used to identify the GL account that was used to purchase the item.

U of M Name

Unit of measure of the item. This report uses the items' Inventory UofM 1.

Quantity

Number of units purchased.

Cost Per Item

Cost for each unit of the item purchased.

Total Amount

Total amount that was spent purchasing the item.
Total Amount = Quantity x Cost Per Item


Email, Export, or Print the Report

This report can be emailed, exported, or printed in custom formatting directly from the reporting window. Learn more about how to send, export, or print this report.