Item History
The Item History is a report listing each goods in and goods out transaction for individual Items.
When printed to screen, the Item History report has Hansa's Drill-down feature. Click on any stock transaction number (e.g. Delivery Number, Goods Receipt Number or Invoice Number) to open the corresponding record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the start and end date of the report period, separated by a colon (:).
- Item No
- Paste Special
Item register
- Range Reporting Alpha
- To restrict the report to particular Items, enter an Item Number or a range of numbers here.
- Group
- Paste Special
Item Group register, Sales Ledger
- Enter an Item Group number, to include in the report only those Items belonging to the Item Group.
- Location
- Paste Special
Locations setting, Stock module
- To limit the report to a specific stock Location, enter its code here.
- Department
- Paste Special
Departments setting, Assets module
- Range Reporting Alpha
- Enter a Department Code, to include in the report only those Items assigned to a particular Department (specified on the 'Stock' card of the Item record).
- Default Supplier
- Paste Special
Supplier register
- If a Supplier Code is entered here, only those Items whose Default Purchase Item features that Supplier will be shown in the report.
- Only Stocked Items
- Use this option to exclude Plain, Structured and Service Items from the report.
- Show Balance for Items with no History
- By default, only those Items for which at least one stock transaction was entered during the report period will be shown in the report. Items which were received into stock before the report period and which were not subject to any subsequent movement will not be listed. If you would like to include such Items in the report together with opening balance figures, use this option.
- Include Future Records
- Usually, the report does not include Sales and Purchase Orders, because these do not directly result in any movement of stock (their stock implications are more correctly represented by Deliveries and Goods Receipts).
- Check this box if you would like to have certain Sales and Purchase Orders included in the report: this could help with planning future requirements for particular Items. To be included in the report, Sales and Purchase Orders must be unfulfilled and must have a Planned Delivery Date that falls within the report period. The Planned Delivery Date field must use the Date format, set in the Planned Delivery setting in the Sales Orders module.
- Function
- Use these options to control the level of detail shown in the report.
- Overview
- The report will contain one row per Item, showing for each the quantity received and the quantity removed from stock over the report period. If the Item is a component and has been used in Stock Depreciations as part of a Structured Item, these movements will be shown separately.
- Detailed
- For each Item, the report will list all stock transactions during the period. Locations are also shown.
- Function
- Use these options to determine which figures are shown in the report.
- Quantities
- The report will contain only stock quantities.
- Amounts
- The report will show stock values and, if the Detailed option has been chosen, quantities.
- Registers
- Select one or more transaction types for inclusion in the report.
- Function
- Use these options if you have some Items for which stock levels can be expressed using different units of measurement (e.g. metres and yards, litres and gallons, etc). These Items should be configured with a main Unit on the 'Pricing' card and a Unit 2 (the secondary Unit) and Coefficient (the relationship between the two Units) on the 'Stock' card. For example, an Item sold in litres and gallons should have "LITRE" as the main Unit, "GALLON" as the Unit 2 and "0.22" will be the Coefficient. The Quantity 2 figure in this report will be the quantity measured in gallons.
- Don't show Quantity 2
- Use this option to express stock quantities using the main unit of measurement (litres in the example).
- Show Quantity 2
- Use this option to express stock quantities using both units of measurement (litres and gallons in the example). Quantity 2 figures will only be shown for Items that have a Unit 2 and a Unit Coefficient specified on the 'Stock' card.
- Show Coefficient
- Use this option to express stock quantities using the main unit of measurement, together with the Coefficients where appropriate.
Introduction to Reports in the Stock Module
