Enter Number Series for Report Types
Explanation
This activity is used to create new numbering series for
Inventory Transaction Report Types. The numbering of inventory transaction
reports helps to keep a track on all the documents that are generated, hence it rules out the possibility of any missing documents. You can enter a number
series per site and also optionally a number series per site and warehouse.
To create an inventory transaction report it is
required to define at least one number series for the desired
report
type. If
you want to generate reports per site you have the option of only defining
number series per site but if you are creating reports per site and warehouse,
it is necessary to define the number series for both the site and the warehouse.
Prerequisites
The required inventory
transaction report types must be predefined in the
system.
System Effects
As a result of this activity a numbering series of your
choice will be created for the specified inventory
transaction report type.
Window
Inventory Transaction Report Basic Data
Related Window Descriptions
Inventory Transaction Report
Basic Data
Inventory Transaction Report
Basic Data/Report Type Number Series
Procedure
To enter a numbering series, when creating an inventory
transaction report per site:
- Open the Inventory
Transaction Report Basic Data window and click the
Report Type
Number Series tab.
- Populate or query for the desired company in the
Company list box. The report type IDs defined for the chosen company
will be automatically displayed in the Report Type list box.
- Select the report type ID that you wish to create
a numbering series, from the Report Type list box.
- Create a new record in the Site
field and select the desired value from the List of Values. You can also use
the Zoom functionality and create a new site in the
Site
window.
- Specify the date, the numbering series is going to
be valid from, in the Valid From field.
- Enter the starting number of the series in the
Start Value Field and the ending number of the series in the End
Value field.
- Save the record.
To enter a numbering series, when creating an inventory
transaction report per site and warehouse:
- Open the Inventory
Transaction Report Basic Data window and click the
Report Type
Number Series tab.
- Populate or query for the desired company in the
Company list box. The report type IDs defined for the chosen company
will be automatically displayed in the Report Type list box.
- Select the report type ID that you wish to create
a numbering series, from the Report Type list box.
- Create a new record in the Site
field and select the desired value from the List of Values. You can also use
the Zoom functionality and create a new Site in the
Site
window.
- In the Warehouse field, select the desired warehouse from the List of Values.
- Specify the date the numbering series is going to
be valid from, in the Valid From field.
- Enter the staring number of the series in the
Start Value Field and the ending number of the series in the End
Value field.
- Save the record.