Summary of items sold and purchased (IN40199S)

This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.

You use this window to view detailed information about stock items sold and purchased, and quantities on shipments and receipts.

The number of sold items - the sold quantity - consists of the quantity on shipment and the open quantity. This number is aggregated per item ID.

You can specify criteria to filter the data to be displayed.

In this area, you can select a summary of items sold and purchased, and they can be grouped by financial period. You can also include your incomplete document lines in this summary.

Element Description
Item ID Select which item ID you want to be shown from the Select - Item ID dialog box.
Item class Select which item class you want to be shown from the Select - Item class dialog box.
Item type

Select the item type you want to be shown. You have three options:

  • All

  • Stock item

  • Non-stock item

From period Select from which period you want the items to be shown from the Select - From period dialog box.
To period Select to which period you want the items to be shown from the Select - To period dialog box.
Include incomplete document lines If this check box is selected, the incomplete document lines will also be listed. Incomplete lines means that the transactions for sold or purchased items which have not been shipped or received yet.
Group by financial period If this check box is selected, you see the items grouped by the

period in which they were sold and purchased.

The items will be listed in the table area.

Element Description
Item The ID of the stock item.
Type

The type of stock item:

  • Finished good

  • Component part

  • Subassembly

Item description The description of the stock item.
Quantity sold The quantity of the stock item that is sold.
Qty. on shipments The quantity of the stock item that is shipped.
Quantity purchased The quantity of the stock item that is purchased.
Qty. on receipt The quantity of the stock item on the receipt.
Item class The item class of the stock item.
Item class description Description of the item class