Visma.net ERP

Lot/serial numbers (IN613000) report

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.

This window is only available if the Lot/serial tracking functionality is enabled in the Enable/disable functionalities (CS100000) window.

This report displays information about stock items with lot or serial numbers: expiration dates, unit costs, quantities available, and expired quantities as calculated for the selected ageing date.

The expiration dates are displayed for only stock items whose lot/serial class has the Track expiration date option selected.

Report parameters

On this tab, use the following parameters to select the information to be displayed on the report:

Element	Description
Ageing date	The ageing date. Select a date to view only the stock items having an expiration date before or equal to the selected ageing date; leave the field blank to view a broader range of data.
Expired items only	A check box that you select to limit the data displayed in the report to only expired stock items.
Warehouse	The warehouse for which you want to display data. Select a warehouse to view on only the stock items available on this location, or leave the field blank to view a broader range of data. This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.
Location	The location for which data will be displayed. Select a location to view only data , or leave the field blank to view a broader range of data. This field is only available if the Multiple warehouse locations functionality is enabled in the Enable/disable functionalities (CS100000) window.
Item ID	The stock item the report will cover. Select an item ID to view data on only this item, or leave the field blank to view a broader range of data.
Serial number	The serial number the report will cover. Select a serial number to view only data for this serial number, or leave the field blank to view a broader range of data.

am looThe report settings and options

Button	Description
Parameters	Navigates to and from the report window to let you change the report parameters.
Cancel	Clears any changes you have made and restores default settings.
Run report	Initiates data collection for the report and displays the generated report.
Save template	Saves the currently selected report as a template with all the selected settings.
Remove template	Removes the previously saved template. This button is available only when you select a template.
Schedule template	Opens the Select schedule name dialog box, which you can use to schedule the processing of the report. This button is available only when you select a template.
Edit report	Opens Visma BI - Report Designer in a new browser tab, where you can edit your report. However, if you are working with a Balance sheet (GL634000) report, you will be navigated to the Report definitions (CS206000) window to make your changes there.
Export report design	Makes a copy of the report that you can import (for example, for another company) by using the button on the Report versions tab. Then you select that the copy of the report is not going to be the default version which is used when you click the Run report button. This button is only available for users assigned with the Report designer user role.

Element	Description
Schedule	The schedule for report processing. Select an existing schedule, or leave the field blank and click OK to open the Automation schedules (SM205020) window to create a new schedule for running the report.
Merge reports	When this check box is selected, this report will be merged with the other reports selected for merging into one net report when processed. You can check the reports that will be merged when processed in the Send reports (SM205060) window.
Merging order	The number of the report in the net report.

Element	Description
Template	The template to be used for the report. If any templates were created and saved, you can select a template to use its settings for the report.
Default	When this check box is selected, the selected template is marked as the default one for you. A default template cannot be shared.
Shared	When this check box is selected, the selected template is shared with other users. A shared template cannot be marked as the default.
Locale	A locale that you select to indicate to the system that the report should be prepared with the data translated to the language associated with this locale. This field is displayed if there are multiple active locales in the system.

Buttons	Description
Parameters	Navigates back to the report window to let you change the report parameters.
Refresh	Refreshes the information displayed in the report (if any data changes were made).
Groups	Adds to the report a left pane where the report structure is shown. Click a report node to highlight the pertinent data in the right pane.
View PDF / View HTML	Displays the report as a PDF, or displays the report in HTML format. The available button depends on the current report view; if you are viewing a PDF, for instance, you will see the View HTML button.
Go to first page (Ctrl + Page up)	Displays the first page of the report.
Go to previous page (Page up)	Displays the previous page.
Go to next page (Page down)	Displays the next page.
Go to last page (Ctrl + Page down)	Displays the last page of the report.
Print	Opens the browser dialog box so you can print the report.
Send	Opens the Email activity dialog box, which you use to send the report file (in the chosen format) to the specified email address.
Export	Allows you to export the data in the chosen format: Excel Excel with headers (this option is only available for ARM reports) PDF

Element	Description
Deleted records	Selects the visibility of the data deleted from the database. Hide Print Only
Print all pages	Prints all pages of the report.
Print in PDF format	Displays the report in PDF format.
Compress PDF file	Indicates that the system will generate a compressed PDF.
Embed fonts in PDF file	Indicates that the system will generate the PDF with fonts embedded.

Field	Description
Format	The format in which the report will be emailed: HTML PDF Excel Excel with header (this option is only available for ARM reports) The merge function for reports in Excel format is not supported. If you want to merge a report with other reports and send an aggregated report by email, you should select either the HTML or PDF format for the report.
To	The email address of the recipient.
Cc	An additional addressee to receive a carbon copy (Cc) of the email.
Bcc	The email address of anyone to receive a blind carbon copy (Bcc) of the email; an address you enter in this box will be hidden from other recipients.
Subject	The subject of the email.

Button	Description
Edit version	Click this to edit the selection version of the report.
Refresh dataset	Click this button to refresh the data set you have selected.
Activate	Temporarily activates the selected report.
Import report design	Click this button to select an exported report you want to import into this company. This button is only available for users assigned with the Report designer user role. The imported report will be set as the active report.

Column	Description
Version	The number of the report version.
Description	The description of the report version.
Active	When this check box is selected, the report version is active.
Created	The creation date of the report version.
Not default dataset	This check box is automatically selected if the report version is an import of an external report.

Related concepts

Inventory reports - overview

About lot and serial number tracking