Visma.net ERP
Inventory transaction summary (IN406000)
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.
Use this window to check the inventory balance for the selected financial period and to
view summary information about inventory transactions posted within this period.
You
can use selection criteria to display only particular data.
The top part
By using the elements in this area, you can view in the table the data that is most relevant to your information needs.
| Button | Description |
|---|---|
| View |
|
| Element | Description |
|---|---|
| Period | The financial period for which you want to view data. This is a required element. |
| By financial period | A check box that you select to group the inventory transactions in the table by financial period. |
| Warehouse | The warehouse for which you want to view
data. This field is only displayed if the Multiple warehouses
functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Location | The location for which you want to view data. This field is only displayed if the Multiple warehouses
and Multiple warehouse locations functionalities in the Enable/disable functionalities (CS100000) window is enabled. |
| Item ID | The stock item for which you want to view data. |
| Show items without movement | A check box that you select to display information on stock items for which no inventory transactions were made within the selected period. |
Use these check boxes to select the detail level of the data displayed in the table.
| Element | Description |
|---|---|
| Warehouse details |
If you select this check box, the system displays the warehouse data in a
single row of the table shown below. Clear this check box to show the summary information for all warehouses. |
| Location details |
If you select this check box, the system displays the location data in a
single row of the table shown below. Clear this check box to show the summary data for all locations. |
The table
This table displays the transaction summary data by using the criteria you have specified in the top part.
Your selections in the check boxes in the top part affect whether or not some of these columns appear.
| Column | Description |
|---|---|
| Period | The financial period of the transaction summary data. |
| Item ID | The stock item for which the transaction summary data is displayed. |
| Warehouse | The warehouse for which the transaction
summary data is displayed. This column is only displayed if the Warehouse details check box is selected, and if the Multiple warehouses functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Location | The location for which the
transaction summary data is displayed. This column is only displayed if the Location details check box is selected, and if the Multiple warehouse locations functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Beginning qty. | The beginning quantity of the stock item (at the start of the selected period). |
| Issued | The issued quantity of the stock item for the selected period. |
| Received | The received quantity of the stock item for the selected period. |
| Sales | The quantity of the stock item in sales operations for the selected period. |
| Credit notes | The quantity of the stock item on credit note documents for the selected period. |
| Drop-ship sales | The quantity of the stock item included in the drop ship
orders within the selected period. This column is only displayed if the Drop-shipments
functionality in the Enable/disable functionalities (CS100000) window is enabled. |
| Transfer in | The quantity of the stock item transferred into the warehouse within the selected period. |
| Transfer out | The quantity of the stock item transferred out of the warehouse within the selected period. |
| Adjusted | The quantity of the stock item on adjustment documents created within the selected period. |
| Ending qty. | The quantity of the stock item at the end of the selected period. |
| Description | The description of the item. |
