Inventory Transaction Details Dashboard

The dashboard supports review of inventory movement history for a selected period, analysis of inventory changes against originating transactions and references, and investigation of exceptions through filtering and drill-down across entity, site, warehouse, and item attributes.

These are the available columns:

Site

The business site associated with an inventory transaction. The site is the top-level grouping for the report, with data organized by site and then by warehouse by default. The value in this field is populated from the Material Transactions form.

Warehouse

The warehouse associated with the inventory transaction. The data is organized in the hierarchy of site order followed by warehouse order. The value in this field is populated from the Material Transactions form.

Item Number

The unique identifier of the item associated with inventory transaction. The value in this field is populated from the Material Transactions form.

Item Description

The item description from the item master for the item associated with the transaction. The value in this field is populated from the Material Transactions form.

Lot

The lot or batch identifier associated with the transaction for lot-controlled items. The value in this field is populated from the Material Transactions form.

Transaction Number

The unique identifier for the inventory transaction line. The value in this field is populated from the Material Transactions form.

Transaction Date

The posting date of the inventory transaction. The value in this field is populated from the Material Transactions form.

Type

High-level transaction category as provided by the source (if present in the dataset).

Transaction Type

The transaction code that identifies the type of inventory, such as receipt, issue, transfer, or adjustment. The value in this field is populated from the Material Transactions form.

Reference Type

The type or category of the source document or reference associated with the transaction. The value in this field is populated from the Material Transactions form.

Reference Number

The identifier or number of the source document associated with the transaction. For example, a purchase order, sales order, job, or transfer order. The value in this field is populated from the Material Transactions form.

Reference Line

The line number on the source document associated with the transaction. The value in this field is populated from the Material Transactions form.

Reference Release

The release number for the source document. For example, PO release, schedule release. The value in this field is populated from the Material Transactions form.

Reason Code

The reason code associated with the transaction. The value in this field is populated from the Material Transactions form.

User

The user ID or username associated with creating or posting the inventory transaction. The value in this field is populated from the Material Transactions form.

Work Centre

The work centre associated with the transaction. The value in this field is populated from the Material Transactions form.

Quantity

The transaction quantity that indicates the change in inventory units for the movement. The value in this field is populated from the Material Transactions form.

Unit Cost

The cost per unit for the transaction, derived by the source based on the valuation method. The value in this field is populated from the Material Transactions form.

Posted Amount

The financial amount posted for the transaction and used for reconciliation with inventory accounting. The value in this field is populated from the Material Transactions form.

These are the filters in this dashboard:

• Entity
• Site
• Warehouse
• Year
• Year/Month
• Product Code
• Item
• Reference Type
• Transaction Number
• Transaction Type
• Type
• Work Center