| Purpose & Benefits |
|---|
| This function gives you detailed analysis of product movements in ways not available in TAS. It uses an industry standard reporting tool which enables you to use customisable report layout Templates that can easily be tailored to suit individual business needs, and which gives you many export options to other file formats (CSV, spreadsheet etc) to email or directly to another application (Excel, Word etc). |
The options and procedures for this report are very similar to those for the Sales General Analysis report.
Important
Please run Assign Stock Movements (program 522) BEFORE running this report to ensure the report figures are accurate
The Product Movements filter selection form is initially set with default information from Maintain Central Information. There are 8-9 filters as shown above (depending on whether the Trade feature is enabled). The way in which you make selections in each of these sections is crucial to the nature of the analysis results, and each filter is described in the following table.
Filters
Decide which filters you want to apply to your report.
| # | Filter Field | Options | Remarks/Notes |
|---|---|---|---|
| 1 | Product Code | All, Range or Single | If you select Single or Range, complete the From and To fields as required |
| 2 | Product Group | All, Range or Single | If you select Single or Range, complete the From and To fields as required |
| 3 | Date Range | Current, 1 Year Past etc and Custom | Either one of the 5 ‘standard’ years or, if you want specific dates to cover part-months or a period spanning one or more financial year-ends, select ‘Custom’ |
| 4 | Include Discontinued Products | Yes or No | Products which have been flagged as discontinued |
| 5 | Product Type | Goods Only, Services Only orInclude Both | Default is ‘Include Both’ |
| 6 | Warehouse Code | All, Range or Single | If you select Single or Range, complete the From and To fields as required |
| 7 | Include Balance Brought Forward | Yes or No | Calculates and includes the Balance Brought Forward figure in the report. |
| 8 | Include Open Sales Orders | Yes or No | |
| 9 | Include Open Purchase Orders | Yes or No |
You can select which Report Template to use from the drop-down menu; remember you can add one or more extra templates using the Document Templates function in the Central > Central Information menu. Having completed your selections, simply click the Process button to run the report.
The report is displayed for you to preview, then export/print as needed.