Printing the Serial/Lot Number Quantity on Hand Report

Note: The Serial/Lot Number Quantity on Hand report is available only if you have a license to use Serialized Inventory and Lot Tracking.

This report is helpful when reconciling serial or lot quantities with physical inventory quantities. It lists all serial or lot numbers and their quantities for each item number at each location. You can print summary or detailed reports, and you can sort the report by item number or location.

To print the Serial/Lot Number Quantity on Hand report:

  1. Open Inventory Control > I/C Stock Control Reports > Serial/Lot Number Quantity on Hand.
  2. In the Print field, specify whether to print the report for lot numbers or serial numbers.

  3. In the Report Type field, specify whether to print a detail or a summary report. More...

    Summary reports show the serial/lot numbers assigned to items, the quantities on hand, and any differences.

    Detail reports provide also provide the individual serial/lot numbers for the quantity on hand.

  4. In the Location From and To fields, specify one or more locations to include on the report.
  5. In the Item Number From and To fields, specify a range of item to include on the report.
  6. In the Sort By list, specify whether to sort the information on the report by item number or location.
  7. To exclude items if their physical quantity matches the quantity assigned to serial/lot numbers, select the Show Only Items With IC Quantity Variance option.

  8. Click Print.

    • If you are printing to a physical printer, the Print window appears. Confirm your printer selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.

      Note: For Web-based clients, the preview screen appears first when you click the Print button.

    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:

      • Application. View the report in an application that can open files of the specified format (for example, if you specify PDF as the file format, the report opens in Adobe Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.

      You can enter the name of a non-existent file or directory to be created by the system when you print. When you print to a file, the report is assigned a unique name, for example, CS1000.TXT.

    • If you are printing to e-mail, an e-mail message appears with the report attached.