Hello All,
I have a manager that is wanting changes to this form. They would like to see the detail view as the summary. She wants to see the lot/serial number breakdown for each inventory part number without having to look up each individual one. I have tried different filtering/sorting but have not been able to get it to pull in that information on the summary breakdown.
Thank you!
Best answer by Connor Morse
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Hi
When you say “...without having to look up each individual one.”, Is the manager currently seeing lot breakdown when they run it in Detail? Or are you saying they are looking it up on a different screen?
I do not believe the INItemCostHist table used in the report holds Lot-level information. Do they need to be able to pull historical lot value information? or just need to see current Lot-level valuation for all items in one report?
Hello
For this report, they can choose from summary view or a detailed view. They would like to see the details in the summary view. The detail view breaks down the transaction type, Ref No, Transaction date, Lot/serial number, issue and end cost/qty. The only way to see that level of detail is to choose detail prior to running the report and they have to input an inventory ID in order to see the details. The summary view provides an overview of each inventory ID, without the details.
In the detail view, it shows the Tran. Type, etc. and that is what they want to see in the summary view.
Again, this is in report writer. I’m unsure how to make the information show for that line under Tran. Type. I was able to get that row to show, but not the information.
This is the detail view I am referring to.
Parameters prior to running the report.
Summary view
Thank you,
Trisha
Hope this gets you the expected results!
Thank you! That worked just how I wanted it to!
Thank you for the help! I appreciate it!
Trisha
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