Reports
Material Request Report
Overview
This report shows a list of the Material Items requested by Institution Units. It contains information of each Requested Item such as Request ID, Catalogue Item ID, Item Short Description, Required Quantity, Total Cost, Supply Status, Issue Date, Institution Unit, etc. Some filters are available such as Institution Unit, Request ID, Catalogue Item ID, Supply Status, Issue Dates Range, Items with or without Purchase Requisitions, etc.
An example of the report is shown below.
Navigation
Assets & Inventories Commons ► Reports ► Material Requests
Material Request Report screen fields
| Fields | Description |
| Institution Unit | Users can look up and select an Institution as filter criteria for the Material Request Report. |
| G/S Request | Users can look up and select an G/S Request as filter criteria for the Material Request Report. |
| Catalogue Item | Users can look up and select an Catalogue Item as filter criteria for the Material Request Report. |
| Supply Status | Users can click on dropdpwn and select supply ststus as filter criteria for the Material Request Report. |
| Issue Date From | Filter by the Issue Date From |
| Issue Date To | Filter by the Issue Date From |
| Priority | Users can click on dropdpwn and select priority as filter criteria for the Material Request Report. |
| Max Required Date From | filter by Max Required Date From |
| Max Required Date To | filter by Max Required Date To |
| Replenishment | If checked indicates that the report is filtered according to the Replenishment attribute. |
| Request Group | Users can click on dropdpwn and select request group as filter criteria for the Material Request Report. |
| Register Employee | Users can look up and select an Register Employee as filter criteria for the Material Request Report. |
| Reception Employee | Users can look up and select an Reception Employee as filter criteria for the Material Request Report. |
| Is Purchase Requisition | If checked indicates that the report is filtered according to the Purchase Requisition attribute. |
| Purchase Requisition | Users can enter purchase requisition information to filter the report by. |
| Sort By | Click the “Move Selected Item”, “Move All Item”, “Remove Selected Item”, “Remove All Item” icons to add and remove filter criteria to / from the selected list and click the “Move Selected Item to Top of List”, “Move Selected Item up one in List”, “Move Selected Item down one in List”, “Move Selected Item to Down of List” icons to move the items in the selected list up and down to put them in the desired order of appearance. |
| G/S Request | By the preferred ascending and descending order using the Red Arrow icons. |
Generation of the Report
The Material Request Report shows a list of the Material Items requested by Institution Units.
To GENERATE this report, follow the steps below:
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The Material Request Report includes the following filter criteria available for the report:
- Institution Unit - Institution unit (optional parameter) that can be selected using the Lookup icon
, and Find icon 
to retrieve the Institution unit. If selected, the report will include the selected Institution unit and all Institution units below the selected unit. Refer to Institutions for more information. - Request ID - Request ID unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Request ID unit. If selected, the report will include the selected Request ID unit and all Request IDs below the selected unit. Refer to _________ for more information.
- Catalogue Item ID - Catalogue Item ID unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Catalogue Item ID unit. If selected, the report will include the selected Catalogue Item ID unit and all Catalogue Item IDs below the selected unit. Refer to Catalogue Item for more information.
- Supply Status - Select a supply status from the drop-down menu.
- Issue Date From - Enter the Issue Date From (optional parameter) that can be selected by using the calendar icon
- Issue Date To - Enter the Issue Date To (optional parameter) that can be selected by using the calendar icon
- Priority - Select a priority from the drop-down menu. Choices include High, Low, and Medium
- Max Required Date From - Enter the Max Required Date From (optional parameter) that can be selected by using the calendar icon
- Max Required Date To - Enter the Max Required Date To (optional parameter) that can be selected by using the calendar icon
- Replenishment - Replenishment Status - if checked, the report will be replenished.
- Request Group - Select a request group from the drop-down menu.
- Register Employee - Register Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Register Employee unit. If selected, the report will include the selected Register Employee unit and all Register Employees below the selected unit. Refer to Employee for more information.
- Reception Employee - Reception Employee unit (optional parameter) that can be selected using the Lookup icon , and Find icon to retrieve the Reception Employee unit. If selected, the report will include the selected Reception Employee unit and all Reception Employees below the selected unit. Refer to Employee for more information.
- Is Purchase Requisition - if checked, purchase requisition is enabled.
- Purchase Requisition - Enter the purchase requisition information in the space provided.
- Sort By - Click the
, 
,
, 
icons to add and remove filter criteria to / from the selected list and click the 
, 
, 
, 
icons to move the items in the selected list up and down to put them in the desired order of appearance - Sort the Request ID, Catalogue Item ID, Item Description, Required Quantity, UOM, Total Cost, Supply Status, Issue Date, Institution Unit, Priority, and Max Required Date by the preferred ascending and descending order using the Red Arrow icon.
If all filter criteria are left blank, all Institution Units, Request IDs, Catalogue Item IDs, Status Supplies, Issue Date From, Issue Date To, Max Required Date From, Max Required Date To, Replenishments, Request Groups, Register Employees, Reception Employees, and Purchase Requisitions will be included in the Report, as well as the Institution Units, Request IDs, Catalogue Item IDs, Register Employees and Reception Employees allowed by the report user security profile.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the 
, 
, 
, 
, and 
icons.
Material Dispatch Report
Overview
This report displays a list of the Material Items (Inventory Items) dispatched by Warehouse Suppliers to Institution Units. It contains information of each Dispatched Item such as Dispatch Order ID, Catalogue Item ID, Item Short Description, Quantity, Total Cost, Dispatch Order Status, Issue Date, Warehouse Supplier, and Institution Unit to Deliver.
Navigation
Inventories ► Reports ► Other Reports ► Material Dispatches
Material Dispatches Report Filter Fields
Field | Description |
Warehouse Supplier | Users can lookup and select a Warehouse Supplier as filter criteria for the Material Dispatches Report. |
Institution Unit to Deliver | Users can lookup and select an Institution Unit to Deliver as filter criteria for the Material Dispatches Report. |
Catalogue Item | Users can lookup and select a Catalogue Item as filter criteria for the Material Dispatches Report. |
Dispatch Order | Users can lookup and select a Dispatch Order as filter criteria for the Material Dispatches Report. |
Delivery Responsible Employee | Users can lookup and select a Delivery Responsible Employee as filter criteria for the Material Dispatches Report. |
Employee who Received | Users can lookup and select an Employee who Received as filter criteria for the Material Dispatches Report. |
Request ID | Users can lookup and select a Request ID as filter criteria for the Material Dispatches Report. |
Dispatch Order Status | Filter Criteria to filter the report by the Dispatch Order status of the items. |
Issue Date | Users can use begging and end date that the Inventory issue was made. |
Sort By | Click the “Move Selected Item”, “Move All Item”, “Remove Selected Item”, “Remove All Item” icons to add and remove filter criteria to / from the selected list and click the “Move Selected Item to Top of List”, “Move Selected Item up one in List”, “Move Selected Item down one in List”, “Move Selected Item to Down of List” icons to move the items in the selected list up and down to put them in the desired order of appearance. |
Dispatch Order | By the preferred ascending and descending order using the Red Arrow icons. |
Material Request
Material Request
Objective
This report shows a list of the Material Items requested by Institution Units. It contains information of each Requested Item such as Request ID, Catalogue Item ID, Item Short Description, Required Quantity, Total Cost, Supply Status, Issue Date, Institution Unit, etc.
Some filters are available such as Institution Unit, Request ID, Catalogue Item ID, Supply Status, Issue Dates Range, Items with or without Purchase Requisitions, etc.
Navigation
Material Request Screen Fields
Material Request screen includes following filds:
| Fields | Description |
| Institution Unit | The institution unit that requires the goods/services. |
| G/S Request | The Good/Service request of which the report is generating. |
| Catalogue Item | The requested catalogue item. |
| Supply Status | Supply Status of the request. |
| Issue Date From | The From issuing date. |
| Issue Date To | The To issuing date. |
| Priority | Priority of the request. |
| Max Required Date From | Maximum required From Date. |
| Max Required Date To | Maximum required To Date. |
| Replenisment | Refers to if the request replenisment or not. |
| Request Group | Refers to the Good/Service Request Group. |
| Register Employee | Refers to the respective registered employee. |
| Reception Employee | Refers to the respective employee. |
| Is Purchase Requisition | Refers to if the request proceed for Purchase Requisition. |
| Purchase Requisition | The respective Purchase Requisition. |
| Sort By | Sort by criteria to filter the report. |
| Attachment | Size |
|---|---|
| Material request nav.jpg | 5.39 KB |
| Material request.jpg | 113.8 KB |
Material Request Status
Material Request Status
Objective
This report shows the status of the Material Requested to a Supplier Warehouse. It contains information of each Request such as Request ID, Status, Issue Date, Priority, Quantity of Items Required, Quantity of Items Fully Supplied, Quantity of Items Not Fully Supplied, Institution Unit that requires, etc.
Some filters are available such as Request ID, Status (Delivered, In Supply Process, etc), Issue Dates Range, Priority, Institution Unit that requires, etc.
Navigation
Assets & Inventories Commons ► Reports ► Material Request status
Material Request Status Screen Fields
Material Request Status screen includes following fields:
| Fields | Description |
| Replenishment | Sgnifies the request is replenishment or not. |
| Issue Date From | The from issuing date. |
| Issue Date To | The to Issuing date. |
| Max Req Date From | The maximum request date from. |
| Max Req Date To | The maximum request date to. |
| Request Id | The Id of Goods/Service request for which the report will generate. |
| Supplier Warehouse | Refers to the warehouse institution. |
| Institution Unit | The requested institution. |
| Priority | The priority of the request. |
| Status | Status of the request. |
| Sort by | Sort by criteria to filter the report. |