Catalogue Item By Priority Report

Overview

This report shows a list of the Catalogue Items grouped by Priority (High, Medium, Low). It contains the following information of each Catalogue Item: Catalogue Item ID, Item Short Description, Item Type (Good or Service), Unit of Measure – UOM, Stock Item (Yes or No), Item Class, and Default Account. The following filters are available: Priority, Item Type, Stock Item, and Item Class.

An example of the report is shown below.

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Definition of Report Fields

The Catalogue Item By Priority Report includes the following fields:

Report FieldsDescription
Report Date

Date of report generation automatically generated by the system

Report Time

Time of report generation automatically generated by the system

User

User who generates the report

PagePage Number
Filter CriteriaFilter Criteria as entered under the Catalogue Item By Priority Report
Sort ByUsed to sort the report by Priority (downward) and Catalogue ID (upward)
PriorityThe level of importance of a specific report
Number of ItemsThe number of asset items listed in a specific report
Cat. Item IDThe identification number of the category item
Short DescriptionThe description of the asset item
TypeThe type of inventory item. For example, a good or a service
UOMThe classification for measurement of the catalogue item
StockDefines whether an inventory item is or is not in stock (Yes if in stock, No if not in stock)
Item ClassDefines basic characteristics of the inventory item
Default AccountIf an element is defined in the object segment of the chart of accounts, this code will be used as part of the coding block when issuing a purchase order or purchase requisition that includes this particular item

Generation of the Report

The Catalogue Item By Priority Report shows a list of the Catalogue Items grouped by Priority (High, Medium, Low).

To GENERATE this report, follow the steps below:

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The Catalogue Item By Priority Report includes the following filter criteria available for the report:

  • Priority - Click the ,,  icons to add and remove priority definitions to / from the selected list.
  • Stock - Click the stock checkmark to define whether the catalogue item is in stock or not in stock.
  • Item Type - Select an Item Type from the drop-down menu.
  • Item Class - Item Class unit (optional parameter) that can be selected using the Lookup icon , and Find icon  to retrieve the Item Class unit. If selected, the report will include the selected Item Class unit and all Item Class units below the selected unit. Refer to Item Class for more information.
  • 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 Cat. Item ID, Short Description, Item Type, UOM, Stock, Item Class, and Default Account by the preferred ascending and descending order using the red arrow icon.

If all filter criteria are left blank, all Stocks, Item Types, and Item Classes will be included in the Report, as well as the Item Classes 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.