Other Reports
Catalogue Item Classification List Report
Overview
This report shows the Classification List of the Catalogue Item. It can be by Category or Class because the system has these two types of classification. The report contains the following information of each Classification Item: ID, Name, and Level. The report can be filtered by Level, this allows to the user to choose until what level he/she wants to include in the report.
An example of the report is shown below.
Navigation 
Definition of Report Fields
The Catalogue Item Classification List Report includes the following fields:
| Report Fields | Description |
| 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 |
| Page | Page Number |
| Type | The type that the Catalogue Item Classification List Report is designated to. For example, this report is defined by category |
| Sort By | Used to sort the report by Category ID (upward) |
| Category ID | The identification number of the category |
| Category Short Description | The description of the assets in the inventory category |
| Level | The level of functions associated and attached to a hierarchy of connected items |
Generation of the Report
The Catalogue Item Classification List Report shows the Classification List of the Catalogue Item.
To GENERATE this report, follow the steps below:
Navigation
The Catalogue Item Classification List Report includes the following filter criteria available for the report:
- Group By: Select a Group By value from the drop-down menu
- Level: The level of functions associated and attached to a hierarchy of connected items
- 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 Catalogue ID by the preferred ascending and descending order using the red arrow icon.
If all filter criteria are left blank, all Levels will be included in the Report.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the 
, 
, 
, 
, and 
icons.
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.
Navigation 
Definition of Report Fields
The Catalogue Item By Priority Report includes the following fields:
| Report Fields | Description |
| 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 |
| Page | Page Number |
| Filter Criteria | Filter Criteria as entered under the Catalogue Item By Priority Report |
| Sort By | Used to sort the report by Priority (downward) and Catalogue ID (upward) |
| Priority | The level of importance of a specific report |
| Number of Items | The number of asset items listed in a specific report |
| Cat. Item ID | The identification number of the category item |
| Short Description | The description of the asset item |
| Type | The type of inventory item. For example, a good or a service |
| UOM | The classification for measurement of the catalogue item |
| Stock | Defines whether an inventory item is or is not in stock (Yes if in stock, No if not in stock) |
| Item Class | Defines basic characteristics of the inventory item |
| Default Account | If 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:
Navigation
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.
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 Requests Status Report
Overview
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.
This report is oriented to the Warehouse Responsible or Warehouse Supervisors.
An example of the report is shown below.
Navigation 
Definition of Report Fields
The Status Material Requested includes the following fields:
| 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 |
| Filter Criteria | Filter Criteria as entered under the stAtus material requested. |
| Sort by | Used to sort the report by Request ID (downward) |
| Request ID | Identification number of the request made. |
| Replenishment | Enables the responsible warehouse to automatically generate the G/S request from Inventory Items. |
| Status | A selectable list is available for required statuses. |
| Issue Date | Date the request is issued. |
| Max Required Date | The maximum required date to receive the goods/services. |
| Priority | A selectable list is available which includes three priorities: Low, Medium and High |
| Quantity of Item | Quantity of Required, Fully Supplied and Not Fully Supplied requested materials |
| Required Institution Unit | This is the institution unit that requires the goods/services. |
| Page | Page number of report. |
Generation of the Report
This report shows the status of the Material Requested to a Supplier Warehouse.
To GENERATE, follow the steps below:
Navigation
The Asset Count Variances Report includes the following filter criteria available for the report:
- Replenishment: If checked, the responsible warehouse automatically generates the G/S request from Inventory Items.
- Issue Date From: The date the generation report is being issued from (optional) can be selected from the Calendar icon
. - Issue Date To: The date the generation report is being issued to (optional) can be selected from the Calendar icon.
- Max Req Date From: The maximum required date from (optional) can be selected from the Calendar icon.
- Max Req Date To: The maximum required date to (optional) can be selected from the Calendar icon.
- Request ID: The request ID (optional) can be selected using the Lookup icon , and Find icon to retrieve the request ID. Refer to Goods/Services Request for more information.
- Supplier Warehouse: The supplier warehouse (optional) can be selected using the Lookup icon , and Find icon to retrieve the supplier warehouse. Refer to Institution for more information.
- Institution Unit: The institution unit (optional) can be selected using the Lookup icon , and Find icon to retrieve the institution unit. Refer to Institution for more information.
- Priority: can be selected from the Drop Down Menu.
- Status: can be selected from the Drop Down Menu.
- 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 different Levels by the preferred ascending and descending order using the Red Arrow icons
.
If all filter criteria are left blank, all Levels will be included in the Report.
The report can be exported in HTML, PDF, MS Excel, RTF and MS Word formats, prior to printing, using the , , , , and icons.