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 users to choose until what level he/she wants to include in the report. See the attached file for the Report Mockup for more details.
Navigation
Admin ► Common Entities ► Catalogue Items ► Reports ► Catalogue Item Classification List
Catalogue Item Classification List screen Fields
Field | Description |
Group By | Filter criteria to group the report by either Item Category or Item Class. |
Level | The level of the item category or item class. |
Sort by | Filter criteria to sort the report accordingly depending upon the Group by field selection. |
Overview
The Items by Priority report shows a list of the Catalogue Items grouped by priority which can be High, Medium or Low. It contains the following information of each Catalogue Item: Catalogue Item ID, Item Short Description, and Item Type which can be Goods or Services, Unit of Measure – UOM, Stock Item, Item Class and Default Account.
The following filters are available in this report: Priority, Item Type, Stock Item, and Item Class.
Navigation
Admin ► Common Entities ► Catalogue Items ► Reports ► Items by Priority
Items by Priority
Field | Description |
Filter Criteria Priority | Select from the options available like High Priority, Medium Priority, Low Priority |
Stock | Item is stock or not. |
Item Type | Dropdown menu either Goods or Service |
Item Class | It is to generate the Item Class wise report |
Sort by | Sort out options for sorting out the report data. |