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Inventory Audit Report Fields

Use the Inventory Audit Report List page to view inventory audit report records. After an inventory audit report has been created or generated, you cannot modify or change it.

NOTE: Company administrators can customize Oracle CRM On Demand in a variety of ways, such as changing the names for record types, fields, and options in lists. So, the information you see might differ from the standard information described in the online help.

The following table provides additional information about some of the inventory audit report fields.

Field

Description

Key Inventory Audit Report Information

Type

The type of inventory audit report, which can be one of the following:

  • Closeout Inventory Count. This type of inventory audit report closes out an inventory period by counting and logging the final physical count for each sample. You can close out only active inventory periods (for more information, see Closing Out an Inventory Period).
  • Interim Inventory Count. This type of inventory audit report counts your physical inventory at any time during the active, unreconciled inventory period. Only active inventory periods are considered when you request an interim inventory count (for more information, see Requesting an Interim Inventory Count).

Status

The status of the inventory audit report describes the state of the record and can be one of the following:

  • In Progress. The initial state of an inventory audit report.
  • Submitted. The inventory audit report has been reviewed by the sales representative and submitted to his or her manager for approval.
  • Rejected. The inventory audit report was reviewed by the sales representative's manager and has been rejected as incomplete or inaccurate.
  • Approved. The inventory audit report was reviewed by the sales representative's manager and was accepted as a valid accounting of inventory.
  • Cancelled. The inventory audit report did not follow the approval process and was cancelled.

Reason

The reason the inventory audit report is required, which can be one of the following:

  • Annual. Select this option if you are generating a standard interim inventory count for the past year.
  • Annual - Close Out. Select this option if you are generating the standard closeout inventory count for the year.
  • For Cause. Select this option if you are generating an ad hoc interim inventory count as requested by the samples administrator.
  • For Cause - Close Out. Select this option if the samples administrator requests that you generate a closeout inventory count outside of the expected inventory period.
  • Special - Interim. Select this option if the samples administrator requests that you generate an ad hoc inventory audit report.
  • Weekly - Interim. Select this option if you are generating an interim inventory count for the past week.
  • Monthly - Interim. Select this option this option if you are generating an interim inventory count for the past month.
  • Termination - Close Out. Select this option if the sales representative has been terminated and a separate party is counting the remaining inventory.

Comments

Additional comments entered about the inventory audit report.

Reported Date

The date that the report was generated.

Completed Date

The date that the report received final approval.

Attachment

If this field is exposed on the page, you can attach a file to the inventory audit report. The field initially shows a paper clip icon on the record Edit page:

Attachment

You can attach a file to the inventory audit report by clicking the paper clip icon on the record Edit page and then selecting the file that you want to upload.

After the file is uploaded and the record is saved, the Attachment field on the record Detail page shows the name and size of the attachment file. On the record Edit page, the field also shows the paper clip icon and an X icon that can be used to remove the file.

You can attach only one file to each inventory audit report record.

For instructions on attaching files to records through the Attachment field, and information about the restrictions on file sizes and file types, see Attaching Files to Records through Attachment Fields.

Key Inventory Period Information

Inventory Period

The inventory period that the audit report is associated with.

Owner

The sales representative who runs the inventory audit report and who owns the inventory records.

Created

The user, date, and timestamp when the report was generated.

Modified

The user, date, and timestamp when the report was approved or rejected.

Related Topics

See the following topics for related information about inventory audit reports:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.