Chapter 20: Display Inventory Transaction Summary (DITS)
Introduction: The First Inventory Transaction Summary Screen displays summary transaction information by item and warehouse.
Summary records include the transaction code, warehouse, item/SKU numbers, and units/dollars for today, month-to-date, year-to-date, and the item's life-to-date in history.
In this chapter:
• First Inventory Transaction Summary Screen
• Second Inventory Transaction Summary Screen
First Inventory Transaction Summary Screen
Purpose: Use this screen to review summary transaction information by item across all warehouses.
How to display this screen: Enter DITS in the Fast path field at the top of any menu or select Display Inventory Transaction Summary from a menu. You can also display this screen by pressing F15 at the Inventory Transaction History Screen (1 of 2).
INR0066 DISPLAY Inventory Transaction Summary 2/13/98 15:17:26 The KL Mail Order Company
C ----------- U n i t s ----------- Opt D Whs Item SKU Today MTD YTD LTD
Type options, press Enter. 5=Display
M 3 PEA98 68- 68- 68- 68- M 3 PLU76 8- 8- 8- 8- M 3 SAMP876 2 2 2 2 M 3 STRA874 20- 20- 20- 20- M 10 WIN57575 13 13 13 13 O 3 BA5756 40 40 40 40 O 30 BO76 910 910 910 910 O 30 CAR575 LRGE 100 100 100 100 O 30 CAR476 SMLL 300 300 300 300 O 3 GLOV76 1 1 1 1 +
F3=Exit F12=Cancel F21=Select I/T Print Opts F24=Select company |
Field |
Description |
C/D (Code) |
The item transaction code. Enter a valid code to display transactions that match your entry. The following codes that pertain to inventory transactions are supplied with the system: A Adjustment C Customer Return E Express Bill I Issue M Make up Finished Good P Physical R Receiving T Transfer V Return to Vendor The system uses a transaction code of * for changes to the cost of a FIFO layer. See * = Change FIFO Cost. Note: The system does not create a * transaction history record when you update the standard or average cost of an item. See * = Change Average or Standard Cost. See Work with Inventory Transaction Codes (WITC). Alphanumeric, 1 position; optional. |
Whs (Warehouse) |
The number of the warehouse where the transactions took place. See Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions, optional. |
Item |
A code that represents a unit of inventory. Alphanumeric, 12 positions; optional. |
SKU (Item SKU) |
Three separate fields display for the item's SKU. Alphanumeric, three 4-position fields (split SKU); optional. |
Today |
The inventory transaction units accumulated today for the item/SKU and transaction code. Numeric, 7 positions; display-only, updated by the system. |
MTD (Month-to-date) |
The inventory transaction units accumulated for this period for the item/SKU and transaction code. Numeric, 7 positions; display-only, updated by the system. |
YTD (Year-to-date) |
The inventory transaction units accumulated for this period for the item/SKU and transaction code. Numeric, 7 positions display-only, updated by the system. |
LTD (Life-to-date) |
The inventory transaction units accumulated for this period for the item/SKU and transaction code. Numeric, 7 positions display-only, updated by the system. |
Screen Option |
Procedure |
Display a transaction's history |
Enter 5 next to the transaction summary record to advance to the Second Inventory Transaction Summary Screen. |
Second Inventory Transaction Summary Screen
Purpose: Use this screen to review the summary information, such as dollars year-to-date, for a specific item/SKU.
How to display this screen: From the First Inventory Transaction Summary Screen, enter 5 next to the transaction you want to review.
INR0068 DISPLAY Inventory Transaction Summary 2/13/98 15:31:31
Transaction code . . . : I
Warehouse . . . . . . : 3 Item/SKU . . . . . . . : SK76 BLUE SMLL CAPC VELVET SCARF
Units/Dollars Today . : 1 20.00
Units/Dollars MTD . . : 1 20.00
Units/Dollars YTD . . : 1 20.00
Units/Dollars LTD . . : 1 20.00
F3=Exit F12=Cancel |
Field |
Description |
Dollars Today |
The inventory transaction dollars accumulated today for the item/SKU and transaction code. This amount is the sum of the actual costs from the Inventory Transaction Detail records for the item/SKU and transaction code. Numeric; display-only. |
Dollars MTD |
The inventory transaction dollars accumulated month to date for this Item/SKU and transaction code. This amount is the sum of the actual costs from the Inventory Transaction Detail records for the item/SKU and transaction code. Numeric; display-only. |
Dollars YTD |
The inventory transaction dollars accumulated year to date for the item/SKU and transaction code. This amount is the sum of the actual costs from the Inventory Transaction Detail records for the item/SKU and transaction code. Numeric; display-only. |
Dollars LTD |
The inventory transaction dollars accumulated life to date for the Item/SKU and transaction code. This amount is the sum of the actual costs from the Inventory Transaction Detail records for the item/SKU and transaction code. Numeric; display-only. |
| Inventory Transaction History Report | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 21: Printing the Inventory Transaction Summary (PITS) |
WH03_03 CWDirect 18.0 August 2015 OTN