INV: Requests Report

Type a description to name the report. This description prints above the Report Title.

Available for Clients using the Multi-Company feature. The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies you have permission to access. The default company prints on every page of the report.

If the User has permission to only one company, then just that one company will display in the list. If the User has permissions to more than one company, the list will contain all companies the User has rights to PLUS the default reporting company. For more information see Learning about WinTeam Reports.

Select a Report Type to print. The default selection is Job Requests.

If Purchase Orders/Drop Shipments is selected, 2 additional Categories are available: P.O. Numbers and Vendors.

Use the Status options to select the Requests to print based on the Request status.

Select the check box next to each Request Status to include on the report.

Use the Print Status check boxes to select the Requests to print based on the Print Status.
Select the check box next to each Print Status to print.

Activity Dates

Use the Activity Dates category to filter the report criteria by activity dates.
Select All to include all activity regardless of the date.
Select Date Range to define a range of dates for the report. When you select Date Range, the date range fields display. Type the beginning date in the From field and the ending date in the To field, or use the Date Control to select a date.

P.O. Numbers

This category is available for Report Type: Purchase Orders/Drop Shipments.

Use the P.O. Numbers category to select the P.O. Numbers to include on the report.

Select All to include all P.O. Numbers.

Select Range to define a range of P.O. Numbers for the report. When you select Range, the range fields display. Type the beginning P.O. Number in the From field and the ending P.O. Numbers in the To field.

References

Use the References category to select the record ID numbers for Job Requests, Usage/Resale records, or Transfer records to include on the report.

Select All to include all records.

Select Range to define a range of record ID's for the report. When you select Range, the range fields display. Type the beginning ID number in the From field and the ending ID number in the To field.

Requested By

Use the Requested By category to filter by the name of the person or department requesting the products or items.

Select All to include all packing slips regardless of who requested them.

Select Pick to define specific persons or departments who requested the products or items for the report. When you select Pickt, the Requested By list displays. Select the check box next to each person or department to include on the report.

Types

Use the Types category to select the Types to include on the report.

Select All to include all Types on the report.

Select Pick to define specific Types for the report. When you select Pick, a list of Types displays. Select the check box next to each Type you want to include the on the report.

Vendors

This category is available for Report Type: Purchase Orders/Drop Shipments.

Use the Vendors category to select the Vendors to include on the report.

Select All to include all Vendors.

Select Range to define a range of Vendors for the report. When you select Range, the range fields display, Type the beginning Vendor number in the From field and the ending Vendor number in the to field, or use the Lookup to locate the Vendor Number.

Warehouses

Use the Warehouses category to select the Warehouse Locations to include on the report.

Select All to include all Warehouse Locations on the report.

Select Pick to define specific Warehouse Locations for the report. When you select Pick, a list of Warehouse Locations displays. Select the check box next to each Warehouse Location you want to include the on the report.

Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.

To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.

To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.

For more information see Using Tier Templates and Using Tier Parameters.

Select the Reprint check box when you need to reprint Requests that did not print correctly, or that did not finish printing.

This check box is available only on Job Requests and Usage/Resale Requests.

Select the Include Resale Prices to include the Resale Prices on the Job Requests and Usage/Resale Requests.

If this option is selected, the Include Resale Information check box displays.

This option displays if you select the Include Resale Prices check box.

Select the Include Resale Information check box to include only the Resale line information on the request form. Only those items that are marked for resale display on the Request form.

Click the Preview button (or use the shortcut key, ALT + V) to view before printing.

Click (or press ALT + P) to send the report to your default printer.

Click the Export button (or press ALT + X) to export to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values(CSV), Grid View, and E-mail (for premise-based clients only).

If you want to include Job's Inventory budget on the Request Print for Job Requests, Usage/Resale, and Drop Shipments, use this Custom Setting.

For more information, see Including Job's Budget Inventory information on the Request Print Report