(CHN) Generate the inventory summary reports [AX 2012]

Updated: February 4, 2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

Organizations often use inventory summary reports to view the issue history or receipt history for inventory items, summaries of inventory status, and reports of detailed inventory status for a specific period. You can query the inventory summary details, with an option to set the inventory dimensions.

Use the following reports to check the inventory movement in a warehouse:

  • Inventory status report − Displays the opening balance, items received, items issued, and closing balance of inventory items for a specified period.

  • Inventory in/out status report − Displays a detailed issue and receipt status of inventory items for a specified period. For example, the In status displays the number of items received through a purchase order, production order, transfer order, physical count, and other receipt transactions. The Out status displays the number of items issued through a sales order, production order, transfer order, physical count, and other issue transactions.

  • Issue/receive summary report – Displays the issue and receipt history of inventory items for a specified period.

Use the Inventory status form to generate an Inventory status report.

  1. Click Inventory management > Inquiries > Inventory status.

  2. Click the Parameters FastTab.

  3. In the Item group and Item number fields, select the item group and item number for which the inventory transaction details are displayed.

  4. In the Start date and End date fields, select the starting date and the ending date of the reporting period.

    NoteNote

    If you do not enter a starting date or an ending date, the first day of the current month is considered to be the starting date. The current date is considered to be the ending date.

  5. Select the Show zero lines check box to display items without physical quantity or a dimension value.

  6. Click Query to retrieve the item details based on the filtering criteria selected on the Parameters tab.

  7. Click Dimensions display, and then select additional inventory dimensions to display on the report. Options include item color, configuration, size, batch number, serial number, and warehouse details.

  8. Click Print to generate the Inventory status report.

Use the Inventory in/out status form to generate an Inventory in/out status report.

  1. Click Inventory management > Inquiries > Inventory in/out status.

  2. Repeat steps 2 through 6 in Generate the Inventory status report to retrieve the item details to print on the Inventory in/out status report.

  3. Click Print to generate the Inventory in/out status report.

  1. Click Inventory management > Inquiries > On-hand. Click Issue/receive summary.

  2. In the Physical date field, select the date of the issue transaction or the receipt transaction.

  3. In the Item number field, enter the number of the item for which the inventory transaction details are displayed.

  4. In the Received field, enter the total received quantity of the item on a specified day.

    NoteNote

    If several receipt transactions took place on the same day, the total received quantity is displayed. If inventory dimensions are set, the summary is displayed by dimension.

  5. In the Issued field, enter the total issued quantity of the item on a specified day.

    NoteNote

    If several issue transactions took place on the same day, the total issued quantity is displayed. If inventory dimensions are set, the summary is displayed by dimension.

  6. In the Accumulated received field, enter the total accumulated received quantity of the item from the starting date until the transaction date.

  7. In the Accumulated issued field, enter the total accumulated issued quantity of the item from the starting date until the transaction date.

  8. In the On-hand of the day field, enter the on-hand quantity of the item on the transaction date.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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