Report Fields Reference - Which report do I need?

Report Fields Reference - Which report do I need?

This is a summary of Cin7 Core reports and included fields. Click through the links to see further information about each report and answers to user questions.  If you are still unsure about which report you need, don't hesitate to get in touch with Cin7 Core support.

Most reports can be automatically generated and sent out to authorized users using the Report Scheduling feature available to Cin7 Core customers with Automation module subscriptions. See Report Scheduling for more information.

Users can be given permissions to have read-only access to reports or full editing access. Each category (Purchase, Sale, Inventory) is managed by a separate permission. See Managing Cin7 Core Reports - Setting report permissions).

Note: You may see discrepancies in totals of financial reports (Trial Balance, Profit and Loss, etc.) which are based on invoice dates compared with Inventory reports which track actual stock in and stock out dates. If you see a discrepancy, the first place to check is the Transactions vs Stock on Hand Difference report – the most common cause of discrepancies is goods invoiced not received or goods received not invoiced. You may want to enable Inventory Accrual transactions if this a common scenario for your business.

Manual Journals can also cause discrepancies, as they will be reflected on the Balance sheet but may not be included in the Inventory Movement report.

Prerequisites

  • Managing Cin7 Core Reports (Read this for information on searching, filtering, exporting and scheduling reports, as well as setting report permissions).

 

Purchase Report Fields

Pending Purchase Orders: Shows pending purchase orders. A purchase order is pending if it has been authorized but the invoice for ordered items has not been processed yet and/or stock is not received. Use this report to see PO status and number of items ordered, still to invoice, and still to receive for a supplier or PO #.

Purchase Order Details: Shows details of purchase orders. This detailed view breaks down purchase orders by product. Use this report to see details of which products are ordered and item quantity, product cost and total product cost per order.

Purchase Order Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see order totals, invoice totals and amount due for each supplier order within a date range.

Stock Received Not Invoiced: Displays purchase orders where stock has been received but the supplier has not yet issued an invoice. Use this report to see the item quantity, item cost and total cost for orders with stock received but not yet invoiced.

Purchase Invoice Details: Shows details of purchase invoices. This detailed view breaks down purchase invoices by product. Use this report to see details of which products have been ordered and item quantity, product cost and total product cost per invoice.

Purchase Invoice Summary: Shows a summary of purchase orders. This summary view displays purchase orders without product details. Use this report to see invoice totals, amount paid and amount due for each supplier invoice.

Field Name

Pending Purchase Orders

Purchase Order Details

Purchase Order Summary

Stock  Received not Invoiced

Purchase Invoice Details

Purchase Invoice Summary

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

SKU

Yes

Yes

 

Yes

Yes

 

Product

Yes

Yes

 

Yes

Yes

 

PO #

Yes

Yes

Yes

Yes

Yes

Yes

PO Date

Yes

Yes

Yes

Yes

 

 

Invoice #

 

Yes

Yes

 

Yes

Yes

Invoice Date

 

Yes

Yes

 

Yes

Yes

Invoice Due Date

 

 

 

 

 

Yes

(Purchase) Status

Yes

Yes

Yes

 

 

Yes

PO Status

 

Yes

Yes

 

 

 

Invoice Status

 

 

Yes

 

Yes

Yes

Supplier

Yes

Yes

Yes

Yes

Yes

Yes

Year

Yes

Yes

Yes

 

Yes

Yes

Quarter

Yes

Yes

Yes

 

Yes

Yes

Month

Yes

Yes

Yes

 

Yes

Yes

(Stock) Location

Yes

Yes

 

Yes

Yes

 

Category

Yes

Yes

 

Yes

Yes

 

Brand

Yes

Yes

 

Yes

Yes

 

Product Tags

Yes

Yes

 

Yes

Yes

 

Family

Yes

Yes

 

Yes

Yes

 

Unit

Yes

Yes

 

Yes

Yes

 

(Invoice line) Comment

 

Yes

 

 

Yes

 

Required By

Yes

Yes

Yes

Yes

Yes

Yes

Received Date

 

 

 

Yes

Yes

 

(Supplier) Currency

 

Yes

Yes

 

Yes

Yes

Invoice Currency Rate

 

Yes

 

 

 

 

Payment Currency Rate

 

Yes

 

 

 

 

(PO) Notes

 

Yes

 

 

 

 

Supplier Additional Attribute 1-10

Yes

Yes

Yes

 

Yes

Yes

Product Additional Attribute 1-10

Yes

 

 

 

Yes

 

Purchase Process Additional Attributes

 

Yes

Yes

 

Yes?

Yes

Input

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

Yes

Currency

 

Yes

Yes

Yes

Yes

Yes

Data Headers

 

 

 

 

 

 

Total (Qty of product on order)

Yes

Yes

 

Yes

Yes

 

(Product Qty) To Invoice

Yes

 

 

 

 

 

(Product Qty) To Receive

Yes

 

 

 

 

 

Product Cost (on Order)

 

Yes

 

 

 

 

Product Cost (on Invoice)

 

 

 

Yes

Yes

 

(Qty x Cost)  Total (On order)

 

Yes

 

 

 

 

Order total

 

 

Yes

 

 

 

Invoice total

 

 

Yes

Yes

Yes

Yes

Paid total

 

 

Yes

 

 

Yes

Due total

 

 

Yes

 

 

Yes

 

Purchase Order vs Invoice: Compares what has been ordered vs what has been invoiced. Use this report to view discrepancies between order and invoice item quantity, order and invoice cost per item, and order and invoice total.

Stock Received vs Invoice: Compares stock received vs invoice. Use this report to see what has been received but not invoiced or what has been invoiced but not received for a selected reporting period, along with the order total. You can choose the currency in which to display the order total.

Purchase Invoices & Credit Notes:Shows all authorized purchase invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each supplier, what products it relates to and amount, tax and total. Amounts can be shown in supplier currency or your base currency.

Purchase Cost Analysis: Details the costs associated with every product during a given period. Use this report to view Quantity, Main Cost, Additional Cost, Journal Cost and Tax for every product received into stock over the reporting period. The output can be customised to show product details, PO #, supplier, location, status and reporting period.

Supplier Financial Summary: Shows summaries of all financial transactions for every supplier including opening balance, total invoiced, total paid and closing balance for the selected time period. You can choose which currency in which to display the summary.

Product Prices by Supplier: This report shows the latest price and fixed price (if applicable) for every supplier/product combination. Prices are shown in supplier currency. It also supplier SKUs and whether dropshipping is enabled. This report allows for editing of data via CSV export/import. This report can not be customised.

Inventory Suppliers: This report, like the above, shows the latest price and fixed price (if applicable) for every supplier/product combination. Use this report to customise the output to show various product details such as supplier SKU/name, category, product family, brand and more.

Field Name

Purchase Order vs Invoice

Stock Received vs Invoice

Purchase Invoices and Credit Notes

Purchase Cost Analysis

Supplier Financial Summary

Product Prices by Supplier

Inventory Suppliers

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

 

Yes

SKU

Yes

Yes

Yes

Yes

 

 

Yes

Supplier SKU

 

 

 

Yes

 

Yes

Yes

Product

Yes

Yes

 

Yes

 

Yes

Yes

Supplier Product Name

 

 

 

Yes

 

Yes

Yes

Batch/Serial #

 

 

 

Yes

 

 

 

Expiry Date

 

 

 

Yes

 

 

 

PO #

Yes

Yes

Yes

Yes

 

 

 

PO Date

 

 

Yes

Yes

 

 

 

Invoice #

 

Yes

Yes

Yes

 

 

 

Invoice Date

 

Yes

Yes

 

 

 

 

Invoice Due Date

 

Yes

Yes

 

 

 

 

Credit Note #

 

 

Yes

 

 

 

 

Credit Note Date

 

 

Yes

 

 

 

 

(Purchase) Status

 

Yes

 

Yes

 

 

 

PO Status

 

 

 

 

 

 

 

Invoice Status

 

Yes

 

 

 

 

 

Supplier

Yes

Yes

Yes

Yes

Yes

 

 

Year

Yes

 

Yes

Yes

 

 

 

Quarter

Yes

 

Yes

Yes

 

 

 

Month

Yes

 

Yes

Yes

 

 

 

(Stock) Location

Yes

Yes

Yes

Yes

 

 

 

Category

Yes

Yes

Yes

Yes

 

 

Yes

Brand

Yes

Yes

Yes

Yes

 

 

Yes

Product Tags

Yes

Yes

Yes

Yes

 

 

Yes

Family

Yes

Yes

Yes

Yes

 

 

Yes

Unit

Yes

Yes

Yes

Yes

 

 

 

Supplier Product URL

 

 

 

 

 

Yes

Yes

(Invoice line) Comment

 

 

Yes

 

 

 

 

Required By

 

Yes

 

 

 

 

 

Received Date

 

Yes

 

 

 

 

 

Stock Received Status

 

Yes

 

 

 

 

 

(Supplier) Currency

Yes

 

Yes

Yes

 

 

 

Supplier Additional Attribute 1-10

Yes

Yes

Yes

Yes

Yes

 

Yes

Product Additional Attribute 1-10

Yes

Yes

Yes

Yes

 

 

Yes

Purchase Process Additional Attributes

 

Yes

Yes

Yes

 

 

 

Account debited/credited

 

 

Yes

 

 

 

 

Dropship Y/N

 

 

 

 

 

Yes

 

Input

 

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

 

 

Currency

Yes

Yes

 

Yes

Yes

 

 

Show Journal Costs

 

 

 

Yes

 

 

 

Data Headers

 

 

 

 

 

 

 

Total (Qty of product on order)

Yes

 

Yes

Yes (- unstock qty)

 

 

 

(Product Qty) Invoice

Yes

Yes

 

 

 

 

 

Qty Difference (between order and invoice)

Yes

 

 

 

 

 

 

(Product Qty) Received

 

Yes

 

 

 

 

 

Qty Difference (between invoice and received)

 

Yes

 

 

 

 

 

Product Price (on Order)

Yes

 

 

 

 

 

 

Product Price (on Invoice)

Yes

 

 

Yes

 

 

 

Latest Price

 

 

 

 

 

Yes

Yes

Fixed Price

 

 

 

 

 

Yes

Yes

Price Difference (between order and invoice)

Yes

 

 

 

 

 

 

(Qty x Price)  Total (On order)

 

 

 

 

 

 

 

Order total

Yes

Yes (for received only)

 

 

 

 

 

Invoice total

Yes

 

Yes

 

Yes (for period)

 

 

Total difference (between order and invoice)

Yes

 

 

 

 

 

 

Paid total

 

 

 

 

Yes (for period)

 

 

Due total

 

 

 

 

 

 

 

Credit note total

 

 

Yes

 

 

 

 

Tax

 

 

Yes

Yes

 

 

 

Tax inclusive total

 

 

Yes

 

 

 

 

Additional Costs

 

 

 

Yes

 

 

 

Journal Costs

 

 

 

Yes

 

 

 

Opening Balance

 

 

 

 

Yes

 

 

Closing Balance

 

 

 

 

Yes

 

 

Sales Report Fields

Sale Outstanding Quotes: Shows all authorized quotes without an authorized sale order/invoice issued during the specified time interval. Use this report to check quote status and view quoted item quantities and quote price per product, customer, sales rep and more.

Sale Order Details: Shows details of sale orders. This detailed view to breaks down purchase orders by product, showing product quantity, product cost and total product cost per order. The output can be customised to show product details, order/invoice status and more.

Pending Sale Orders: Shows pending sale orders. A sale order is classed as pending if the order has been authorized but it does not yet have an authorized pick. Use this report to see item quantities required per customer, per sale order, per sales rep. and more.

Fulfillment Details: Shows fulfillment details for authorized sale orders. Use this report to see fulfillment status for each order, with quantity picked, packed and shipped. The output can be customised to show carrier, tracking info and more.

Sale Invoices & Credit Notes: This report shows all authorized sale invoices and credit notes applicable to the selected time period. Use this report to see invoices and credit notes for each customer, what products it relates to and amount, tax and total. Amounts can be shown in customer currency or your base currency.

Sales Price History:This report shows sale price fluctuations for all active products during the selected time period. Price history can be further filtered by location, price tier, year, quarter, month and invoice date.

Field Name

Sale Outstanding Quotes

Sale Order Details

Pending Sale Orders

Fulfillment Details

Sale Invoices & Credit Notes

Sales Price History

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

Customer

Yes

Yes

Yes

Yes

Yes

 

Sales Representative

Yes

Yes

Yes

Yes

Yes

 

Order #

Yes

Yes

Yes

Yes

Yes

 

Order Date

 

Yes

Yes

Yes

Yes

 

Invoice #

 

Yes

 

Yes

Yes

 

Invoice Date

 

Yes

 

 

Yes

Yes

Invoice Status

 

Yes

 

 

 

 

Invoice Due Date

 

 

 

 

Yes

 

Currency (Sale/Customer)

Yes

 

Yes

 

Yes

Yes

Credit Note #

 

 

 

 

Yes

 

Credit Note Date

 

 

 

 

Yes

 

Notes (Sale header)

 

Yes

 

 

 

 

Year

 

Yes

Yes

Yes

Yes

Yes

Quarter

 

Yes

Yes

Yes

Yes

Yes

Month

 

Yes

Yes

Yes

Yes

Yes

Customer Reference

 

Yes

Yes

Yes

Yes

 

Customer Tags

Yes

Yes

Yes

 

Yes

 

SKU

Yes

Yes

Yes

 

Yes

Yes

Product

Yes

Yes

Yes

 

Yes

Yes

Brand

Yes

Yes

Yes

 

Yes

Yes

Category

Yes

Yes

Yes

 

Yes

Yes

Product Tags

Yes

Yes

Yes

 

Yes

Yes

Family

Yes

Yes

Yes

 

Yes

Yes

Unit

Yes

Yes

Yes

 

Yes

Yes

Batch/

 

 

 

 

 

 

Location (Dispatch)

 

Yes

Yes

 

Yes

Yes

Price Tier

 

 

 

 

 

Yes

Status (Sale)

 

Yes

 

 

 

 

Shipment Date

 

Yes

 

Yes

 

 

Required by date

 

Yes

Yes

Yes

 

 

Shipping Address Line 1

 

Yes

 

Yes

 

 

City

 

Yes

 

Yes

 

 

State

 

Yes

 

Yes

 

 

Country

 

Yes

 

Yes

 

 

Postcode

 

Yes

 

 

 

 

Customer Additional Attribute 1-10

Yes

Yes

Yes

Yes

 

 

Product Additional Attribute 1-10

Yes

Yes

Yes

Yes

 

Yes

Sale Process Additional Attributes

Yes

Yes

Yes

Yes

 

 

(Quote) is Archived

Yes

 

 

 

 

 

Quote Approval State

Yes

 

 

 

 

 

Fulfillment #

 

 

 

Yes

 

 

Fulfillment Status

 

 

 

Yes

 

 

Carrier

 

Yes

 

Yes

 

 

Tracking #

 

 

 

Yes

 

 

Comment (Line)

 

 

 

 

Yes

 

Input

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

Yes

Currency

Yes

Yes

Yes

 

 

Yes

Quote Status

Yes

 

 

 

 

 

Data Headers

 

 

 

 

 

 

Total (Qty of product ordered)

Yes

Yes

Yes

Yes

Yes

 

% Discount

 

Yes

 

 

 

 

Sale amount

Yes

Yes

 

 

Yes (or Credit note)

 

Tax

 

Yes

 

Yes

Yes

 

Total (Sale + Tax)

Yes

Yes

 

Yes

Yes

 

Quantity Picked

 

 

 

Yes

 

 

Quantity Packed

 

 

 

Yes

 

 

Quantity Shipped

 

 

 

Yes

 

 

Base Currency Amount

 

 

 

 

Yes

 

Base Currency Tax

 

 

 

 

Yes

 

Base Currency Total (Amount + Tax)

 

 

 

 

Yes

 

Price

 

 

 

 

 

Yes

 

Sales Overview: Shows an overview of all sales, the customer and the sale and shipment status. Use this report to get a snapshot of sales status and financials (amount invoiced, paid, due, COGS, profit, etc.). The overview does not show product information.

Sales Profit Summary:Shows profit and additional financial summary for sales. Use this report to see an overview of amount invoiced, paid, COGS, profit, markup, gross margin and FX gains/losses per order or per customer for a selected reporting period. The output does not show product details.

Profit by Sales Representatives: Shows profit and additional financial summary by sales representatives. Use this report to see the amount invoiced, paid, COGS, profit, markup, gross margin for each sales representative’s sales per order or per customer. The output does not show product details.

Sales by Product Details: Shows quantities, profit and additional financial summary for sales by product in a given reporting period. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details Use this report to view product sales by customer location (state, country, etc.).

Sales by Product Summary: Shows quantities, profit and additional financial summary for sales by product. It shows product quantity, amount invoiced, COGS, journal amount, tax and profit. The output can be customised using product details. This report does not allow the output to be customised by customer location.

Customer Orders by Product: Shows detailed financial and quantity-related information about each product sold. Use this report to see how much of each product is sold, how profitable/costly each one is, and which customers are buying your product.

Sale Credit Notes by Product: Shows detailed financial and quantity-related information about each sale credit note. Use this report to see how many credit notes are being raised for your products and which customers are raising them.

Field Name

Sales Overview

Sales Profit Summary

Profit by Sales Representatives

Sales by Product Details

Sales by Product Summary

Customer Orders by Product

Sale Credit Notes by Product

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Customer

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Sales Representative

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Order #

Yes

Yes

 

Yes

 

 

 

Order Date

Yes

Yes

 

Yes

 

 

 

Invoice #

Yes

Yes

Yes

Yes

 

Yes

Yes

Invoice Date

Yes

Yes

Yes

Yes

 

Yes

Yes

Invoice Due Date

Yes

Yes

Yes

 

 

 

Yes

Quote Status

Yes

 

 

 

 

 

 

Credit Note #

 

Yes

Yes

Yes

 

 

Yes

Credit Note Date

 

Yes

Yes

Yes

 

 

Yes

Sale Order Status

Yes

 

 

 

 

 

 

Invoice Status

Yes

 

 

Yes

 

 

 

Payment Status

Yes

 

 

 

 

 

 

Pick Status

Yes

 

 

 

 

 

 

Pack Status

Yes

 

 

 

 

 

 

Ready for Shipment

Yes

 

 

 

 

 

 

Ship Status

Yes

 

 

Yes

 

 

 

Fulfillment Status

Yes

 

 

 

 

 

 

Notes (Sale header)

Yes

 

 

 

 

 

 

Year

 

 

 

 

 

Yes

Yes

Quarter

 

 

 

 

 

Yes

Yes

Month

 

 

 

 

 

Yes

Yes

Customer Reference

Yes

 

Yes

 

Yes

Yes

Yes

Customer Tags

Yes

Yes

Yes

Yes

Yes

Yes

Yes

SKU

 

 

 

Yes

Yes

Yes

Yes

Product

 

 

 

Yes

Yes

Yes

Yes

Brand

 

 

 

Yes

Yes

Yes

Yes

Category

 

 

 

Yes

Yes

Yes

Yes

Product Tags

 

 

 

Yes

Yes

Yes

Yes

Family

 

 

 

Yes

Yes

Yes

Yes

Unit

 

 

 

Yes

Yes

Yes

Yes

Weight

 

 

 

Yes

Yes

 

 

Weight Units

 

 

 

Yes

Yes

 

 

Location (Dispatch)

 

 

 

 

 

Yes

Yes

Status (Sale)

Yes

 

 

 

 

 

 

Shipment Date

Yes

Yes

Yes

Yes

Yes

Yes

 

Ship By

Yes

Yes

Yes

 

 

 

 

Shipping Address Line 1

Yes

Yes

Yes

Yes

 

 

 

City

Yes

Yes

Yes

Yes

 

Yes

Yes

State

Yes

Yes

Yes

Yes

 

Yes

Yes

Country

Yes

Yes

Yes

Yes

 

Yes

Yes

Postcode

Yes

Yes

Yes

Yes

 

Yes

Yes

Customer Additional Attribute 1-10

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Product Additional Attribute 1-10

 

 

 

Yes

Yes

Yes

Yes

Sale Process Additional Attributes

Yes

Yes

 

Yes

Yes

Yes

Yes

Input

 

 

 

 

 

 

 

Reporting  Period

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Currency

 

 

 

 

 

 

 

Quote Status

 

 

 

 

 

 

 

Show COGS (All - Reporting Period only)

 

Yes

Yes

Yes

Yes

Yes

Yes

Data Headers

 

 

 

 

 

 

 

Total (Qty of product ordered)

 

 

Yes

Yes

Yes

Yes

% Discount

 

 

 

 

Yes

Yes

Quoted amount

Yes

 

 

 

 

 

 

Order amount

Yes

Yes

 

 

 

 

 

Sale amount

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Tax (on whole sale)

 

 

Yes

Yes

Yes

 

Invoice Total (Sale + Tax)

Yes

Yes

Yes

Yes

Yes

Yes

 

Lines (Invoice - additional charges)

Yes

 

Yes

 

 

 

 

Lines Tax

 

 

Yes

 

 

 

 

Additional charges

Yes

 

Yes

 

 

 

 

Additional charges tax

 

 

Yes

 

 

 

 

Paid

Yes

Yes

Yes

 

 

 

 

Due

Yes

Yes

Yes

 

 

 

 

Credited

 

 

 

 

 

 

Yes

COGS

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Journals

Yes

Yes

Yes

Yes

Yes

Yes

 

Profit

Yes

Yes

Yes

Yes

Yes

Yes

 

Profit less Journals

Yes

Yes

Yes

 

Yes

Yes

 

Gross Margin ((Sale - COGS) * 100 / Sale))

 

Yes

Yes

 

 

 

 

Markup (Gross Margin / (1 - Gross Margin))

 

Yes

Yes

 

 

 

 

FX Gain/Loss

Yes

Yes

Yes

 

 

 

 

 

Sales Backorder Details: Shows all authorized sale orders containing backordered items which have not yet shipped to the customer. Use this report to see which customers and sales orders are waiting on backordered products, the backordered quantity and the date … . This report does not show product availability in your inventory.

Sales Backorder Summary: Shows all backordered products in your inventory. Use this report to view a summary of backordered products, the supplier for the order, and quantity required, on hand, remaining (on hand - required) and ordered. This report does not show which sales order the backordered product corresponds to.

Find Sale Backorder by Purchase Order: Allows finding all sales included in a specific purchase order created via the Reorder Backordered function. Use this report to see products ordered, quantity ordered, supplier and whether stock has been received yet. You can also change the column order to find purchase order by sale backorder.

Customer Payment Details: Shows payment details by customer with invoiced, paid, still due/credited for the selected time period. Output currency can be changed. Use the detailed view to see payment details for each order/invoice.

Customer Payment Summary: Shows shows a payment summary for your customers, with total invoiced, paid and still due/credited for the selected time period. This report also shows the latest payment collection date. Output currency can be changed. This report does not break down totals by order/invoice.

Inventory Velocity Report: Calculates reorder dates and suggests reorder quantities using the lead time, safety stock and velocity (units sold/day) parameters. Use this report to make sure you have enough inventory in stock to meet your forecasted sales.

Field Name

Sale Backorder Details

Sale Backorder Summary

Find Sale Backorder by Purchase Order

Customer Payment Details

Customer Payment Summary

Inventory Velocity Report

Can be scheduled?

Yes

Yes

 

Yes

Yes

Yes

Customer

Yes

 

Yes

Yes

Yes

 

Supplier

 

Yes

Yes

 

 

Yes

Sales Representative

Yes

 

Yes

Yes

 

 

Order #

Yes

 

Yes

 

 

 

Order Date

 

 

Yes

 

 

 

Invoice #

 

 

Yes

Yes

 

 

Invoice Date

 

 

 

Yes

 

 

Invoice Due Date

 

 

 

Yes

 

 

Invoice Status

 

 

 

 

 

 

Last Invoice Date

 

 

 

 

Yes

 

Last Payment Date

 

 

 

 

Yes

 

Currency (Customer)

 

 

 

 

 

 

Notes (Sale header)

 

 

 

 

 

 

Year

 

 

 

Yes

 

 

Quarter

 

 

 

Yes

 

 

Month

 

 

 

Yes

 

 

Customer Reference

 

 

Yes

Yes

 

 

Customer Tags

Yes

 

 

Yes

Yes

 

SKU

Yes

Yes

Yes

 

 

Yes

Product

Yes

Yes

 

 

 

Yes

Brand

Yes

Yes

 

 

 

 

Category

Yes

Yes

 

 

 

 

Product Tags

Yes

Yes

 

 

 

 

Family

Yes

Yes

 

 

 

 

Unit

Yes

Yes

 

 

 

 

Location (Dispatch)

Yes

Yes

 

 

 

Yes

Shipment Date

 

 

 

Yes

 

 

Ship By

Yes

 

Yes

 

 

 

Shipping Address Line 1

 

 

 

Yes

 

 

City

 

 

 

Yes

 

 

State

 

 

 

Yes

 

 

Country

 

 

 

Yes

 

 

Postcode

 

 

 

Yes

 

 

(PO) Notes

 

 

 

 

 

 

Customer Additional Attribute 1-10

Yes

 

Yes

Yes

Yes

 

Product Additional Attribute 1-10

Yes

 

 

 

 

 

Sale Process Additional Attributes

Yes

 

Yes

Yes

 

 

PO #

 

 

Yes

 

 

 

Purchase Invoice #

 

 

Yes

 

 

 

Supplier Additional Attribute 1-10

 

 

Yes

 

 

 

Stock Received

 

 

Yes

 

 

 

Ready for Shipment

 

 

Yes

 

 

 

Active (Product)

 

 

 

 

 

Yes

On B2B Portal

 

 

 

 

 

Yes

On Sales Channels

 

 

 

 

 

Yes

(Product is) Finished Good

 

 

 

 

 

Yes

(Product is) Component

 

 

 

 

 

Yes

Recommended Action

 

 

 

 

 

Yes

Last Sale

 

 

 

 

 

Yes

Date Added

 

 

 

 

 

Yes

Days since added

 

 

 

 

 

Yes

Input

 

 

 

 

 

 

Reporting Period

 

 

 

Yes

Yes

Yes

Currency

 

 

 

Yes

Yes

 

Recommended Action

 

 

 

 

 

Yes

Data Headers

 

 

 

 

 

 

Total (Qty of product ordered)

Yes

Yes

Yes

 

 

 

% Discount

 

 

 

 

 

 

Sale amount

 

 

 

 

 

 

Tax

 

 

 

 

 

 

Total Invoice (Sale + Tax)

 

 

 

Yes

Yes

 

Quantity Required

 

Yes

 

 

 

 

Quantity On Hand

 

Yes

 

 

 

Yes

Quantity Remaining

 

Yes

 

 

 

 

Total Paid

 

 

 

Yes

Yes

 

Due/Credit

 

 

 

Yes

Yes

 

FX Gain/Loss

 

 

 

Yes

Yes

 

Quantity Available

 

 

 

 

 

Yes

Units Sold

 

 

 

 

 

Yes (in period)

Units Shipped per day

 

 

 

 

 

Yes

Velocity

 

 

 

 

 

Yes

Days to Zero

 

 

 

 

 

Yes

On Order

 

 

 

 

 

Yes

Lead Stock

 

 

 

 

 

Yes

Safety Defined

 

 

 

 

 

Yes


Inventory Report Fields

Product Availability: Shows available, on-hand, allocated and on-order quantities, and stock value for every product in every location for every batch/serial number and expiry date. Cin7 Core informs users of the expected delivery date of stock currently on order. This report cannot be customised. Use the Products Stock Level report for a more detailed view.

Products Stock Level: Shows the current stock level of all active products in all locations. Use this report to see available, on-hand, allocated, on-order, reordered and minimum before reorder quantities. You can also check the stock on hand value and unit cost of products on the current date.

Products Reordering: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for all active products.

Products Low on Stock: Shows stock level details necessary for stock refill. Use this report so see available, on order, reorder and minimum before reorder quantities as well as purchase price for active products with stock levels below the minimum before reorder quantity.

Products Price List: Shows a product price list. Use this report to see all of your inventory products listed with prices from up to 10 price tiers.

Inventory Aging: Inventory Aging Report shows how long products stay in stock by time intervals. Use this report to see which products have a high turnover rate and low turnover rate. See how long products stay in stock measured by time interval (0-30 days up to over 180 days) as of the current date.

Lot Expiry: Shows all product batches with their expiry dates. Use this report to check how much quantity on hand you have of different product batch numbers and when they will expire.

Field Name

Product Availability

Product Stock Level

Product Reordering (shows all active products)

Products Low on Stock (shows only products low on stock)

Product Price List

Inventory Aging Report

Lot Expiry

Can be scheduled?

 

Yes

Yes

Yes

Yes

Yes

Yes

SKU

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Product

Yes

Yes

Yes

Yes

Yes

Yes

Yes

(Stock) Location

Yes

Yes

Yes

Yes

 

Yes

Yes

Unit

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Brand

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Category

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Family

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Family Op.1 Name

 

 

 

 

Yes

 

 

Family Op.1 Value

 

 

 

 

Yes

 

 

Family Op.2 Name

 

 

 

 

Yes

 

 

Family Op.3 Name

 

 

 

 

Yes

 

 

Family Op.3 Name

 

 

 

 

Yes

 

 

Family Op.3 Name

 

 

 

 

Yes

 

 

Product Tags

 

Yes

Yes

Yes

Yes

Yes

Yes

Product Additional Attribute 1-10

 

Yes

Yes

Yes

Yes

Yes

Yes

Barcode

 

Yes

 

Yes

Yes

 

 

Weight

 

 

 

 

Yes

 

 

Width

 

 

 

 

Yes

 

 

Height

 

 

 

 

Yes

 

 

Bin

Yes

 

 

 

 

Yes

Yes

Stock Locator

Yes

 

 

 

Yes

 

 

(Product) Status

Yes

 

 

 

 

 

 

Batch/Serial #

Yes

 

 

 

 

Yes

Yes

Expiry Date

Yes

 

 

 

 

Yes

Yes

Supplier

 

 

Yes

Yes

 

 

 

Supplier Additional Attribute 1-10

 

 

Yes

Yes

 

 

 

Price Tier 1

Yes

 

 

 

Yes

 

 

Price Tier 2

Yes

 

 

 

Yes

 

 

Price Tier 3

Yes

 

 

 

Yes

 

 

Price Tier 4

 

 

 

 

Yes

 

 

Price Tier 5

 

 

 

 

Yes

 

 

Price Tier 6

 

 

 

 

Yes

 

 

Price Tier 7

 

 

 

 

Yes

 

 

Price Tier 8

 

 

 

 

Yes

 

 

Price Tier 9

 

 

 

 

Yes

 

 

Price Tier 10

 

 

 

 

Yes

 

 

(Expiry) Year

 

 

 

 

 

 

Yes

(Expiry) Quarter

 

 

 

 

 

 

Yes

(Expiry) Month

 

 

 

 

 

 

Yes

Job #

 

 

 

 

 

 

 

Job Description

 

 

 

 

 

 

 

(Expense) Date

 

 

 

 

 

 

 

Job Status

 

 

 

 

 

 

 

Customer

 

 

 

 

 

 

 

(Customer) Address

 

 

 

 

 

 

 

(Customer) Contact

 

 

 

 

 

 

 

Input

 

 

 

 

 

 

 

Lot Expires On

 

 

 

 

 

 

Yes

Data Headers

 

 

 

 

 

 

 

Quantity on Hand

Yes

Yes

 

 

 

 

Yes

Available

Yes

Yes

Yes

Yes

 

 

 

Allocated

Yes

Yes

 

 

 

 

 

On Order

Yes

Yes

Yes

Yes

 

 

 

Unit Cost

Yes

Yes

 

 

 

 

 

Stock on Hand Value

Yes

Yes

 

 

 

 

 

Reorder Quantity

 

Yes

Yes

Yes

 

 

 

Minimum before reorder

 

Yes

Yes

Yes

 

 

 

Volume on Hand

Yes

Yes

 

 

 

 

 

Next Delivery

Yes

 

 

 

 

 

 

Purchase Price

 

 

Yes

Yes

 

 

 

Average Cost

 

 

 

 

Yes

 

 

Days in stock

 

 

 

 

 

Yes

 

(Job) Quantity

 

 

 

 

 

 

 

(Product) Price

 

 

 

 

 

 

 

Tax

 

 

 

 

 

 

 

Total (Quantity x Price)

 

 

 

 

 

 

 

 

Inventory Movement Details: Shows a summary of stock movements in a specified timeframe. Use this report to see inventory movement details for specific transactions including transaction reference, date, quantity in and out and cost in and out.

Inventory Movement Summary: Shows a summary of stock movements in a specified timeframe. Use this report to see financial information such as stock on hand value, volume on hand (if dimensions are specified), unit cost and average cost for all active products. Use this report to check stock value as of a specific date. The summary report does not show transaction references.

Production Cost Analysis: Shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services within a date range.

Disassembly Analysis: Shows completed disassemblies within the selected time period. Use this report to analyse disassembled quantity, cost of disassembled item and any costs from services during the operation.

BOM Component Details: This inventory report shows products in Cin7 Core with Bills of Materials (BOM) along with the details of the components under each BOM. Use this report to see what components are required for a parent product, and the component amount available and on hand. The report can be filtered by BOM products in/not in a sale and the available component quantity.

Out of Stock Components for Auto-assembly: Shows out of stock components for auto-assembly products grouped by location. Use this report to see the quantities of components that need to be ordered to complete your pending auto-assembly operations.

Job Costing Materials: Shows materials and stock used on a particular job during the selected time period. It also indicates where this material was purchased if it did not come from inventory already in stock. Use this report to see the quantity and cost of job costing materials.

Field Name

Inventory Movement Details

Inventory Movement Summary

Production Cost Analysis
(FG = finished good)

Disassembly Analysis (FG = finished good/ disassembled product)

BOM Component Details (FG = finished good)

Out-of-Stock Components for Auto-assembly (FG = finished good)

Job Costing Materials

Can be scheduled?

 

Yes

Yes

Yes

Yes

Yes

Yes

SKU

Yes

Yes

Yes (Component and FG)

Yes (Component and FG)

Yes (Component and FG)

Yes (Component and FG)

Yes

Product

Yes

Yes

Yes (Component and FG)

Yes (Component and FG)

Yes (Component and FG)

Yes (Component and FG)

Yes

(Stock) Location

Yes

Yes

Yes (FG)

Yes (FG)

 

Yes (FG)

 

Unit

Yes

Yes

Yes (Component and FG)

Yes (Component and FG)

 

Yes (Component)

Yes

Brand

Yes

Yes

Yes (FG)

Yes (FG)

 

 

Yes

Category

Yes

Yes

Yes (FG)

Yes (FG)

 

 

Yes

Family

Yes

Yes

Yes (FG)

Yes (FG)

 

 

Yes

Product Tags

Yes

Yes

Yes (FG)

Yes (FG)

 

 

Yes

Product Additional Attribute 1-10

Yes

Yes

Yes (FG)

Yes (FG)

 

 

Yes

Barcode

Yes

Yes

 

 

 

 

 

Bin

Yes

 

 

 

 

 

 

Stock Locator

Yes

Yes

 

 

 

 

 

(Product) Type

 

 

Yes (Component)

Yes (Component)

 

 

 

Batch/Serial #

 

Yes

Yes (Component and FG)

Yes (Component and FG)

 

 

 

Year

Yes

 

Yes

Yes (FG)

 

 

Yes

Quarter

Yes

 

Yes

Yes (FG)

 

 

Yes

Month

Yes

 

Yes

Yes (FG)

 

 

Yes

(Task) Type

Yes

 

 

 

 

 

 

(Task) Reference

Yes

 

 

 

 

 

 

Assembly #

 

 

Yes

 

 

 

 

Assembly Status

 

 

Yes

 

 

 

 

Completion Date

 

 

Yes

 

 

 

 

Disassembly #

 

 

 

Yes

 

 

 

Disassembly Date

 

 

 

Yes

 

 

 

Job #

 

 

 

 

 

 

Yes

Job Description

 

 

 

 

 

 

Yes

(Expense) Date

 

 

 

 

 

 

Yes

Job Status

 

 

 

 

 

 

Yes

(Job) Customer

 

 

 

 

 

 

Yes

Customer Address

 

 

 

 

 

 

Yes

Customer Contact

 

 

 

 

 

 

Yes

Supplier

 

 

 

 

 

 

Yes

Input

 

 

 

 

 

 

 

Reporting Period

Yes

Yes

Yes

Yes

 

 

Yes

Show (All Products/ Components in a Sale/ Components not in a sale)

 

 

 

 

Yes

 

 

Filter by Available

 

 

 

 

Yes

 

 

Available qty is less than:

 

 

 

 

Yes

 

 

Data Headers

 

 

 

 

 

 

 

Quantity on Hand

 

Yes

 

 

Yes

 

 

(Qty) Available

 

 

 

 

Yes

 

 

(Qty) Allocated

 

 

 

 

 

Yes

 

(Qty) On Order

 

 

 

 

 

 

 

(Qty) Required

 

 

 

 

Yes

Yes

 

Quantity used

 

 

 

 

 

 

Yes

Unit Cost

 

Yes

 

 

 

 

 

Stock on Hand Value

 

Yes

 

 

 

 

 

Volume on Hand

 

Yes

 

 

 

 

 

Quantity In

Yes

Yes

 

 

 

 

 

Quantity Out

Yes

Yes

 

 

 

 

 

Cost In

Yes

 

 

 

 

 

 

Cost Out

Yes

 

 

 

 

 

 

Average Cost

 

Yes

 

 

 

 

 

Yield

 

 

Yes

 

 

 

 

Production/Services Cost

 

 

Yes

Yes

 

 

 

Component Cost

 

 

Yes

Yes

 

 

 

Component Quantity

 

 

Yes

Yes

 

 

 

Disassembled Quantity

 

 

 

Yes

 

 

 

Disassembled Cost

 

 

 

Yes

 

 

 

Price

 

 

 

 

 

 

Yes

Tax

 

 

 

 

 

 

Yes

Total (Price x quantity used)

 

 

 

 

 

 

Yes

 

Lot Recall: This report shows Customers, Stock On Hand and Suppliers of selected product lots and batches. Use this feature to track your lot/batch/serial number usage from Purchase/manufacturing through to Sell. Prepare recall letters for customers in case of a Recall event.

Warehouse Details: Shows warehouse details for fulfilled sale orders over a specified date range. It shows the number of orders and SKUs that were handled by your pickers, with the aim of helping management make better decisions on warehouse operations. Can be scheduled.

Financial Reports

Trial Balance: A simple snapshot of all financial transactions within a given period. Use this report to see opening balance, closing balance and amount debited and credit for each of your accounts within the selected time period.

Balance sheet by periods: Shows the balance of all of your accounts for the selected time period. Use this report to compare account balances across different time periods. You can select the reporting period (month, quarter, year, year end) and the number of previous periods to compare it against.

Profit & Loss (Income Statement): The Profit and Loss (or Income Statement) report shows your organisation's net income, by deducting expenses from the revenue for the reporting period. You can select the reporting period and the number of previous periods to compare it against.

General Ledger: Provides you with a summary of all the transactions for the selected period. The excel detailed report provides the starting balance, ending balance and all of the transactions for the period organised by account

Account Summary: Provides you with a summary of all the transactions for the selected period. Use this detailed report to view the starting balance, ending balance and all of the transactions for the period organised by account.

Depreciation Schedule: Shows actual or estimated depreciation against assets in the asset register (only registered items are subject to depreciation). Use this report to check purchase cost, purchase date, and accumulated depreciation to date. Unavailable for accounts connected to Xero.

Field Name

Trial Balance

Balance Sheet by Periods

Profit and Loss Report

General Ledger Report

Account Summary

Depreciation Schedule

Can be Scheduled?

Yes

Yes

Yes

Yes

Yes

Yes

Account Class

Yes

Yes

 

Yes

 

 

Account Code

Yes

Yes

Yes

Yes

Yes

 

Account Description

Yes

Yes

Yes

Yes

Yes

 

Job #

Yes

Yes

 

Yes

 

 

Income

 

 

Yes

 

 

 

Cost of Sales

 

 

Yes

 

 

 

Operating Expenses

 

 

Yes

 

 

 

Net Profit

 

 

Yes

 

 

 

Transaction Description

 

 

 

 

Yes

 

Document #

 

 

 

 

Yes

 

Transaction Date

 

 

 

 

Yes

 

Supplier/Customer

 

 

 

 

Yes

 

Year

 

 

 

 

Yes

 

Quarter

 

 

 

 

Yes

 

Month

 

 

 

 

Yes

 

SKU

 

 

 

 

 

Yes

Product

 

 

 

 

 

Yes

Category

 

 

 

 

 

Yes

Inventory Location

 

 

 

 

 

Yes

Serial #

 

 

 

 

 

Yes

Fixed Asset Type

 

 

 

 

 

Yes

Rate

 

 

 

 

 

Yes

Purchase Date

 

 

 

 

 

Yes

Registration Date

 

 

 

 

 

Yes

On Hand

 

 

 

 

 

Yes

Salvage Value

 

 

 

 

 

Yes

Input

 

 

 

 

 

 

Reporting Period

Yes

Yes

Yes

Yes

Yes

Yes

Compare To

 

Yes

Yes

 

 

 

Compare # of Periods

 

Yes

Yes

 

 

 

Data Headers

 

 

 

 

 

 

Opening Balance

Yes

 

 

Yes

Yes

Yes

Debit

Yes

 

 

Yes

Yes

 

Credit

Yes

 

 

Yes

Yes

 

Closing Balance

Yes

Yes

 

Yes

Yes

Yes

Net Movement

 

 

 

Yes

 

 

YTD Balance

 

 

 

Yes

 

 

Purchase Cost

 

 

 

 

 

Yes

Depreciation

 

 

 

 

 

Yes

Accumulated Depreciation

 

 

 

 

 

Yes

 

Financial Transactions:Shows detailed financial transactions within the selected time period. Use this report to view all transaction details including type, transaction reference, description, debit/credit accounts, amount and date.

Financial Transactions vs Stock on Hand Difference:Shows the difference between stock on hand value and financial document value on the specified Effective Date. Check here first if you are seeing discrepancies between financial reports (Balance Sheet, Profit and Loss) and Inventory Reports (Inventory Movement Details, Product Availability, etc.). Discrepancies can be caused by goods invoiced but not received and goods received not invoiced. If there are no differences, this report will contain no data. Use this report to reconcile discrepancies between financial and inventory reports.

Job Costing Profit & Loss: Shows the profit/loss for each Job. Use this report to view all income, expenses and profits associated with job costing transactions. Output can be filtered by customer, supplier, time period, milestone, status and more.

Profit & Loss by Product: Shows the profit made for each product within a given period. Use this report to see detailed financial information such as COGS, sale proceeds, amounts for non-sale operations (transfers, assembly, etc.) and profit.

Financial Payment Details: Detailed financial payments within a given period of time for selected account. Use this report to view detailed transaction information for the selected account such as customer/supplier, transaction reference, date, currency, payment total and value in base currency.

Field Name

Profit & Loss by Product

Job Costing Profit and Loss

Financial Payment Details

Financial Transactions Report

Financial Transactions vs Stock on Hand Difference

Can be scheduled?

Yes

Yes

Yes

Yes

Yes

Account Code

 

 

Yes

 

Yes

Account Description

 

 

Yes

 

Yes

Document #

 

Yes

Yes

Yes

Yes

Transaction Type

 

Yes

 

Yes

Yes

Transaction Date

 

Yes

Yes

Yes

 

Transaction Description

 

 

 

Yes

 

Supplier/Customer

 

Yes (Supplier)

Yes

Yes

 

Currency

 

 

Yes

 

 

SKU

Yes

 

 

 

 

Product

Yes

 

 

 

 

Year

Yes

Yes

 

Yes

 

Quarter

Yes

Yes

 

Yes

 

Month

Yes

Yes

 

Yes

 

(Stock) Location

Yes

 

 

 

 

Category

Yes

 

 

 

 

Brand

Yes

 

 

 

 

Product Tags

Yes

 

 

 

 

Family

Yes

 

 

 

 

Unit

Yes

 

 

 

 

Batch/Serial #

Yes

 

 

 

 

Expiry Date

Yes

 

 

 

 

Product Additional Attribute 1-10

Yes

 

 

 

 

Job Customer

 

Yes

 

 

 

Job #

 

Yes

 

Yes (if applicable)

 

Job Description

 

Yes

 

 

 

Job Status

 

Yes

 

 

 

Milestone

 

Yes

 

 

 

Job Address

 

Yes

 

 

 

Job Contact

 

Yes

 

 

 

Job Start Date

 

Yes

 

 

 

Job End Date

 

Yes

 

 

 

Debit Account

 

 

 

Yes

 

Credit Account

 

 

 

Yes

 

Fixed Asset Type

 

 

 

 

 

Input

 

 

 

 

 

Reporting Period

Yes

Yes

Yes

Yes

 

Account Code

 

 

Yes

 

 

Compare # of Periods

 

 

 

 

 

Data Headers

 

 

 

 

 

COGS

Yes

 

 

 

 

Sale Proceeds

Yes

 

 

 

 

Production /Inventory/ Transfer Costs

Yes

 

 

 

 

Profit

Yes

Yes

 

 

 

Income

 

Yes

 

 

 

Expense

 

Yes

 

 

 

Tax

 

Yes

 

 

 

Amount

 

 

Yes

 

 

Base currency amount

 

 

Yes

Yes

 

Stock Amount

 

 

 

 

Yes

Document Amount

 

 

 

 

Yes

 

Reconciliation with Xero:The reconciliation report between Cin7 Core and Xero keeps business operations transparent and allows you to see if the transactions tally between the two systems. Use this report to flag discrepancies for further investigation. This report only appears for accounts that have an active integration with Xero. Only available for accounts connected to Xero.

Fixed Asset Overview: Gives information about your fixed assets. Unavailable for accounts connected to Xero.

Sales Tax Summary: Shows sales tax charged or paid by your organisation for the tax period being reported. Can be scheduled.

Audit Report

System activity report shows all changes in Cin7 Core. Use the Audit Report to view details of all actions performed by each user in Cin7 Core, including all integration- and security-related changes made by authorized users to Cin7 Core configuration settings.

Production Report Fields

Production Cost Analysis: Shows completed finished goods within the selected time period. Use this report to analyse finished goods yield quantity, production cost, and cost of component products and services within a date range.

Production Overdue Report: Informs the Production Manager about any Production Orders/Production Runs that have not been started on their scheduled start date. Only Production Orders/Production Runs with status Released appear in this report. Use this report to see which Production Orders/Production Runs most require your attention.

Required by Date Exceptions: Changes in production planning can cause schedules to be pushed forward. The Required by Date Exceptions report is intended for sales managers to check when the Required By Date of a Production Order differs from the Required by Date of a Sale Order.

Field Name

Production Cost Analysis
(FG = finished good)

Production Overdue Report

Required by Date Exceptions

Can be scheduled?

Yes

Yes

Yes

SKU

Yes (Component and FG)

Yes

Yes

Product

Yes (Component and FG)

Yes

Yes

Location

Yes (FG)

Yes (Shopfloor and Retail)

Yes (Shopfloor and Retail)

Unit

Yes (Component and FG)

 

 

Brand

Yes (FG)

 

 

Category

Yes (FG)

 

 

Family

Yes (FG)

 

 

Product Tags

Yes (FG)

 

 

Product Additional Attribute 1-10

Yes (FG)

 

 

Release Date

 

Yes

Yes

Required by Date

 

Yes

Yes

Order/Run #

 

Yes

Yes

Order Status

 

Yes

Yes

Sale Order #

 

Yes

Yes

Sales Representative

 

Yes

Yes

Customer

 

Yes

Yes

Customer Contact

 

Yes

Yes

(Product) Type

Yes (Component)

 

 

Batch/Serial #

Yes (Component and FG)

 

 

Year

Yes

 

 

Quarter

Yes

 

 

Month

Yes

 

 

Assembly #

Yes

 

 

Assembly Status

Yes

 

 

Completion Date

Yes

 

 

Input

 

 

 

Reporting Period

Yes

 

 

Data Headers

 

 

 

Quantity to be produced total

 

Yes

Yes

(Qty) In Production

 

Yes

Yes

(Qty) To Product

 

Yes

Yes

(Qty) Ready for Put Away

 

Yes

Yes

(Qty) Put Away

 

Yes

Yes

Yield

Yes

 

 

Production/Services Cost

Yes

 

 

Component Cost

Yes

 

 

Component Quantity

Yes

 

 

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