Stock Activity

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This report can provide information about changes in your inventory stock. You can monitor many different types of changes: issues, storeroom transfers, purchases, etc.

The report uses a variety of codes to specify various inventory actions. The codes are:

• AJ Miscellaneous adjustment (see General Inventory Adjustments)
• DV Database value: indicates the price of the item obtained during the process of converting from an older version of the database
• DQ Database quantity: indicates the quantity of the item obtained during the process of converting from an older version of the database
• EV Estimated value (from an inventory valuation—see Inventory Valuations)
• IS Issued for some other reason (manual issue—see Inventory Issues)
• PC Quantity changed by physical count (taking inventory—see Physical Counts)
• PO Ordered through purchase order
• PQ Price quote (see Price Quotes)
• RC Received (in response to purchase order)
• RS Reserved for use in a work order
• RT Reserved for use in a task description
• TF Transferred from the given storeroom (see Inventory Transfers)
• TT Transferred to the given storeroom
• WO Issued for work order

The first step to printing a stock activity report is to select Inventory —> Reports —> Stock Activity from the menu. MainBoss displays a window that contains the following:

• Date: Specifies the period that you want covered by the report.
• Inventory Item: Lets you restrict the report to activities involving a given range of items.
• Inventory Category: Lets you restrict the report to activities involving items in a given range of categories.
• Building: Lets you restrict the report to activities in a given range of buildings.
• Storeroom: Lets you restrict the report to activities in a given range of storerooms.
• Grouping: The options in this area control how the report is organized.
  • Building/Storeroom: If you select this option, the report has a section for each building, with subsections for each storeroom within each building.
  • Inventory Category/Item: If you select this option, the report has a section for each inventory category, with subsections for each item within each category. Within each item subsection, there are entries for each building/storeroom where such items are stored.
  • No Building/Storeroom: This option is similar to Inventory Category/Item, except that it does not display entries for each building/storeroom that contains such items; the item subsections simply list activities without building/storeroom information.
• Activity Types: The options in this area let you specify which types of activities you want to track. For example, you might specify that you only wanted the report to include Transfers To and Transfers From; such a report would show times when you moved items from one storeroom to another, but would not show any other type of activity.
  • User Issues: Manually issuing goods from stock—see Inventory Issues
  • Receives: Receipts in response to purchase orders
  • Adjustments: Miscellaneous adjustment—see General Inventory Adjustments
  • W/O Issues: Issuing materials for use in a work order
  • W/O Reserved: Reserving materials for use in a work order
  • Transfers To: Transferring materials to a particular location
  • Transfers From: Transferring materials from a particular location
  • Physical Counts: Records changed in response to taking inventory—see Physical Counts
  • Purchase Orders: Item added to a purchase order
  • Task Reserved: Item reserved for use in a preventive maintenance task
  • Auto Qty. Corrections: Special type of activity only used when MainBoss is converting old database files into the newest MainBoss format; refers to corrections made in the item count during conversion
  • Auto Cost Corrections: Special type of activity only used when MainBoss is converting old database files into the newest MainBoss format; refers to corrections made in the item price during conversion
  • Value Corrections: Change in recorded price of stock due to an inventory valuation—see Inventory Valuations
  • Price Quotes: Price quote obtained on a particular type of item—see Price Quotes
• Preview: Displays the report on the screen. This gives you a chance to see what will be printed out when you click Print.
• Print: Prints the report on the current printer. (The name of the current printer is shown above the row of buttons.)
• Print Setup: Lets you change printers if your computer is connected to more than one printer. It also lets you change the page setup for the printer, including paper size, margin size, and so on.
• Export: Writes report information to a file, in a format that can be used by other programs. There are two possible formats:
  • Text format writes the information as plain text.
  • DBF format writes the information as a DBF database. This can be opened by programs like Microsoft Excel and Access. For more information, see Exporting Data.
• Close: Closes the print window.

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