Hello there, toddsandelier.
You can run the Transaction List by Lot Number to get the information you need. Let me show you how
I've attached some articles you can use to modify reports and some articles you might need in the future:
Don't hesitate to click the Reply button if you have follow-up questions. Have a great day.
Thank you for your quick response. How can I run a report to display all part numbers in inventory by lot number and the associated quantity? This particular warehouse we maintain contains printing plates and chemistry. All of these inventory items have lot numbers.
Attached is an example of an inventory report we could run within our previous software.
Thank you again.
We can pull up the Item List report and customize it, toddsandelier.
Let me show you how:
You can save the report so you don't need to customize the preferred display. Click the Memorize button and give it a Name, then, click OK.
Let me know if you need more help with managing your reports.
We'll have to pull up the item list to get the quantity, Toddsandelier.
Then, you may want to export all reports to excel and combine them. This way, you'll get the information you need.
First, let's pull up the item list since it includes the total quantity, then export it. Here's how:
Next, export the other reports. Here's how:
Feel free to get back to this thread if you need more help with your reports.
Thanks to everyone for your steps.
Unless I've been unclear, no one seems to understand my goal: to produce a report that shows quantities per individual part per individual lot number. How do I accomplish that?
If I can create a receipt (see attached) for a part number and enter each lot number in a separate line tied to that part number, why can't a report reflect the same breakdown?
Below is an example of what I need to see:
|Part #||Part Description||Lot #||Balance||Unit|
|AGF-4LPOR||Agfa VCF Fin 20L||E1234506||6||ea|
We can pull up and customize the Transaction Journal report to show how the items affect the accounts. This is only for a single item receipt:
If you require a report like this but for all item receipts, we can customize a different one. The closest report I can think is the Transaction Detail. Here's how to customize it:
To further customize the report to your liking, you can export it to Excel. The steps are already provided by Kristine Mae.
If you require additional assistance in customizing the report, please let us know.
Good Morning, Todd.
I also need to run an Inventory Report with Quantities listed by Lot Number (and Site). Were you able to come up with a report? Do you mind sharing the process?
Thanks so much!
Hey there @Tracy29615,
Let me join in on the discussion, to run a report that shows the desired information, we can look for a detail type of report as this can't be achieved through a summary or transaction list of reports. Since the information you are looking for are the detail line items.
We may not also have those detailed report that separates each Lot Number and Sites. But, we can run a report with this information and Export this in Excel. From Excel we can also insert a Pivot Table. That will be the best way to customize detailed report and have the tables needed.
Run a report Custom Transaction Detail. Customize the report and add the Lot Number and Site Inventory. Then export it to Excel.
I will also submit this to our engineers as it would benefit a lot to customer that have multiple site inventory sorting and separated by Lot Number or Vice Versa.
Let us know if there's anything else we can be of service.
Thank you for your input, Aphylis. Intuit host our QB Enterprise, Excel is an addition cost. Also, I'm not so great with pivot tables. One would think with Advanced Inventory, on any given day that I could see how many of what lot number I have (or had) at each site. I primarily use this info to compare physical inventory counts with what is in QB at the end of the month. Several warehouse managers turn in the counts at that time and it is much easier to go back to that Site manager and say "you're off on Lot # ___". We changed to Enterprise because of this Lot# and Site feature. Had I known how many hoops I'd have to jump through to get these basic numbers, I would have stayed with the system of making each lot # it's own item and saved the money of upgrading. Thanks for letting me vent.
Thank you for your input, Aphylis. Intuit host our Enterprise and Excel is an additional cost. Also, I'm not the best with pivot tables. One would think with Advanced Inventory, that at any given time one could find out how many of what lot #'s they have (or had). At the end of the month, I get physicals counts from several warehouse sites broken down into lot #'s. If those numbers do not match QB, it is imperative that I know which location and what lot number I have them recount. We made the move to Enterprise for the Lot #'s and Site capability. Had I known how many hoops we'd have to jump through to get this info, I would have continued making each lot # it's own "item" and saved the money of the upgrade. Thanks for letting me vent.
Good evening, @toddsandelier.
Thanks for following up on this thread.
At this time, this feature is still not available in QuickBooks Desktop. As stated by my colleague @Aphylis above, there has been feedback submitted for our Product Development Team to review and consider soon.
For now, you can follow up on our QuickBooks Blog for any future product updates.
If you have any more questions or concerns, please don't hesitate to comment below. Take care!