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toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

 
14 Comments
MaryGraceS
Moderator

How can I run an inventory report that breaks out the part number and quantity by lot number?

Hello there, toddsandelier.

 

You can run the Transaction List by Lot Number to get the information you need. Let me show you how

  1. Choose Reports from the top menu.
  2. Select Inventory then Transaction List by Lot Number.
  3. Click the Item drop-down arrow and select an item.
  4. Click the Lot Number drop-down arrow and select a number.
  5. Click OK.

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. 

toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

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.

Catherine_B
QuickBooks Team

How can I run an inventory report that breaks out the part number and quantity by lot number?

We can pull up the Item List report and customize it, toddsandelier. 

 

Let me show you how: 

  1. Go to the Lists menu and click Item List
  2. At the bottom, click the Reports drop-down and select Item Listing. 
  3. Click the Customize Report option.
  4. Under the Display tab, search and select for MPNLot Number, and Quantity on hand
  5. Click OK

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. 

toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

Hello Catherine,

 

Thank you for your insight. However, we are still missing the quantity of any part number per lot number.  Please see the attached.

Kristine Mae
QuickBooks Team

How can I run an inventory report that breaks out the part number and quantity by lot number?

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:

  1. Click Lists.
  2. Go to Item List.
  3. Click Excel, then select Export All items.
  4. Select Create new worksheet, then click in new workbook.
  5. Click Export.

Next, export the other reports. Here's how:

  1. Open the report.
  2. Click Excel, then select Create New Worksheet.
  3. Select Create new worksheet, then click in new workbook.
  4. Click Export.

Feel free to get back to this thread if you need more help with your reports. 

toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

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 DescriptionLot #BalanceUnit
 
AGF-4LPORAgfa VCF Fin 20LE12345066ea
  E123450924ea
 Total30ea
JamesDuanT
Moderator

How can I run an inventory report that breaks out the part number and quantity by lot number?

Hello toddsandelier,

 

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:

  1. Open the existing item receipt.
  2. Go to the Reports tab and select Transaction Journal.
  3. Click the Customize Report button and go to the Display tab.
  4. Go to the COLUMNS section and mark the following column headers:
       • Source Name
       • Qty
       • Amount
  5. Click OK.

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:

  1. Click Reports at the top menu and select Custom Reports > Transaction Details.
  2. Click the Customize Report button and go to the Display tab.
  3. Set the correct REPORT DATE RANGE and go to the COLUMNS section.
  4. Mark the following column headers that we can add:
       • Source Name
       • Item
       • Item Description
       • Qty
       • Amount
    You can add other columns if necessary.
  5. Select the Filters tab and search Transaction Type.
  6. Select Item Receipt in the Transaction Type field.
  7. Click OK.

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.

toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

Hello All,

 

I believe I am wasting your time as no one has suggested a workable inventory report. I am going to see what I can piece together, so thanks again.

Tracy29615
Level 1

How can I run an inventory report that breaks out the part number and quantity by lot number?

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!

 

Aphylis
Moderator

How can I run an inventory report that breaks out the part number and quantity by lot number?

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. 
​​​​​
 

Tracy29615
Level 1

How can I run an inventory report that breaks out the part number and quantity by lot number?

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.

Tracy29615
Level 1

How can I run an inventory report that breaks out the part number and quantity by lot number?

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. 

toddsandelier
Level 2

How can I run an inventory report that breaks out the part number and quantity by lot number?

Hello Aphyllis,

 

Do you have any updates on this challenge?

Kendra H
QuickBooks Team

How can I run an inventory report that breaks out the part number and quantity by lot number?

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!

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