History by Item Report – Summary

The History by Item Report shows the usage history of individual inventory items. The summary version reports the monthly history of each item, including the number of transactions and the total extended cost. The report has a section for each item, starting with the ID and the description of the item. For each month in the date range, information on the report includes the following items:

• The number of the month (for example, 1 indicates January)
• Total number of entries (transactions) for this inventory item during the days reported in the month
• Total cost-of-goods for the item during the days reported (extended cost)
• Total sales amount from sales of the item during the days reported in the month

In addition, grand totals for all reported items are included at the end.

The following columns are not used on the summary version of the report: Tran Type, Date, Receipt, Issue, Change to On Order, Unit Cost, Price, and Transaction Description.

This report is useful for tracking monthly usage costs for individual inventory items or categories of items. You may want to run this report at the end of each month. You can also use it on an as-needed basis to track costs for a single item or category of items. The detailed History by Item Report gives a daily breakdown of this information. Use it when you want more in-depth information about the activity of a specific item.

Printing the Report

Use the following steps to set up and submit a History by Item Report:

1. On the Main Menu, select Lubrication Menu.
2. Select Inventory Menu (7).
3. Select Analysis Reports Menu (3).
4. Select History by Item Report (3) to receive the History by Item Report Control Screen.
5. Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the parameters on this screen.

Your system reindexes the inventory history files in order to create this report. Because of this, and the fact that the history file can be large, the report may take 10 to 30 minutes or more to print. It is best not to request more than two months of data.

Field	Definition
Item Number	Fill in an inventory item number or a range of item numbers. Leave blank for all.
Entry Date	Fill in a date or a range of dates. Leave blank for all. Note: If your range of dates includes activity that has been consolidated, the date range on the report is adjusted to include a full month for both the beginning and ending dates of the report.
Category	Enter the particular category if you want to limit the information on the report. Leave blank to print all categories.
Print Time on Report	Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Summary Only	This field appears for reports with both detailed and summary versions. Enter Y to print the summary report. We recommend printing a summary report under normal conditions.
Duplex	This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper. Note: This will only function on printers that support Duplex mode.
Landscape	This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. It prints horizontally on the paper.
Number of Printed Lines per Page	This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page. If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page	This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To	This field tells the computer where to send the report. The following list contains the different selections available for this field. 0 Printer – Sends report to the terminal’s default report printer immediately. (Default) 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report. 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users. If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options	The line at the bottom of the screen contains commands to print the report and to save or change the report settings. Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future. Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.) Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.

6. Press [F7] to start the History By Item Report. When the processing is complete, you return to the Analysis Reports Menu.

Report Contents

The following columns are not used on the summary version of the report: Tran Type, Date, Receipt, Issue, Change to On Order, Unit Cost, Price, and Transaction Description.