V9 - Lot history
Use case
The Lot history report (Operations > Reports > Inventory > Lot history) shows the transaction history of lot-tracked items.
While the basics for running any report in SOS Inventory are covered in Reporting introduction and Running a report, the filters, options, and columns specific to the Lot history report are explained below.
Filters
Item. Choose the lot-tracked item from the dropdown. If no item is selected, the report will include all lot-tracked items by default.
Lot number contains. Enter all or part of a lot number to display matching lots.
Options
Group by. A set of options that allows you to group data on the report. The options include None or Item. The default is None, which displays lots in lot number order. If your Group by option is set to Item, the report shows an item, followed by all lots for that item, and finally, a Total line for that item.
Header. Enter header text for the report, if desired. The header appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the header will appear only if you print your spreadsheet.
Footer. Enter footer text for the report, if desired. The footer appears when Display is selected under Retrieve your report. If the report is retrieved by Email or Download, the footer will appear only if you print your spreadsheet and will show above the system-generated text, Report Generated [date] [timestamp].
Columns
The default columns for the Inventory stock status report are Lot and Item. Five additional SOS column options are available, as well as any custom fields you have defined for items.
Sample Lot history report
The sample Lot history report below was filtered for Item Argyle Cloth Red (lot tracked) and Grouped by the default option, None, which displays lines according to lot number order. In addition to the default columns, Lot and Item, Expiration and Recalled were selected. The History column is built into the report and shows the transaction history for each lot. Being able to see the Expiration dates for your lots allows you to make decisions about whether you need to adjust them out. Also, being able to sort on the Recalled column allows you to easily archive recalled items after the appropriate actions have been completed.
Columns on the Lot history report are sortable.
