Create a Transaction Saved Search by navigating to Reports > Saved Searches > All Saved Searches> New > Transaction
I - If you want to show the Item with Quantity only that will match with Inventory Detail Report. This search will only expose the Item and Quantity Summary Initially but upon clicking on the Item it will expose all the relevant transactions for it.
a. On the Criteria tab > Standard sub tab:
- Item: Type | is any of Inventory Item, Assembly/Bill of Materials
- Formula (Numeric) | is not empty | Case when {type} IN ('Bin Transfer','Bin Putaway Worksheet') then {serialnumberquantity} else (case when {accounttype} = 'Other Current Asset' and {posting} = 'T' then {serialnumberquantity} else Null end) end
- Transaction Line Type | is not Work in Process
b. On the Results tab > Columns sub tab:
- Created By
- Date Created
- Date
- Type
- Document Number
- Memo (Main)
- Item | Group
- Item: Description
- Quantity
- Transaction Serial/Lot Number Quantity
- Location (no hierarchy)
- Transaction Bin Number
- Transaction Serial/Lot Number
- Formula (Numeric) | Sum | Case when {type} IN ('Bin Transfer','Bin Putaway Worksheet') then {serialnumberquantity} else (case when {accounttype} = 'Other Current Asset' and {posting} = 'T' then {serialnumberquantity} else Null end) end
- Transaction Line Type
c. Name the Search
d. Save & Run
II - If you want to expose the Items with Serialized Lot Number immediately without having the Summary. Please note that the total value for this will not match with your Inventory Activity Detail Report since in the said report it will not show your Bin Putaway Worksheet transaction unlike in the Saved search that it will also show that.
a. On the Criteria tab > Standard sub tab:
- Item: Type | is any of Inventory Item, Assembly/Bill of Materials
- Formula (Numeric) | is not empty | Case when {type} IN ('Bin Transfer','Bin Putaway Worksheet') then {serialnumberquantity} else (case when {accounttype} = 'Other Current Asset' and {posting} = 'T' then {serialnumberquantity} else Null end) end
- Transaction Line Type | is not Work in Process
b. On the Results tab > Columns sub tab:
- Created By | Group
- Date Created | Group
- Date | Group
- Type | Group
- Document Number | Group
- Memo (Main) | Group
- Item | Group |Group
- Item: Description | Group
- Quantity | Group
- Transaction Serial/Lot Number Quantity | Group
- Location (no hierarchy) | Group
- Transaction Bin Number | Group
- Transaction Serial/Lot Number | Group
- Formula (Numeric) | Sum | Case when {type} IN ('Bin Transfer','Bin Putaway Worksheet') then {serialnumberquantity} else (case when {accounttype} = 'Other Current Asset' and {posting} = 'T' then {serialnumberquantity} else Null end) end
- Transaction Line Type | Group
c. Name the Search
d. Save & Run