Inventory Receiving Report

The Inventory Receiving report helps you keep a close eye on all incoming inventory items. It's your go-to for tracking stock levels, monitoring deliveries, and assessing supplier performance.

Use this report to:

Verify received inventory against purchase orders.
Monitor delivery schedules and identify delays.
Track parts received for specific locations or from suppliers.
Ensure accurate stock levels in your system.

Getting Started

Filters

Filters are located above the main report area. Use them in any order:

Filter	What It Does	Default
Transaction Date	Show received items from a specific date range. NOTE Refer to Limitations article for date selection.	Last month
Part Name	Narrow down to one or more specific inventory part.	All
Location	Filter by the storage location where the part was received.	All
Supplier Name	Show items received from a specific supplier.	All

Report Structure

This report details each instance of inventory being received, including the part, location, supplier, and date.

Fields

Field	Description
Transaction Date	Shows the date and time the inventory item was received.
Transaction Type	Indicates the type of transaction (Receiving).
Supplier Name	Displays the supplier providing the received parts.
Part Name	Specifies the name of the received inventory item.
Purchase Order Ref. #	Shows the purchase order reference for the receipt when receiving the part.
Description	Provides a description of the part.
Storage Information	Displays combined details about where the part is stored.
Location	Identifies the location where the part was received or stored.
Received By	Shows the name of the individual who performed the transaction.
Quantity	Displays the number of units received.
Unit of Measure	Indicates the unit used to measure the part.
Transaction Total	Shows the total cost of the transaction.
Unit Cost	Displays the cost per unit of the item.
Created By	Shows the name of the user who created the record.

Common Tasks

If you do not see any data, try extending the Transaction Date filter (e.g., to "Last Year") as there might not have been recent activity.
To check a specific part's delivery, filter by Part Name.
To review a supplier's recent deliveries, filter by Supplier Name.

Verify recent deliveries:
- Keep the default 30-day Transaction Date filter.
  
  Scanning for expected deliveries.

Check all parts received from a specific supplier:
- Filter by Supplier Name.
- Review the list of parts and quantities.

Audit inventory received for a particular part:
- Filter by Part Name.
- Review all receiving events for that part over time.