Exact Synergy Enterprise

Overview of back office stock position reports

Menu path

Logistics à Reports à Back office à Stock positions

Introduction

At this screen, you can view a report of your stock positions. The report contains information on the quantities of items in a warehouse within a specific period of time, quantities of items to be delivered and received, and more. The data are retrieved from Exact Globe. From here, it is also possible to drill down to view more information of a particular item.

This screen is accessible if all in the following is met:

You have an account in both Exact Synergy Enterprise and Exact Globe.
The entity windows service has been installed and configured. For more information, see How-to: Installing and configuring entity windows service.
The connection to the back office application has been established. You must connect to the division that you belong to. For more information, see Defining back office connection settings.

Roles & rights

To view the overview of back office stock position reports, function right 729 — View back office reports is required. By default, users with the Customer manager role have this function right. Also required to view the results are the Administrator, Item management, or General manager role.

Note:

1. For more details on function rights, go to System à Setup à Security à Function rights.

2. For more details on roles, go to System à Setup à Security à Roles.

How do I view the back office stock position report?

1. From the Back office: Stock positions page, define the relevant criteria.

2. In the Division field, select a division.

3. Click Show.

Button

Reset

Click this to clear the defined criteria so that you can start a new search.

Fields

Item: Attributes

Select the required check box(es) to display the stock position report of items with the selected attribute(s).

Division

Type or select the required option to display the stock position report for the selected division. By default, the division of the person currently logged in to Exact Synergy Enterprise will be selected. You can only select another division if your role level is equivalent or higher than the division level.

Show

Select Purchase units or Sales units to display the quantities of items in purchase or sales units.

Item

Type or select the item to display the stock position report of the selected item.

Warehouse

Type or select the warehouse code to display the stock position report with items that are linked to the selected warehouse.

Date: Reference

Type or select the date to display the stock position report based on the reference date selected.

Customize

Click Customize at the title bar to customize the fields, columns, or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. Click Save to save the settings, Default to reset your selections to the default settings, or Close to exit. Take note of the following sections/fields:

Column section

You can add or remove columns based on the information you want to view. You can arrange the order of the columns by clicking the Up or Down buttons. There are various columns that you can select such as Project, Country, Debtor name, and many more.

Criteria section

You can add or remove the fields for the filter criteria before generating the report by selecting or clearing the relevant check boxes under this section respectively..