The purpose of this report allows the user to easily retrieve transaction-related information based on the batch/serial product type invoiced. This allows the customer to be able to trace back which account it’s sold to if let’s say there is a product callback. Additional information that can be retrieved from the report are:
- search products by name/serial/batch #
- the account that the product is sold to
- the warehouse that the product came from
- the quantity sold
You can achieve the above report by following the steps below:
Step 1: Create report with Inv Assignment report type with Inventory Assignment as the primary object
Step 2: Adjust the filter criteria based on the information that you would like to report on.
Step 3: Group the columns based on Account and Transaction #
Step 4: Pull out the columns to display additional information.
You are now ready to create your report.