Conversion

Report Module Guide: Conversion Report

Module Location

Inventory > Reports > Conversion

Module Objective

The Conversion Report module is used to generate a detailed report regarding inventory conversion or transformation activities that occurred on a specific date and shift. This report provides a specific view of rework or kitting processes run by the production or warehouse team.

1. Report Parameters (Filter)

The main page of this module is a simple form for defining the report filters.

Here is an explanation for each parameter:

• Date:

  • Select the specific date of the conversion activity for which you want to see the report.

• Shift:

  • Select the work shift (e.g., 1, 2, or 3) to focus the report on the activities of that shift.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select the Date and Shift you wish to review.

Step 2: Generate the Report

After the parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a list of every conversion transaction that occurred on the selected date and shift.

This report displays important details such as:

• The Conversion Date and Shift.

• Conversion No.: The conversion transaction document number.

• Item Code and Item Name: The items involved in the conversion process (both input and output).

• Result Qty: The resulting quantity from the conversion process.

Tips & Important Notes

• This report is a more focused version of the Item/Service Conversion Report, allowing you to see activity per shift.

• Use this report for daily monitoring of rework or other transformation activities on the production floor or in the warehouse.

• This is an important operational report for Production Supervisors and Warehouse Heads.