Item/Service Conversation Report

Report Module Guide: Item/Service Conversion Report

Module Location

Inventory > Reports > Item/Service Conversion Report

Module Objective

The Item/Service Conversion Report module is used to generate a detailed report of all inventory conversion or transformation activities. This report summarizes the transactions recorded in the Inventory Transformation module, showing what items were used (input) and what items were produced (output) in processes like rework or kitting.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Date:

  • Specify the date range of the conversion transactions in the From and To fields.

• Items to be Converted:

  • Filter the report by the input (source) items, whether All or Selected.

• Converted Into:

  • Filter the report by the output (resulting) items, whether All or Selected.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the date range and other filters you need.

Step 2: Generate the Report

After all 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 detailed list of every conversion transaction.

• Report Structure: The report displays each conversion transaction in a single block, which is divided into two sections:

  • Items to be Converted: A list of the input items consumed in the process.

  • Converted Into: A list of the output items produced from the process.

• Transaction Details: For each transaction, you can see the Conversion Number, Conversion Date, and the details of the Item/Service Code and Qty for each input and output item.

Tips & Important Notes

• This report is a recapitulation of the data recorded in the Inventory Transformation module.

• Use this report to analyze rework or kitting activities, including the efficiency of material usage and the production yield.

• This is an important report for the PPIC and Cost Accounting teams.