Unified Operations & Dynamics AX Forum

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Total Receipts Report

  • 1.  Total Receipts Report

    Posted Dec 12, 2018 03:43 PM
    ​We are working in AX 2012 and are wondering if anyone is aware of a report that would show us our total receipts for a period.  I am thinking something like the Accrued Purchases report which shows items that have been received not yet invoiced, but that would take out the invoiced criteria from the parameters of that report.

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    Becky Burns
    Director - R2R Business Processes
    Leggett & Platt Automotive Group
    Carthage MO
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  • 2.  RE: Total Receipts Report

    Posted Dec 13, 2018 05:47 AM
    Becky;
       If you're only looking for inventory items I would suggest using the INS/Inventory management/Inquiries/Transactions/Transactions inquiry. There you can filter for all purchases in a time period by physical date and then filter out all that have financial posting dates.
    Is that what you're looking for?

    Ted Jillett​

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    Ted Jillett
    Business Systems Analyst, Manufacturing AX
    Insulet Corporation
    Billerica MA
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  • 3.  RE: Total Receipts Report

    TOP CONTRIBUTOR
    Posted Dec 31, 2018 11:45 AM
    I agree with Ted's comments and you could leave the Financial filter open if you only want receipts and it doesnt matter if they have been invoiced or not. Just filter on any lines with Registered, Received, or Purchased status in the "Receipt" column and filter on the reference type of "Purchase order" so you're not including other transactions that added inventory (i.e. returns, inventory adjustments, cycle counts, etc.).

    Happy New Year

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    Andrew Lencsak
    Senior Application Consultant/Solution Architect
    eBECS Limited
    Atlanta GA
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  • 4.  RE: Total Receipts Report

    TOP CONTRIBUTOR
    Posted Dec 13, 2018 11:29 PM
    If you are on 2012 R2 or R3 and have the cubes processing, the Inventory Value cube can give you total receipts for a period by item number. The Inventory Value cube uses the Inventory Transactions screen that Ted mentioned as its starting point.    Note that all quantities will be in the inventory unit of measure in the cube and the transactions screen.

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    Colby Gallagher
    Manufacturing Systems Consultant
    Agility Business Solutions
    Brecksville OH
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  • 5.  RE: Total Receipts Report

    Posted Dec 18, 2018 09:39 AM
    Thanks to both of you for your responses - I think this is going to get us what we need, but of course will need to do some testing.  I have been playing around with adding the columns that I would need personalized, and I suspect that I will ask our IT department to pull from this table to build me a report in our external database/reporting module.  ​

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    Becky Burns
    Director - R2R Business Processes
    Leggett & Platt Automotive Group
    Carthage MO
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  • 6.  RE: Total Receipts Report

    TOP CONTRIBUTOR
    Posted Dec 31, 2018 11:43 AM
    Edited by Andrew Lencsak Dec 31, 2018 11:43 AM