Summary of items sold and purchased (IN40199S)

This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

The number of sold items - the sold quantity - consists of the quantity on shipment and the open quantity. This number is aggregated per item ID.

You can specify criteria to filter the data to be displayed.

The top part

In this area, you can select a summary of items sold and purchased, and they can be grouped by financial period. You can also include your incomplete document lines in this summary.

Item ID

Select which item ID you want to be shown from the Select - Item ID dialog box.

Item class

Select which item class you want to be shown from the Select - Item class dialog box.

Item type

Select the item type you want to be shown. You have three options:

All:
Stock item:
Non-stock item:

From period

Select from which period you want the items to be shown from the Select - From period dialog box.

To period

Select to which period you want the items to be shown from the Select - To period dialog box.

Include incomplete document lines

If this check box is selected, the incomplete document lines will also be listed. Incomplete lines are the transactions for sold or purchased items which have not been shipped or received yet.

Group by financial period

If this check box is selected, you see the items grouped by the period in which they were sold and purchased.

The table

The items will be listed in the table area.

Item: The ID of the item.
Type: The type of the item.
Item description: The description of the item.
Quantity sold: The quantity of the item that is sold.
Qty. on shipments: The quantity of the item that is shipped.
Quantity purchased: The quantity of the item that is purchased.
Qty. on receipt: The quantity of the item that has been received.
Item class: The item class of the item.
Item class description: The description of the item class.
Period: The period in which the item was sold or purchased.