Print an Item Listing

The Item Listing page allows you to generate a print listing of items, with inventory information being optional.

To print the Item Listing, follow the steps below:

  1. Go to Maintenance > new world ERP Suite > Procurement > Items. Click Search to view the list of items.
  2. Click Print and the tem Listing page displays.
  3. In Load Saved Report, you can retrieve selection criteria that was previously defined and saved. An unlimited number of selection criteria combinations for a report option can be stored.
  4. In Override Report Title, type the title to replace the default title "Item Listing" that appears on the printed listing. the maximum character length is 64. There are no character restrictions.
  5. In Distribution Group, type the group to which the report is distributed. You can also click the Search icon to search for or cerate a distribution group. The report is sent to myReports for each user in the group.
  6. In Email Group, select the group to which the report will be sent via email. To create a new email group, click the Email Groups icon.
  7. In Inventory Item, select either all items, inventory items only, or only non-inventoried items to include on the listing. The available options are <All>, Yes, and No. If No is selected, the Inventory Item Type drop-down list is disabled; the Facility/Location Detail, Costing Information, and Inventory Balances check boxes under Include are cleared and also disabled.
  8. In Inventory Item Type, if inventory items can be included, this drop-down list displays the special characteristic of the inventory item, if any, to include. It is enabled only if Inventory Item is set to All or Yes. The available options are <blank>, Non Disposable, Point of Sale, Central Store, and Perishable.
  9. In Asset Item, select whether all items, asset items only, or only non-asset items are included on the listing. The available options are <All>, Yes, and No. If Asset Item is No, the Asset Classification drop-down list is disabled.
  10. In Asset Classification, if asset items are to be included, this list displays the classification of the items, if any, to include. It is enabled only if Asset Item is All or Yes. The available options are <blank> and all asset classifications (not secured) in the table.
  11. In Verified, select whether all items, verified items only, or only 'not verified' items are included on the listing. The available options are <All>, Yes, and No.
  12. In Purchase Order, select either all purchase order items, purchase order items only, or only non-purchase order items to include on the listing. The available options are <All>, Yes, and No.
  13. In Voucher, select either all voucher items, voucher items only, or only non-voucher items to include on the listing. The available options are <All>, Yes, and No.
  14. In Description, type the description of the item to return in the list. The maximum character length is 64. If a value is entered, the Description Search Type drop-down list and the Search Full Description check box are enabled.
  15. In Description Search Type, if items are to be returned on the list based on the item description, select the manner in which the item description search will be performed. It is enabled only if text is in the Description field. When enabled, the available options are Contains, Starts With, and Exact.
  16. Select the Search Full Description check box if items are to be returned based on the item description. The search includes the full description along with the base description. It is enabled only if text is in the Description field.
  17. Select the Single Item per Page check box if the report should start a new page for each item included on the listing.
  18. Continue with the other sections on the page if needed.
  19. Click Print to send the Item Listing to myReports. Click Save or Save As to retain the settings for future use.

If needed, click Reset to update the page and return the fields to the state they were in when the page was opened.

To delete a saved report, select the report in Load Saved Report and click Delete.

  1. Select the Detail Information check box if the listing should include the detail description for the selected items.
  2. Select the Facility/Location Detail check box if the listing should include the facility and physical inventory locations for the selected inventory items. It is enabled only if the Inventory Item field is All or Yes.
  3. Select the Costing Information check box if the listing should include the costing information for the selected inventory items. It is enabled only if Inventory Item field is All or Yes.
  4. Select the Inventory Balances check box if the listing should include the current on-hand balances for the selected inventory items. It is enabled only if Inventory Item field is All or Yes.
  5. Select the Vendor Catalog check box if the listing should include items from the vendor catalog.
  6. Select the Associated Accounts check box if accounts associated to the item(s) should be included on the listing.
  1. Select the Select By Commodity Code check box if the listing should contain items by commodity code. When this check box is selected, the Commodity Codes tab is enabled. If the Sort By value is Commodity Code/Item, this check box becomes selected and disabled.
  2. Select the Select By Expense Account check box if the listing should contain items by the default expense account defined for the item. When this check box is selected, the “Expense Accounts” tab is enabled. If the Sort By value is Expense Account/Item, this check box is selected and disabled.
  3. In Sort By, select the order in which the information on the listing should be sorted. The default is Item. The available options are Item, Commodity Code/Item, and Expense Account/Item. If Sort By is Commodity Code/Item, the Select by Commodity Codes check box is selected and disabled. If Sort By is Expense Account/Item, the Select by Expense Account check box is selected and disabled.

If the Select by Commodity Code check box is selected, this tab is enabled. The Commodity Codes tab allows you to select the commodity codes that are included on the listing.

The Available Commodities list displays all commodity codes to which you have authority. Select an item in the list and click an Add button to move it to the Selected Commodities list. At least one commodity code must be selected. You can also press the Ctrl+Click keys to select or deselect multiple commodity codes; press the Shift+Click keys to select or deselect a range of commodity codes.

If the Select by Expense Account check box is selected, this tab is enabled. The Expense Accounts tab allows you to select the expense accounts to include on the listing.

The Available Accounts list displays all expense accounts to which you have authority. Select an item in the list and click an Add button to move it to the Selected Accounts list. At least one expense account must be selected. You can also press the Ctrl+Click keys to select or deselect multiple expense accounts; press the Shift+Click keys to select or deselect a range of expense accounts.

See Also 

Add or Edit an Item

Vendor Catalog Maintenance