CAUTION: This report worked best with legacy or classic versions of Actionstep Accounting, which is no longer supported or used in Actionstep.
NOTE: This report is also known as Inventory Orders by Expected Shipping Date.
Brief Description
This report shows the number of items ordered vs. the Allocations custom data collection by supplier and category for the selected date range, supplier, and customer.
Finding and Using the Report
- In Actionstep Practice Management, go to Reports > Accounting Reports. (Your menu may show Reports > Accounting Reports > Reports List.)
- In the Inventory section, click Inventory Allocations vs Ordered Report. The report is displayed.
Then, refer to these articles for help generating and saving reports for future use:
Available Filters
- Date
- Supplier
- Customer
- Show only allocations
Report Output
- Supplier
- Category
- Month
- Allocation
- Orders
- Difference
Updated