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Access Crystal Reports - Stock

Access Crystal Reports - Stock

Access Crystal Reports (ACR) are additional standard reports provided by Access, which enable you to report on aspects of your data which are not covered by the normal Transaction and Record reports. These reports use the Seagate Crystal Reports print engine. See the General Information Reports section of this help, for further information on ACR.

When you select ACR a window opens, listing the reports that are available.

Toolbar

Screen, Printer, Email - these are the types of output from which you can choose.

Edit - You must have Seagate Crystal Reports installed to use this feature. This allows you to make changes to the selected report.

Search - This opens a separate window where you can specify Search Criteria against the Available Search Fields; you are able to save your search criteria for future use.

Select Search - Here you select a previously saved Search.

Add to-/ Remove from Favourites - You can use these functions to flag/un-flag specific reports as being favourites. Favourites appear at the top of the Available Reports list.

Print - this sends the selected report to your selected output type.

List pane

Show -

This drop-down allows you to filter the list so that only specific types of reports are displayed in the list, e.g. FIFO contains various FIFO Valuation reports, Stock contains Stock Checks, Stock Lists, Stock Movements, Stock Reorder List, Stock Transaction, or Work that contains Work in Progress reports, Work to List, and Works Order reports.

Available Reports

You can click on this heading to sort the list. The list itself shows all reports that match your search and/or filter criteria.

ACR for Advanced Price Matrix

The Access Crystal reports are stored in the Price Matrix/Reports folder found in the folder in which Access Accounts has been installed.

Four reports are included with the Advanced Price Matrix Plug-In, where the Standard Report is the default:

Buy One Get One Free Report

This lists the Minimum and Buy quantities against the quantity that is permitted Free or at a preferential price and the maximum items allowed.

Individual product prices are not included.

Price List

This lists the products and their prices when using the price list you have selected.

The name of the price list is include but not the details of it's structure e.g. Whole Order quantity or Minimum and Buy quantities.

Standard Report

This report includes the price of each product and, if appropriate, the buying quantities for each price.

The name of the price list is include but not the details of it's structure e.g. Whole Order quantity or Minimum and Buy quantities.

Whole Order Discounts Report

This lists the Whole Order quantity together with the fixed or percentage discounts that are applicable.

Individual product prices are not included.

All reports include:

  • the name of the Price List from which they were generated;

  • the product code and description.

When creating a price list with the Price Matrix wizard, the report to be used when printing the price list is selected on the Price List settings window.

ACR for Works Orders

The reports for Works Orders, found on the Transactions menu and also from the Records menu, are also available as Access Crystal Reports. These can be run from the Access Crystal Reports window.

All these reports are copies of the standard reports and are described in the Works Order Reports topic.

The reports include:

Kit Action List

this report will list the outstanding materials requirement for existing works orders thus providing a materials short fall statement for outstanding works orders.

Not Yet Printed

this report lists all the transactions that have been input since the last Not Yet Printed report for the Works Order module was printed to a printer, or to file, and flagged as updated. The report will be sorted by Works Order number. When the report is printed to printer or file you will be prompted with the option to update the transactions as printed.

Overdue Works Orders

this report lists Works Orders that are currently Work in Progress but where the End Date has been exceeded.

Product by Route

this produces a list of all the assembly type stock records that have a Route assigned.

Route List

this produces a list of all the Route records including a list of the Stages and the Route Notes.

Used In Works Orders

this produces a list of assembly stock items that are currently being used in active Works Orders including the quantities required, issued and outstanding.

Work in Progress

this report shows the outstanding works orders, detailing issued components and outstanding costs. This report is available for four valuation methods: Average, Latest, Standard and Weighted.

Work to List

this report details outstanding Works Orders, initially sub-totalled by Route and then by Stage, enabling you to see the work-load per stage.

Works Order Requirement

this report lists the outstanding, batched Sales Orders for stock items that can be manufactured but for which no works order has been created or assigned.

Works Order Variance

this report provides an analysis of completed Works Orders detailing the variances between Actual and Estimated costs with a split between Material costs and Labour Costs.

Write Off Analysis

this report is a summary of the values written-off when completing and cancelling works orders. The report includes an actual cost summary and the profit and loss write off account.

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