Allocations

Allocations Overview

The Allocations report within SapphireOne Job Projects Inventory mode allows you to produce a Report Type with either Basic or Audit line details for each allocation.

When the AllocationsReport function is selected from the Job Projects Inventory Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the Details Report.

Print Destination Menu

The Print Destination Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.

Printer Tells SapphireOne to send the report straight to the Printer. 
Custom Report This allows the user to create a custom designed report. Once it has been created SapphireOne will be able to use this option from the Print Destination menu. 
Quick Report Selecting this option will open the Sapphire Quick Report function. 
Labels Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.

Report Type Menu

Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.

Basic DetailsDisplay the Stock ID, Project ID, Transaction Total Available, Used and Available fields.
Audit StyleDesigned to allow your to perform an audit of the values.

Report Sort Order Menu

The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:

By ProjectThis option will sort the data by project.
By InventoryThis option will sort the data by Inventory.

Report Selection Options

All Records This will display all inventory items, including inactive items.
Current SelectionThis will display the current selection.

Report Buttons

Print ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.
Options ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.
Background ButtonSelecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.

The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 


 You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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