STATE OF CONNECTICUT
_____________________________________ Report Guide
Inventory Balances
INS9090
Section 1. Introduction
Purpose of the Report
The report displays inventory item information for a business unit by item ID. User may select from
several balance report formats.
This report is used to check inventory quantity balances for discrepancies and help trace the origin of any
issues that may exist.
 USER MUST SPECIFY REQUEST ID, UNIT, ITEM ID, BALANCE REPORTS
Type of Report
Structured Query Report (SQR); Format - Portable Document Format (PDF)
Legacy SAAAS/CAS Reports
N/A
Role(s) Needed to Access the Report
Agency Inventory Reviewer, Agency Inventory Adjuster
Navigation Path to the Report
Main Menu > Core-CT Financials > Inventory > Manage Inventory > Reports > Inventory Balances
Suggested Run Times
Ad hoc
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Inventory Balances
Section 2. Report Request Parameters
General Notes:


Select an existing Run Control ID or enter a new one
For reports that are run on a regular basis, user should select a Run Control ID naming
convention that can be easily identified (e.g., Inv_Balances)
An asterisk * preceding the field name indicates input is required

Parameters
In This Field
see screenshots below
Enter
Notes
* Request ID:
enter an alphanumeric
request name in this field
user defined
* Unit:
type inventory business
unit or use the lookup to
select
user must select a business unit
All
* Item:
* Balance Reports:
Option:
Save
click radio button
Single Item – type item ID or use the
lookup to select; also may search for an
item using the search icon
click check box(s)
user may select one or more report formats
click check box
optional – to display details
push the save button to
save report parameters
save reports that you want to run on a
regular basis
Run
push the run control button
OK
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



click on the select box for report
leave the server name blank
select format – format is PDF
push the OK button
Inventory Balances
Report Request Parameters
Process Monitor
Process Monitor
In This Field
Enter
Notes

to view the processing status
of the report

push the refresh button until
the Run Status is “Success”
and the Distribution Status is
“Posted”

click the Details link

click the View Log/Trace link

click the report name link to
display results
Process Monitor
click the Process Monitor link
Refresh
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Inventory Balances
Section 3. Example(s) of Report Output
Examples of rows generated for an Inventory Balances report with the suggested parameters.
Figure 1 – INS9090 report in PDF format
Figure 2 – page 1 of report provides a summary of calculation formulas
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