Difference between revisions of "Inventory Valuation Report"

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This screen allows you to run a report of your organization's inventory value within a given period of time.  You can enter the "As Of" date (or use the [[calendar widget]]).  You may also run the inventory valuation report for a pre-configured fiscal time period from using the drop down menu.  The Fiscal Type drop down menu allows you to run the inventory valuation report for the actual value ("Actual") or for previously entered budgets, forecasts, and other fiscal types.  You may also run an inventory valuation report for a specific item, by entering the internal product ID (or by searching for it using the [[lookup widget]]).
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This screen allows you to run a report of your organization's inventory value as of a specified date and time.   
  
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Clicking the [Run] button will create an inventory valuation report.  Clicking the [Return to Reports] button will return you to the Reports home screen.
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To open this screen,
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* From the Main Navigation screen,
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* Click: Financials Icon > Reports Tab
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* In the Inventory section,
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* Click: Inventory Valuation Report -- link to report page.
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Enter the following data fields:
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* Product ID -- specify a product ID or leave it blank to report on all products.
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* Enter the "As Of" date or use the [[calendar widget]].  You may also run the inventory valuation report at the end of a pre-configured fiscal time period from using the drop down menu. 
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* Enter: Fiscal Type from the drop down menu -- allows you to run the inventory valuation report for the actual value ("Actual") or for previously entered budgets, forecasts, and other fiscal types. 
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* Click: [Run] button -- to create an inventory valuation report.   
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Clicking the [Return to Reports] button will return you to the [[Reports Main Screen]].
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The report provides:
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* Product ID
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* Inventory Value
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* and Total Inventory Value

Latest revision as of 22:12, 18 November 2009

This screen allows you to run a report of your organization's inventory value as of a specified date and time. 

To open this screen,
* From the Main Navigation screen,
* Click: Financials Icon > Reports Tab
* In the Inventory section,
* Click: Inventory Valuation Report -- link to report page.

Enter the following data fields:

  • Product ID -- specify a product ID or leave it blank to report on all products.
  • Enter the "As Of" date or use the calendar widget. You may also run the inventory valuation report at the end of a pre-configured fiscal time period from using the drop down menu.
  • Enter: Fiscal Type from the drop down menu -- allows you to run the inventory valuation report for the actual value ("Actual") or for previously entered budgets, forecasts, and other fiscal types.
  • Click: [Run] button -- to create an inventory valuation report.

Clicking the [Return to Reports] button will return you to the Reports Main Screen.

The report provides:

  • Product ID
  • Inventory Value
  • and Total Inventory Value
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