INVENTORY CONTROL

Enhanced reporting options

Inventory utilities help you keep track of inventory changes to quantity and value, and identify potential discrepancies. Recent report enhancements include the date a GL entry was entered and any transactions which do not have a corresponding quantity or value entry.

Details

Generate more valuation detail in your reports: 

  • Transactions Posting to the GL and Inventory Valuation reports: The Creation date column in each report provides insight into any transactions which were back-dated (reflecting a different date from the transaction's document date).

  • Running Average Cost report: The Unmatched column helps you identify transactions without a match, such as an incoming transaction to increase quantity without a corresponding value. If there is no corresponding match, the Unmatched column displays Yes.

How it works

Keep an eye on transactions impacting inventory valuations by generating inventory utilities reports regularly.

  1. Select Inventory Control > Setup > Inventory Utilities.

  2. Select the GL subledger reconciliation tab.

  3. In the Transactions Posting to GL report section select Download. You can access the report from your downloads folder.

Investigate inventory trends and identify exceptions with a regularly scheduled review of your inventory valuation report:

  1. Go to Inventory Control > All > Reports > Inventory > Valuation.
  2. On the Inventory valuation page set filters then select View.

    The report displays all results for the default reporting period. Learn more about Inventory valuation filters and formatting.

Permissions and other requirements

Subscription

Inventory Control
Regional availability

All regions
User type

To configure reports:

  • Business user with Full admin privileges

To generate reports:

  • Employee user
Permissions

Inventory Control:

  • List, View, Add, Edit, Delete