Inventory Analysis Reports

  • Inventory Analysis Reports

    Posted by Jason Wilder on May 4, 2018 at 10:47 am
    • Jason Wilder

      Member

      May 4, 2018 at 10:47 AM

      Mostly everyone probably knows about Account Schedules and Analysis Views for the G/L.Ā  Did you know similar functionality exists for the Item Ledger called Inventory Analysis Reports?Ā  They are very similar except Inventory Analysis Reports are a tiny bit more complicated because the Item Ledger has many different types unlike the G/L.Ā  But there is some missing functionality that generally makes this unusable for our company.

      My issue is when creating the Column Layout I really need to filter by Location Code but there is no such field that I can see.Ā  In G/L Account Schedules Column Layouts there is Department Code Totaling and Project Code Totaling.Ā  We use this a lot to show each Column as a specific Department or group of Departments on our Account schedules.Ā  Why isn’t there Location Code Filtering (for Column layouts not lines) for the Inventory Analysis Reports?Ā  Am I missing it?

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      Jason Wilder
      Senior Application Developer
      Stonewall Kitchen
      York ME
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    • Kim Dallefeld

      Member

      May 5, 2018 at 7:05 PM

      Well Jason, it’s apples and oranges. Department and Project are dimensions and Location is not a dimension. If it was, you could filter by location.

      I agree that it should be a standard filter!Ā  Hello Microsoft are you listening…..

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      Kim Dallefeld
      Kim@Dallefeld.com

      Past NAVUG Board Chairman
      NAVUG Programming Committee
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    • James Hummer

      Member

      May 8, 2018 at 8:25 PM

      Here is a White Paper on how to add the GL Account to the Item Ledger Entry for reporting.

      Item Ledger Entry with GL Account – Solver Forums

      Nav Item Ledger

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      Jim Hummer
      Consultant
      Solver
      Los Angeles CA
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    • Weixin Wu

      Member

      May 17, 2018 at 1:47 PM

      Maybe you can try the “Inventory to G/L Reconcile” Report, it has the Breakdown by Location Options.

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      Weixin Wu
      TMI Trading Corp.
      Brooklyn NY
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    Jason Wilder replied 8 years, 2 months ago 1 Member · 0 Replies
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