Inventory Report showing items by lot numbers as of a certain date

  • Inventory Report showing items by lot numbers as of a certain date

    Posted by Fiona Gray on May 14, 2025 at 9:33 am

    I can’t find a report similar to Inventory Valuation report that also breaks out my inventory items by lot numbers too. Can anyone advise or link me to another discussion / blog post. I just keep getting told to run a PowerBI report. Does MD365BC not have this report already?

    Rockwith nav replied 1 month ago 3 Members · 2 Replies
  • 2 Replies
  • Richard Corona

    Member
    May 14, 2025 at 12:02 pm
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    Long story short, I don’t think there is an out-of-the-box report for your specific requirement; you will have to get creative.

    If it were me, I’d export the item ledger with a filter “QTY remaining = <>0”
    Meaning, “don’t show me things that are zero.”

    I would ensure my Item Ledger Entries page, or config pack if you so choose, includes the lot + sn data.

    Then with the raw data, Excel it out the rest of the way.
    You can create a column to divide the field QTY by the Cost Amount, which would give you the unit cost.

    Filters for dates, that kind of thing.

    If you want to get fancy, you could do these same things in Power BI and set it up where all you have to do is refresh the data with a click of the button! It could update for any new lines added to the report, and you can move your dates around as needed. The bonus is, it’s not that difficult to set up, and you can probably get it created in an hour or so.

    For reference, these are all the out-of-box reports for BC. Pretty handy for these kinds of questions.
    Report overview – Business Central | Microsoft Learn

  • Rockwith nav

    Member
    May 14, 2025 at 1:25 pm
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    This isn’t available in the standard functionality, so I used to do the same workaround. But now, I stay within Business Central and use the Analysis View — a great addition by Microsoft.

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