Inventory Reports Settings

Overview

Items only appear on inventory reports if the inventory checkbox is checked when setting up the Item.

The Inventory Reporting module has multiple reports (views) to help you manage your inventory. Different reports have different functions.

The following settings are needed to view inventory reports, and perform the related functions:

Note

The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.

Setting	Description	Default
Items & Inventory > Inventory - Access Allowed	Checkboxes, if checked, grant access to that view (report). The available views are: Default Transactions Stock Check Batch Items Serial Numbers Accounting Replenishment Over/Under Ageing Setup	Blank

Info

Most of these settings also apply to Items.

Setting	Description	Default
Items & Inventory > Decimals used to display Inventory quantity (0-4)	Enter a number from 0 to 4 in the Value column.	0
Items & Inventory > Filter - Accounts that update Inventory (e.g. = 2, in (1,2,3))	Formula to include or exclude accounts that are used in inventory reports. (Uses the account IDs).	Blank
Items & Inventory > Inventory Weighted Ave Costing	Options: Field to select one of these options: N/A: Weighted average costing is not used. By Location: Weighted average costing is calculated for each item at each location. By Item: Weighted average costing is calculated for each item. Note: In version 26.07 this setting has no effect. Weighted-average costing is set per Transaction Type in Setup Cost Update (see Inventory Integrations and Valuations).	N/A
Items & Inventory > Over/Under Stock - Option 1 - Months used to calculate the average monthly demand	Field to enter the number of months, or leave blank if Option 2 is used.	3
Items & Inventory > Over/Under Stock - Option 1 - Suggested stock holding in Months	Field to enter the number of months.	2
Items & Inventory > Over/Under Stock - Option 2 - Days used to calculate the maximum usage over the last 12 months	Field to enter the number of days, or leave blank if Option 1 is used.	28
Items & Inventory > Transaction used for Inventory Adjustments	A dropdown list of Transaction Types for you to select the applicable Transaction Type.	Not set

The following transactions can be added to Transaction Types (e.g. Work Orders and Purchase Orders):

Setting	Description	Default
Transactions > Add to Inventory Replenishment Actions (Produce)	Checkbox. If checked, work orders can replenish inventory.	Unchecked
Transactions > Add to Inventory Replenishment Actions (Purchase)	Checkbox. If checked, purchase orders can replenish inventory.	Unchecked

Info

The Menu (button) appears on each View and includes the same commands.

Menu:
- Reset Data Filter
- Views:
  - Default: Changes the view to the default view which displays a summary of quantities in stock.
  - Transactions: Changes the view to show a list of inventory transactions.
  - Batch Items: Changes the view to show batch items and related fields for items that are tracked in batches.
  - Serial Numbers: Changes the view to show serial numbers and related fields for items that are tracked by their serial numbers.
  - Accounting: Changes the view to show the main inventory ledger accounts and transactions.
  - Replenishment: Changes the view to show stock items that should be ordered (replenished).
  - Over/Under: Changes the view to show inventory shortages and surpluses, accompanied by a chart.
  - Ageing: Changes the view to show how long items have been in stock, accompanied by a chart.
  - Setup: Provides an inventory setup screen to view inventory processes.
- Export
  - Export Grid: Choose a save location for the current grid view in .xlsx format.
  - Email Excel: Opens the default Email Template with the current grid view attached in .xlsx format.
- Layout & Grids