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Inventory Valuation report allow sort ability & $ subtotals by category code

We have our general ledger cost of sales & inventory accounts split between items that go into making concrete or items that are simply resold.  When comparing book $ to physical inventory $, I would have to download the current version of the inventory valuation report to excel & manually make the report the way I want it each month.  It is currently sorted by location and then by item code.

  • Debbie Jacobs
  • Mar 19 2019
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Inventory
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  • Sue Conckus commented
    March 06, 2020 20:27

    Release in our 2019.3.1 release:

    Inventory Valuation:

    • Added ability to filter report based on Category Codes

    • Report is now grouped by location and then by category

    • Added Category Cost and Quantity totals to report

    • Added new Category Summary report page which displays Quantity and Cost totals

    • Cursor now changes when report is processing

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  • Janeen O'Dell commented
    June 26, 2019 13:08

    Debbie,

    Would you mind to attach an example or send it to me via email (jodell@commandalkon.com)? I will enter a new request for this item. Thank you.

    Janeen

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  • Debbie Jacobs commented
    June 25, 2019 21:52

    Sounds good Janeen.  I'm also wondering if a gl report can be done for all of the inventory transactions.  It would be similar to the gl sales report.  I create my own gl reports in Excel in regards to inventory transfers and issues. 

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  • Janeen O'Dell commented
    June 25, 2019 19:34

    Hi Debbie,

    This item has been scheduled for completion in our next quarter which ends 9/30/19. I will update you as this progresses. When we get closer, I may reach out to demo the changes to you. Thanks.

    Janeen

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  • Janeen O'Dell commented
    April 17, 2019 13:31

    Debbie,

    Thank you for getting back to me with the additional details.  I will review with the team to get a feel for the level of difficulty and from there we can make a decision on how to move forward.  I will let you know where things end up. 

    Thank you. 

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  • Debbie Jacobs commented
    April 10, 2019 17:25

    Hi Janeen:

    I would like it sorted by category code where I can select which category codes I want to run.  I don't believe we have separate product lines do we?  I have not seen that.  Our previous system had product lines. 

    Yes, after I've selected what category codes, I would also like to be able to select it by individual plant or all plants.  So there would be subtotals of each category code and then a grand total at the end for the location and category codes I've selected.

    It doesn't have to be fancy.  I can manage without headers. 

    I would also like the same ability with the cost of goods sold report. 

    Thank-you for your time!

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  • Janeen O'Dell commented
    April 02, 2019 12:08

    Hi Debbie,

    Thank you for taking time to write up an enhancement request.  I'd like to gather a few more details from you. 

    • Would you like to see the category code added to each product line? 
    • Would the totals be broken out by location?
    • If we exported raw data with no header information, would that be acceptable?

    Thanks,

    Janeen O'Dell

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