Master Records > Inventory > Inventory Reports

The Inventory As Of Report provides information on the inventory items as of a particular date. This information includes the current volume of the inventory items in all warehouses and bins. The report also includes information on the inventory item's average cost and total cost.

You can use this report in managing your inventory items, especially in tracking the volume and item availability as of a particular date.

To generate the Inventory As Of Report, perform the following procedures:

1.Access the Inventory As Of Report function from the Reconciliation group under the Reports main menu in the Inventory Control module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field.

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single item, item class, product line or warehouse; and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

6.In the Report Date field, click the List box button and select either Date or Today option. If you choose the "Date" option, specify in this field the cut-off date for which transactions will be included in the report.

7.Select from the following options for which you want to apply the date specified in the Report Date field:

•Apply Report Date to Transaction Date

•Apply Report Date to Entry Date

8.Choose the items you want to include in the report, depending upon the status:

•Active and Inactive Items

•Active Items Only

•Inactive Items Only

9.Filter the bin information in the report by choosing one of the following options:

•Do not show item bins

•Show all item bins

•Show bins with on-hand quantity only

10.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Inventory As Of Report function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item Profile when you double-click an item number in the report.

Inventory As Of Report

Inventory As Of Report

See Also