“Inventory Valuation Detail” report

Reports List from the Menu:

• was added the next Report to the List:
  • Inventory Valuation Detail;
• after clicking on the report -> the corresponding form of Report is opened.

Report “Inventory Valuation Detail”:

• Rules:
  • filters work the same as on the “Sales by Item detail” report;
• Filters:
  • Date Range;
  • “Item name” drop-down;
  • “Customer” drop-down;
  • “Sales Rep” drop-down;
  • “Customer type” drop-down;
  • “Item class” drop-down;
  • “Brand” drop-down;
  • “Category” drop-down;
  • “Department” drop-down;
  • “Store” drop-down;
  • “Don’t show items with 0 qty” checkbox;
  • “Exclude in review” checkbox;
  • “Show cost” checkbox:
    • isn’t checked by default;
    • is displayed if permission is switched on;
    • if the checkbox is checked -> columns and totals are displayed:
      • Cost;
      • Avg COGS;
      • Transaction Amount;
      • Asset value;
  • “Include inactive items” checkbox;
• Datagrid:
  • “Item Name” column;
  • “Description” column;
  • “Order Type” column;
  • “Order Number” column;
  • “Order Date” column;
  • “Name” column;
  • “Qty” column;
  • “On Hand” column;
  • “UOM” column;
  • “Cost” column;
  • “Avg COGS” column;
  • “Transaction Amount” column;
  • “Asset value” column;
  • “Inv. Source Document” column;
• Totals:
  • Total In Stock;
  • Total Asset value;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from Datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> all lines from Datagrid are downloaded ;
• was added the column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to the Reports tab -> Reports List:
  • Can View Inventory Valuation Detail Report:
    • if for the user the checkbox is unchecked:
      • The “Inventory Valuation Detail” Report is hidden from the Report Menu List form.