Using Inventory Valuation Report

The Inventory Valuation Report uses a default set of parameters to generate the report. However, you can choose to sort and display the report in other ways to suit your needs.

When you first enter the Inventory Valuation Report, you will see the list of default report parameters. At the bottom of the screen, the following command options appear:

• Print – Select Print to print the report using the default parameters
• Change – Select Change to make changes to the default parameters
• Exit – Select Exit to exit the Inventory Valuation Report

If you select Change:

1. A Select A Sort window appears with the following options:

• EXIT – Select EXIT to exit the Inventory Valuation Report
• Sales Category – Select Sales Category to sort the report by sales category and item
• Category Manager/Item Class/Item Subclass – Select Category Manager/Item Class/Item Subclass to sort the report by category manager (buyer), item class, item subclass and item

Scroll to the appropriate option and press Enter to select.

2. At the Unlotted(U), Lotted(L), All Items(A) field, select which items you want to generate the report for.

• Unlotted(U) – Enter U to run the report for unlotted items only
• Lotted(L) – Enter L to run the report for lotted items only
• All Items(A) – Enter A to run the report for both unlotted and lotted items

Press Enter when finished.

3. At the Subtotal by Item Group (Y/N) field, enter Y (Y = Yes) to subtotal the report by item group within the sales category. Enter N (N = No) to generate the report without subtotaling by item group.

Note: This option is not available if the report is sorted by Category Manager/Item Class/Item Subclass.

4. At the Item field, enter the item digit(s) and/or item maskA mask is used to conduct a wild card search. Visually a mask is represented by a series of forward slash marks (///), sometimes with a letter, letters, or number(s) preceding it (1/// or AB///). For example, if you enter ////////, this indicates that you want to list all items defined in the system. If you enter in 1//1//1/, this indicates that you want the system to list items that have the digit "1" in those locations. for which you want to generate the report. See Entering a Mask for more information on item masks.

5. Next, a Select a Grouping window will appear and display the following options:

• EXIT – Select EXIT to exit
• BLANK – Select BLANK if no groupings should be included on the report
• A list of all item classes
  • Select the item class from the list
  • Enter the item subclass or enter "///" to run the report for all item subclasses

If there are not any items on file that match the item mask specified, the message line displays "No Records Found !!! Press Space Bar".

Use the Available Actions link below for more information.

Security Required : Inventory - Inventory Reports