Historical Inventory Balance

Form ID: (IN616000)
Note: This report is available only if the Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

This report displays the beginning and ending quantities of inventory items at the warehouses for the selected financial period or range of periods. The data is grouped by inventory ID.

The report is available in two formats: summary and detailed. For the summary format, only the quantities of inventory items are shown for each type of operation performed with this inventory item within the selected period. For the detailed format, the report displays the details of the transactions performed with the selected inventory item during the selected period or range of periods.

See the following section for a description of each parameter on the Report Parameters tab of the report form. For more information about using other elements on the report form, see Reports.

Report Parameters

On the Report Parameters tab, you use the following parameters to select the information to be displayed on the report:

  • Company/Branch: The company, branch, or company group for which you want to view information. By default, the current company or branch is selected. You can select another branch, company, or company group to which you have access or leave the box blank to view information about all companies in the tenant.

    This parameter is required if the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form.

  • Format: The format to be used for the report: Summary (default) or Detail. If you select Detail, you need to select an inventory ID.
  • Company/Branch: The company or branch for which you want to view information. You can select a company or make no selection to view information about all companies in the tenant.

    By default, the system inserts the company or branch selected on the Company and Branch Selection menu.

  • Start Period: The starting financial period for the report.
  • End Period: The ending financial period for the report.
  • Inventory ID: The inventory ID for which data will be displayed. Select an ID to display only data related to this inventory item, or leave the box blank to display a broader range of data.