Inventory Audit Report

Yahoo Archive
1
At 01:42 PM 12/6/2002 -0500, you wrote:
>I have created a really nice report builder report that the Inventory
>Control person can use occasionally to identify inventory discrepancies. The

As mentioned previously, the DB structure makes it difficult or impossible
to get a lump sum in Report Builder.

Have you looked at using the physical inventory / cycle count tools already
in Vantage? Those work pretty well, and take into account transactions
that have happened between the count start and entry times.
-Wayne
2
I have created a really nice report builder report that the Inventory
Control person can use occasionally to identify inventory discrepancies. The
user inputs the beginning inventory for a part (they just counted it at end
of shift from the previous day-it is a calculated field that they update) -
I then show all transactions from a certain date range (typically for the
current day). I calculate what should be on hand by adding production,
subtracting shipping and any adjustments. My problem is picking up the
ending inventory from Vantage to compare this calculated number to. I have
several warehouses that inventory appears in - some I want to filter out and
some I want to add in. The problem is when I join to PartBin - I get
duplicate records for everything - or I don't get all of my records if I
filter some out. I cannot seem to calculate the ending inventory the way I
want to = does anyone have any suggestions ? I am reading Part Tran and
joining to Part (as we have plant designations in the Part file) and we are
still on 4.0.
Any help would be appreciated.

Thanks!



Kristine Pollard
American Turned Products
Director MIS
814-474-4236
814-474-4718 - fax



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3
Kristine,
Getting the total onhand balance for a part (when the part is in multiple bins or warehouses) is tricky in a report that joins other tables. The only way I have found to get around the problem you are facing is by using Crystal with a subreport. The subreport goes out to the PartBin table and aggregates the OnHandQty. Thus you get one TOTAL OnHandQty for that part instead of an OnHandQty for each bin - which creates the multiple records you are speaking of. Hope that helps.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Vantage List
To: 'vantage@yahoogroups.com'
Sent: Friday, December 06, 2002 1:42 PM
Subject: [Vantage] Inventory Audit Report


I have created a really nice report builder report that the Inventory
Control person can use occasionally to identify inventory discrepancies. The
user inputs the beginning inventory for a part (they just counted it at end
of shift from the previous day-it is a calculated field that they update) -
I then show all transactions from a certain date range (typically for the
current day). I calculate what should be on hand by adding production,
subtracting shipping and any adjustments. My problem is picking up the
ending inventory from Vantage to compare this calculated number to. I have
several warehouses that inventory appears in - some I want to filter out and
some I want to add in. The problem is when I join to PartBin - I get
duplicate records for everything - or I don't get all of my records if I
filter some out. I cannot seem to calculate the ending inventory the way I
want to = does anyone have any suggestions ? I am reading Part Tran and
joining to Part (as we have plant designations in the Part file) and we are
still on 4.0.
Any help would be appreciated.

Thanks!



Kristine Pollard
American Turned Products
Director MIS
814-474-4236
814-474-4718 - fax



[Non-text portions of this message have been removed]


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