Forum Discussion

Manda_D's avatar
2 months ago

Job Report is not including inventoried items

Hi

I've noticed that when I generate a report via Accounts, Jobs, then Job Activity summary/detail, its only showing some of the expenses assigned to that job. 

 

We have a inventoried items and track our stock levels through sales and purchases. We also rely on the use of job codes when making purchases. This is so once the job is complete we can generate a report to see exactly what expenses went into that job. 

 

The report, however, only displays items that were purchased that are NOT in our inventory. So items that are in our inventory are not showing on the report and therefore being forgotton. 

 

Is there a way around this? Or a different report option to show item purchases assigned to a job regardless to whether they are in our inventory? 

 

Please advise how to report this information

 

Thank you 

  • Hi Manda_D,

     

    The Job Activity summary/detail report in MYOB is designed to show all transactions assigned to a job and journal for each selected account within a specific date range. If created items used in a transaction that linked to a job are not showing, please ensure that the report settings are configured to include all relevant transactions, including those inventoried items. Sometimes, adjusting the filters or settings within the report can resolve display issues.

     

    Alternatively, you might want to check other reports that could capture the data you need, such as the Purchases Supplier and Item Register report or the Job Transactions report.

     

    Cheers,

    Princess

    • Manda_D's avatar
      Manda_D

      Hi Princess

       

      Thank you for your reply. The Job Activity detail report does show the transactions from journals, wages, service cost expense codes and anything not attached to an inventoried stock item. I have reviewed all filters in this report, and it will not show the items of inventoried stock (that have item cards) purchased for the job number.

       

      I have reviewed other reports in the Inventory section of Reports however I could not find a report that will show a purchase record an inventoried stock item for a job number. I can confirm when the stock item purchase record was recorded using the Purchase Order and subsequent Purchase Invoice screen has the Job Number in the Job number column. Unfortunately, I cannot produce a report showing the Purchase invoices from a Supplier for the stock items, for a job number. 

       

      I have reviewed all the Advanced filters and all the Additional filters on all the reports. I would very much appreciate if you are able to advise how to show this data in a report.

       

      I would be happy to show screen shots of the data I am trying to correlate for the purpose of capturing the costs of a Job Number record, to show job profitability.

       

      thanks in advance,

      Amanda

       

       

      • Isaiah_C's avatar
        Isaiah_C
        MYOB Moderator

        Hi Manda_D,

         

        Since we've explored all the possible options and it's not quite the report you were looking for, I recommend submitting your feedback to our Ideas Board. This way, our team can consider it for future updates. Additionally, please reach out to our live chat agents through our virtual assistant MOCA or submit a case via MyAccount. They can review the screenshot and provide further assistance if there are any other solutions available.

         

        Regards,

        Sai