Forum Discussion

Judy01's avatar
Judy01
Trusted User
4 years ago

Custom Fields for Inventory

We have a custom field for inventory items that I would like to show on a report. I want the report to show:

Item name

Item Description

Custom Field value

 

How can I achieve this as all I can see in the Inventory reports is the option to filter by a custom list.

 

Thank you.

  • Thank you! The Show/Hide button was the mssing link. All sorted now :)

  • The_Doc's avatar
    The_Doc
    Ultimate Cover User

    Hi Judy01 

     

    Custom Lists and Custom Fields can all be selected to show on a  inventory report.

     

    This works for  Item List [Summary] and Item Register [Detail] so should work for others.

     

    For Item List - Display the report - when finished - select Insert/Modify - Show Hide - Available columns should show custom Lists custom fields - their new names.

     

    If you do this before running the report by selecting Advanced Filters - Insert/Modify - Show Hide - you get the MYOB named defaults - Custom List #1, Custom List #2 etc.

     

    Once you set up this template report save it into My Custom Reports.

     

    The Doc

    • Judy01's avatar
      Judy01
      Trusted User

      Thanks for your reply. Unfortunately there is not an option to insert a Custom Field on either of those reports. I am using the latest version of Accountright. After choosing Insert/Modify Fields, I do not get an option to choose customs Fierlds. My choices are in the attached file. This is the same for any of the repors. 

       

      Ideally, I would like to just list the items withoit transcations and have my custom field listed beside it.

       

      Thanks

       

      • The_Doc's avatar
        The_Doc
        Ultimate Cover User

        Hi Judy01 

         

        I have just run this report - the file is a Premier file - not standard

         

        Item List [Summary] - Insert/Modify - Show/Hide - and all custom fields and lists are available. 

         

        For the demonstrated report I selected Length and Per - a custom List and a Custom Field.

         

        The Doc