Forum Discussion

jayemee's avatar
jayemee
Experienced User
5 years ago

Inventory Custom Report

We use a perpetual inventory system and I am trying to customise a report.  I was wondering if anyone can help me get the correct information. In Reports - Analyse Inventory (Summary) it shows me th...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi jayemee 

     

    The Minimum Level for Restocking Alert information is pulled from the Item's Buying Details tab (Inventory>>Item Lists>>Choose the required item>>Select the Buying Details tab>>Minimum Level for Restocking Alert).

     

    In terms of getting that Minimum Level for Restocking Alert information on a report, it will not appear on the Analyse Inventory [Summary] or [Detial] report. The value is set to be a non-reportable field. You could, however, added it to the Item List window and if necessary copy out that list information to combine with that Analyse Inventory report in Excel.


    To add that field to the Item List Window:

    1. Go to Inventory>>Item Lists
    2. Right-click on the column headers i.e. the word "Name"
    3. Choose Column Chooser from the list
    4. Drag the Min. Reorder Quant. from the list into the required position

    By doing this it will add that information to the Item List window so you can sort, filter, search... using that information. You could also right-click on the table and select Copy List to Clipboard. This will copy what is seen on screen to the Windows Clipboard so you can paste that information into Excel or a similar application.

Steven_M's avatar
Steven_M
Former Staff

Hi jayemee 

 

The Minimum Level for Restocking Alert information is pulled from the Item's Buying Details tab (Inventory>>Item Lists>>Choose the required item>>Select the Buying Details tab>>Minimum Level for Restocking Alert).

 

In terms of getting that Minimum Level for Restocking Alert information on a report, it will not appear on the Analyse Inventory [Summary] or [Detial] report. The value is set to be a non-reportable field. You could, however, added it to the Item List window and if necessary copy out that list information to combine with that Analyse Inventory report in Excel.


To add that field to the Item List Window:

  1. Go to Inventory>>Item Lists
  2. Right-click on the column headers i.e. the word "Name"
  3. Choose Column Chooser from the list
  4. Drag the Min. Reorder Quant. from the list into the required position

By doing this it will add that information to the Item List window so you can sort, filter, search... using that information. You could also right-click on the table and select Copy List to Clipboard. This will copy what is seen on screen to the Windows Clipboard so you can paste that information into Excel or a similar application.

jayemee's avatar
jayemee
Experienced User
5 years ago

That is very helpful!!!! - now if only it could add "committed" to that list and it would be perfect.  I had no idea you could do what you have shown me.  

Thank You again...

  • Steven_M's avatar
    Steven_M
    Former Staff
    5 years ago

    Hi jayemee 


    The committed column is not able available column for the Item List window, only the Only Hand one will show the item quantities. You would need to review the individual item for that record or run the Analyse Inventory report for that committed numbers.

     

    Note: You can also do a similar thing to the Card Lists window i.e. add different columns, advanced searching, copying to clipboard...

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.