Friday, November 30, 2018

Search to show FIFO Cost layers

Create an Item Saved Search following the steps below:

1. Go to Lists > Search > Saved Searches > New > Item

2. Under Criteria > Standard Subtab, set the following :
---Costing Method = FIFO
---Transaction : Type = any of Item Receipt, Inventory Adjustment, Item Transfer (adjust this if other "Purchase Type" transactions are used by your customer

3. Under Criteria > Summary subtab, set the following:
---Summary Type = Minimum
---Field = Transaction : Quantity
---Description = "greater than 0"

4. Under Results Tab, set the following fields:
---Name, Summary Type = Group
---Transaction : Date, Summary Type = Group
---Transaction : Quantity, Summary Type = Group, Label = Purchased
---Transaction : Item Rate, Summary Type = Group
---Formula (Currency), Summary Type = Group, Formula = {transaction.quantity}*{transaction.rate}, Label = Purchase Value
---Transaction : Quantity Fulfilled/Received, Summary Type = Group, Label = Less Quantity Sold
---Formula (Numeric), Summary Type = Sum, Formula = {transaction.quantity}-{transaction.quantityshiprecv}, Label = Remaining Onhand
---Formula (Currency), Summary Type = Sum, Formula = ({transaction.quantity}-{transaction.quantityshiprecv})*{transaction.rate}, Label = Onhand Value

5. Under Available Filters  > Filter subtab, select :

--Name, Show in Footer = T

6. Set any custom saved search name and hit Save.

No comments:

Post a Comment