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Report/GI for Inventory Consumption by Project

  • Jun 20, 2024 5:52 PM UTC
  • 5 replies
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Freshman I

Hello, I’m looking to pull together a report or GI that can show our PM team the inventory that has been consumed (issued) by each of their projects. The report/GI would need to group together each SKU that’s been issued. For our company, we are issuing material as a way of consuming it out of our inventory and into either production in the factory or directly sent to the job site.

 

For example, we have project A and B and inventory items 1,2 and 3. I need something that shows us for project A, how much of items 1, 2 and 3 have we Issued and the same thing for project B.

 

I have looked into the Project Cost History report, but this doesn’t show us the SKUs that have been issued.

 

Thanks!

    5 replies

    nhatnghetinh
    Captain II
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    Hi @brettsolomon 

    Please refer to the "Project Balance" report available on Acumatica
    You can edit this report to make it best for you.

     

     

     

    Best Regards,

    NNT

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    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      Freshman I
      • brettsolomon
      • Author
      • Freshman I
      • Jun 24, 2024 3:08 PM UTC

      This isn’t quite the report that I’m looking for… looking to put together a GI that can list our every issue that’s occurred on the line item level for each project. If you/anyone knows how to pull this together, that would be greatly appreciated!

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      iqraharrison
      Captain II
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      @brettsolomon could something like this give you what you need? I filtered it down to the one project i was testing with but essentially it shows the inventory ID with what the revised qty is on the cost budget and there’s a column for actual quantity? 

       

      in this case, I had two issues but I think grouping by inventory ID would be helpful.  

       

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      Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977
        Freshman I
        • brettsolomon
        • Author
        • Freshman I
        • Jun 25, 2024 3:29 PM UTC

        Might need to look into asking our implementation team to pull together a custom report for us as these aren’t exactly the types of reports that we need. Appreciate the responses everyone!

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          Chris Hackett
          Community Manager
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          • Chris Hackett
          • Acumatica Community Manager
          • Jul 31, 2024 9:56 PM UTC

          Hi @brettsolomon were you able to find a solution? Thank you!

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          Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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