Inventory Transaction History Ending Qtys change based on screen filters

Hi ​@mkabacinski,

The Inventory Transaction History balances (Beginning Qty and Ending Qty) are recalculated after filters are applied, similar to how a Generic Inquiry behaves. Rather than simply hiding unselected transaction types, the inquiry recalculates the aggregates and running balances based only on the visible rows.

Because of this, applying a filter to Transaction Type can change the displayed Ending Quantity since the calculation no longer includes the filtered-out transactions.

Example of applying filter:

Even changing how column sort will impact the calculated Qty.

There isn’t a table that gives you a fixed ending balance after every IN Transaction, as this is calculated by the query results.  However, you could look at a custom GI or Report.  The INItemSiteHist table will give you all Inventory movement by period.  

Hi ​@mkabacinski,

 

The Inventory Transaction History balances (Beginning Qty and Ending Qty) are recalculated after filters are applied, similar to how a Generic Inquiry behaves. Rather than simply hiding unselected transaction types, the inquiry recalculates the aggregates and running balances based only on the visible rows.

Because of this, applying a filter to Transaction Type can change the displayed Ending Quantity since the calculation no longer includes the filtered-out transactions.

 

Example of applying filter:

 

 

Even changing how column sort will impact the calculated Qty.

 

There isn’t a table that gives you a fixed ending balance after every IN Transaction, as this is calculated by the query results.  However, you could look at a custom GI or Report.  The INItemSiteHist table will give you all Inventory movement by period.  

Thanks, Do you know what the purpose is that it would be designed to recalculate based on the results.  I would think if you are looking at transaction history, once the transaction takes place those numbers should be static.  Will look into the table you mentioned.

I think the reason is the Beg and End Quantity is calculated is that these balances aren’t stored in any data table per transaction line in Acumatica.  The INTran only stores the Qty and the InvtMult indicating if the Qty is increasing or decreasing.  I’ve built sub queries before to get the Beg and End Qty, but ultimately balance will be calculated and not static.