Skip to main content
Solved

Inventory Valuation by Date report

  • September 28, 2022
  • 13 replies
  • 1444 views
  • Translate All

Forum|alt.badge.img

I have a report designed based on the historical inventory valuation and I would want to introduce a date range parameter instead of using the Period as is with the standard Acumatica forms. I have the report date field selected via the filter but when I run the report on data is extracted.

Has anyone worked with an inventory valuation report where one can draw the date parameter range instead of using a period?

Best answer by Kandy Beatty

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

I did add the date filter , however it does not filter the transactions by “date”, if you check balance at the end of August and compare with end of October it is coming back the same with no difference yet there were transactions between the said period. 

Try to change the default value to be a range,  such as an if statement. 

View original

13 replies

Kandy Beatty
Captain II
Forum|alt.badge.img+18

Hi @kudzaim20 

Can you share the XML for your report? Or screenshots of what you are looking for?

Translate

Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • September 28, 2022

On the report parameters of my report I would like to add a date from to filter instead of having a period filter

Translate

Kandy Beatty
Captain II
Forum|alt.badge.img+18

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

Translate

Forum|alt.badge.img
  • Freshman I
  • October 25, 2022

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

Hi @kbeatty21 

Could you please kindly share your relationship on this report.

I tried building the relationship to add Batch date but fail

Thanks so much!

Translate

Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • October 25, 2022

Hi @kudzaim20 

Can you share the XML for your report? Or screenshots of what you are looking for?

Good day

I have attached the xml 

Translate

Kandy Beatty
Captain II
Forum|alt.badge.img+18

Hi @kudzaim20 

Can you share the XML for your report? Or screenshots of what you are looking for?

Good day

I have attached the xml 

Did you add what I showed in the screen shot?

Translate

Kandy Beatty
Captain II
Forum|alt.badge.img+18

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

Hi @kbeatty21 

Could you please kindly share your relationship on this report.

I tried building the relationship to add Batch date but fail

Thanks so much!

Hi @haule 

 

Translate

Forum|alt.badge.img
  • Author
  • Jr Varsity II
  • October 26, 2022

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

I did add the date filter , however it does not filter the transactions by “date”, if you check balance at the end of August and compare with end of October it is coming back the same with no difference yet there were transactions between the said period. 

Translate

Kandy Beatty
Captain II
Forum|alt.badge.img+18

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

I did add the date filter , however it does not filter the transactions by “date”, if you check balance at the end of August and compare with end of October it is coming back the same with no difference yet there were transactions between the said period. 

Try to change the default value to be a range,  such as an if statement. 

Translate

Forum|alt.badge.img
  • Jr Varsity III
  • October 21, 2024

HI @kudzaim20 

You can add that right on the report designer. GO to File> Build Schema> Parameters

 

I did add the date filter , however it does not filter the transactions by “date”, if you check balance at the end of August and compare with end of October it is coming back the same with no difference yet there were transactions between the said period. 

Try to change the default value to be a range,  such as an if statement. 

@Kandy Beatty @kudzaim20 what was the If statement that you went with to get the date range to work out properly?

Translate

Forum|alt.badge.img

Just wanted to say. I read this whole post and utilized the file above. This is extremely helpful.

 

Thank you!

Translate

plakmina97
Freshman I

​@stoner7matt  is this worked ?

 

Translate

Forum|alt.badge.img

can anyone share the if statement that used to get the date range (Filters part)

Translate