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Inventory Valuation by Date report

  • 28 September 2022
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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?

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Best answer by Kandy Beatty 26 October 2022, 14:50

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Kudzai Masora

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Kandy Beatty
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Hi @kudzaim20 

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

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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On the report parameters of my report I would like to add a date from to filter instead of having a period filter

Kudzai Masora
Kandy Beatty
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HI @kudzaim20 

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

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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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!

K
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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 

1 Attachment
Kudzai Masora
Kandy Beatty
Rank
Userlevel 7
Badge +16

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?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Kandy Beatty
Rank
Userlevel 7
Badge +16

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 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K
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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. 

Kudzai Masora
Kandy Beatty
Rank
Userlevel 7
Badge +16

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 ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

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