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Question

Account is not updated in inventory valuation report

  • January 16, 2025
  • 2 replies
  • 21 views

Hello, 

We recently changed the Inventory Account on a Stock Item, but the change is not reflected when we run the inventory valuation report (it still shows the old account it had before).

Any ideas on why this is happening?

Thanks, 
Ruben.

2 replies

Yuri Karpenko
Captain II
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@RubenM , I would recommend reviewing a process described by Acumatica in this wiki article: https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=86e5645d-23b0-4bb9-94a7-17808bea7144

The change of the inventory account for a stock item with a non-zero balance on the existing inventory account can cause the issue of multiple inventory accounts being used in inventory transactions simultaneously. We recommend that you thoroughly plan inventory accounts during the initial configuration of the inventory-related processes. But in rare situations, you may need to change the accounts after you have started processing inventory documents. In those cases, please refer to the procedures described in the link shared above.

Hope this helps.


  • Author
  • Freshman I
  • 3 replies
  • January 16, 2025

@Yuri Karpenko , Thank you very much for your insights. This article is very helpful and gives us a better understanding on how the inventory accounts are used in the different inventory transactions.

Once again, thanks for your help.

Ruben


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