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Question

Beginning Balance Field in Custom Inventory Transaction Log Report

  • April 10, 2025
  • 3 replies
  • 103 views
R
Freshman I

Working on a modified version of the Inventory Valuation report to act as an inventory transaction log. Trying to get a beginning balance field set up. The goal would be for the report to calculate the total on-hand quantity for the item from BEFORE the date specified in the @TransactionDateFROM parameter. Any ideas?

3 replies

nhatnghetinh
Captain II
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  • nhatnghetinh
  • Captain II
  • April 11, 2025

Hi ​@RyanBostwick 

Please refer to the "Historical Inventory Balance" report to see how to create the Beginning Balance Qty.

 

 

Best Regards,

NNT

I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
    R
    Freshman I
    • RyanBostwick
    • Author
    • Freshman I
    • April 11, 2025

    Hello, ​@nhatnghetinh 

    The issue with that report is that it is grouping by period. As such, it is able to utilize ItemHistCurr, which apparently contains fields that calculate the beginning and end balance for each period. The parameters I’m using in my report are looking at dates, rather than periods.

    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • July 1, 2025

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

    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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