Question

Inventory Balance report

  • 9 May 2023
  • 8 replies
  • 195 views
K
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 when we run the inventory balance report, we find that the numbers are not accurate to what the inventory allocation screen shows.  The Inventory allocation screen is correct, and the inventory balance report is wrong. - what do we need to change or adjust to make the report correct?  I do have rights to the report designer so I can adjust the report if needed.

 

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8 replies

Laura02
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Hello @Kakie ,

I notice the Inventory Balance report above is showing Warehouse NLIWHSE , while the Allocation Details screen is not filtered for warehouse (is including all warehouses).  Please clarify: do you have only one warehouse?

If there are multiple warehouses, then the Allocation Details may be including numbers from multiple warehouses while the report includes only NLIWHSE.  We need to rule out possibility of other warehouses, prior to modifying reports.

It may help to answer your question (how to change reports) if we can see Inventory Availability Calculation Rule for this item.

Thank you.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
K
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Hi @Laura02 , yes.  We only have 1 warehouse.  Everything comes in and out of here.   And everything is checked on the calculation rule except kits because we don’t use kits.   I’ll get a prints screen of that if needed. 

Laura02
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Hello,

One more idea: did you try Recalculate Inventory process for the item shown? 

 

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
K
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@Laura02, the recalculation happens every morning.  I have that set up for auto run.

K
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Here is the calculation screen

 

Laura02
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Can you verify whether the Inventory Balance report has been customized?

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
Chris Hackett
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Hi @Kakie 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*.
K
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From what I know, the report has not been customized.

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