Inventory In-Out-Balance Report by Lot/Serial

@nhatnghetinh No. Acumatica only stores period balances at item, subitem, warehouse and location level. INItemSiteHist holds them by financial period, INItemSiteHistDay by day, and INItemCostHist carries the cost side. None of those tables has a lot/serial column. The lot/serial tables (INLotSerialStatus, INItemLotSerial, INSiteLotSerial) hold current quantities only, with no period on them. So there's no stored field that gives you an opening balance by lot for a chosen range. I checked this on 2026 R1.

You can still build the report without customization. Use INTranSplit joined to INTran, released records only. The split carries LotSerialNbr, TranDate, InvtMult and BaseQty, and the INTran line gives you FinPeriodID. Signed quantity is BaseQty × InvtMult. That's exactly what the Inventory Lot/Serial History inquiry (IN407000) computes for its quantity column. Opening is the sum of signed quantity where TranDate is before your start date. In and Out are the sums inside the range, split by the sign of InvtMult. Ending is opening plus in minus out. In Report Designer that's three conditional sums per item and lot, driven by your two date parameters.

Cost is the harder half. TranCost sits on the INTran line, not on the split, so when one line carries several lots you'll have to prorate it by quantity. Your sample has one lot per item, so that won't bite you there.

The begin/end balance trick in this thread does the same thing with INItemSiteHistDay, but that table stops at location level, so it can't go down to lot: https://community.acumatica.com/reports-and-generic-inquires-115/share-a-little-trick-to-show-the-begin-and-end-inventory-balance-of-a-given-period-5541