Sage 100

Historical Open Order $ - does anyone have ideas on how to get an open order qty by month for prior months? Yes, client back orders, sometimes multiple times on the same order. I'm thinking it would be close to impossible to get a truly accurate number.

What version of Sage? I had a 2013 client that I accomplished something similar for by writing order detail information to a shadow table when orders were created and when they were shipped. The report was based off the shadow UDT.

@KateKrueger - I was actually thinking that was probably about the only option, which means no historical except for moving forward. Thinking about just updating a bunch of UDFs at each period end using the total on the Open SO report. (Well, one UDF per period end.)

I had a request last week for a report listing the inventory value for each item at the end of each period for the previous twelve periods. Doesn't seem like there is an off the shelf solution. Good idea to update a UDT or UDFs by running an update at the end of each period. Getting it to run on the exact date/time when the period is closed could be tricky.

I have one customer who runs the valuation report to paperless at the end of each day, and uses KnowledgeSync to track changes to sales orders.

@PhilMcIntosh This user is Cheap with a capital C. If I could find an inexpensive way to run the Inventory Valuation report automatically each day that would be ideal.

Starting in version 2016 we can schedule reports in the task scheduler, correct?

Yes, great idea. They are on 2015 and this is another reason for an upgrade.