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  • 1.  inventory Valuation for a prior Period - V2022 ADV PU2

    Posted 02-14-2023 21:17

    Client has completed their 12/31/22 physical inventory and uploaded the adjustments.  I am trying to find a report that they can run NOW that provides some semblance of 12/31/22 valuation.  Running the inventory valuation by period or the inventory trial balance seems to be using the transactions for the period, not the ENDING ME OH QTY..

    Scratching my head on this one?  How do I generate a report that reflects IM valuation from six weeks ago?

    TIA



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------


  • 2.  RE: inventory Valuation for a prior Period - V2022 ADV PU2

    Posted 02-14-2023 21:19

    Jeff, please run the Recalculate Item History utility.  I've found that after doing a physical count that this is an often needed task.  You should be able to run the valuation report by period for any period after this utility.



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    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    ------------------------------



  • 3.  RE: inventory Valuation for a prior Period - V2022 ADV PU2

    Posted 02-14-2023 21:26

    Thanks.  Was thinking this would be my next step but wanted someone to confirm.  Their IM module was set to 4/22.  i ran PE through 12/23 thinking that would reset but did not.  Thinking about posting to the Sage Community to bring it to Sage's attention.  Would this be an ideation 90 suggestion?  So frustrating that we have to beg for these fixes.



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


  • 4.  RE: inventory Valuation for a prior Period - V2022 ADV PU2

    Posted 02-14-2023 21:39

    @Jane Scanlan - That did the trick.  Thanks for the tip!  Post is no longer urgent.



    ------------------------------
    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
    ------------------------------

    Original Message


  • 5.  RE: inventory Valuation for a prior Period - V2022 ADV PU2

    Posted 02-14-2023 21:40

    Glad I could actually help!



    ------------------------------
    Jane Scanlan
    Partner
    Next Level Manufacturing Consulting Group
    ------------------------------

    Original Message


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