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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Inventory sorted by Cl...
Microsoft Dynamics GP (Archived)

Inventory sorted by Class ID with Quantities Report

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Posted on by Shellie Magers 415

I need a report that I can export to excel that displays item number, description and quantity available but I only need it for one class id. The only thing I can find is a smart list that I can add the column "Item Class Code" which is fine as once it's in Excel I can sort and throw out all the Class Codes I don't need. The problem is the smart list only displays the 1st 1000 items found, is there a way to make it give me more or maybe even a report that I didn't find that will do the same thing.

 

Thanks in advance,

Shellie

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  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: Re: Re: Re: Re: Inventory sorted by Class ID with Quantities Report

    Great!  You can never have too many friends!! 

    Happy to help Shellie

  • Shellie Magers Profile Picture
    Shellie Magers 415 on at
    Re: Re: Re: Re: Inventory sorted by Class ID with Quantities Report

    That was it! Now it's perfect you just saved me several man hours as I needed this data in Excel to upload in a comma delimted format and had I not gotten this I would have had to key it all in manually. You're my new best friend ;o)

    Shellie

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: Re: Re: Inventory sorted by Class ID with Quantities Report

    Are you getting a result for each discrete location and then one summary for each also?  Some of the inventory SmartLists generate results this way.  If that's what's happening, filter for a 'Record Type' of 'Site'.  You'll need to add the Record Type field to your SmartList.

  • Shellie Magers Profile Picture
    Shellie Magers 415 on at
    Re: Re: Inventory sorted by Class ID with Quantities Report

    Frank~ OK, 1 hitch, any idea why all of my item numbers are listed twice?

     

    AN103210 SCREW 73 AERO
    AN103210 SCREW 73 AERO
    AN103830 BOLT 243 AERO
    AN103830 BOLT 243 AERO
    AN103910 BOLT 131 AERO
    AN103910 BOLT 131 AERO
    AN104614 BOLT 75 AERO
    AN104614 BOLT 75 AERO
    AN106713 BOLT 71 AERO
    AN106713 BOLT 71 AERO

    Shellie

  • Shellie Magers Profile Picture
    Shellie Magers 415 on at
    Re: Re: Inventory sorted by Class ID with Quantities Report

    Frank~ Thanks, this exactly what I needed!

    Shellie

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: Inventory sorted by Class ID with Quantities Report

    Shellie,

    You can modify the SmartList Search Options to return all records.  Click on 'Search' and then at the bottom of the Search window, increase the 'Maximum Records' and click 'OK'.

    Also, you can filter on only the Class ID you want included in the query by clicking on 'Column Name' in the Search window, select the 'Class ID' column and filter 'Is Equal To' whatever your desired Class ID is.

    Hope this helps,

     

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