How to Identify the Movement Journal (Opening Balance) in Inventory Transactions

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Posted on by CU01091513-3

Hi There,

The client wants a custom report in which the inventory Sales and Purchases are aggregated and then there is a formula deriving the EOQ.
The problem is that I asked my developer to add up the Purchases and Sales in the reference field in inventory transactions and since the opening balances were taken via the movement journal the formula ignored the opening balances, and the reference name of the movement journal is "transfer".

can anyone let me know how to design the formula for adding up the purchases + the opening balances and how to account for the movement journal transactions so that the stocked quantity can be calculated

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Guy Terry 29,019 Moderator on at

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The Reference for a Movement journal is actually Transaction, not Transfer. Transfer refers to a Transfer journal.

I'm a bit confused about what you want. Are you asking how to include the Movement journals which relate to opening balances, but exclude any other movement journal?

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