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Microsoft Dynamics GP (Archived)

Historical stock status with serial nformation

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Posted on by 2,395

Hi, I want to print historical reports, but with serial number information, I have read that this is not possible, just wanted to make sure this is right, and is there a workaround for this?

Regards.

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  • TB Sparks Profile Picture
    80 on at
    RE: Historical stock status with serial nformation

    Hi Mahmoud,

    I've also been tried to create a Historical Stock Status with Lot report in the past but failed. We're you successful in you attempt? We have another client looking for this solution and I'm curious if anyone has figured it out yet.

    Thanks!

    Tim

  • Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historical stock status with serial nformation

    This is going to be really interesting task.

    I may work on it in the near future to create a historical stock status report with serial and lot number details.

    I will get it published on Dynamics GP Essentials blog once it is ready.

  • Alvaro Rodríguez Ochoa Profile Picture
    2,395 on at
    RE: Historical stock status with serial nformation

    I see, thanks once again.

  • Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historical stock status with serial nformation

    Well Alvaro

    In inventory, there is no open and history phases for the transactions. Once the transaction is posted, it gets recorded in the inventory tables all at once:

    IV30300, IV10200 and IV10201.

    Practically speaking. the purpose of these tables is different. For instance, IV30300 cost never gets updated as it keeps the historical details, even if a cost adjustment is posted for a specific cost layer. Meanwhile, the inventory purchase receipt work and details are the core tables upon which the valuation method and costing consideration is taken.

    IV30300 should match both together (IV10200 and IV10201) because:

         - IV30300 records all transactions: In and Out

         - IV10200 records all (In) transactions

         - IV10201 records all (out) transactions

  • Alvaro Rodríguez Ochoa Profile Picture
    2,395 on at
    RE: Historical stock status with serial nformation

    Ok, thanks so this report doesn't include historical transactions?

  • Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historical stock status with serial nformation

    IV10200 and IV10201 are purchase receipt work and details which include all the inventory related transactions; adjustment, transfer, receipts, sales, assembly ...etc

    The first script is building a historical stock status report as data is retrieved from IV10200 and IV10201 rather than the historical table (IV30300)

  • Alvaro Rodríguez Ochoa Profile Picture
    2,395 on at
    RE: Historical stock status with serial nformation

    I was looking into your script, but I only see 2 tables IV10200 and IV10201 wich I think are purchase receipt tables, aren't they? i'm on GP 2013, shouldn't it be looking also at sales tables and inventory transactions?

    Regards.

  • Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historical stock status with serial nformation

    You are always welcome Alvaro

    Let me know at any step if you need any further assistance,

  • Alvaro Rodríguez Ochoa Profile Picture
    2,395 on at
    RE: Historical stock status with serial nformation

    I was affraid of that, let me look into the scripts that you posted and see if I can make something out of them, with the information you gave me.

    Regards and thanks a lot again

  • Verified answer
    Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Historical stock status with serial nformation

    There is an out of the box report which shows the serial and lot number details (Reports >Inventory >Serial\Lots), it shows data that is similar to the serial number details above (which is IV30400).

    Although, if you are looking for the inventory balance at a specific given date (as of a historical date), your choice is limited to the Historical Stock Status and Historical Inventory Trial Balance which don't show associated serial number details.

    In case your choice is to create something from scratch, you can consider the following:

    Let me know if you have any further inquiries,

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