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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Historical stock statu...
Microsoft Dynamics GP (Archived)

Historical stock status with serial nformation

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Posted on by Alvaro Rodríguez Ochoa 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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  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Hello Alvaro

    Historical Stock status retrieves data from IV30300 which is the inventory history table, associated lot number and serial history details can be found in IV30400

    See the example below which you can check on Fabrikam:

    USE TWO
SELECT  DOCNUMBR ,
        TRXSORCE ,
        SERLTQTY ,
        SERLTNUM
FROM    IV30400
WHERE   DOCNUMBR = '00000000000000030'
        AND ITEMNMBR = 'CBA100'
SELECT  *
FROM    dbo.IV30300
WHERE   DOCNUMBR = '00000000000000030'
        AND ITEMNMBR = 'CBA100'

    The screen shot above shows a transaction as retrieved from the inventory history table (IV30300) and the serial number details as retrieved from the (IV30400). 

    • The part above is the serial number details for transaction number (00000000000030)
    • The part below is the transaction record as it will be printed on the historical stock status for transaction number (00000000000030)

    The out of the box historical stock status report prints the part below without considering the serial and lot number details. Although, technically speaking it is doable to customize your report as the data is there.

    Let me know if you have any further inquiries,

  • Alvaro Rodríguez Ochoa Profile Picture
    Alvaro Rodríguez Ochoa 2,395 on at

    Thanks Mahmoud, as allways!

    So if a want a list of part numbers with the qty and each of the serial numbers for those parts, lets say for 01/31/2013, I would have to check the way to make a report? there's nothing out of the box.

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    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,

  • Alvaro Rodríguez Ochoa Profile Picture
    Alvaro Rodríguez Ochoa 2,395 on at

    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

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    You are always welcome Alvaro

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

  • Alvaro Rodríguez Ochoa Profile Picture
    Alvaro Rodríguez Ochoa 2,395 on at

    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
    Mahmoud Saadi 32,738 on at

    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
    Alvaro Rodríguez Ochoa 2,395 on at

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

  • Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    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
    Alvaro Rodríguez Ochoa 2,395 on at

    I see, thanks once again.

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