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I have been told that Stock on Hand reports can only be run based on live data.
So what happens if I want to know what my stock levels actually were at the end of an accounting period as compared to my physical count at the same time?
Would appreciate any feedback and possible solutions to this issue.
This is currently also slowing down our month end procedures and naturally making things highly inefficient.
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In order to print a report for a historical period, you can consider the HITB report (Reports > Inventory > Activity), choose the Historical IV Trial Balance option. Now, on the ranges, you can pick a date (From, To) and report your stock quantity and value at a specific historical period.
Additionally, I have developed several scripts for the same purpose, such as:
Inventory Item/site Summary – HITB report
HITB Per Period (Cumulative) – Inventory Balance on a Prior Date
Historical IV Trial Balance - Per Period
Your feedback is highly appreciated,
Hi Max,
This probably isn't the cleanest solution and hopefully someone can provide a better one but one option is to take a backup of the company prior to running month end and restore it under a different company name. This would leave you with an intact copy of the database you can reference.
Regards,
Kirk
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