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I am trying to build a sales report to have an overview of all information on the sales lines, however I can't find the inventory. Currently we have an issue of invoicing and only then noticing that there is not sufficient stock of a specific item on the order. I am trying to pull through all released sales orders, qty on order not yet invoiced and qty in stock "inventory". When I open the order itself this Inventory column appears on the sales line together with Prod Qty Ready, Shipped, Qty Invoiced, Qty to invoice, Transfer Order No, etc
However, I find everything on the Sales line and Sales Header tables EXCEPT for the inventory. Can anyone tell me which table I can link to the sales line and sales header in order to pull through the inventory on hand and which description I should use? Even if i can pull it separately and do a V-lookup to pull through the current quantities based on the Item No?
Any advice?
Nice. If you do not mind mark the correct answer as verified to help future similar question.
I won with the flow fields. Thank you so much for your help!!!
I didn't know about the flow fields! Let me try this
I see, can you upgrade?
Or can you try NL then Vlookup as you mentioned?
I forgot that QTY on Hand is the Flow Field. Select Flow Field on the bottom of that page (under Fields-Item) then you will see that.
I see the quantity on hand by location you need jet reports 2019 or later. We have 2017
Hi
Doesn't give me a qty on hand option on the item table
Those reports have a guideline in their first page that walk you through how run those reports.
for table builder see this video youtu.be/ESANl8QITSU (around 15m 40s) notice how she add Vendor to the table builder. You need to add Table Item to your Table Builder. For you it is a chance that Link does not populate correctly. In this case you need to Link the No (in Item table) into No. in Sales Line. or any field that has the Item No in your report. Then you need to add QTY on Hand field from Item Table. If you use Location then use filter to filter for Location. If you have a filter for Location in your report then filter based on that field.
I hope this help.
Yes I am using table builder in jet. I used the link you provided and downloaded those reports but when I refresh its not pulling through any of my data. I'm not surr what I am doing wrong.
Are you using Table Builder in Jet?
Also, check this page. You can download all these reports. Inventory Location by Quantity on Hand report can give you a very good idea.
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