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Microsoft Dynamics RMS (Archived)

inventory report

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ReportReport
Posted on by 90

how do I run a report that shows my total store inventory and also shows the total monetary value of the inventory

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: inventory report

    See if this works for you - the ExtendedCost and ExtendedPrice columns would multiply on hand by cost and by price.

    //--- Report Summary --- //

    Begin ReportSummary

      ReportType = reporttypeItems

      ReportTitle = "Item Value List with Profit"

      PageOrientation = pageorientationLandscape

      OutLineMode = True

      Groups = 1

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.bmp"

      ProcedureCall = ""

      TablesQueried = "FROM Item WITH(NOLOCK) LEFT JOIN Department WITH(NOLOCK) ON Item.DepartmentID = Department.ID LEFT JOIN Category WITH(NOLOCK) ON Item.CategoryID = Category.ID LEFT JOIN Supplier WITH(NOLOCK) ON Item.SupplierID = Supplier.ID"

      SelCriteria = ""

      GroupBy = ""

      SortOrder = ""

    End ReportSummary

    //--- Title Rows ---//

    Begin TitleRow

      Text = "<Store Name>"

      Font = "Arial"

      FontBold = True

      FontSize = 16

      Color = "Blue"

    End TitleRow

    Begin TitleRow

      Text = "<Report Title>"

      Font = "Arial"

      FontBold = True

      FontSize = 12

      Color = "Black"

    End TitleRow

    Begin TitleRow

      Text = "Generated On <Report Date>"

      Font = "Arial"

      FontBold = True

      FontSize = 10

      Color = "Black"

    End TitleRow

    //--- Filters ---//

    Begin Filter

      FieldName = "Item.Inactive"

      FilterOp = reportfilteropEqual

      FilterLoLim = "0"

      FilterHilim = "0"

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "Department.Name"

      DrillDownFieldName = "Department.Name"

      DrillDownReportName = ""

      Title = "Department"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2205

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Category.Name"

      DrillDownFieldName = "Category.Name"

      DrillDownReportName = ""

      Title = "Category"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1230

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Supplier.SupplierName"

      DrillDownFieldName = "Supplier.SupplierName"

      DrillDownReportName = ""

      Title = "Supplier"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1725

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.ItemLookupCode"

      DrillDownFieldName = "Item.ItemlookupCode"

      DrillDownReportName = ""

      Title = "Item"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1320

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.Description"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Description"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2085

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.Quantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Qty On Hand"

      VBDataType = vbDouble

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1035

      GroupMethod = groupmethodSum

      ColFormat = "#.##"

    End Column

    Begin Column

      FieldName = "Item.QuantityCommitted"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Qty Comm."

      VBDataType = vbDouble

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1050

      GroupMethod = groupmethodSum

      ColFormat = "#.##"

    End Column

    Begin Column

      FieldName = "Item.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.Cost"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Cost"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ItemProfit"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Profit"

      VBDataType = vbCurrency

      Formula = "Item.Price - Item.Cost"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ItemMargin"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Margin"

      VBDataType = vbDouble

      Formula = "CASE  WHEN Item.Cost > 0 and (Item.Price > Item.Cost) THEN ((Item.Price - Item.Cost)/Item.Price) ELSE 0 END"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = "#.##%"

    End Column

    Begin Column

      FieldName = "Item.PriceA"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price A"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 720

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceB"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price B"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 660

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceC"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price C"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 720

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.MSRP"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "MSRP"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceLowerBound"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Lo Bound"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 915

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceUpperBound"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Hi Bound"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SalePrice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleStartDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Starts"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1020

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleEndDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Ends"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 930

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.ReorderPoint"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Reorder Pt."

      VBDataType = vbDouble

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1065

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.RestockLevel"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Restock Lvl."

      VBDataType = vbDouble

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1305

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.LastSold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Last Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ExtendedCost"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Extended Cost"

      VBDataType = vbCurrency

      Formula = "Item.Cost * Item.Quantity"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1335

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ExtendedPrice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Extended Price"

      VBDataType = vbCurrency

      Formula = "Item.Price * Item.Quantity"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1365

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.Inactive"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Inactive"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1057

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

  • Lanservices Profile Picture
    Lanservices 25 on at
    RE: inventory report

    Run item value report to get cost/price, quantity and then extended cost/price with sum.

    Step to Run Report: Manager>>Report>>Items>>Value List.

    Thanks

    24Seven Cart

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: inventory report

    you need to run the item value report.   This will give you cost, price, and quantity.  Then extended cost with sum, and extended price with sum.

    So Manager -> Reports -> Items -> Value List.  Then just run the report.  This will filter out inactive items, but you can remove that if you need.

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