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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / inventory report
Microsoft Dynamics RMS (Archived)

inventory report

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ReportReport
Posted on by branson124 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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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    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.

  • Lanservices Profile Picture
    Lanservices 25 on at

    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

  • Community Member Profile Picture
    Community Member on at

    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

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