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Microsoft Dynamics AX (Archived)

How to know the age of items.

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ReportReport
Posted on by 235
Please how can I know how long an item(unsold) has stayed in the warehouse from the time it was purchased?

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  • Community Member Profile Picture
    on at

    Hi,

    I think there is no standard report available that gives you this information. However you can query the inventtrans to obtain the last purchase date for each item and calculate the time (days/months etc) (up to systemdate) if the item also has an inventsum record. At some customers of mine I have created a function that queries the inventtrans for the last purchase date and writes the found date to the inventtable. Secondly I adjust the report physical inventory per itemgroup and add a new field to the report to show the number of days (report date -/- last purchase date). This information can be used to calculate slow/obsolete inventory.

    I hope to have pointed you in the right direction.

    Kind regards,

    Dennis

     

  • Skylab Profile Picture
    235 on at

    This is exactly what I want. We want to know how long slow moving items has stayed in the store/warehouse.

    Do you have codes/scripts that I could use or build upon?

    Another thing, please what is the relationship between inventtrans and inventtable?

    You mentioned something about writing to an inventtable.

     

    Thank youin advance

  • Community Member Profile Picture
    on at

    Hi,

     The itemid is the relationship between inventtable and inventtrans. Again to create the function and the report is customization. I cannot give code but can point you in the right direction.

    • Decide wether the use physical date of financial date for starting point of finding the last receipt date.
    • Decide which inventory transactions should be part of the query. This can be based on the Transtype field. Normally you only want to include Purchase orders and/or Production. This means that inventtransactions like counting/movement are not part of the query.
    • Tip: create parameter form with fields InventTransType, Datephysical (noYes), Datefinancial (noYes), so you can build dynamically the data which should be included in the query to find the last receipt date.
    • Create a function that uses the new parameters to search though the inventtrans records. Write the found date per itemid onto a new field on the InventTable.

    Now each item has the last receipt date on the item master.

    • Create new parameter table to setup age buckets. Based on the age (reportdate -/- last receiptdate) the itemid should fall into a category/bucket. Table design: CategoryId, Age, % provision.

    Now use the InventdimPhys report to add an extra columns which should print the age bucket, the percentage of provision and provision amount. I use the inventory report by inventory dimension so the report can be used to specify per site/warehouse etc. Please note that the category is based on Item level (not per inventdim).

     Hopefully you can create this or have this created.

    Kind regards,

    Dennis

  • Skylab Profile Picture
    235 on at
    Thanks. Will give this a try.
  • user5555 Profile Picture
    7,437 on at

    Hi,

    I was wondering if somebody can share the results. I think it is quite basic report missing in AX and I also would like to have it.

    J.

  • Community Member Profile Picture
    on at

    Hi denis,

    We are trying to use Business intelligence function in dynamics to create the report. We have created the report using the last purchase date of items. The issue we have now is if the report is based on last purchase date it means some  products will not be properly aged. For instance is we bought 500 units of a particular item on 3rd of November and we have not fully sold before the next batch arrives yesterday, does it mean if an age report is ran today all the item will have one day as age considering the fact that we are using phisical date for this report. We are not using the batch neither the serial number dimension. How can we separate same item with different receipt dates.

  • Community Member Profile Picture
    on at

    HI Dare,

    the solution I suggested is based on the last purchase (based on DatePhysical or DateFinancial) of all inventory transactions of an item. I assume that if an item is purchased recently there  probably was a need for it and therefore the entire stock quantity of that particular is supposed to be from a moving item (why purchase if you have already enough stock). So my solution does not calculate the age per incoming purchase batch.

    If you really have the need to calculate the age per item/batch than you would need to use the batch inventory dimension. In this case you would still need a function to calculate the last receipt/purchase date but now per bartch and store this value into the Inventbatchtable (new field).

     Kind regards,

    Dennis

  • Dong Shen Profile Picture
    380 on at

    Another element for such reporting calculation is ItemId > ItemGroup > Inventory model group. Different inventory model settings, such as FIFO or LIFO, might lead to different reporting results.

  • Suggested answer
    Weaveriski Profile Picture
    23,620 Moderator on at

    What is wrong with these standard reports?

    Stock Management - Reports - Status - Stock by Item Group Ageing Report or Stock by Stock Dimension Ageing report.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi there,

    AX Inventory Ageing report is using the 1st transaction date to calculate the stock ageing, which will be issue when we upload inventory balance during go-live data migrating.

    To use stock date of birth(Manufacturing date) to calculate stock ageing, i have modified InventoryReport_Age class to get stock manufacturing date from Inventbatch table, and set to be InventTrans.datefinancial. In this way, report will show the correct aging and meet my company's stock ageing report requirement.

    JX

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