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Hi,
We have a client in the retail, who are doing stock take , they requested for the variance report out of the Business Central system.
We have been using Physical inventory journal for counting and capturing stock,we dont seem to find the report there. How are other patners extracting the Variance Report for clients .
That sounds cool, using PowerBi as alternative tool. Thanks!
#4 : Was the client previously using an older version of BC or NAV where this was possible? If YES, then it was a customization and you should think about migrating that customization to client's current BC instance. If NO, I am afraid such a variance report is not available OOTB Business Central. You can get a developer to customize it for you, the logic won't be a tricky one and shouldn't take a lot of time to get it done. You can get this report placed on the Phys. Invt. Journal itself - for ease of access
Alternatively, if your client uses a data analysis tool (like Power BI), an API from BC can send all the data to Power BI, then Power BI can perform the variance calculation and show the user the correct variance for each journal. I am sure if your client already has Power BI working in their company, they already know how to configure/use it.
#5 As suggested above, there is no OOTB Variance report available from BC. It may need customizing from a developer or use P-BI
Thanks for your reply
My concerns are as follows:
#4. Its not really an option for the client, the previous system was printing Variance report without human interventions or manually calculating. They need the process automated.
#5. The variance report must be printed before posting.
Hi There - By variance I understand it's a difference between what the inventory is seen on the system v/s what you actually have on the shelf.
The process of how one should correctly use Phys Invt Journal to calculate variance is below:
1. Navigate Phys Invt. Journal. Click Calculate Inventory
2. Lines will generate. From actions, print the report and hand it over to the counting personnel. The report has a column which is blank with an underline. It is there so that the personnel who is counting the stock can enter his count
3. The personnel will handover the filled-in sheet to you. Key the values on each line in Phys Invt. Journal with the value present on the sheet (handed over to you by the counting personnel)
4. You can then export the journal out in excel and subtract the 2 columns : Qty Caculated & Qty Phys Inventory, to get the variance number manually
5. Else, you can post these lines from Phys Invt Journal. Navigate to Item Journal and Calculate the adjustment. The item journal will show you the value of the variance directly
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