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Microsoft Dynamics RMS (Archived)

Report showing all on hand items with NO movement - "dead" items

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ReportReport
Posted on by

Hi,

I would like a report that will show me all items that I have ordered, received, but have never sold.  The items that qualify based on this criteria will not show on any sales report, since they have not sold.  Is there a stock report that will reveal these "dead" items, or a work around/modification to an existing report?

Thanks, Ed

RMS 2.0.2007

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  • Verified answer
    Rick Kirkman Profile Picture
    8 on at

    Try this... I set the Qty Sold to <1

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

    Begin ReportSummary

      ReportType = reporttypeItems

      ReportTitle = "Item Movement - Dead Stock"

      PageOrientation = pageorientationLandscape

      WordWrap = False

      ShowDateTimePicker = False

      OutLineMode = True

      Groups = 0

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.bmp"

      ProcedureCall = ""

      PreQuery1 = "IF EXISTS (SELECT TABLE_NAME FROM INFORMATION_SCHEMA.VIEWS WHERE TABLE_NAME = 'ViewItemMovement') DROP VIEW ViewItemMovement"

      PreQuery2 = <BEGIN>

         CREATE VIEW ViewItemMovement AS

         SELECT Department.Name as DepartmentName,

              Category.Name as CategoryName,

              Supplier.SupplierName as SupplierName,

                Item.ItemLookupCode AS ItemLookupCode,

                Item.Description AS ItemDescription,

        Item.Price AS ItemPrice,

        Item.Quantity AS OnHand,

                Item.LastSold as LastSold,

                Item.LastReceived as LastReceived,

                Item.Cost as Cost,

                InventoryTransferLog.Type AS Type,

             0 as QuantitySold,

                ISNULL (InventoryTransferLog.Quantity, 0) AS Quantity,

                0 as PriceSold,

                0 as CostSold,

                InventoryTransferLog.DateTransferred AS DateTransferred,

                1 AS Moved,

                CASE InventoryTransferlog.Type WHEN 2 THEN InventoryTransferLog.ReferenceID ELSE NULL END AS TransactionNumber

         FROM InventoryTransferLog

          LEFT JOIN Item ON InventoryTransferLog.ItemID = Item.ID

          LEFT JOIN Department ON Item.DepartmentID = Department.ID

          LEFT JOIN Category ON Item.CategoryID = Category.ID

          LEFT JOIN Supplier ON Item.SupplierID = Supplier.ID

            LEFT JOIN SupplierList ON Item.SupplierID = SupplierList.SupplierID AND Item.ID = SupplierList.ItemID

         UNION ALL          

         SELECT Department.Name as DepartmentName,

              Category.Name as CategoryName,

              Supplier.SupplierName as SupplierName,

              Item.ItemLookupCode AS ItemLookupCode,

                Item.Description AS ItemDescription,

        Item.Price AS ItemPrice,

        Item.Quantity AS OnHand,

                Item.LastSold AS LastSold,

                Item.LastReceived as LastReceived,

                Item.Cost AS Cost,

                99 AS Type,

                ISNULL (TransactionEntry.Quantity, 0) AS QuantitySold,

                0 as QuantityTransferred,

                ISNULL (TransactionEntry.Price, 0) as PriceSold,

                ISNULL (TransactionEntry.Cost, 0) as CostSold,

                [Transaction].Time AS DateTransferred,

                CASE WHEN [Transaction].Time IS NULL THEN 0 ELSE 1 END AS Moved,

                [Transaction].TransactionNumber AS TransactionNumber

         FROM   Item

              LEFT JOIN TransactionEntry ON TransactionEntry.ItemID = Item.ID

              LEFT JOIN Department ON Item.DepartmentID = Department.ID LEFT JOIN Category ON Item.CategoryID = Category.ID

                LEFT JOIN [Transaction] ON TransactionEntry.TransactionNumber = [Transaction].TransactionNumber

                LEFT JOIN Supplier ON Item.SupplierID = Supplier.ID

        LEFT JOIN SupplierList ON Item.SupplierID = SupplierList.SupplierID AND Item.ID = SupplierList.ItemID

    <END>

      TablesQueried = "FROM ViewItemMovement LEFT JOIN Supplier ON ViewItemMovement.SupplierName = Supplier.SupplierName"

      SelCriteria = ""

      GroupBy = "ViewItemMovement.ItemLookupCode, ViewItemMovement.LastSold, ViewItemMovement.LastReceived, ViewItemMovement.Cost,ViewitemMovement.Itemprice, Supplier.SupplierName, ViewItemMovement.DepartmentName, ViewItemMovement.CategoryName, ViewItemMovement.ItemDescription, ViewItemMovement.OnHand"

      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 = "ViewItemMovement.CategoryName"

      FilterOp = reportfilteropEqual

      FilterLoLim = "MULTIQUIP PARTS"

      FilterHilim = "MULTIQUIP PARTS"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    Begin Filter

      FieldName = "ViewItemMovement.OnHand"

      FilterOp = reportfilteropGreater

      FilterLoLim = "0"

      FilterHilim = "0"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    Begin Filter

      FieldName = "QtySold"

      FilterOp = reportfilteropLess

      FilterLoLim = "2"

      FilterHilim = "2"

      FilterNegated = False

      FilterConnector = reportfilterbooleanconAND

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "ViewItemMovement.ItemLookupCode"

      DrillDownFieldName = "Item.ItemLookupCode"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Item Lookup Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2160

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ViewItemMovement.ItemDescription"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Description"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2160

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ViewItemMovement.OnHand"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "On Hand"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 855

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "QtySold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Quantity Sold"

      VBDataType = vbDouble

      Formula = "SUM(ViewItemMovement.QuantitySold)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1260

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Sales"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Sales"

      VBDataType = vbCurrency

      Formula = "SUM(ViewItemMovement.QuantitySold * ViewItemMovement.PriceSold)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1095

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.LastSold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Last Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1095

      GroupMethod = groupmethodMax

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.Cost"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Cost"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 765

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.Itemprice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "CostSold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Cost Sold"

      VBDataType = vbCurrency

      Formula = "SUM(ViewItemMovement.QuantitySold * ViewItemMovement.CostSold)"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 975

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.LastReceived"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Last Received"

      VBDataType = vbDate

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1335

      GroupMethod = groupmethodMax

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Adjusted"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Adjusted"

      VBDataType = vbDouble

      Formula = "SUM(CASE WHEN Type = 5 OR Type = 6 THEN ISNULL(Quantity, 0) ELSE 0 END) "

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 930

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Supplier.SupplierName"

      DrillDownFieldName = "Supplier.SupplierName"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Supplier Name"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1935

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ViewItemMovementQuantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Non Sale Movement"

      VBDataType = vbDouble

      Formula = "SUM(ViewItemMovement.Quantity)"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1800

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.DepartmentName"

      DrillDownFieldName = "Department.Name"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Department"

      VBDataType = vbString

      Formula = "ViewItemMovement.DepartmentName"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2160

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ViewItemMovement.CategoryName"

      DrillDownFieldName = "Category.Name"

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Category"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2160

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "PurchaseOrder"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "PO Movement"

      VBDataType = vbDouble

      Formula = "SUM(CASE WHEN Type = 1 THEN ISNULL(Quantity, 0) ELSE 0 END) "

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1710

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "OfflineMovement"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Offline Movement"

      VBDataType = vbDouble

      Formula = "SUM(CASE WHEN Type = 2 OR Type = 3 OR Type = 4 THEN ISNULL(Quantity, 0) ELSE 0 END) "

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1710

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.DateTransferred"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Date"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = True

      FilterDisabled = False

      ColWidth = 1095

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ViewItemMovement.Moved"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      StoreIDFieldName = ""

      Title = "Moved"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = True

      FilterDisabled = False

      ColWidth = 1095

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

  • Community Member Profile Picture
    on at

    Hi Rick,

    I'm not clear if my previous reply properly made it back to you or the forum.  Your report is perfect.  

    I appreciate you sharing your solution.  

    Ed

  • Rick Kirkman Profile Picture
    8 on at

    Glad to assist!

  • Community Member Profile Picture
    on at

    Rick, I just found this thread, and THANK YOU!  Several fellow hobby/game/comic store owners like myself have a Facebook forum for those of us that use RMS, and this was a commonly asked question.

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