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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Inventory Value Report...
Finance | Project Operations, Human Resources, ...
Suggested answer

Inventory Value Report - How to exclude lines with both zero quantity and zero value

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Posted on by bellington 5

Our company is using AX 2012 R3 CU9.  We have inventory that is tracked by Batch Number. 

At month-end we run the Inventory Value report at the Batch Number level.  The report is showing all Item/Batch number combinations that have ever existed and is creating 10's of thousands of extra rows (essentially crashing the report)

I'm looking for a way to exclude Batch Numbers where the Inventory Quantity = 0 AND the Inventory Amount = 0. 

.pastedimage1588364798668v2.png

Above is a screenshot (maybe hard to read).  The first row, we'd like to continue to see.  It's the second and third row of data with 0's that we'd like to exclude.

Anyone have experience with this or have a better way to run the report?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Inventory Value Report - How to exclude lines with both zero quantity and zero value

    Hello bellington,

    The inventory value report seems to be the proper one when it comes to financial and physical values.

    If the report takes to long or includes information that you don't need then let's have a developer a look at it to assess whether you can create a custom report that runs faster and includes only the data you are interested in.

    Alternatively, you can consider making use of the inventory value cube. The data available there might not be 'live' data and depend on the frequency the cube is refreshed but it might be a good alternative.

    Best regards,

    Ludwig

  • bellington Profile Picture
    bellington 5 on at
    RE: Inventory Value Report - How to exclude lines with both zero quantity and zero value

    Thanks Ludwig.

    The workaround you suggest is what we are doing today.  The problem is it's taking roughly 45 minutes to A) run the report and B) to filter it once in Excel.  The end result is only 20k rows of data.  

    Essentially what we're looking for is a License Plate level of detail for our inventory that ties to the GL.  Maybe there is a better report we should run?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: Inventory Value Report - How to exclude lines with both zero quantity and zero value

    Hello bellington,

    Filters for the physical/financial quantities and / or amounts don't seem to work on this report.

    What you can do as a workaround is generating the report and exporting it to excel where you filter the transactions for amounts and quantities of 0

    Best regards,

    Ludwig

  • Abhishek Mehta Profile Picture
    Abhishek Mehta on at
    RE: Inventory Value Report - How to exclude lines with both zero quantity and zero value

    You may refer to below article on how to user Inventory value report, hope it helps

    cloudblogs.microsoft.com/.../

    Abhishek Mehta

    Senior Support Engineer

    Dynamics 365 for Operations

    Customer Service and Support

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