Difference between revisions of "How can I get a stock valuation at a date?"
From Catalyst
(→See Also) |
|||
Line 26: | Line 26: | ||
* [[How to process a month end]] | * [[How to process a month end]] | ||
* [[How do I get a Valuation of Vehicle Stock?]] | * [[How do I get a Valuation of Vehicle Stock?]] | ||
− | |||
* [[Clearing any unprocessed transactions at a year end]] | * [[Clearing any unprocessed transactions at a year end]] | ||
* [[Setting up the Platinum Backup Program]] | * [[Setting up the Platinum Backup Program]] |
Revision as of 09:17, 31 July 2013
Summary
This article explains how to get a Stock Valuation at a Date.
More Information
Go to "Stock Control" -> "Stock Reports" -> "Stock Report Generator".
In the "Filter on:" field type 'Val' and then press <Enter>.
Choose the "Valuation at a Date" report by double left clicking on the report name.
- There are two filters for this report the Date and the Stock Depot.
Mandatory: Both of these fields are mandatory and as such must be filled out. |
- "Date for valuation:" The date entered here will give you a value at the end of that day's trading.
- "Depot code:"Enter the depot code for the stock you wish to value.
Once the fields have been entered, press <F2> or left click [Start] to view the report.
Printing: To print out the "Valuation at a Date Report" press <F2> after the data is shown on Screen. |
See Also
- Getting Started - Stock Control
- How do I send a Printout to a File?
- What should I consider at month end?
- How to process a month end
- How do I get a Valuation of Vehicle Stock?
- Clearing any unprocessed transactions at a year end
- Setting up the Platinum Backup Program