Difference between revisions of "How can I get a stock valuation at a date?"

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* There are two filters for this report the Date and the Stock Depot.
 
* There are two filters for this report the Date and the Stock Depot.
  
{{Note|title=PLEASE NOTE|text=  '''MANDATORY''' - Both of these fields are mandatory and as such must be filled out.}}
+
{{Note|text='''MANDATORY''' - Both of these fields are mandatory and as such must be filled out.}}
  
 
* {{DataPrompt|Date for valuation:}} The date entered here will give you a value at the end of that day's trading.
 
* {{DataPrompt|Date for valuation:}} The date entered here will give you a value at the end of that day's trading.
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Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}} to view the report.
 
Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}} to view the report.
  
{{Tip|title=Tip|text=  '''Printing''' - To print out the "Valuation at a Date Report" press {{KeyPress|F2}} after the data is shown on Screen.}}
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{{Tip|text='''Printing''' - To print out the "Valuation at a Date Report" press {{KeyPress|F2}} after the data is shown on Screen.}}
  
 
== See Also ==
 
== See Also ==
* [[:Category:Getting Started|Getting Started]]
 
* [[:Category:FAQ|Frequently Asked Questions]]
 
* [[Getting Started - Stock Control]]
 
 
* [[Creating a Stock Item]]
 
* [[Creating a Stock Item]]
 
* [[Recommended Parts, Accessories and Clothing Routines]]
 
* [[Recommended Parts, Accessories and Clothing Routines]]
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* [[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]]
 
  
 
{{KB_Tags|Stock, Valuation, Date, Report, stk, stk val, val, stock val, Stock Valuation, month end, year end, month, year, end}}
 
{{KB_Tags|Stock, Valuation, Date, Report, stk, stk val, val, stock val, Stock Valuation, month end, year end, month, year, end}}
 
{{FAQ}} {{KB_ST}} {{ZN_PartsCounter}} {{ZN_Accounts}} {{ZN_Admin}}
 
{{FAQ}} {{KB_ST}} {{ZN_PartsCounter}} {{ZN_Accounts}} {{ZN_Admin}}

Revision as of 13:50, 16 September 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


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Keywords AND Misspellings
Stock, Valuation, Date, Report, stk, stk val, val, stock val, Stock Valuation, month end, year end, month, year, end