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

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== Review ==
 
 
== Summary ==
 
== Summary ==
 
This article explains how to get a Stock Valuation at a Date.
 
This article explains how to get a Stock Valuation at a Date.
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== More Information ==
 
== More Information ==
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Go to "Stock Control" -> "Stock Reports" -> "Stock Report Generator"
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Go to {{Menu|{{ST}}|Stock Reports|Stock Report Generator}}.
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In the {{DataPrompt|Filter on:}} field type {{DataValue|Valuation}} and then press {{KeyPress|Enter}}
 
  
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Choose the "Valuation at a Date" report by double left clicking on the report name.
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In the {{DataPrompt|Filter on:}} field type {{DataValue|Val}} and then press {{KeyPress|ENTER}}.
  
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Choose the {{Menu|Valuation at a Date}} report by double left clicking on the report name.
  
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*There are two filters for this report the Date and the Stock Depot.
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* There are two filters for this report the Date and the Stock Depot.
  
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{{Note|text='''MANDATORY''' - Both of these fields are mandatory and as such must be filled out.}}
  
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{{Note|text=Both of these fields are mandatory and as such must be filled out.}}
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* {{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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* {{DataPrompt|Depot code:}}Enter the depot code for the stock you wish to value.
  
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Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}} to view the report.
  
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Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}}.
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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.}}
  
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The report will be shown on screen, if you wish to print the report then press,{{KeyPress|F2}}
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== See also ==
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* [[Creating a stock item]]
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* [[Recommended parts, accessories and clothing routines]]
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* [[How do I send a printout to a file?]]
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* [[What should I consider at month end?]]
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* [[How to process a month end]]
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* [[How do I get a valuation of unit stock?]]
  
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{{FAQ}}{{KB_Tags|Stock, Valuation, Date, Report}}{{KB_ST}}
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{{KB_Tags|stock, valuation, date, report, stk, stk val, val, stock val, stock value, stock valuation, month end, year end, month, year, end}}
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{{FAQ}}{{How}}{{KB_ST}}{{ZN_Accounts}}{{ZN_Admin}}{{ZN_PartsCounter}}

Latest revision as of 09:58, 24 January 2020

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 value, stock valuation, month end, year end, month, year, end
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