Difference between revisions of "How can I get a stock valuation at a date?"
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== 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 == | ||
− | Go to "Stock Control" -> "Stock Reports" -> "Stock Report Generator" | + | Go to "Stock Control" -> "Stock Reports" -> "Stock Report Generator". |
− | In the {{DataPrompt|Filter on:}} field type {{DataValue|Val}} and then press {{KeyPress|Enter}} | + | In the {{DataPrompt|Filter on:}} field type {{DataValue|Val}} and then press {{KeyPress|Enter}}. |
Choose the "Valuation at a Date" report by double left clicking on the report name. | Choose the "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. | * There are two filters for this report the Date and the Stock Depot. | ||
+ | {{Note|title=Mandatory|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. | * {{DataPrompt|Date for valuation:}} The date entered here will give you a value at the end of that day's trading. | ||
* {{DataPrompt|Depot code:}}Enter the depot code for the stock you wish to value. | * {{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. | Once the fields have been entered, press {{KeyPress|F2}} or left click {{Button|Start}} to view the report. | ||
− | + | {{Tip|title=Printing|text=To print out the "Valuation at a Date Report" press {{KeyPress|F2}} after the data is shown on Screen.}} | |
− | {{Tip|text=To | ||
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{{FAQ}}{{KB_Tags|Stock, Valuation, Date, Report}}{{KB_ST}} | {{FAQ}}{{KB_Tags|Stock, Valuation, Date, Report}}{{KB_ST}} |
Revision as of 11:17, 8 July 2009
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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. |