Difference between revisions of "How do I get a Valuation of Parts?"
From Catalyst
Robert Hearn (talk | contribs) |
m |
||
| Line 1: | Line 1: | ||
{{Review}}{{Incomplete}} | {{Review}}{{Incomplete}} | ||
| − | |||
== Summary == | == Summary == | ||
| − | The ability to get a total value of the parts that you have in Stock | + | The ability to get a total value of the parts that you have in Stock. |
== More Information == | == More Information == | ||
Go to "Stock control" -> "Stock Reports" -> "Stock Reports" -> "Stock Valuation". | Go to "Stock control" -> "Stock Reports" -> "Stock Reports" -> "Stock Valuation". | ||
| − | + | This will display a Screen with various search criteria. | |
''If you wish to be specific on the results that you are searching. You will need to enter information in the following prompts. Any prompt that is not mentioned is best left blank.'' | ''If you wish to be specific on the results that you are searching. You will need to enter information in the following prompts. Any prompt that is not mentioned is best left blank.'' | ||
| − | * | + | *{{DataPrompt|Stock Group From:}}, If you want your report to start at a certain stock group, then enter the stock group to start the report here. |
| − | * | + | *{{DataPrompt|Stock Group To:}}, Enter the stock group to end the report at. |
| − | * | + | *{{DataPrompt|Stock Code From:}}, If you want your report to start at a certain stock code, then enter the first stock code to use. |
| − | * | + | *{{DataPrompt|Stock Code To:}}, If you want your report to end at a certain stock code, then enter the last stock code to use. |
| − | * | + | *{{DataPrompt|Supplier}}, Enter the supplier filter. All stock lines reported on the report will have this supplier attached to them. |
*Press {{KeyPress|F2}} to view the data in Range. | *Press {{KeyPress|F2}} to view the data in Range. | ||
| − | |||
{{Note|text=For the report to show the entire stock, leave all fields Blank and press {{KeyPress|F2}}, to view data in range.}} | {{Note|text=For the report to show the entire stock, leave all fields Blank and press {{KeyPress|F2}}, to view data in range.}} | ||
| − | + | == Stock Valuation == | |
| − | + | The Stock Valuation report can then be configured to out put, Stock with Zero levels and/or stock with negative levels. To do this you will need to, flag {{DataPrompt|Show Zero Levels}} and {{DataPrompt|Include Negative Values}} accordingly. | |
| − | The Stock Valuation report can then be configured to out put, Stock with Zero levels and/or stock with negative levels. To do this you will need to, flag | ||
Finally, the report can be produced in one of three methods. This controlled at {{DataPrompt|Report Type}}. | Finally, the report can be produced in one of three methods. This controlled at {{DataPrompt|Report Type}}. | ||
| − | *Entering | + | *Entering {{DataValue|D}} causes the report to search via '''FIFO''' costing method to value the stock. |
| − | *Entering | + | *Entering {{DataValue|S}} causes the report to search via '''Standard Costing''' method to value the stock. This method is quicker than the above option, but is not as accurate. |
| − | *Entering | + | *Entering {{DataValue|Q}} also causes the report to search '''Standard Costing''' method to value the stock. No report is compiled, just a valuation figure is given. |
| − | |||
| − | {{ | + | {{Tip|text=To '''print''' out the "Stock Valuation Report" press {{KeyPress|F5}} after the data is shown on Screen.}} |
| − | {{KB_Tags| | + | {{FAQ}}{{KB_Tags|stock valuation, valuation, stock Reports}}{{KB_ST}} |
| − | {{KB_ST}} | ||
Revision as of 16:56, 26 February 2008
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The ability to get a total value of the parts that you have in Stock.
More Information
Go to "Stock control" -> "Stock Reports" -> "Stock Reports" -> "Stock Valuation".
This will display a Screen with various search criteria.
If you wish to be specific on the results that you are searching. You will need to enter information in the following prompts. Any prompt that is not mentioned is best left blank.
- "Stock Group From:", If you want your report to start at a certain stock group, then enter the stock group to start the report here.
- "Stock Group To:", Enter the stock group to end the report at.
- "Stock Code From:", If you want your report to start at a certain stock code, then enter the first stock code to use.
- "Stock Code To:", If you want your report to end at a certain stock code, then enter the last stock code to use.
- "Supplier", Enter the supplier filter. All stock lines reported on the report will have this supplier attached to them.
- Press <F2> to view the data in Range.
 | For the report to show the entire stock, leave all fields Blank and press <F2>, to view data in range. |
Stock Valuation
The Stock Valuation report can then be configured to out put, Stock with Zero levels and/or stock with negative levels. To do this you will need to, flag "Show Zero Levels" and "Include Negative Values" accordingly.
Finally, the report can be produced in one of three methods. This controlled at "Report Type".
- Entering 'D' causes the report to search via FIFO costing method to value the stock.
- Entering 'S' causes the report to search via Standard Costing method to value the stock. This method is quicker than the above option, but is not as accurate.
- Entering 'Q' also causes the report to search Standard Costing method to value the stock. No report is compiled, just a valuation figure is given.
 | To print out the "Stock Valuation Report" press <F5> after the data is shown on Screen. |
