Inventory As On Report

By | May 30, 2024

An organized summary of your inventory levels at any time in an organization is called an inventory report. It shows details like the amount of stock that can be sold, the inventory in transit, and the inventory requirements. An inventory control system allows a business to manage its stock, covering purchasing, shipping, receiving, tracking, warehousing and storage, and reordering. To efficiently manage its inventory, every company keeps an inventory control system in place. Sometimes it’s critical to confirm each warehouse’s current stock status.

This report allows users to track the closing balance quantity and closing balance cost of stock accessible as on date per item in a specific location, while the standard Sage 300 ERP reports do not provide this information.

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Please refer below screenshot of the user interface for “Inventory As On Report”.

The filter criteria of this utility are as follows.

  • From & to Item Number
  • From & To Location
  • From & To Account set

As you can see the below screenshot user needs to specify the ‘From’ and ‘To’ Item Number, From’ and ‘To’ Location, and ‘From’ and ‘To’ Account sets. Once the file path is selected then based on the same, the report will generate required data in Excel-based format.

Fig1: Utility of Inventory As On Report

Kindly review the details in the Output of report below.

Fig2: Inventory As On Report Output

According to the output above, we can see that the report for all locations shows the amount of closing balance quantity, and closing balance cost, along with the rate, inventory account, etc.

Therefore, a user can simply track basic information for such items in one report rather than having to verify transactions and multiple reports.

This report includes the following fields and can be altered according to the requirement/s.

  • Item Number
  • Item description
  • Location
  • Unit
  • Closing Balance Quantity
  • Closing Balance Cost
  • Rate/Unit
  • Account set
  • Categories
  • Inventory Account

Note: Filter criteria can be customized as per requirement.

About Us:
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customization, data migration, system integration’s, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM and MagentoeCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integration’s using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.