Valuation by Discount Code Report

This report gives a detailed valuation of stock sorted by discount code. The report is a print report and lists all part numbers in the stock file. However there is the option to suppress parts that have a zero quantity. The report can be run for separate stock locations within the stock file.

When the report is run the following information is output:

• Part Number

• Description

• Stock Quantity

• At Retail

• At Average Cost

• At Standard Cost

• At Latest Cost

• Surcharge Value

To produce a valuation by discount code report:

Note: Ensure that a suitable printer is selected and is on-line.

1. From the Rev 8 Master Menu, select the Stock management option and Company you require.

   The STOCK MANAGEMENT menu is displayed.

2. Select the Reports and enquiries option.

   The SM REPORTS AND ENQUIRIES menu is displayed.

3. Select the Report generator option.

   The REPORT GENERATOR menu is displayed.

4. Select the Run report generator option.

   The Report selection form is displayed.

5. Select the required Output type, select K06 Valuation by Discount Code from the Report Definition drop-down, and click OK.

   Tip: If you leave the Output type set to All, the system uses the default setting of Print.

   The The Valuation by Discount Code (SM) form is displayed.

6. Complete the form and click OK.

   A report status is displayed (if the report is printed), and the report is output in the selected format.

7. Click the Close button.

   You are returned to the REPORT GENERATOR menu.

Valuation by Discount Code (SM) Form

This form is displayed when you select the K06 Valuation by Discount Code option on the Report selection form and click OK.

Output type: Select an output type for the report from one of the following:

• Print: Prints the report to the currently selected printer

• Display: Displays the report

• HTML: Outputs the report to file in Hyper-Text Mark up Language (HTML) format, to be viewed via the default browser

Note: The default setting for Output type is Print.

Enter Stock location (0=all): Stock location you want the valuation to run for (1-9)

Include zero stock items Y/N: Y to include items where the stock quantity is 0, otherwise N

PUSH BUTTONS:

OK: Outputs the report in the selected format

Cancel: Returns you to the Report selection form

Help: Displays help on the current program using the default browser

Schedule: Displays the Timed Operations scheduler

Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group