This report gives an aged valuation of stock. When you run the report, you are asked whether parts with zero stock on-hand are to be included in the report, if you want to sort the report by discount code, analysis code, product code or re-order category, and whether the valuation is to be based on the last purchase date or the last selling date of the parts.
By default the report is printed. However, when the report is run, you are also given the option to display it or output it to an HTML directory.
For each part, the following details are summarised on the report:
Part number
Discount code
Analysis code
Product group
Re-order category
Stock quantity
Total retail value
Average cost of parts aged less than 90 days, 90-180 days, or more than 180 days
Surcharge value of parts aged less than 90 days, 90-180 days, or more than 180 days
To produce a parts valuations report:
From the Rev.8 Master Menu, select the Stock management option and Company you require.
The STOCK MANAGEMENT menu is displayed.
Select the Reports and enquiries option.
The SM REPORTS AND ENQUIRIES menu is displayed.
Select the Parts valuations option.
The Parts Valuations (SM) form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format.
This form is displayed when you select the Parts Valuations option from the SM REPORTS AND ENQUIRIES menu. From this form you can produce a parts valuations report.
Output type: Enables you to specify the format in which the report is produced. One of:
Print: Prints the report to the currently selected printer (default)
HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format
Display: Displays the report
Select Franchise (Blank=All): Franchise for report, or leave blank for all franchises
RADIO BUTTONS:
Sort by discount code: Sorts the report in discount code order (default)
Sort by analysis code: Sorts the report in analysis code order
Sort by product code: Sorts the report in product code order
Sort by re-order category: Sorts the report in re-order code order
Sort by Franchise/Part No.: Sorts the report in Franchise/Part No. order
Age by last purchase date: Bases the valuation on the last purchase date of the part (default)
Age by last selling date: Bases the valuation on the last selling date of the part
CHECK BOXES:
Surcharge Parts Only: Select to report only on Exchange part numbers that carry a surcharge value
Totals only?: Select to show only totals by franchise, instead of reporting each part number separately
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the SM REPORTS AND ENQUIRIES menu
Help: Displays help on the current program using the default browser
Schedule: Displays the Timed Operations scheduler. This button is not enabled when the output type is set to Display.
Add to batch: Displays an Add report to batch form in which a report may be batched for printing in a report group. This button is not enabled when the output type is set to Display.
