How do I get a Valuation of Parts?
From Catalyst
Contents
Summary
This explains how to get a current total value of the parts that you have in Stock.
 | If you want a value at a specific date, you will need to use "Valuation at a Date" report. This can be found in " Stock Control Stock Reports Stock Reports Stock Report Generator" and type 'VAL' into the "Filter on:" box |
More Information
Go to " Stock Control Stock Reports Stock Reports Stock Valuation".
This will display a Screen with various search criteria.
Ranges
If you wish to limit the range of information for which 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.
- "Show Zero Levels", If you want to exclude all items with a zero stock level, set this to 'N'. This should be your standard setting.
- "Include Negative Values", Set this to 'Y'. You should include negative values in your stock valuation. While it is difficult to have negative quantities in stock (!), they will have an effect on the valuation of the stock and should be either included or corrected. For example, the wrong size of jacket may have been sold, leaving one more of a different size in stock. Unless you include the negative stock items, the stock will be over-valued.
Finally, the report can be produced in one of three methods. This controlled at "Report Type".
- Entering 'D' causes the report to use FIFO (first in first out) costing method to value the stock. You will see the actual entries that make up the stock quantity.
- Entering 'S' causes the report to search via Standard Costing method to value the stock. This method is quicker than the above option, and gives a shorter report.
- 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 view the report, press <F2>.
 | For the report to show the entire stock, leave all fields Blank and press <F2>, to view data in range. |
| To print out the "Stock Valuation Report" press <F5> after the data is shown on Screen. |
See also
- How can I Get a Stock Valuation at a Date?
- How do I Adjust Parts Stock Levels after a Theft?
- How do I do a stock take?
