Hi,
We're currently borrowing on our inventory. In order to do so, our bank requires a monthly report detailing our stock items -item number, description, quantity, cost per unit, total value, as well as the last transaction date for each item. Since our borrowing is based only on items we've had in inventory for less than one year, the date is vital. The item valuation report (from the invoice module) we've sent to our bank is great [u]except it does not include a date. Our Adagio rep created a Gridview report for us to use which includes "last date". Unfortunately the "last date" on the report does not take into consideration any adjustments. Most of our changes to inventory are done by making adjustments, including the monthly physical inventory large update (apparently the import/export feature is considered an adjustment). Therefore the report shows the original date the item was entered instead of when an actual change was made. Since many items now show as over a year old when in fact they've been updated within the course of the past year, we cannot borrow on them.
Can anyone help? Thanks, Karen