#19401 - 11/05/09 10:03 AM
Inventory - Item Inquiry
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Adagio Scholar
Registered: 07/24/08
Posts: 98
Loc: Burnaby, BC Canada
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Hello,
I have two questions regarding the item inquiry:
1. How can I generate a report showing all the detail purchases and sales transaction history regarding the individual items?
2. In the Item Inquiry window - Costing tab, it always shows the receipt number and quantity. Is the quantity number the number of the quantity we received on that particular receipt or the quantity on hand we are having?
Thanks,
Mavis
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#19411 - 11/05/09 12:38 PM
Re: Inventory - Item Inquiry
[Re: Softrak Support]
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Adagio Scholar
Registered: 07/24/08
Posts: 98
Loc: Burnaby, BC Canada
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Hi Support,
Thanks for your reply!
1) In my Inventory module, the Transaction History is grey. I could not run it. How can I make it working? Anywhere in the profile?
2) Since I can't generate the transaction history report, I could not find the reason that why the receipt only has 1 but it is showing under costing tab as 9. What will be happened on the Costing tab if we have 2 or more receipts for that item?
Regards,
Mavis
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#19414 - 11/05/09 01:16 PM
Re: Inventory - Item Inquiry
[Re: Mavis Dai]
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Adagio Action Team
Registered: 03/09/99
Posts: 11520
Loc: Vancouver, BC Canada
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Hi Mavis,
1) If you see 'Transaction History' as a menu option under the Reports menu but it is grey and inaccesible, then you do not have security rights to the report, or you do not maintain transaction history in the first place.
Edit the company profile (or print the report if you don't have access) and on the System Options area, look to see if the 'Retain Transaction History' option is enabled.
2) If the sum of the quantities in the grid at the bottom of the Costing item inquiry screen does not equal the Qty on Hand that appears just above the grid, then you have not yet run Day End Processing in Order Entry. An item has been shipped but not yet been costed.
If you have received items twice and use the FIFO or LIFO costing method, you will see two rows in that grid at the bottom with information, not just one. If you don't use FIFO or LIFO and are using a current version of Adagio Inventory, you won't even see that grid nor receipt info as it is not kept.
_________________________
Regards, Softrak Tech Support
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#19419 - 11/05/09 02:13 PM
Re: Inventory - Item Inquiry
[Re: Softrak Support]
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Adagio Scholar
Registered: 07/24/08
Posts: 98
Loc: Burnaby, BC Canada
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Hi Support,
1) I have edited the company profile to enable the Retain Transaction History and can print the transaction history now. However, it seems the transaction history did not show the transaction we did before. Does it mean that the transaction history report only include the transactions after I enable the option? If it is true, is there any other way for me to generate these kind of report? for example, Adagio Gridview? If Gridview can help out, which table is the best for the report?
2) Our inventory version is 8.1A and cost method is moving average. However, I still can see that grid and receipt info (I think it is the last receipt number). Do you mean the different version?
Thanks a lot,
Mavis
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#19420 - 11/05/09 02:33 PM
Re: Inventory - Item Inquiry
[Re: Mavis Dai]
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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Hi Mavis,
I can't believe that your "Retain History" option was turned off! Are you sure that it was? I've never seen an inventory database where the option wasn't on.
Unfortunately, history is only maintained from the point the option is turned on, so you won't be able to go back and generate the numbers.
_________________________
Andrew Bates
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#19422 - 11/05/09 02:54 PM
Re: Inventory - Item Inquiry
[Re: Retired_Guy]
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Adagio Scholar
Registered: 07/24/08
Posts: 98
Loc: Burnaby, BC Canada
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Hi Andrew,
That is why I was wondering how come Adagio does not have those kind of report after we changed from Accpac to Adagio because even Simply Accounting and Quickbooks have those basic reports. Since I was not involved in those activities much, I just realized it after my employees brought it up.
Unfortunatly, we lost the history records. However, we are lucky to find it out and have it from now on. Anyhow, I don't understand how come we can't generate those report from Adgio Gridview since our data are there. Can you please explain?
Thanks,
Mavis
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#19424 - 11/05/09 03:21 PM
Re: Inventory - Item Inquiry
[Re: Softrak Support]
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Adagio Master
Registered: 03/16/99
Posts: 10504
Loc: Canada
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Hi Mavis,
Several Adagio Inventory reports (for example, a back-dated Inventory Valuation or Stock card report) require a complete history file to print. Someone turned the option off. Without the history, these reports cannot be printed (Accpac Plus did not have these reports). You also cannot see any historical transactions in the Inventory Item Inquiry. Hasn't someone noticed this?
As Tech Support says, you can generate some of this information from POA or OE Invoice History, but it's really the IC History where all the movement comes together in a single file.
_________________________
Andrew Bates
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