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Options
When you select this report the Options page will open.
Report Period
- Margie Peat this may be the incorrect terminology for this selection. In accounting a period represents a span of item and is usually applied to income and expenses. This is more a ‘snapshot’ or balance sheet item - in other words its not looking at stock over a period of time, but a final figure for a given date. Being pedantic this should really be called “Report Date”
Choose the date you would like the report to reflect. Your options are generally the end of month value of stock, or the current stock on hand. Stock values for this report are recorded during the end of month rollover, and it is not possible to adjust them.
To ensure these figures are as correct as possible, try to maintain a rolling stock take program. This will ensure that stock is as accurate as possible. Run the Unusual Card report which will show unusual stock on hand figures. This report will also alert you to other potential problems with stock cards.
SOH Options
☑️ Active Stock Only - this will ensure that only stock that is considered active by the system will be included. It will exclude stock with the following attributes: Zero stock on hand that has not been sold or ordered in the last 3 months.
☑️ SOH Greater than Zero - by ticking this the report will only show stock on hand that is greater than zero. Note: Selecting this option will exclude stock where there may be a problem. Checking negative SOH is valuable to ensure stock levels are accurate.
☑️ Show Negative SOH as Zero - the report will adjust to represent negative SOH as zero. It will not make any changes to the actual SOH on the stock card.
Cost Type to Report On
🔘 List Cost - will use the list cost of your supplier to represent the stock value
🔘 Real Cost - will use the actual cost paid for the stock items. The real cost is calculated using the last price paid.
🔘 Average Cost - this is the average price paid for the stock card. For example, if you have 5 items and 2 of them cost $10 and three cost $12, the Average Cost would be $11.20
Other Filters
Use the other options to filter by Stock Type, Location, Supplier etc.
Once you have selected your options and filters click 
to run the report.
- Colin.Campbell to complete