Supplier Inventory Status by GL Code

This is a Club Prophet Executive Report v4 – Power BI or PBI.

Note: Samples are using demo data and do not reflect real-world data.

 

Inventory Status by GL Code

This report shows a snapshot of your current inventory levels by General Ledger Account. 

Fields on the report include:

  • Columns:

    • ChartAcctNum – The General Ledger Number from you Chart of Accounts.

    • GL Description – the Description of the General Ledger Account.

    • UnitsInStock – Number of units currently In-Stock that are assigned to the given GL when you ran the report.

    • UnitsOnOrder – Number of units currently On-Order for the given GL Code when you ran the report.

    • UnitCostValue – The current value assigned to all items assigned to the given GL Code.

    • AvgCostValue – The Average cost value of items in stock assigned to the given GL Code.

    • LastUnitCostValue – The Cost per unit of the most recent time you received products into inventory that are assigned to the given GL Code.

    • RetailValue – The Qty * RetailPrice assigned to all products assigned to the given GL Code.

    • Store – the Name of the Store for the given GL Code.

 

FILTERS

There are various Filters in addition to the Date on the right-hand sidebar you can use to narrow down the data. 

Tips

  • Filters which are the gold back color controls on the report allow you to pick from a list.  Hold down the Ctrl key on the keyboard to select multiple items.
  • If you want to search for a particular value, use the filters in the right pane menu.  They will have a search box in addition to a list of the items.
  • Use the Advanced option in the right menu panel for advanced search options.
  • Use the three dots […] in the top right of a visual for more options like Export data.

  • Use the Help button to open the user guide for any given report .