Menu Path: Warehouse Management Reports Inventory Inventory Aging Report
Output a report of inventory ages for selected products.
Use Inventory Aging Report to create a report that lists the value of inventory in up to four aging buckets. This report can be used to determine which products have been in inventory for a specific number of days. You can filter the report to include all or specific locations, products, product categories, subcategories, product styles, and product statuses. You can also select to use LIFO or FIFO costs for the report, and select a prior date for the inventory aging.
You can also specify the currency, units of measure, sort method, and break method for the report. You can select whether to show detail and whether the report includes discontinued products. You also can customize the aging buckets for the report.
To generate the report:
Select the locations, products, product categories, product subcategories, product styles, and product statuses to display on the report in the Filter Options section.
Select whether to use the FIFO or LIFO cost type for the report.
If you want to display inventory aging for a prior date, enter the date in the Prior Date field.
Select how you want the report broken down and other report options in the Display Options section.
Specify the four aging buckets for the report.
Click the Print Options tab.
Select a report output option and processing option.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the Inventory Aging Report window. |
|
Click this button to display, output, email, or print the report. |
Field or Button |
Description |
Select this check box to include data for all locations on the report. This check box is selected by default. |
|
Enter a location prefix for which to include data on the report, or click the Lookup button to select a location prefix. This field is only enabled if you clear the All Locations check box. |
|
Enter a location name for which to include data on the report, or click the Lookup button to select a location name. This field is only enabled if you clear the All Locations check box. |
|
Select this check box to include data for all products on the report. This check box is selected by default. |
|
Enter a product code for which to include data on the report, or click the Lookup button to select a product code. If you want to include data for a range of products, enter the first product code in the range. This field is only enabled if you clear the All Products check box. |
|
Enter the last product code in a range of product codes for which to include data on the report, or click the Lookup button to select a product code. If you want to include data for a single product, you can leave this field blank. This field is only enabled if you clear the All Products check box. |
|
Select this check box to include data for all product categories on the report. This check box is selected by default. |
|
Enter a product category for which to include data on the report, or click the Lookup button to select a product category. If you want to include data for a range of categories, enter the first product category in the range. This field is only enabled if you clear the All Categories check box. |
|
Enter the last product category in a range of product categories for which to include data on the report, or click the Lookup button to select a product category. If you want to include data for a single category, you can leave this field blank. This field is only enabled if you clear the All Categories check box. |
|
Select this check box to include data for all product subcategories on the report. This check box is selected by default. |
|
Enter a product subcategory for which to include data on the report, or click the Lookup button to select a product subcategory. If you want to include data for a range of subcategories, enter the first product subcategory in the range. This field is only enabled if you clear the All Subcategories check box. |
|
Enter the last product subcategory in a range of product subcategories for which to include data on the report, or click the Lookup button to select a product subcategory. If you want to include data for a single subcategory, you can leave this field blank. This field is only enabled if you clear the All Subcategories check box. |
|
Select this check box to include data for all product styles on the report. This check box is selected by default. |
|
Enter a product style for which to include data on the report, or click the Lookup button to select a product style. If you want to include data for a range of product styles, enter the first product style in the range. This field is only enabled if you clear the All Product Styles check box. |
|
Enter the last product style in a range of product styles for which to include data on the report, or click the Lookup button to select a product style. If you want to include data for a single product style, you can leave this field blank. This field is only enabled if you clear the All Product Styles check box. |
|
Select this check box to include data for all product statuses on the report. This check box is selected by default. |
|
Enter a product status for which to include data on the report, or click the Lookup button to select a product status. This field is only enabled if you clear the All Product Statuses check box. |
|
Select whether to use the LIFO or FIFO cost type for the report. |
|
Enter a date for which to include data on the report, or click the drop-down arrow to select a date. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
|
Click the Lookup button to select the currency for the report. This defaults to the default ledger currency. |
|
Select this check box to include detail information on the report for each receipt/adjustment that affected inventory quantities. |
|
Select one of the following options for sorting the report.
|
|
Select one of the following quantity units of measure for quantities on the report.
|
|
Select one of the following methods for breaking up the report:
|
|
Select whether to include only discontinued, only non-discontinued, or both discontinued and non-discontinued products on the report. |
|
Enter the number of days for each of the first three aging buckets for the report. The default number of days in each aging bucket can be set up in Warehouse Management Control Maintenance. Example if the first bucket is 1-30 days, enter 30 in the first field. If the second bucket is 31-40 days, enter 10 in the second field. You can enter 0 in the third field if you only want the report to have two buckets, or you can enter 0 in the second field if you only want the report to have one bucket. |
|
These fields display the first day for each of the aging buckets for the report. To change the start days, you can modify the days in the Bucket Days fields. |
|
These fields display the last day for each of the aging buckets for the report. To change the end days, you can modify the days in the Bucket Days fields. |
|
Enter labels for the aging bucket columns on the report. The default labels can be set up in Warehouse Management Control Maintenance. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
|
Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
|
Specify File Name |
|
Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
|
Excel Format Name |
|
Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
|
Include header |
|
Delimiter |
|
Enclosing Character |
|
Printer |
|
Subject |
|
Report File Prefix |
|
Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
|
Print Title Line on All Pages |
|
Report Language 1 |
|
Report Language 2 |
|
Horizontal Shading |
|
Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
|
Number of Copies |
|
Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
|
Date |
|
Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
|
Repeat Every X Days |
|
Repeat On |
|
Repeat Every X Minutes |
|
Triggering Task Id |
|
Triggering Task Name |
|
Triggering Task Description |
|
Task Description |
|
Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
|
Screen Alert |
|
Internal Email |
|
Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
|