D365 Finance & Operations and Dynamics AX Forum

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Year End Inventory Reporting

  • 1.  Year End Inventory Reporting

    Posted Jan 15, 2020 11:46 AM
    Hi,
    We are using D365 F & O with POS and are working on year end inventory reporting - trying to calculate and look at what we had in shrink, damages and other lost revenue factors by GL code. Any thoughts or suggestions on how to run year end inventory reports would be greatly appreciated.

    Thanks,

    ------------------------------
    Diane Boone
    Sight & Sound Theatres
    Ronks PA
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Year End Inventory Reporting

    TOP CONTRIBUTOR
    Posted Jan 15, 2020 01:10 PM
    Diane,

    You may want to look into leveraging the inventory value report for some of these requests.

    I've got a cache of Finance documents on my Dropbox here: https://www.dropbox.com/s/r5nofmgo89k3e4k/Summit%20Secret%20Cache%20%28Finance%20Documents%29.7z?dl=0

    Perhaps review:

    Inventory Value Report - What are the columns are telling us
    Inventory Value Report Setup Document
    Ch. 6 Inventory Reconciliation

    ------------------------------
    Ian Gorman, PMP, MCSE
    Senior Consultant
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    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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