Good Morning,
Is any one aware of an aging report in Visual 9.0.8?
I have been asked to create one but first thought I would see if one exists.
I have not had any luck locating if it does.
Thank you in advance.
sandy
Every month when everything is prepped and posted, the dbo_INVENTORY_BALANCE table is updated. Every part in that report shows the Inventory Trans ID where the part came in. All Receive In and Adjust In dates should be good. Issue In dates can be misleading. You might have to investigate the Issue In dates. Issue In's are where a part is issue-returned from a Work Order.
I prep and post every day in a test database so that is an option if you don't want to wait until the month end closing.
Good luck and best wishes,
Kim
Our company is running VISUAL 9.0.2. I believe the A/R aging report form is called VFARI100.QRP. I just recently had to "modify" the form to insert our company logo and because the Date, Currency and ‘value’ columns were running into/overlapping each other. I don't know much about how the aging report is used but I know that it took me 5-6 attempts to tweak the formatting to make it look acceptable/readable. Not sure if the form is named the same in v 9.0.8.
We had to have our Infor partner write us a custom report for our aged inventory.
Have you checked out Accounting-->Post Manufacturing Journals-->Reports?
Receivables>Receivable Inquiry>File>Print Overdue Invoices
You can start at the highest "Overdue by X days" and work downward. It should read "Greater than X days". In my little test database I have a few at > 3100 days overdue!
Tom Huntford
You could also make a nice little Query Tool report and park it on a toolbar!
Super simple beginning of something in Query Tool: SELECT CONVERT ( DECIMAL ( 10, 0 ), GETDATE ( ) - R.INVOICE_DATE ) "DAYS OVERDUE", CAST ( R.INVOICE_DATE AS VARCHAR ( 11 ) ) "INVOICE DATE", R.INVOICE_ID, R.CUSTOMER_ID, R.TOTAL_AMOUNT, R.PAID_AMOUNT, ( R.TOTAL_AMOUNT - R.PAID_AMOUNT ) TOT_AMT_UNPAIDFROM RECEIVABLE RWHERE ( R.TOTAL_AMOUNT - R.PAID_AMOUNT ) > 0ORDER BY R.INVOICE_DATE, R.CUSTOMER_ID, R.INVOICE_ID
Sorry folks--I missed that this was all about INVENTORY as one other contributor did...my apologies.
Hi Sandy, I wrote a fairly complex report in SSRS years ago and that seems to work for us. We are standard cost and do not use trace/lot. Basically, the report takes a look at all inventory transactions from the beginning and categorizes them as either supply or demand. The query is FIFO, so the assumpion is, demand will pull from the oldest supply first until that supply is exhausted and them move onto the next bucket of supply and so on. What is left is aged based on the supply bucket and date in which it was received.
We are on 9.0.8.
Dave
Gathr Outdoors (f/k/a Pride Manufacturing)
Burnham, ME
