Reporting Explained: Inventory Adjustments Manual by Store and Accounting

Reporting Explained: Inventory Adjustments Manual by Store and Accounting

Business Need:  This report is helpful for users who want a report to show what manual adjustments were made in the system for a selected period of time summarized by store and accounting code.

How it Works:  An Inventory>Adjustments>Manual by Store and Accounting report shows a summary of manual adjustments that were made to inventory items for a selected period of time summarized by the Store and Accounting Code selected for the adjustment.   This report can be filtered by store, levels, or vendors a well.

Generating the Report:


Go to the Standard Reports section in Yellow Dog:

  1. Select Standard Reports
  2. Open the folder titled ‘Inventory’
  3. Open the folder titled ‘Adjustments’
  4. Select ‘Manual by Store and Accounting’
  5. Select the date range that you would like to run the report for and choose any filters that you would like to add
  6. Generate report


Reading the Report:


  1. Shows the filters used to produce the report’s data, including the date selected for the report.
  2. Change columns, sorting, and grouping:  This allows users to add or remove data columns to this report as well as organize and group the data.
  3. Store: Shows the store that the adjustments were made in.
  4. First Date/Time:  Shows first date and time items were adjusted with the selected accounting code and store.
  5. Adjusted Quantity:  Shows the total quantity that was adjusted for the selected accounting code and store for the time period reflected in the report.
  6. Total Calculated Cost Adjusted: Shows the total calculated cost adjusted for the selected accounting code and store for the time period reflected in the report.
  7. Accounting: Shows the accounting code selected for the items adjusted.
  8. Accounting Notes:  Shows any accounting notes set for the accounting code.  If this field is blank, no notes are set for the code.
  9. Affects COGS: Shows if the manual adjustments were set to affect COGS when the manual adjustments were created.
  10. This row allows you to save, export, print, or close the current report.



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