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:
- Select Standard Reports
- Open the folder titled ‘Inventory’
- Open the folder titled ‘Adjustments’
- Select ‘Manual by Store and Accounting’
- Select the date range that you would like to run the report for and choose any filters that you would like to add
- Generate report
Reading the Report:
- Shows the filters used to produce the report’s data, including the date selected for the report.
- 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.
- Store: Shows the store that the adjustments were made in.
- First Date/Time: Shows first date and time items were adjusted with the selected accounting code and store.
- Adjusted Quantity: Shows the total quantity that was adjusted for the selected accounting code and store for the time period reflected in the report.
- 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.
- Accounting: Shows the accounting code selected for the items adjusted.
- Accounting Notes: Shows any accounting notes set for the accounting code. If this field is blank, no notes are set for the code.
- Affects COGS: Shows if the manual adjustments were set to affect COGS when the manual adjustments were created.
- This row allows you to save, export, print, or close the current report.
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