What Reports should I look at for my Physicals?

What Reports should I look at for my Physicals?

There are a few recommended reports to run before, during, and after your Physical Inventory process. Below you will find the steps on how to generate each report. 

 

Before:

Where?:
  1. Standard Reports
  2. Inventory
  3. On Hand
  4. By Item
  5. Show Only Items W/Negative on Hand
When?:
  1. We recommend running this report about a week before your Physical Inventory.
Why?
  1. It is recommend that you address any items that are reporting a negative on hand value prior to your physical
How?
  1. If you find that you do have items with negative on hands prior to counting you will need to complete a spot check count, then perform a manual adjustment in Yellow Dog so your on hand value is up to date.  

 

 

During:


Where?:
  1. Standard Reports
  2. Physical Inventories
  3. Detail(Select by Physical Inventory)
  4. Show Uncommitted 
  5. Physical Inventories-select the physical you wish to see reporting on. 
When?
  1. Prior to committing your Physical 
Why?
  1. To review detailed information about your variances and current counted costed in an easy to read and fully customizable report 

 

 

After:


Where?: 
  1. From within the committed Physical 
When?: 
  1. After the Physical has been committed 
Why: 
  1. Detailed Report: To review all of the details for every line item in the Physical inventory
  2. Variance Report: To review the items that have a variance in the Physical Inventory



 



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