Sage 500 inventory report showing historical end-of-month quantities

Sage 500 natively provides a Business Insights Analyzer report called Inventory History.  This is a great report that shows the end-of-month quantities-on-hand.  Unfortunately, it only shows data for periods in which an inventory item (item-whse combination) had activity.  If the item-whse combo had no activity for the period, even if it was on-hand, the report does not display data for that item-whse combo for that period.  We wish this report showed data for every inventory record for every month, regardless of whether there was activity in the month.

I do not see a way to modify that report to suite our needs.  It is based on timInvtFiscPerHist, and it appears that table is only written to when there is a transaction.

That said, I'm wondering if anyone has created a Sage Intelligence report to provide what the native Inventory History BIA report offers, except have it show every item-whse record for every period.

Ideally I'd like to have a Sage Intelligence report that allowed me to select a year and an item/item description from a dropdown, and have it display the 12 end-of-month quantities for that item for that year.  A bonus would be if it broke it down to show Beginning Balance, Receipts (purchases), Usage (production consumption), Adjustments (physcial counts and corrections), and then Ending Balance.

Because the database does not include this natively, I'll have to bring in all inventory transactions since the beginning of time, and then calculate the running totals and display them in a useful manner by item by period.  My opinion is that it's not feasible, but I figured I would reach out to the community and ask if anyone has attempetd anything like this before.

Thanks for any thoughts you may have about historical inventory reporting in Sage 500.

Using 500 7.70.2 on SQL 2008 R2 with Excel 2013.  I have SI Report Manager and the Connector module.

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    On my test system I exported several  reports from two of our companies, and then created a new Metadata Repository and tried to import them using the Bulk Import tool.   I had placed the exported .al_ files into the folder where the tool said they needed to be, but it kept telling me there were no files found to import.   I called Sage and was told that the Bulk Import tool is only for standard reports provided by Sage; it will not work for custom reports.   Custom reports can only  be imported individually.

    This exercise of creating a fresh Metadata Repository today enlightened me to the  fact that many of the standard reports in our current Report Tree are old versions.   We don't really use the standard reports, but it would be nice to have the latest versions in our  Tree just in case we  decide to  use them.   So at some point I will have to create a fresh Metadata Repository on our production system and then import all of our custom reports individually.   That looks like a Sunday project.

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    Hi Ralph

    I am not sure that we have this specific report but you may like to take a look at all the other Sage 500 reports we have available for Sage 500 Intelligence customers. These are free, all you need to do is download the Report Utility.  

    Sage 500 Report Utility

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    Thanks, Ruth.   Long time no see.   :)

    I don't think any of those free reports provide what we're looking for.

    The report we're wanting might be doable  by  linking a workbook to a database view and then using Excel's Power tools.   I'll have a better sense  about  that after I get through the book I'm reading about Power Pivot and Power BI.   Thanks again for the reply.

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    Great Ralph, I have added this as a report to investigate on our backlog. You can also take a look at how you can use Sage Intelligence in combination with Power BI to deliver some powerful reporting.  

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    Hi Ralph Do you mind sending me your email, we have some questions on the set up of this report. [email protected] Thank you