Inventory Sales History Report

I'm trying to get a report that is similar to the Inventory Sales History Report, but also to include the price per unit. This report sorts by item code which is what I want, and also lists quantity sold and quantity returned which I need. I just need it to show the price per unit of the item instead of giving me total dollars sold of that item number.

  • 0

    Hi,

    Sage Intelligence includes an inventory status report that comes standard.  This report includes costs, various quantities, sales unit of measure and more. You can add price per unit by adding the field to a container and ultimately to the report.  To do this you will need Report Manager (1 comes free with Sage ERP 100) and the Connector module (purchase license).  If you are interested and would like more information on the product let me know and I can get you resources.

    Thank you,

    Sandra.

  • 0 in reply to Sandra Smith

    You do not say which version you are on, but if the report allows you to add a new "Report Setting" you could go into designer and put a formula in, to divide the dollar amount by the quantity and add it to the report.  This of course will give you a rounded number, but close to what was charged.  

  • 0 in reply to katsix

    Yes, a very good suggestion.  I was referring to either 2013 or 2014 versions.

  • 0 in reply to Sandra Smith

    Thank you for responding. I am on 2013.

    www.greytrix.com/.../create-custom-reports-in-sage-100-erp-using-business-insights

    This link is basically what I've been trying to do. I feel like I've set it up for what I want, but every time I run it I get a huge error message saying failed to open the connection

  • 0 in reply to jwellman

    jwellman creating a new "Report Setting" and adding a formula in the report Inventory Management/Reports/Inventory Sales History Report would be the easiest and quickest way to get what you want if you know crystal reports.  If you have access and crystal installed, after you create a new report setting you can go into the designer which is located under the "Save" button.  This is where you would modify it.  If you don't know crystal or have access to the designer, you may want to ask your consultant.  Should be a quick modification.

  • 0

    Inventory Item listing with Sales History would give you everything you want, plus a whole lot more.

    This would be better accomplished with a data connection through excel.  CI_Item, and CI_ItemHistoryByPeriod will have all of the fields that you need.

  • 0 in reply to Sinjin

    I like this Report and it has almost all of the information i need (just need YTD sales which i know i can calculate), but the printout gives way to many detail lines dont like the layout .  we want to make this easy for the users to see, so we would like the layout to be on one detail like per item.

    i would like the data selected by Fiscal Year Range (current/previous) and also by Fiscal Period(month) . The ITEM in first column, followed by 2014 Qty Sold/Dlr Sold then 2013 Qty Sold/Dlr Sold; 2014 YTD Qty Sold/YTD Dlr Sold then 2013 YTD Qty Sold/YTD Dlr Sold .  when i tried to create a CrystalReport using table CI_ITEM and CI_ItemHistoryByPeriod, the itemcode data does not match the itemcode when i run the Inventory Sales History Report??? i also tried using IM_ItemTransactionHistory report, where the itemcode field has the correct data, but the last fiscal year and period are 02/2013.    

    any ideas??

  • 0 in reply to stircrazy08

    Two questions, how long have you been on Sage 100 and what is your setting for hold long to retain history? It sounds as if you are not retaining history for more than a year or so

  • 0 in reply to BigLouie

    I have just started working at this company 1 month ago, the company has been using Sage for many years, we are currently on SAGE MAS 90(Version 4.50.4.0) .

    where would i find that setting for hold long to retain history at?

  • 0 in reply to stircrazy08

    In the setting for each module is where you indicate how long to save data for that module.