Inventory Comparison

Compare Inventory On Hand Quantities and Value for two Financial Periods. Select a Summary report for Item Category totals or Detail for Item Category and Report totals.

Access

Grant permission to User Profiles in Access User Profiles > select a User Profile > Menu Security > Reports > Main Menu > Accounting.

Grant permission to the individual report> Accounting > Inventory Comparison.

Create Your Report

Select the initial Period for the report.

After selecting the Period of the report, the same period of the previous year populates in Comparative Period . An alternate comparative period can be selected by using the drop down list.

Choose a Report Type

Summary - Information at the Item Category level.
Detail - Each item contained in the Item Category is listed.

Information will print on the report based on the selection in Order By either Item ID or Description.

Indicate the Category of All, one, or multiple Item Categories.

In Location choose one or All Locations.

Learn more about applying an Item filter here.

Select Preview to view the report onscreen.

Select Print to send the report directly to the default printer.

View sample reports here.

Understanding Your Report

Inventory Comparison Summary Report

The Category ID and Name selected is displayed.

The On Hand quantity for the Period and Comparative Period appears in each On Hand column.

Change in On Hand indicates the difference between both On Hand Quantity fields.

The Value columns indicates the inventory value for the Period and Comparative Period selected.

Change in Value provides the difference between both Value fields.

Report Totals for the Change in On Hand, Period Value, Comparative Period Value, and Change in Value columns.

Inventory Comparison Detail Report

The Item Category ID and Item Category Name are displayed.

Each Item ID and Description for active items for the Periods selected are listed.

The On Hand quantity for the Period and Comparative Period appears in each On Hand column.

Change in On Hand indicates the difference between both On Hand Quantity fields.

The Value columns indicates the inventory value for the Period and Comparative Period selected.

Change in Value provides the difference between both Value fields.

A Category Total totals the Change in On Hand, Period Value, Comparative Period Value, and Change in Value columns for each Item Category selected.

Report Totals for the Change in On Hand, Period Value, Comparative Period Value, and Change in Value columns.