Print Inventory Valuation as of an Earlier Date

Use the Inventory Valuation with Date Cutoff (IVCL) program to print a report that shows inventory value as of a previous date, most likely a month or quarter end. See Background and Road Map for more information.

Set your options:
1. Click the Runtime tab to set the runtime options. See Set Options for Reports and Inquiries.
2. Click the Sort tab to set sort order.
3. Click the Selection tab to select specific records.
4. Click the Program tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Cutoff date

Required
10 date

Select the date for which you want to capture inventory values, enter a date shortcut, or leave blank to use today's date.

The program reports the quantity on hand and item costs as of the date you enter.

Note
This report reads material history records for each item. If your cutoff date is a year or more in the past, the program may take a very long time to assemble the data.

If your cutoff date is earlier than your login date and no cost history exists for that date, all costs are 0.

Include floor stock and/or in-transit?

Required

Select whether to list floor stock and/or instransit items:

Select	To
N	Exclude floor stock
B	Include floor stock and in-transit
F	Include floor stock
FO	Include floor stock only
I	Include in-transit
IO	Include in-transit only

Include zero cost items?

Optional

Select to include items that have an on-hand quantity, but not cost or leave blank to omit them.

Include tools?

Required

Select if you want the list to include order code 4 tools:

Select	For
N	Do not include tools
Y	Include tools
O	Only list tools

Include zero quantity items?

Optional

Select to list all items, including those with zero quantity, or leave blank to list only items with a quantity greater than 0.

If you select both Include zero cost items? and Include zero quantity items?, all items print.

If you select neither, only items that have both a cost and a quantity print.

Print only negative qtys?

Optional

Select to list only items that have a negative on-hand or floor-stock quantity or leave blank to list all items regardless of quantity.

Print Std, Act, or Avg cost

Optional

Select the cost that you want to use to calculate inventory value:

Select	For
STD	Standard unit cost
ACT	Actual unit cost
AVG	Average unit cost

Click the Program2 tab to set these program specific options:

Field Name	Type / Max Length	Action / Description
Exclude item status	Optional	Select the item status code(s) you want to exclude from the report.

Choose the appropriate option:

To	Do This
Review the report on the screen before printing	Click View. See Background for a list of what displays.
Print the report	Click Print. See Background for a list of what prints. Note The report prints immediately if the option Allow device override? in the Date-Output Device Maintenance (ZE) program is not selected. If this option is selected, the program prompts Output device. Accept the default device that displays, which is specified in the Date-Output Device Maintenance program, or enter the name of a different device.
Save these options for future use	Click Save.
Redisplay selected options	Click Refresh.
Exit the program	Click Exit.