Print an Inventory Valuation Report

Use the Inventory Valuation Report (IVL) program to print a report of the current value of inventory based on standard, actual, or average cost. See Background and Road Map for more information.

Alternatively, you may want to use the Inventory Value for Buy Items (IVLB) or Inventory Value for Make Items (IVLM) program. See Print Inventory Valuation for Buy Items or Print Inventory Valuation for Make Items.

  1. Set your options:

    1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.

    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

Include zero cost items?

Optional

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

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.

Select cost to use

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

Extended value calculation

Optional

Determines which quantities are included in the extended value calculation on the report:

Select

To include

A

All (on hand, floor stock, and in-transit)

FB

On hand and floor stock

FO

Floor stock only

IB

On hand and in-transit

IO

In-transit only

N

On hand only

To match this report to what is reported by Inventory Valuation with Date Cutoff (IVCL) without a cutoff date, be sure to select an option that does not include in-transit (i.e., FB, FO or N) since in-transit is not included in the IVCL report.

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

    1. Click the Program2 tab to set these program specific options:

Field Name

Type / Max Length

Action / Description

Exclude item status

Optional

Select to omit up to ten item statuses (based on the inventory branch record). Item statuses are defined in Item Status Codes (TISM).

  1. Choose the appropriate options:

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

Exit the program

Click Exit.