I’m needing to get a list of parts that has been inactive for the past two years, and also the value of those parts as of 12/31/2023.
What is the best way to go about getting these values?
Best answer by djo
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Userlevel 3
Although there’s an “inactive” on part, I don’t think there’s a date for when it went inactive. You could write a BAQ that finds the most recent PartTran date for each part (group by partnum). Then join that to Parts where you have a criteria on Parts for Inactive = true, and a criteria on the subquery where Date <= today - 2 years. For values, you’d take that list of parts as a subquery and use it to get the inventory amounts you had on hand as of 12/31/23.
Userlevel 3
Gary,
I do this with a BAQ and Dashboard. The dashboard is for filtering by warehouse and MaxTransDate. I have attached the BAQ. One criteria to take note of is on the subquery. I am only counting certain transactions as “valid” for determining activity. I don’t consider STK-STK and other transactions as real activity. I only include STK-MTL, MFG-STK, PUR-STK, MFG-CUS and STK-CUS. Each company is different so you may want to modify these.
We are also AVG cost so I have those fields displayed.
Hope this is helpful,
Doug
Doug,
Thank you. I just had a hard time knowing where to start.
I think this is going to work for what we need, with just a couple of modifications.
Userlevel 3
If you have any questions, please let me know.
Userlevel 3
Epicor has a Slow Moving Inventory report and a Stock Aging report that will provide you with the Item, quantity, and value of the inventory.
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