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How to Run an Inventory Value Report in Dynamics 365

Posted by Alanna Friedberg on Jul 8, 2021 2:52:52 PM

How-to-Run-an-Inventory-Value-Report-in-Dynamics-365Inventory reports provide you with valuable information about the products available in your warehouses. The Dynamics 365 for Finance and Operations inventory value report, now called the inventory value storage report in Dynamics 365 Supply Chain Management, lets you see exactly how much inventory you have and the value of each item. Many companies use it to reconcile their inventory and general ledger. This article guides you through creating an Inventory Value Storage report in Dynamics 365.

Preparing For Your Inventory Value Storage Report

You can set your inventory value storage report up as an interactive page in the Dynamics 365 Supply Chain Management module or export it out as a document in various formats. The report adjusts your columns and aggregate balances dynamically based on your chosen layout. In addition, you can modify the report results through functions like sorting and filtering. If needed, you can set drill down into different data findings.

One of the benefits of creating an inventory value report in Dynamics 365 is that you can condense the results. For example, what might end up as tens of thousands of lines can be grouped by warehouse, item, and site, making it easier to work through the results.

How to Set Up an Inventory Value Storage Report

Make sure you have all features turned on in Dynamics 365 Supply Chain Management before getting started. Look in the Feature management workspace for the feature “Inventory value storage” under the module named “Cost management.” Once that’s done, you’re ready to build an inventory value storage report.

  1. Navigate to the Cost management module. Look for Inquiries and reports, then go to Inventory value report storage and select New.
  2. You should see a dialog box appear that lets you set values that defines the records you want to see in your inventory value report. Select a preset range in the Date interval code field or specify the dates using the From date and To date fields.
  3. Enter a unique name for your report on the Parameters tab. Then, use the Date interval fields to define the timespan for the records you wish to view.
  4. Set your desired filters and constraints on the Records to include tab to define the data records that should appear in the report.
  5. Specify when you want the report to run and how often on the Run in the background tab.

How to Explore Your Inventory Value Storage Report

The following steps guide you through going in and reviewing your inventory value storage report setup as needed.  

  1. From the Cost management module, go to Inquiries and reports, then look for Inventory value report storage.
  2. Look for your desired report in the list that appears.
  3. Show the report content by selecting View details.

Once you’re in the report, explore it by:

  • Selecting a column heading to sort or filter the grid;
  • Manipulating the Filter field to modify the report by the values in different columns;
  • Going through the view menu, located above the Filter field, to save and load your favorite filter and sort combinations.

How to Explore Your Inventory Value Storage Report

When you create an inventory value storage report, it gets stored as an Inventory value data entity. Microsoft 365 Supply Chain Management comes with standard management features that let you export data from a specific entity into formats like Excel or CSV.

Below is an example of how you can export an Inventory value report.

  1. Go to the System administration module, navigate to Workspaces, then look for Data management.
  2. Select the Export option from the Import/Export section.
  3. When the Export page appears, start setting up your export job by entering a unique group name.
  4. Choose Add Entity from the Selected entities section.
  5. You should see a dialog box appears that prompts you to add values to the following fields:
    1. Entity name — Select your desired Inventory value
    2. Target data format — Pick the format in which you want to export the report data
  6. Click Add to insert the new row, then exit the dialog box by selecting Close.
  7. If you need to export a single report, set up a filter for your newly added row to define which Inventory value entity you want to include in your export. The following steps guide you through how to get that done:
    1. Select Add on the Range tab to add a row.
    2. Change the Table field to reflect Inventory value.
    3. Change the Derived table field to reflect Inventory value.
    4. Pick the field you wish to use as a filter. Standard options include the Execution name or the Execution time field.
    5. Use the Criteria field to set the search value.
    6. Use the above steps to add as many rows as needed for your report. Select OK, then hit Save.
  8. Look for the Export options tab, then generate your export file by selecting Export file.
  9. Go to the Entity processing status area, select your Inventory value, then click Download file.

Get Timely Reports When You Need Them

Internet eBusiness Solutions can configure your Dynamics 365 Supply Chain Management report infrastructure, so you have the information you need to make vital business decisions at your fingertips. Set up a consultation with one of our team members today.


Topics: Dynamics 365