Inventory Cost Review CDV

By |2021-07-28T16:40:45-05:00July 22nd, 2020|Comments Off on Inventory Cost Review CDV

Type: Custom Data View

Data View: Inventory Cost Review

Customer: Aptora

Public: Yes

Reports Included: Yes

Description: List of invoices, sales, credits, and inventory/serialized adjustments with items containing costs that vary from the daily average cost.

Drill Down: Yes, opens transaction type

Columns and data for the Inventory Cost Review Custom Data View are outlined below:

Column Name Form Field Notes
Tran Date Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Date
Tran Number Transaction Number
Tran Type Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Type located in Title Bar
Tran Date Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Date
Tran Number Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Number
Item Name Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Item Name/Number
Item Type Item Associated Item Type
Tran Qty Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Transaction Item Quantity
Tran Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Associated Transaction Cost/Unit Price
AvgCost Item Register Calculated Field The reported average cost for the item as of the transaction date
Cost Match? Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field Analysis of whether the transaction cost matches the item register reported average cost
Cost Difference Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field AvgCost minus Tran Cost
Expected Total Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field AvgCost times Tran Qty
Tran Total Cost Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field Tran Cost times Tran Qty
Value Difference Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Calculated Field (AvgCost times Tran Qty) minus (Tran Cost times Tran Qty)
Recommended Action ****** Proposed resolution to correction the difference calculated
Item User Created Item Item Security Label
Item Date Created Item Item Security Label
Item User Revised Item Item Security Label
Item Date Revised Item Item Security Label
Tran User Created Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran Date Created Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran User Revised Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
Tran Date Revised Invoice/Sale/Credit/

Inventory Adjustment/

Serialized Adjustment

Transaction Security Label
TranID Work Order Table ID of Transaction
ItemID Item Table ID of Item Employee

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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