This article will allow you to see how much your part valuation is worth at the time of running the report
Tip: This report is only as good as the day it is run Blackpurl does not give you the option of back dating the report and have it generate for a past date
How to run the Report:
- From the Blackpurl Header > Reporting > Reports
- Run the Part Valuation Report - Common Search > Reporting > Part Inventory Valuation
The report result will list all Parts with stock on hand (or overstock) in Blackpurl at this point in time
Just a few tips for you:
- You can change the parameters as required by clicking on
For example if you are running this report as part of your Data Emergency Plan (see this article - Operating during Power or IT Infrastructure Failure) you will need to change the parameter to: Qty Available: Greater than zero
- This is a good time to add / removing any columns by clicking on
For example if you are balancing out your Blackpurl Parts Valuation totals to your Accounting Package, we would recommend you add the column - CATEGORY
- If you need to export or print > click on
TIP: If you are balancing Blackpurl to your Accounting Package, we would recommend that you Group Records By: Category as this will allow you to compare the Part Inventory General Ledger (which is attached to the Category) to the relevant General Ledger in your Accounting Package
- Once you are happy with the layout of the report etc, we would recommend that you save it as a CUSTOM search by clicking on
For further information on Blackpurl Reports or Reporting Tips - please review our articles - Reporting - Where are the Reports? or Reporting Tips - Totals / Changing Columns / Changing Parameters / Exporting Search Results