This article will allow you to see how much your part valuation is worth at the time of running the report
The default of this report will include all parts with either an in-stock quantity OR an oversold qty - in the parameters / filters it is referred to as the inventory quantity
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 Inventory Qty - not equal to 0
This means that it will list not only parts with stock on hand but also parts that have a negative value ie oversold 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