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:



  1. From the Blackpurl Header > Reporting > Reports


User-added image


  1. Run the Part Valuation Report  - Common Search > Reporting > Part Inventory Valuation




The Default parameters means that the report result will list all Inventory Qty - not equal to 0 

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 User-added image 
For example if you are  balancing out your Blackpurl Parts Valuation totals to your Accounting Package, we would recommend you add the column - CATEGORY


  1. If you need to see Summary Totals > click on



If you want to print / export the data > click on  and Select Output Result requirement


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



  1. 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 User-added image

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