Steps:
1. Select “Reports”
2. Select “Valuation by Location Category”
3. Select the relevant “Period”
4. Review the report data
- Category Name
- Previous Quantity
- Current Quantity
- Quantity Difference
- Previous Cost
- Current Cost
- Cost Difference
- Percentage Contribution
5. Review the Category Totals
6. Review the overall Grand Total
7. Use:
- Export to PDF to download a PDF version of the report
- Export to Excel to download the report in Excel format
Note:
• The report groups inventory values based on assigned Location Categories.
• Quantity and Cost Difference values highlight increases or decreases between audit periods.
• Positive values are displayed in green and negative values in red to assist with variance analysis.
• The Percentage column displays each category’s contribution to the total inventory
valuation.
• If categories are not assigned correctly to Locations or Sub-Locations, report values may display incorrectly.
• When Sub-Locations are configured, categories should only be assigned to Sub-Locations and not parent Locations.
• This report can be used to monitor inventory allocation, identify valuation changes, and support operational inventory analysis.