Inventory Valuation

1.       Log into the Inventory Management App using your Visual user id and password.

2.       Choose the database you want to work on.

3.       Generate Valuation report by entering a Transaction date and clicking Refresh.

4.       Review results on the main grid. Note that the app highlights any negative qty on hand and negative balances in red so you can easily identify the parts that have issues. Review those issues and apply the proper fixes where applicable. Refer to the Month-end checklist for details on how to fix those problems.

5.       You can export the grid to Microsoft Excel by clicking the Export to Excel button.

6.       Drill down on the Total Inventory Column values to get to the transaction details.