Celigo AI
10/30/2024, 7:16 AMAI generated answer (using internal Slack threads):To create a saved search formula to sum the quantity on hand during a specific period, you can create a Transaction Saved Search. Here are the steps: 1. In the Criteria, add 'Posting' = True. 2. Add a Formula (Numeric) field. For the formula, enter:
case when {account.number} = '(insert your item asset account)' then 1 else 0 end
.
3. Add 'Date' to your Available Filters.
4. In the Results, add 'Item' (Group) and 'Quantity' (Sum).
This will show the on hand running balance for items at all locations during the specified period.
If you want to identify slow-moving inventory, i.e., the quantity sold is less than 10% of the on-hand quantity over a period of time, you can use an item search. Join to transactions and restrict by type invoice or cash sale. The formula would be sum{transaction.quantity}/nullif(max({onhand}),0)
. Use this in a result column before trying it as a summary criteria.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
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