Inventory Reporting

Hi Essentials , I would comment as follows:

- The stock on hand report shows the current quantities, and is not intended to be backdated, but it should agree to the balance sheet as at the date the stock on hand report is run.

- Some items that were in stock may no longer be, could that be why some items are missing?

- inactive items are excluded by default, but can be included by changing the report options. 

If you want a backdated stock report, have a look at the inventory value reconciliation report. The description of this report is somewhat misleading, in that it states that it compares to the "current balance" of the linked account. The report has a date filter, and the report is as at that date. The summary report is a useful comparison, but for a detailed list of stock making up the total, use the desktop version, as the browser detailed report attempts to be a reconciliation report by listing possible exceptions (imo not very useful).

The item list report doesn't have a total value, but exported to Excel a total can be derived. This should agree to the stock on hand report.

The items register report has a current value column in the expanded listing, which for size reasons may have to be viewed in Excel. However, it looks like items only appear on this report if they have a movement in the date range, and so it's not designed to agree with anything.

I can't comment on why new sales transactions are not being reflected in the (refreshed) inventory reports. 

The default purchase order template (custom form) uses the MYOB item code. It can be customised to show the supplier item code; this customisation has to be done in the desktop program. I don't think the PO screen layout can be changed.