INVENTORY VALUE MONTH TO MONTH - CDK

INVENTORY VALUE MONTH TO MONTH - CDK

Postby 918PartsMgr » Thu Dec 02, 2021 9:50 pm

Good afternoon everyone, I was wondering if there was a function or report I can run in CDK that will show me my total inventory value from month to month. Trying to fix a mess from the old regime and curious if I could look at total value, maybe I could find a month that it jumped significantly. Then I can dial in a bit further from there. Any help would be appreciated.

Regards,
E
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby Stevenspeaking » Fri Dec 03, 2021 3:48 pm

this won't help with the past values....
But going forward you can create you own history for your records at each month end.

Use the Inventory Value Report (PHR-PH7) to calculate the value of part numbers by source. The report includes:
 Value: Total value of your parts
 Core value: The total value of your core parts
 Total value: The combined value of parts plus core value.
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aka sbrittain
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby bsnyder723 » Fri Dec 03, 2021 4:31 pm

If you run MGR, I believe it shows you the values for the previous 11 months.
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby yosvany » Sat Dec 04, 2021 2:28 pm

also in the manufactures website if you are on their program like rim or aro and so forth they have the totals there too month to month, but running an MGR is the best way
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby RLWOLF » Mon Dec 06, 2021 2:51 pm

Go to the AC menu
go to AGRI
go to ACCOUNT BALANCES
go to HISTORY
enter beginning dates and ending dates
This will show you end of month inventory balances by year by month
Good Luck
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby PartsOnBackorder » Mon Dec 06, 2021 3:05 pm

PHR -> RUN -> PH7 ( INVENTORY VALUE INCLUDING CORES ) This will give you an up to the minute inventory total . You can run this monthly with your stack to print out your values or you can run it at any time
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Postby 918PartsMgr » Wed Dec 08, 2021 7:01 pm

Okay, I will give these a try. I appreciate the responses from everyone.
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