INVENTORY VALUE MONTH TO MONTH - CDK

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918PartsMgr
Posts: 22
Joined: Fri Aug 06, 2021 2:53 pm

INVENTORY VALUE MONTH TO MONTH - CDK

Post by 918PartsMgr »

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
Stevenspeaking
Posts: 204
Joined: Thu Jun 14, 2007 12:00 am
Location: Massachusetts
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Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by Stevenspeaking »

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.
sbrittain@mcgovernauto dot com
bsnyder723
Posts: 376
Joined: Wed Jul 17, 2019 8:30 pm
Location: Central NJ

Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by bsnyder723 »

If you run MGR, I believe it shows you the values for the previous 11 months.
yosvany
Posts: 26
Joined: Thu Jun 25, 2020 6:14 pm

Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by yosvany »

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
RLWOLF
Posts: 77
Joined: Fri Apr 20, 2007 12:00 am

Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by RLWOLF »

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
PartsOnBackorder
Posts: 71
Joined: Thu Apr 08, 2021 12:43 pm
Location: NEVADA

Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by PartsOnBackorder »

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
918PartsMgr
Posts: 22
Joined: Fri Aug 06, 2021 2:53 pm

Re: INVENTORY VALUE MONTH TO MONTH - CDK

Post by 918PartsMgr »

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