Skip to main content

Adaco: Interim Usage Analysis By Outlet

Fourth Customer Success Portal
  • Updated

Interim Usage Analysis By Outlet

This report displays detailed usage of an outlet including interim inventory.

  • To run the Interim Usage Analysis By Outlet Report go to Report Center > Accounting Reports > Interim Usage Analysis By Outlet
  • To open the report criteria screen, double-click Interim Usage Analysis By Outlet or select the report and use the Run Report button, as per Fig.1

 

User-added image 
Fig.1 - Running the Interim Usage Analysis By Outlet
 

Report Criteria
 

  • Enter report criteria to get desired results, as per Fig.2 below

 

Fig2.png
Fig.2 - Report Criteria for the Interim Usage Analysis By Outlet report

 
Fields Description
Period Select the interim period to generate the report for.

For example, Interim #2 represents the second interim inventory for period 9 of the 2015 fiscal year as defined under Property > Setup > Accounting > Fiscal Calendar.
Blank [Default]
Period Start Date Will auto-populate with the date of the period that Start Interim Inventory was run.
Blank [Default]
Period End Date Will auto-populate with the date of the period that Close Interim Inventory was run.
Blank [Default]
Outlet Select the outlet that was included in the interim inventory cycle that was run.
Blank [Default]
Report Type
  • Product [Default]
  • Product with Transaction Detail
  • Category Totals
Product Selection
  • All Products [Default]
  • Selected Product
  • Selected Categories
Include Inventory If checked will include the interim inventory values in the calculation
Attribute Selection Allows selection of Product Attribute(s)


Report View
 

  • When generated, the report should look similar to Fig.3

 

Fig. 03 - Interim Usage Analysis By Outlet
Fig.3 - Interim Usage Analysis By Outlet
 

 

Fields Description
Interim# Interim Number (in that Fiscal Period).
Fiscal Period Financial Period (in that Fiscal Year).
Fiscal Year Financial Year.
Period Start Date Start Date entered in criteria.
Period End Date End Date entered in criteria.
PTD/ YTD Defines if individual row is reporting on Period-to-Date or Year-to-Date.
Item Product Purchase Unit.
Item Description Product Description.
Beginning Inventory The opening stock count taken from the Inventory carried out at the close of the previous financial period (if Interim #1) or previous interim inventory.
Ending Inventory The closing stock count taken from the Inventory carried out at the close of the selected interim period.
Charges Product movement into or out of the Outlet.
Units Used Beginning Inventory minus Ending Inventory plus Charges.
Inventory Change Variation between Beginning Inventory and Ending Inventory as a cost.
Charges Product movement into or out of the Outlet as a cost.
Usage Cost Units Used displayed as a cost.
% of Sales Usage Cost displayed as a percentage of overall sales.



 

Related articles

Comments

0 comments

Please sign in to leave a comment.