# SA4434 - Inventory Ageing Report

### Overview

This report allows you to analyse your stock levels over different periods of time. Highly specific stock value or quantity level analysis can be achieved with this report due to a number of filters and display options, as outlined below.

### Location

Inventory > Report > Valuation > Inventory ageing report

### Sample report

### Key filters

Show ageing as at

Reference: Date, Mandatory

This filter is mandatory and specifies the date up to which you would like to see your items’ ageing analysis.

This filter will pre-fill with the current date.

Use F3 to pick a date, or see Calculation from the current date for Smart Date Entry tips.

Item code

Reference: FlexiCode

This filter allows you to specify a particular Item code upon which you would like to perform an analysis.

Multiple item codes can be specified using a wild-card (*). Look up items with F3.

Product group

Reference: CheckList

This filter is a multi-select checklist that allows you to display or hide items according to their Product group.

Warehouse

Reference: CheckList

This filter is a multi-select checklist that allows you to display or hide items according to their Warehouse.

Period and frequency

Reference: Number, Select from list, Mandatory

This filter is comprised of three sub-filters that allow you to specify the period of time over which you want to view your Inventory ageing analysis. The selections made within this filter will directly affect the values and calculations of the valuation columns of this report.

Period length
Period length: number

Reference: Number, Mandatory

This filter is mandatory and specifies a number for the period length. This filter corresponds with the unit specified in the next filter.

This filter will pre-fill with “1”.

Period length: units

Reference: Select from list, Mandatory

This filter is a drop-down list that allows you to specify the unit of time over which the analysis will occur.

The options are:

- <ANY>
- Days
- Weeks
- Months
- Years

This filter will not pre-fill by default, but will display units in Days if no selection has been made.

# periods

Reference: Number, Mandatory

This filter is mandatory and specifies the number of periods to be displayed in the report.

For example, if the selected period length was 2 weeks, and the # periods was 3, the report would display columns representing 0-2w, 2-4w, and 4-6w.

This filter will pre-fill with “3”.

Value to display

Reference: Select from list, Mandatory

This filter is a single-select option to choose which Inventory value will be displayed for analysis. The selection made in this filter will affect all valuation data within this report.

This filter will have By Value selected by default.

By Value

Reference: Select from list

Selecting this option will display the Inventory ageing data relating to the value of the item/s.

By Quantity

Reference: Select from list

Selecting this option will display the Inventory ageing data relating to the quantity of the item/s.

Grouping

Reference: Select from list, Mandatory

This filter is a single-select list that allows you to specify the item grouping of this report.

This filter will have Product group selected by default.

Product group

Reference: Select from list

This option will display only the Product identifying column in this report and allows for analysis of Product groups rather than individual items.

Item code

Reference: Select from list

This option will display every item according to their Item code and will display the Product column as well as the Item code and Description columns.

Warehouse / item

Reference: Select from list

This option will display items grouped by their Warehouse and will display the Product column as well as the W/H, Item code, and Description columns.

If an item exists in more than one Warehouse, one line will be displayed for each Warehouse, with the valuation data relevant only to the item in the context of that Warehouse.

Warehouse / product

Reference: Select from list

This option will display Product groups according to their Warehouse and will display the Product column as well as the W/H column.

If a Product group exists in more than one Warehouse, one line will be displayed for each Warehouse, with the valuation data relevant only to the Product group in the context of that Warehouse.

Display columns

Reference: CheckList

This filter is a multi-select checklist of display options. Each option will display additional columns in the report and will not hide any existing columns.

Stock aged WITHIN each period (e.g. Value of stock between 3 and 6 months)

Reference: CheckList, Yes/No

This option allows you to analyse the value of stock between each period.

For example, if your Period length is 3 weeks, this option will display 0-3 weeks, 4-6 weeks, 7-9 weeks, etc.

This option will display one column per number of periods as specified in the Period and frequency filter, plus one additional column.

For example, if the specified # periods is 3, then ticking this option will display 4 columns.

This option is selected by default.

Stock aged OVER each period (e.g. Value of stock >6 months old)

Reference: CheckList, Yes/No

This option allows you to analyse the value of stock over each period.

For example, if your Period length is 3 weeks, this option will display >3 weeks, >6 weeks, >9 weeks, etc.

This option will display one column per number of periods as specified in the Period and frequency filter.

For example, if the specified # periods is 3, then ticking this option will display 3 columns.

Stock aged UNDER each period (e.g. Value of stock <=6 months old)

Reference: CheckList, Yes/No

This option allows you to analyse the value of stock under each period.

For example, if your Period length is 3 weeks, this option will display up to 3 weeks, up to 6 weeks, up to 9 weeks, etc.

This option will display one column per number of periods as specified in the Period and frequency filter.

For example, if the specified # periods is 3, then ticking this option will display 3 columns.

Show value/quantity in stock at the end of each period

Reference: CheckList, Yes/No

This option allows you to analyse the value of stock at the end of each period.

For example, if your Period length is 3 weeks, this option will display 3 weeks ago, 6 weeks ago, 9 weeks ago, etc.

This option will display one column per number of periods as specified in the Period and frequency filter.

For example, if the specified # periods is 3, then ticking this option will display 3 columns.

Show amounts IN, OUT and NET for each period

Reference: CheckList, Yes/No

This option allows you to analyse the In, Out, and Net values of stock for each period.

For example, if your Period length is 3 weeks, this option will display In 0-3 weeks, Out 0-3 weeks, Net 0-3 weeks, etc.

This option will display three columns per number of periods as specified in the Period and frequency filter.

For example, if the specified # periods is 3, then ticking this option will display 9 columns.

Deduct Qty Committed to show age of stock less CURRENT commitments

Reference: CheckList, Yes/No

This option allows you to analyse the value of total, uncommitted, and committed stock.

This option will display two additional columns and will affect the calculation of the Value/Quantity as at date column. When selected, the Value/Quantity as at date column will display the item value/quantity less the current committed quantity of stock, leaving only the valuation of items that have not been committed to a customer already.

### Report columns

W/H

Reference: Text, Read-only

This is the Warehouse of the Product group/Item. Each Warehouse will display one line for each Product group/Item stored within it.

This column is only visible when Warehouse / item or Warehouse / product has been selected from the Grouping filter.

Item code

Reference: FlexiCode

This is the Item code of the Item.

This column is only visible when Item code or Warehouse / item has been selected from the Grouping filter.

Description

Reference: Text, Read-only

This is the Description of the Item.

This column is only visible when Item code or Warehouse / item has been selected from the Grouping filter.

Product

Reference: Text, Read-only

This is the Product group. If Item codes are being displayed, then each Product group will display one line for each Item assigned to it.

This column is always displayed regardless of the selected filters.

Value/Quantity now

Reference: Number, Read-only

This is the current value or quantity of inventory in stock as at the date you run the report. The value of this column depends on whether the report is displaying By Value or By Quantity as selected in the Value to display filter.

Value/Quantity as at date

Reference: Number, Read-only

This is the value or quantity that was in stock as at the specified Show ageing as at date. The value of this column depends on whether the report is displaying By Value or By Quantity as selected in the Value to display filter.

### Report columns: Display columns filter

Stock aged WITHIN each period

Reference: Number, Read-only

These are the columns that display when Stock aged WITHIN each period (e.g. Value of stock between 3 and 6 months) has been selected in the Display columns filter.

The value or quantity represents the amount of stock that has been purchased (or added to stock) within the period shown but not yet consumed. For example, an ageing period of 4-6 years will represent the quantity or value of inventory that was bought between 4 and 6 years ago but has not yet been consumed.

These columns vary depending on the Period and frequency filter. The value of the columns depends on the Period length filter, as the calculated number and units directly corresponds with the values added to this filter.

For example, if the Period length filter is set as 3 weeks, these columns will display in three week-increments.

The number of displayed columns depends on the # periods filter, with the number of columns corresponding to the number added to this filter, plus one extra column.

For example, if the # periods filter is set as 3, there will be 4 columns that display.

Here is an example of the columns that would display if the Period and frequency was 3 years and 2 periods.

Stock aged OVER each period

Reference: Number, Read-only

These are the columns that display when Stock aged OVER each period (e.g. Value of stock >6 months old) has been selected in the Display columns filter.

The value or quantity represents the amount of stock that has been purchased (or added to stock) more than the period shown but not yet consumed. For example, an ageing period of > 6 years will represent the quantity or value of inventory that was bought over 6 years ago but has not yet been consumed.

These columns vary depending on the Period and frequency filter. The value of the columns depends on the Period length filter, as the calculated number and units directly corresponds with the values added to this filter.

For example, if the Period length filter is set as 3 weeks, these columns will display in three week-increments.

The number of displayed columns depends on the # periods filter, with the number of columns directly corresponding to the number added to this filter.

For example, if the # periods filter is set as 3, there will be 3 columns that display.

Here is an example of the columns that would display if the Period and frequency was 3 years and 2 periods.

Stock aged UNDER each period

Reference: Number, Read-only

These are the columns that display when Stock aged UNDER each period (e.g. Value of stock <=6 months old) has been selected in the Display columns filter.

The value or quantity represents the amount of stock that has been purchased (or added to stock) less than the period shown but not yet consumed. For example, an ageing period of Aged up to 6 years will represent the quantity or value of inventory that was bought within the last 6 years but has not yet been consumed.

These columns vary depending on the Period and frequency filter. The value of the columns depends on the Period length filter, as the calculated number and units directly corresponds with the values added to this filter.

For example, if the Period length filter is set as 3 weeks, these columns will display in three week-increments.

The number of displayed columns depends on the # periods filter, with the number of columns directly corresponding to the number added to this filter.

For example, if the # periods filter is set as 3, there will be 3 columns that display.

Here is an example of the columns that would display if the Period and frequency was 3 years and 2 periods.

Show value/quantity in stock at the end of each period

Reference: Number, Read-only

These are the columns that display when Show value/quantity in stock at the end of each period has been selected in the Display columns filter.

The value or quantity represents the amount of stock that has been purchased (or added to stock) by the end of the period shown but not yet consumed. For example, an ageing period of Value 6 years ago will represent the quantity or value of inventory that was in stock 6 years ago.

These columns vary depending on the Period and frequency filter. The value of the columns depends on the Period length filter, as the calculated number and units directly corresponds with the values added to this filter.

For example, if the Period length filter is set as 3 weeks, these columns will display in three week-increments.

The number of displayed columns depends on the # periods filter, with the number of columns directly corresponding to the number added to this filter.

For example, if the # periods filter is set as 3, there will be 3 columns that display.

Here is an example of the columns that would display if the Period and frequency was 3 years and 2 periods.

Show amounts IN, OUT and NET for each period

Reference: Number, Read-only

These are the columns that display when Show amounts IN, OUT and NET for each period has been selected in the Display columns filter.

The IN value or quantity represents the amount of stock that has been purchased (or added to stock) during the period shown. The OUT value or quantity represents the amount of stock that has been consumed (or removed from stock) during the period shown. The NET value or quantity represents the value or quantity of stock that was purchased but not consumed during the period shown. This column is calculated using the IN value or quantity for the period less the OUT value or quantity for the period.

The NET column is unique in this report as it represents the difference between the purchased and consumed stock during the period, not the total value or quantity in stock during the period. For example, if 10 units were purchased (IN column), and 5 units were consumed (OUT column), then the NET quantity would be 5. However, if the value in stock before the period was 10, then the Quantity at the end of the period would total 15.

These columns vary depending on the Period and frequency filter. The value of the columns depends on the Period length filter, as the calculated number and units directly corresponds with the values added to this filter.

For example, if the Period length filter is set as 3 weeks, these columns will display in three week-increments.

The number of displayed columns depends on the # periods filter, with the number of columns corresponding to the number added to this filter multiplied by 3.

For example, if the # periods filter is set as 3, there will be 9 columns that display.

Here is an example of the columns that would display if the Period and frequency was 3 years and 2 periods.

Deduct Qty Committed to show age of stock less CURRENT commitments

Reference: Number, Read-only

These are the columns that display when Deduct Qty Committed to show age of stock less CURRENT commitments has been selected in the Display columns filter. The value of these columns depends on whether the report is displaying By Value or By Quantity as selected in the Value to display filter.

Last edit 04/03/24