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The inventory valuation report can be found under 6. Inventory > 7. Reporting > 3. Status Reports > 6. Inventory Valuation

The report generation screen provides a number of options:

• Starting Category: First category in the range of categories you would like to report on. Press enter to accept the default first category
• Ending Category: Last category in the range of categories you would like to report on. Press enter to accept the default ending category
• Order?: The order in which you would like the report printed. (A) to print in alphabetical order, or (S) to print in category sequenced order. Typically, (S) will function the same as (A) unless custom sequencing has been applied to the category
• Type?: (D)etailed will print all items and their value and (S)ummary will print the report by category.
• Double Spaced?: Y or N if you would like the report to be double-spaced
• Price Level (1-6)?: The report will always print average and last (replacement) cost by default, and can include valuation at one other price level as well
• Ignore Negatives?: Y or N if you would like to ignore items with negative onhand
• Ignore Zero O/H's?: Y or N if you would like to ignore items with zero onhand
• Sort by Rpt Group?: Y or N if you would like to sort the report by product reporting groups vs. category
• Parts Added After: Entering a date here will only value items that were added to the system after the date entered. The system defaults to 1901/01/01 to include all items.

Once you have filled in all of the fields, you can press accept to generate the report. While the report is generating, on screen you will see the category that the system is currently processing.

Once complete, a copy of the report will show on screen. Icons may vary depending on your COUNTERPOINT version.

Depending on your system setup, the display of this screen also means that 2 other processed have already happened:

1. A .csv copy of the summary value by category has been placed in Z:/html/b1 as INVLRP_date.csv
2. A PDF copye has been saved to your Z:/pdf_reports/b1/login directory as BRANCH_Inventory_Valuation_date.pdf

From here you can opt to print the report by pressing the following icon

This will present you with your available printers and allow you to select a printer to send a hard copy to. 

If you have selected a detailed To create an excel spreadsheet of the report you can click on the excel icon on the very right bottom button bar (again, depending on version this icon may be different)

This will convert the report into .csv and attempt to open it with excel. If you do not have excel on the PC, the csv file can be found in Z:\html\b1 as INVLRP*.csv