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T
topherfarrell
March 1, 2022
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Inventory Assembly Report

  • March 1, 2022
  • 2 replies
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I'd like to run a report showing how many inventory assemblies we made for a specific month. All assembly items. I can't figure out how to do that in reports. I've tried various inventory and manufacturing reports. I don't see assemblies WITH dates available in any combination. Is there a way to do this?

Best answer by MJoy_D

Thank you for getting back to us, @topherfarrell.

 

I can share some other reports that can provide the details that you need. 

 

You can generate a custom report that will display the items used in Build Assemblies.

 

Here's how:

 

  1. Go to the Reports menu and select Custom Reports.
  2. Choose Summary.
  3. From the Display tab, set the date range to the period you need.
  4. Click the Customize Report button.
  5. On the Display rows by drop-down, select Item detail.
  6. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
  7. On the Filters tab, remove the Account filter.
    • Add Transaction Type then select Build Assembly filter.
    • Add Detail Level then select All except summary filter.
  8. Click the OK button.

 

Refer to this article for more information about running and customizing your reports: Customize reports in QuickBooks Desktop.

 

Once you're done, you can memorize this report if you want the same settings to be available for future use: Create, access and modify memorized reports.

 

Let me know if you need further help in generating your report or anything else, by leaving a reply below. I'm always here to assist. Keep safe and have a great rest of the day!

2 replies

L
LeizylM
March 1, 2022

Good day, topherfarrell.

 

Allow me to provide some details about running reports in QuickBooks Desktop.

 

The option to run a report that will show how many assembly items were created in a specific month is unavailable in QuickBooks Desktop. However, we can run the Inventory Valuation Summary Report and Sales by item Summary to check the quantity on hand for the assembly items and how many are left.

 

To open the Inventory Valuation Summary:

 

  1. Press the Reports menu at the top bar to choose Inventory and Inventory Valuation Summary.
  2. Click the Dates drop-down and set the correct period you want to see on the report.
  3. Press the Customize Report button if you wish to personalize the data.
  4. Hit the Refresh button to keep the changes.

 

To can pull up the Sales by Product/Service Detail report:

 

  1. Go to the Reports menu at the top bar to choose Sales and select Sales by Item Summary.
  2. Click the Dates drop-down and set the correct period you want to see on the report.
  3. Press the Customize Report button if you wish to personalize the data.
  4. Hit the Refresh button to keep the changes.

 

If you wish to save a copy of this report for future use, you can memorize it. This way, you can access it anytime in the Custom reports tab.

 

QuickBooks offers a wide variety of reports that tell where the company stands. These reports offer critical information about the company. Please read this article for your reference: Available Reports in QuickBooks Desktop.

 

Let me know if there's anything else that I can help you with managing your reports.

T
topherfarrellAuthor
March 2, 2022

Thank you for the reply. Unfortunately these reports won't show the manufacturing data that I'm trying to see. I do appreciate the walk-through for the sales and valuation summaries though. It seems like there should be a way to run a simple transactional report for assembly items. I know I can do it one item at a time with a quick report but unfortunately I'm working with thousands of assembles.

MJoy_D
MJoy_DAnswer
March 2, 2022

Thank you for getting back to us, @topherfarrell.

 

I can share some other reports that can provide the details that you need. 

 

You can generate a custom report that will display the items used in Build Assemblies.

 

Here's how:

 

  1. Go to the Reports menu and select Custom Reports.
  2. Choose Summary.
  3. From the Display tab, set the date range to the period you need.
  4. Click the Customize Report button.
  5. On the Display rows by drop-down, select Item detail.
  6. Under Display columns for, select Quantity (select Amount if the dollar amount is required).
  7. On the Filters tab, remove the Account filter.
    • Add Transaction Type then select Build Assembly filter.
    • Add Detail Level then select All except summary filter.
  8. Click the OK button.

 

Refer to this article for more information about running and customizing your reports: Customize reports in QuickBooks Desktop.

 

Once you're done, you can memorize this report if you want the same settings to be available for future use: Create, access and modify memorized reports.

 

Let me know if you need further help in generating your report or anything else, by leaving a reply below. I'm always here to assist. Keep safe and have a great rest of the day!

    M
    masolis08
    July 1, 2022

    I am needing to create an assembly report with manufacturer numbers.  How can I include that on  report on a BOM?

     

    M
    Maybelle_S
    July 1, 2022

    Hello there, @masolis08.

     

    I can help you show the Manufacturer's Part Number as a header or column on the Build Assembly page.

     

    Here's how:

    1.  Go to the Lists menu at the top, then pick Item List.
    2. Locate the Inventory Assembly item, then right-click and Edit Item.
    3. Click Custom Fields, then Define Fields.
    4. 4. Enter the name (MPN) in the Label column and select the Use checkbox, then hit OK.

     

    To add it as a column:

     

    1. Go back to the Item List.
    2. Locate the Inventory Parts, then right-click and Edit Item.
    3. Do steps 3 and 4 above to add the Custom Field.

     

    Once done, they should show on the build assembly template. All you need to do is to put a checkmark on the Print/Screen for the Header or Column so they'll display on the Build Assembly page. Here's how:

     

    1. Go back to the Lists menu and pick Templates.
    2. Double-click to open the Build Assembly template.
    3. Click Additional Customization on the Basic Customization window.
    4. On the Header and Column tab, check the Screen and Print box on the custom field (MPN) you've added, then hit OK.

     

    After that, they should now show on the Build Assembly page.

     

     I'm also adding these articles for future reference:

     

     

    Let me know if you have other questions. I'm always here to help.

    M
    masolis08
    July 1, 2022

    1.How to run assembly with components and MPN without building a BOM.  I print on the inventory center but no MPN comes out.  Engineering is need MPN for all BOMs.  Not sure if you would know or send me to the correct person.  Also, 2. to import assembly in to QB?

     

    there are two questions.  

     

    thank you for all your help

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