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Report for Total Usage of an Inventory Part

Forum|Forum|4 years ago
April 18, 2022
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Hello,

I'm trying to run a report that tells me the total usage of an Inventory Part. I have several Inventory Parts that are only used in Build Assemblies, so I know you can run a report that shows total sales of those build assemblies but, I want to know individually how much of one of those parts I used in an entire year.

So for example I use widget A in 4 different Build assemblies, what was the total amount of Widget A used for all those builds.

*Side note: I know the Inventory Valuation Report shows how much is used in each build, but I want something that can show me totals, not adding and subtracting based on builds and items received. Thanks!

QuickBooks Enterprise Suite

Best answer by AlexV

Hello User_1234!

Good to see you here again. I can show you how to pull up a report that shows the total items used in Build Assemblies.

You can follow these steps:

Go to the Reports menu, select Custom Reports, then Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button and select Item detail on the Display rows by drop-down.
Under Display columns for section, select Quantity.
On the Filters tab, remove the Account filter. Add Transaction Type then select Build Assembly filter. Then, add Detail Level then select All except summary filter.
Tap OK.

Also, I added these links if you need further assistance in customizing reports as well as how to add, edit, and delete items in QuickBooks Desktop:

You're still welcome to ask here if you have concerns about your inventory. Need a guide or two in handling transactions? Let me know the details and I'll help you out.

AlexVAnswer

Hello User_1234!

Good to see you here again. I can show you how to pull up a report that shows the total items used in Build Assemblies.

You can follow these steps:

Go to the Reports menu, select Custom Reports, then Summary.
From the Display tab, set the date range to the period you need.
Click the Customize Report button and select Item detail on the Display rows by drop-down.
Under Display columns for section, select Quantity.
On the Filters tab, remove the Account filter. Add Transaction Type then select Build Assembly filter. Then, add Detail Level then select All except summary filter.
Tap OK.

Also, I added these links if you need further assistance in customizing reports as well as how to add, edit, and delete items in QuickBooks Desktop:

You're still welcome to ask here if you have concerns about your inventory. Need a guide or two in handling transactions? Let me know the details and I'll help you out.

U

User_1234Author

This is exactly what I needed! Thank you!

M

mroscorla

You are very welcome!!

M

mroscorla

@User_1234 wrote:
Hello,

I'm trying to run a report that tells me the total usage of an Inventory Part. I have several Inventory Parts that are only used in Build Assemblies, so I know you can run a report that shows total sales of those build assemblies but, I want to know individually how much of one of those parts I used in an entire year.

So for example I use widget A in 4 different Build assemblies, what was the total amount of Widget A used for all those builds.

*Side note: I know the Inventory Valuation Report shows how much is used in each build, but I want something that can show me totals, not adding and subtracting based on builds and items received. Thanks!

There might be more that one way to get this information, however, the way I get it is to go to the item list and search for the item you are interested in. "Right click" the item to bring up the menu and select "quick report". This will pull up all transactions for that item. Filter the report for transaction type = builds and that should give you what you need. Select the date range you are interested in (eg. last fiscal year).

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