Reports not matching and Database Utilities tool not working

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I am having an issue with inventory reports not matching, and showing false negative quantities. The inventory quantity report will sometimes show negative Pending Sales Order quantities, and currently I am seeing negative quantities for some items only on the Inventory Summary report, but those items are showing as zero quantity everywhere else (item record, other reports, etc). Our system is set to not allow negative quantities. Adding back the negative quantity brings the Inventory Summary report to zero, but then shows positive quantity everywhere else. This is a recurring issue we have been having for years, and running the Database Utilities tool has always fixed it. I have been told in the past that editing a sales order after it has been partially filled is the cause of the issue, and unfortunately that is something we do all the time as we routinely have large customer orders that are fulfilled in batches and then the original sales order is edited to remove the fulfilled items and leave the rest as a back-order.

Since sometime last year, the Database Utility tool has stopped working, it just closes out without having fixed anything. I have also tried the Company File Check & Repair, which also does nothing. I spoke to a tech support agent last year, he was baffled that the tool wasn't doing anything, and instead ran some process that end users do not have access to which did fix the issue at the time. But as more sales orders have been altered since then, I now have more items showing false negative quantities.

I am wondering if there is anything I can do myself to fix this and avoid having to call tech support and walk through the entire issue every time I start seeing negative quantities?

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    Hi  ,

    Thank you for reaching out and sharing the challenges you're facing with inventory reports not matching and the Database Utilities tool not working as expected in Sage 50 Canada. I understand how frustrating it can be when reports show negative quantities and tools that are supposed to help, don't seem to make a difference.

    Regarding the issue with inventory reports not matching, this can occur if there are quantities in different locations that aren't being accounted for properly. To ensure accuracy, it's crucial to compare Inventory & Services records with the Inventory Summary report for all locations. This comparison process involves checking off the box for "Show location information" when running the Inventory Summary report and making sure all locations are selected both there and under the Quantities tab in Inventory & Services.

    If you're encountering the error message about inventory value going below zero, it's important to check the current Quantity and Value under the Quantities tab of the inventory item record being adjusted. Sage 50 prevents adjustments that would result in a positive quantity and a negative value to maintain data integrity.

    For the discrepancy between the Inventory Summary report and the item ledger, it's a known issue that arises when inventory quantities drop below zero. The Inventory Summary report will only match the actual on-hand quantity if "Latest Transaction" is selected in the "Report On" section of the report options. Avoid manually selecting dates in the "As at" section to ensure accuracy.

    As a workaround and to prevent future discrepancies, always use "Latest Transaction" in report options for accurate numbers and strive to keep inventory quantities from going negative.

    Given the challenges with the Database Utility tool, it may be beneficial to contact Sage support again for further assistance. They might have updated procedures or tools to address this issue more effectively, especially if more sales orders have been altered since your last contact.

    I hope these insights help. If you have any more questions or need further assistance, please don't hesitate to reach out.

    Warm Regards,
    Erzsi