This is not a simple task. Depending on the size of your stock catalogue and the volume of stock transactions, there is an amount of effort required anywhere between 'considerable' and 'monumental' to perform this backdated calculation. The Stock Valuation Report - usually available at 'Inventory -> Periodic processing -> Valuation -> Stock valuation report' - can backdate but I have had problems with this. Run this report, put the desired valuation date in 'Reference date', and give it a go. Make sure you have the correct costing method entered in the 'costing mode' drop down box. For example - it's no good selecting 'Standard price' if you have no standard costs calculated or entered.

Cheers,
Ben.

Note that when I talked about the amount of effort required to perform this calculation, I was talking about the effort required to manually perform it. You can run the stock valuation report with a past reference date with minimal effort, but whether it backdates accurately I can't be sure.

Note that when I talked about the amount of effort required to perform this calculation, I was talking about the effort required to manually perform it. You can run the stock valuation report with a past reference date with minimal effort, but whether it backdates accurately I can't be sure.

Many thanks Ben. I've seen the Stock Valuation report and have worked with reports like this previously...
I've decided that I'm going to use the SEI OLAP cube to grab stock values and supporting records at a set interval (monthly). I'm hoping that'll be more reliable and easier...we'll see. Thanks again

TJunction,

How did SEI work for you gathering this data? I have a similar need to get inventory values monthly and retain them in a single report for further processing.

TIA.

I would like to know also!!