Saved Search Shows Inventory Aging

Navigate to Lists > Search > Saved Searches > New

Click Transaction

Title: Enter Title

Filter:

Note: For every required filter use the drop-down menu to select.

• Formula (Numeric) 

1. Formula: Enter case when {item.inventorylocation.id} = {location.id} then 1 end
2. Formula (Numeric): equal to 
3. Value: Enter 1
4. Click Set

• Formula (Numeric)

1. Formula: Enter case when {item.assetaccount.id} = {account.id} then 1 end
2. Formula (Numeric): equal to 
3. Value: Enter 1
4. Click Set

• Posting

1. Click Yes
2. Click Set

Click Results tab 

Fields:

Note: For every required field use the drop-down menu to select it, once adjusted click Add.

• Type
• Summary Type: Select Group
• Document Number
• Summary Type: Select Group
• Item
• Summary Type: Select Group
• Location
• Summary Type: Select Group
• Quantity
• Summary Type: Select Sum
• Custom Label: Enter Total Quantity
• Amount
• Summary Type: Select Sum
• Custom Label: Enter Total Amount
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} < 30 then {quantity} else 0 end
• Summary Type: Select Sum
• Custom Label: Select Less than 1 Month (Quantity)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} < 30 then {amount} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter Less than 1 Month (Amount)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} between 30 and 60 then {quantity} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter 30 – 60 days (Quantity)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} between 30 and 60 then {amount} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter 30 – 60 days (Amount)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} between 61 and 90 then {quantity} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter 61 – 90 days (Quantity)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} between 61 and 90 then {amount} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter 61 – 90 days (Amount)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} > 90 then {quantity} else 0 end
• Summary Type: Select  Sum
• Custom Label: Enter More than 90 days (Quantity)
• Formula (Numeric)
• Formula: Enter case when Trunc({today}) – {trandate} > 90 then {amount} else 0 end
• Summary Type: Select Sum
• Custom Label: Enter More than 90 days (Amount)

Click Save & Run