Because AIMsi is real time it is not possible to get a report of what you had in inventory as of a past date. For example, what if you want to know what your inventory was as of 12/31/2016? What we recommend is to setup a folder on your computer, for example call it “2017 Reports,” then at the end of each month you can save your different reports such as inventory, sales, receivables, etc. and you can always refer back to them. Alternately, if you are using our general ledger you can run reports to get values at a specific date. If you forget to do this and need an estimate of your inventory value you can do the following:
If the you are using general ledger you can run list individual ledger account for your specific 120 accounts.
Otherwise you will have to "back in" to the total via the subsidiary reports.
1.) Run the report "List Inventory Count by Category" and get that total.
2.) Run the report "List Sold Inventory by Category" from the date you want to today and add that total to the first total.
3.) Run the report "List Inventory Received by Category" for the date you want through today and subtract that total from your number.
*Please note that this will not be an exact value but a good estimate.
Also, we STRONGLY suggest you make sure you backup your entire AIMsi folder on a daily basis. We continue to get calls from customers that acquire a “Ransom” virus and the only way to fix this is to restore but many have not been doing that. Test your backups routinely and don’t open any suspicious emails.