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Search to show running total of stock

edited Nov 25, 2019 10:42AM in Accounting / ERP 12 comments

I have created a saved search to list all 'stock affecting' transactions for a product, and then use an Advanced PDF template to generate a 'running total' of stock over time.

Can anyone confirm (definitively) what transactions are stock affecting?

My current search is using:

Type is any of:

Cash Refund

Cash Sale

Inventory Adjustment

Inventory Distribution

Inventory Transfer

Inventory Worksheet

Invoice

Item Fulfillment

Item Receipt

Account is:

1001 Current Asses : Stock

I thought this was working correctly, but I've just come across an item where the report is 2 out - so presumably it is not including some necessary transaction type(s).

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