QuickBooks® Inventory
Control and Business
Management Software

Change filtering criteria for reports
Filter Stock On Hand report for negative quantities

The Report Catalog in the ACCTivate! Configuration Manager gives you the power to manage all the reports in your system. One particular configuration option it provides is the ability to set filtering criteria for any report.

When a report is opened in ACCTivate!, a Report Selection Criteria box opens, which contains filtering options specific to the report.

The Selection Prompts tab within the Report Catalog, can be used to configure the filtering options so that any data can be obtained from a report without having to customize the actual report.

The following is a great example of using the Selection Prompts options to get the data you need:

Filter Stock On Hand report for negative quantities
You can add or change the filtering criteria of any report to meet the needs of your business, but this example details the steps for adding quantity as a filtering criterion for the Stock On Hand report.

Once you add the Quantity On Hand filtering criterion you will be able to filter the Stock On Hand report for
negative quantities.

1. Select File > Configuration to open the Configuration Manager.
2. Select Reports > Report Catalog.
3. In the Report Catalog expand the Inventory folder and then the Warehouse folder.
   Select the Stock On Hand report (make sure it is highlighted).
4. Click the Selection Prompts tab on the right-hand side.
5. Click the Edit button and an empty line will appear at the bottom of the data grid within the
   Selection Prompts tab.
6. On that empty line, type Quantity on Hand in the Prompt field.
7. Click inside the Field field and click the button that appears.
   
   The Select Field Name dialog box will open. Expand the ProductWarehouseSummary folder and select QtyOnHand as the field name.
8. In the Type field select Integer.
9. Click on the Properties tab and check the box next to 'Do not overwrite changes to this definition during ACCTivate! update'.
10. Click Save and close the Configuration Manager.
11. Now try out the new filtering criterion.
    
    Select Inventory > Inventory Reports from the desktop menu. Then in the Reports window, expand the Warehouse folder and select the Stock On Hand report.
    
    
12. From the Report Selection Criteria dialog box select Less than from Filter field and in the Value 1 field type 0.
    
    Now Preview the report and it will only show stock with negative quantities.

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