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 Issue History details in Inventory application

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Thomas Mathew's profile image
Thomas Mathew posted 09-23-2025 22:05

The Issue History details in the Inventory application is not being populated.

"Year to date" is being populated, buts gives a sum of all transactions in the system.

The following fields are blank:

Last Year:

2 Years Ago:

3 Years Ago:

I am trying to figure out why these fields are not being populated and what I need to do to get them working properly. Any advise will be appreciated.

Paul Foster's profile image
Paul Foster

Hi Thomas,

do you guys Zero the year to date quantities each year? if you look at 'inventory adjustments' in the more actions menu there is an option to zero the quantities. this rolls down the year to date into the 'last year', 2 years into 3 years etc... just be aware performing this action mid year would skew your data. Its an action you can perform annually or at the beginning of each fiscal year.

Christopher Winston's profile image
Christopher Winston

Thomas, you will want to consolidate this with end-of-year processing. Take a look here. You can scroll forward in the video to about 1:30, and the Inventory functions you are looking for will be reviewed.