Jcurve Support Articles / Business Intelligence

Create a Report That Shows Breakdown of Landed Cost for an Item

Written by
Milkie Fernandez
Published on
February 29, 2024 at 2:19:26 PM PST February 29, 2024 at 2:19:26 PM PSTth, February 29, 2024 at 2:19:26 PM PST

Scenario

User need a report that shows computation of the landed cost added to an item through Item Receipt Transaction to help better understand the breakdown of costs of inventory and a summary of landed costs. However, this report is currently not available and logged under Enhancement 138943.

Solution

A saved search can be customized to show total landed cost assigned to an item receipt transactions.

  1. Navigate toTransactions>Management>Saved Searches>New
  2. ClickTransaction
  3. ClickCriteria
  4. ClickStandard
  5. Filter:
    • SelectType
      • SelectItem Receipt
    • SelectItem Fields...
      • SelectTrack Landed Cost
      • SelectYes
    • SelectMain Line
      • SelectNo
    • SelectShipping Line
      • SelectNo
    • SelectTax Line
      • SelectNo
    • SelectCreated From fields...
      • SelectType
      • SelectPurchase Order
  6. ClickCriteria
  7. ClickColumns
  8. Field:
    • SelectItem Fields...
      • SelectName
      • Summary Type :SelectGroup
    • SelectNumber
      • Summary Type:SelectGroup
    • SelectQuantity
      • Summary Type:SelectMaximum
      • Summary Label:EnterQuantity
    • SelectApplied to Transaction Fields...
      • SelectAmount
      • Summary Type:SelectSum
      • Summary Label:EnterPurchase Price
    • SelectFormula (Numeric)
      • Summary Type:SelectSum
      • Formula:EnterABS(CASE WHEN {account} = '[ACCOUNT USED FOR LANDED COST such as FREIGHT/INSURANCE/DUTIES]' THEN {amount} ELSE 0 END
      • Summary Label:EnterLanded Cost
    • SelectFormula (Numeric)
      • Summary Type:SelectSum
      • Formula :Enter{appliedtotransaction.amount} + ABS(CASE WHEN {account} = '[ACCOUNT USED FOR LANDED COST such as FREIGHT/INSURANCE/DUTIES]' THEN {amount} ELSE 0 END)
      • Summary Label:EnterTotal Cost
        • Note:Replace [ACCOUNT USED FOR LANDED COST such as FREIGHT/INSURANCE/DUTIES] with Actual Account Name and retain the quotation marks.
  9. ClickAdd
  10. ClickSave & Run
#saved search
#landed cost
#individual landed cost
#landed cost breakdown
Jcurve Support Articles / Business Intelligence