Create a Report That Shows Breakdown of Landed Cost for an Item
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.
- Navigate toTransactions>Management>Saved Searches>New
- ClickTransaction
- ClickCriteria
- ClickStandard
- 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
- ClickCriteria
- ClickColumns
- 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.
- ClickAdd
- ClickSave & Run