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Report · Inventory

Inventory movements by month

Inventory documents per month and transaction type, with the quantity going in and out.

  • monthly
  • stock
  • movements
Sample preview, fictional dataYour own figures appear after import.

01

About this report

Stock movements over the last 24 months, grouped by month and transaction type. The types are item receipts, item fulfillments, inventory adjustments, inventory transfers, transfer orders, assembly builds and unbuilds, work order issues and completions, and inventory worksheets. Each row gives the number of documents and the quantity in and out on inventory and assembly item lines, as posted on each line.

Check for a spike in adjustments before month end. Filter on Type to follow one kind of movement.

02

Sample preview

Fictional figures in the shape you will see. Yours come from your account.

MonthTypeDocumentsQuantity inQuantity out
2026-09Item Receipt319,8400
2026-09Item Fulfillment18808,120
2026-09Inventory Adjustment41257
2026-09Inventory Transfer6640640
2026-08Item Receipt3511,0200

03

The SuiteQL

This is the query each report runs. Read it, copy it, or change it after import.

Inventory movements by month
SELECT TO_CHAR(t.trandate, 'YYYY-MM') AS period,
       BUILTIN.DF(t.type) AS type,
       COUNT(DISTINCT t.id) AS documents,
       SUM(CASE WHEN tl.quantity > 0 THEN tl.quantity ELSE 0 END) AS qty_in,
       SUM(CASE WHEN tl.quantity < 0 THEN -tl.quantity ELSE 0 END) AS qty_out
  FROM transaction t
  JOIN transactionline tl ON tl.transaction = t.id
 WHERE t.type IN ('ItemRcpt', 'ItemShip', 'InvAdjst', 'InvTrnfr', 'TrnfrOrd', 'Build', 'Unbuild', 'WOIssue', 'WOCompl', 'InvWksht')
   AND tl.mainline = 'F'
   AND tl.itemtype IN ('InvtPart', 'Assembly')
   AND t.trandate >= ADD_MONTHS(TRUNC(SYSDATE, 'MM'), -23)
 GROUP BY TO_CHAR(t.trandate, 'YYYY-MM'), BUILTIN.DF(t.type)
 ORDER BY period DESC, type

04

Appears in

ReportInventory

Inventory movements by month

Screenshot of the Inventory movements by month report in HiScale Advanced Reports, filled with fictional sample data
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