Skip to Content
Author's profile photo Silambu RS

How to post Inventory Opening Balance by using FMS

Some of you might already know this but in case you don’t have…

Hereby explained : How to post inventory Opening Balance by using FMS.

It will ease your work and make work efficient and time saving.

Step 1:

Create one User Defined Table (UDT) with the columns ItemCode, WareHouse, Quantity and Price.

Most of the client prepare excel sheet. So you can import data from excel sheet to UDT.

Step 2:

Now make two FMS.


               FMS 1:    For Quantity,

                                   SELECT Quantity FROM InventoryOB WHERE ItemCode=RTRIM(LTRIM($[$9.1.0]))

               FMS 2:    For Price,

            

                                  SELECT Price FROM InventoryOB WHERE ItemCode=RTRIM(LTRIM($[$9.1.0]))

              InventoryOB is the UDT.

Step 3:

Now set this FMS into Inventory Opening Balance Screen in Quantity and Price Columns.

/wp-content/uploads/2014/06/1_477924.png


We have to select    ‘When Field Changes’  option in Auto Refresh and assign any one field for refresh.


/wp-content/uploads/2014/06/2_477977.png

/wp-content/uploads/2014/06/3_477979.png

Thats all. It will take time for getting value. It depends upon  the number of items.

I hope this will help to our friends.

Thanks & Regards,

Silambu

Assigned Tags

      6 Comments
      You must be Logged on to comment or reply to a post.
      Author's profile photo Former Member
      Former Member

      Hi ,

      Thanks for your post , 🙂

      can you explian how quantity and price will calculate in UDT table depend upon item? 😕


      -Rajesh N

      Author's profile photo Silambu RS
      Silambu RS
      Blog Post Author

      Thanks Rajesh!

      We don't want to calculate Quantity and Price in UDT. The Opening Balance data which you can collect from client and  import into UDT.  Then make FMS  that will pick data from UDT.

      thanks

      silambu

      Author's profile photo Former Member
      Former Member

      Hi , Thanks  !!! -Rajesh N

      Author's profile photo Former Member
      Former Member

      the same technique we can apply to BP balance?

      Author's profile photo Silambu RS
      Silambu RS
      Blog Post Author

      Yes we can

      Author's profile photo Ashok kumar Murugesan
      Ashok kumar Murugesan

      Good Silambu

       

      In the latest version, Inventory Opening Balance Separate screen available. User can copy paste directly.

       

       

      Thanks,

      Ashok