syntax for creating inventory turns report

Posted on 2014-02-25
Last Modified: 2014-02-27

I have Three tables one for item detail,  InventoryData, and the other has InvoiceSales data. I would like to create a Inventory turns report that shows the Turns for every item over a 12 month period.  If the item has not been sold then show zero turn.
I am not sure how to generate the query to render this data.

itemID     Desc                      Item_uid
234-31     Widget x               10
234-32     Widget r               11
234-33     Widget z               12

 Item_uid      Qty_OH       LocationID
10                   150             100001
11                   100             100001
12                   500             100001


Invoice_no      CustID    InvoiceDate  Approved
1                       1001       10/10/13        Y
2                       1002       11/10/13        Y
3                       1001       11/15/13        Y
4                       1003       12/12/13        Y

 Invoice_no         itemID     Desc                      Item_uid          Unit_Sold  
1                          234-31     Widget x               10                      40            
2                          234-31     Widget x               10                      50
3                          234-32     Widget z               12                      200
3                          234-31     Widget x               10                      5
4                          234-32     Widget z                12                      250

Notice: Item 234-32 has never been sold.

Expected results:

itemID     Desc    Item_uid,  Average_sold  Last_Sold        Turns
Question by:tips54
  • 4
  • 3
  • 2
LVL 48

Accepted Solution

PortletPaul earned 500 total points
ID: 39887861
this result:
| ITEMID |     DESC | ITEM_UID | AVERAGE_SOLD |                       LAST_SOLD | TURNS |
| 234-31 | Widget x |       10 |           31 | November, 15 1913 11:00:00+0000 |     3 |
| 234-32 | Widget r |       11 |       (null) |                          (null) |     0 |
| 234-33 | Widget z |       12 |          225 | December, 12 1913 11:00:00+0000 |     2 |

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produced by this query:

, stdet.[Desc]
, stock.Item_uid
, avg(invdet.Unit_Sold) AS Average_sold
, max(invoice.InvoiceDate) AS Last_Sold
, count(DISTINCT invoice.Invoice_no) AS Turns

FROM InventoryData AS stock
INNER JOIN ItemDetail AS stdet ON stock.Item_uid = stdet.Item_uid
LEFT JOIN InvoiceDetail AS invdet ON stock.Item_uid = invdet.Item_uid
LEFT JOIN InvoiceSales AS invoice ON invdet.Invoice_no = invoice.Invoice_no
          AND invoice.InvoiceDate BETWEEN '19130101' AND '20140101'

, stdet.[Desc]
, stock.Item_uid

see it working at:!3/0936a/7

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LVL 48

Expert Comment

ID: 39887863
a. wasn't sure if you needed Item 234-32 listed or not. If you don't needed it then the left joins can be changed to inner joins and the date range condition could be a where clause

b. not sure what a "turn" is. I have counted the number of invoices.

Author Comment

ID: 39887900
I was just thinking should Turn could be wrong it   COGS / AV. Inventory .   which mean we can include a cost column in the ItemDetail table.
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LVL 48

Expert Comment

ID: 39888019

OK, that's more understandable.
As you note you need a unit_cost field (or similar), but typically costs of inventory items will vary over time so it isn't just as simple as adding one field.

ball is in your court I believe

Expert Comment

by:Andrei Fomitchev
ID: 39888136
1. It summarizes Qty_OH from different locations
2. It calculates "Sold" for 0 sold
3. Total is "Sold" + Qty_OH
4. It selects invoices for the last 12 months
5. I created tables and the result came from the query

itemID      Desc      Item_uid           Sold      Qty_OH      Total
234-31      Widget x                 10              95            150        245
234-32      Widget r                 11                0            100        100
234-33      Widget z                 12            450            500        950

USE Items
SELECT itemID, [Desc], tttt.Item_uid, Sold, Qty_OH, Sold+Qty_OH AS Total FROM (
      SELECT itemID, [Desc], ttt.Item_uid, Sum(Sold) AS Sold FROM (
            SELECT * FROM (
                  SELECT itemID, [Desc], id.Item_uid, IsNull(InvoiceDate,DateAdd(day, -1, GetDate())) AS InvoiceDate, IsNull(Sold,0) AS Sold FROM ItemDetail id
                  LEFT JOIN
                        SELECT InvoiceDate, Item_uid, Sum(Unit_Sold) AS Sold
                        FROM InvoiceSales s
                        LEFT JOIN InvoiceDetail d ON d.InvoiceNo = s.Invoice_no
                        GROUP BY InvoiceDate, Item_uid
                  ) t
                  ON t.Item_uid = id.Item_uid
            ) tt
            WHERE InvoiceDate BETWEEN DateAdd(month, -12, GetDate()) AND GetDate()
      ) ttt
      GROUP BY itemID, [Desc], Item_uid
) tttt
      SELECT Item_uid, Sum(Qty_OH) AS Qty_OH FROM InventoryData
      GROUP BY Item_uid
) i ON i.Item_uid = tttt.Item_uid

Author Comment

ID: 39888755
I have added the unit cost of the item at the time sold. what would the query look like now?

 Invoice_no         itemID     Desc                      Item_uid          Unit_Sold      Unit_Cost
1                          234-31     Widget x               10                      40                  1.25
2                          234-31     Widget x               10                      50                  1.50
3                          234-32     Widget z               12                      200                3.00
3                          234-31     Widget x               10                      5                    1.25
4                          234-32     Widget z                12                     250                5.00

Author Comment

ID: 39888766
Thanks Formand.  your query does not give me the expected output.  I am after Inventory Turnover over the 12 month period.

Expert Comment

by:Andrei Fomitchev
ID: 39891209
Please, put the example of the table that you expect as output.

Author Closing Comment

ID: 39893969
Thank you Paul. I ended up using your code with a few mods.

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