Bug 20327

Summary: [Report-Item]- Inventory report does not carry forward previous month balances when filtering by selected month
Product: ML DB 64-bit Win Reporter: Nandhini <bnandhini>
Component: Reports - Item ReportsAssignee: SVPrasad <SVPrasad>
Status: RESOLVED FIXED    
Severity: Major CC: btadepalli, skatragadda
Priority: High    
Version: Version-09   
Hardware: Windows   
OS: Windows 10 Pro   

Description Nandhini 2026-07-15 12:37:14 IST
Complete the basic setup (COAs, Items, Vendors).
Create an Item Purchase in January and save.
Create another Item Purchase in March and save.
Open Item Reports → Inventory-selected date.
Select the report month-wise (January, February, March) using the Selected Date filter.
Observe the inventory quantities displayed for each month.

Actual Result
January: Displays the item setup quantity plus the January purchase quantity.
February: Since no transaction exists, only the item setup quantity is displayed.
March: Displays only the item setup quantity plus the March purchase quantity.
The inventory balances from previous months are not carried forward to subsequent months.

Expected Result
Inventory balances should be cumulative across months. If no transaction occurs in an intermediate month, the previous month's balances should be carried forward.

screen rec:
https://drive.google.com/file/d/1tScH8bUrjvvzd4ZdYTupRerbuv0HqQHe/view?usp=sharing
screenshot:
https://drive.google.com/file/d/1C92C650v2ze2pPtr21st3lsi-IQAkVPx/view?usp=sharing
Comment 1 psaikumar 2026-08-07 17:03:45 IST
Fixed and Available in next build.