Inventory Quantity Summary vs Quantity Increase through Credit Notes

1

I have observed a scenario where Inventory Quantity Summary does not show inventory additions made through credit notes and negative value delivery notes within the current financial year (2026/2027). However, the same quantity is shown in the subsequent financial year (2027/2028 as opening quantity. In my observation, it happens when previous years (2025/2026) closing quantity is zero. 31st March is the financial year end.

However, Inventory Value Summary shows the corresponding value of the related items in 2026/2027.

Please refer to below screenshots.

Period from 01 Apr 2025 to 31 Mar 2026 (extract from Inventory Quantity Summary)

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image1017×161 4.31 KB

Period from 01 Apr 2027 to 31 Mar 2028 (extract from Inventory Quantity Summary)

image
image696×135 2.54 KB

Period from 01 Apr 2026 to 31 Mar 2027 (extract from Inventory Quantity Summary)

Zero quantity though above all quantities are the result of credit notes. However, see the accurate reflection in Inventory Item Menu as shown below.

image
image1582×667 51.2 KB

Further, please look at Inventory Value Summary as of 31 Mar 2027 (run for 30 June 2026 monthly reporting)

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image992×137 3.44 KB

Value is shown however in the absence of corresponding quantity.

Appreciate your quick response @lubos

Any idea please? @Ealfardan @Abeiku @Mabaega

If anybody has observed similar scenario earlier, please assist me to resolve through your experience.

Thank you.

2

@ATMCAssociates I will comment with a suggestion soon, checking something first.

3

Thanks Abeiku

4

Hello @ATMCAssociates,

Did you ensure that your Credit Notes have this field checked?

:check_box_with_check: Also acts as delivery note

This is because credit notes can also serve refunds without return of goods.

If this field ia checked and you still experience problems with quantities, please share a screenshot of Edit screen of your Credit Notes and I will escalate this to bugs

5

Thank you Elfardan for your kind response.

This tick is not used since we raised delivery notes with negative values. This worked well in the past and that path is necessary as physical receipt can be controlled when timing difference exists between credit note time and physical receipt of goods.

Since next year opening balance shows that missing quantity, it seems a bug in the equation, especially when that year’s opening balance has no quantity.

Kind regards

Sampath

6

Can you replicate this is a year business and share with us?

7

Thank you so much. I have already shared actual URL’s with Lubos.

8

SAMSOJN.manager (132 KB)

Check this business file, I couldn’t replicate it.