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Add transactions when recalculating weighted average

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Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 29, 2024 Mar 2025

Business value

Gain greater control over the recalculation process by choosing whether to exclude or include specific types of transactions as needed. This can help ensure report accuracy and regulation compliance for some regions. Additionally, this feature can help save time and increase efficiency by streamlining the recalculation process and reducing the need for manual intervention.

Feature details

When recalculating for weighted average, you can now choose whether to include transactions that haven't yet been financially updated. This feature:

  • Adds an option for item model groups.
  • Includes transactions without financial closing.
  • Only applies during recalculations and doesn't affect inventory closing.

Additional resources

Options for including physical value in cost calculations (docs)