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Stock Status Report

This chapter contains the following topic:

Selecting Stock Status Reports

 

Selecting Stock Status Reports

The Stock Status Report selection enables you to print reports showing the current stock status of your inventory items, including the current value of the items.

Select

Stock status from the Reports menu.

The following screen displays:

Enter the information as follows:

Warehouse

Options 

If you are using multi-warehousing, enter the warehouse code for which you want the report printed, or use one of the options:

<Enter>

For the Central warehouse

<F1>

For "All" warehouses

Format

Two characters

Example

Press <F5> for "All" warehouses.

       Note 

If you are not using multi-warehousing, you will not see the Warehouse field and all field numbers will be one less than the numbers shown.

Starting item number and

Ending item number

Enter the range of item numbers to include on the report. Follow the screen instructions.

Format

Up to 15 digits

Example

Press <F2> for "First" and "Last" item numbers.

Group by inventory account number

Check the box to either restrict the report to a single inventory account, or to group items by inventory account. (Your entry in the next field will determine by which grouping.)

Leave it unchecked to print the items in item number order. If you leave it unchecked, the next field cannot be entered.

Format

Graphical mode: Check box where checked is yes and unchecked is no. The default is unchecked

Character mode: One letter, either Y or N there is no default

Example

Type N then press <Enter>.

Inventory account number

If you leave the Group by inventory account number field unchecked, this field cannot be entered.

Options 

Enter the inventory account for which to print the report, or use one of the options:

<F1>

For the next inventory account

<SF1>

For the previous inventory account

<F2>

For the default inventory account as defined in Control information.

<F5>

For "All" inventory accounts. Items will print grouped by inventory account.

Vendor

Enter the vendor number for the items to be printed or press <F5> to include All items regardless of whether they have a vendor number or what the number is.

Format

Up to six digits

Example

Press <F5> for "All" vendors.

Product category

Enter the category to print the report for only one product category.

<F5>

To include "All" items.

<Enter>

To include only those items which do not have a category.

Format

Up to five characters

Example

Press <F5> for "All" categories.

Product sub-category

If you entered blank in the previous field, this field also displays as blank and may not be changed.

Options 

Enter the product sub-category for the items to be printed, or use one of the options:

<F5>

To include "All" items regardless of whether they have a sub-category or what the sub-category is

<Enter>

To include only those items which do not have a sub-category.

Format

Up to five characters

Example

Press <F5> for "All" sub-category.

Report format

Select Full to print a full format report, or select Brief for a brief format.

Full Format

The Full format shows, for each item, quantity on-hand, quantity committed, reorder level, maximum quantity, back order code. and the value of the on-hand inventory (cost x quantity on-hand). If you are using Purchase Order, it also shows quantity on order. It shows Net qty if you selected that as the inventory reorder basis in Control information.

Brief Format

The Brief format prints only one line per item and shows quantity on-hand, reorder level, and the value of the on-hand inventory. It also shows Net qty.

If applicable, an item's stock status is indicated on the report as O for out of stock, or R for at or below reorder level. An item's status is based on the inventory reorder basis (either Net quantity or Quantity on-hand that was specified in Control information.

The Net qty is calculated as the quantity on-hand - quantity committed - quantity on back order (if you are using A/R with back order control) + quantity on work orders (if you are using kits) + quantity on order (if you are using A/R)

Options 

Use one of the following:

F

Full

For full format report

B

Brief

For brief format report

Format

Graphical: Drop down list, either Full or Brief. The default is Full

Character: One letter from the table above

Example

Type F then press <Enter>.

Include items with on-hand qtys which are…

Items can be selected for printing based on their on-hand quantity.

Enter N to include only items with non-zero quantity on-hand, B for only items that are below the reorder level, or O for only items that are out of stock.

Options 

You can use the following options:

N

Non-zero

For non-zero quantity on-hand

B

Below reorder level

For items that are below the reorder level

O

Out of stock

Only for items that are out of stock

<F5>

"All"

For "All"

Format

Graphical: Drop down list, from the table above. The default is "All"

Character: One letter from the table above

Example

Press <F5> and then press <Enter> for "All" items.

Print costs

Check the box if you want to have printed the prices of items on report that will be printed out, to disk or displayed.

Format

Graphical mode: Check box where checked is yes and unchecked is no. The default is checked

Character mode: One letter, either Y or N. The default is Y.

Example

Press <Enter> to accept the default.

OK or Cancel

Select OK to display a list of printers. Select Cancel to not print the report and return to the menu.