You use this program to generate a list of stock items based on various warehouse indicators.
This report can be run at any time.
This report is useful when the Requirements Planning module is not installed, because it indicates the amount of stock on order with your supplier or in transit to the selected warehouse(s) as well as the amount of stock for which you have customer orders.
| Field | Description |
|---|---|
| Report sequence | |
| Stock code | Select this to generate the report in order of stock codes. |
| Description | Select this to generate the report in order of stock code descriptions. |
| Product class | Select this to generate the report in order of product classes. |
| Supplier | Select this to generate the report in order of suppliers. |
| Include options | |
| Available less than zero |
Select this to include stock items that have a Quantity Available less than zero. This enables you to identify those items where the available quantity is negative. This situation occurs when there is insufficient stock on hand to satisfy your customer orders immediately because the quantity on hand is less than the quantity allocated to sales orders. |
| Available equals zero |
Select this to include stock items that have a zero Quantity Available. This enables you to identify those items where the available quantity is zero. This situation occurs when you have allocated all the stock on hand to sales orders (i.e. the quantity allocated to sales orders equals the quantity on hand). |
| Available greater than zero |
Select this to include stock items that have a Quantity Available greater than zero. This enables you to identify those items where the available quantity is greater than zero. This situation occurs when you have more stock on hand than the quantity allocated to sales orders. |
| On purchase order | Select this to include stock items for which there is at least one outstanding purchase order. |
| On back order |
Select this to include stock items for which there is at least one sales order on backorder. This enables you to identify those items for which there is a quantity on back order for your customer. This situation occurs either when you have insufficient stock on hand to ship to your customers or when the quantity ordered is automatically placed on back order at the time of creating the sales order. |
| Goods in transit |
Select this to include stock items for which there is at least one goods in transit transaction which has not been receipted in to the receiving warehouse. Select this option to identify those items for which there is a quantity in transit to the selected warehouse. This situation occurs when stock is transferred from one warehouse to another. |
| Available less than minimum |
Select this to include stock items if the Quantity Available is less than the Minimum quantity defined for the stock item. This enables you to identify those items for which the quantity available is less than the quantity allocated to sales orders and is less than the quantity on hand and below the minimum quantity for the selected warehouse. If the Minimum quantity is zero against the stock code (Warehouses for Stock Code), then the item is not included in the report. This is because the system considers a value of zero to indicate that the minimum quantity is not defined. |
| Available less than safety |
Select this to include stock items if the Quantity Available is less than the Safety stock level defined for the stock item. This enables you to identify those items for which the quantity available is less than the safety stock level defined for the selected warehouse. This situation occurs when the quantity allocated to sales orders is less than the quantity on hand and below the safety stock level for the selected warehouse. If the Safety stock level is zero against the stock code (Warehouses for Stock Code), then the item is not included in the report. This is because the system considers a value of zero to indicate that the safety stock level is not defined. |
| Available greater than maximum |
Select this to include stock items if the Quantity Available is greater than the Maximum quantity defined for the stock item. This enables you to identify those items for which the quantity available is greater than that defined for the selected warehouse. This situation occurs when the quantity allocated to sales orders is less than the quantity on hand and above the maximum quantity for the selected warehouse. If you indicated that the Maximum quantity of an item required to be stocked in a warehouse at any point in time is zero (Warehouses for Stock Code) then that item is not selected for printing if you select this option. |
| In transit conversion cleared | Select this to print details of any warehouse transfers cleared during the conversion process to Goods in Transit transfers. |
| Select All | Select this to set all Include options to selected. |
| Deselect All | Select this to set all Include
options to deselected. Because most of the options are selected by default, you can use this option to deselect all the Include options and then select only those you require. |
| Notifications | |
| Show multiple exception messages | By default, if a stock item matches more than one of
the exceptions selected for inclusion, then only the first
exception encountered is listed on the report. Select this to print all exception messages for each stock item on the report and not only the first exception encountered. |
| ABC class selection |
Select stock items based on the ABC classification assigned to them (Stock Code Maintenance). Ensure that you have run the ABC Analysis program to assign each stock item to its correct class. |
The options on this tab page enable you to indicate additional criteria according to which you want to generate the report.
| Field | Description |
|---|---|
| Stock code selection | Indicate the stock code(s) for which you want to generate the report. |
| Warehouse selection | Indicate the warehouse(s) for which you want to include stock items in the report. |
| Supplier selection | This option enables you to include stock items for a selection of suppliers in the report. The default supplier is defined against the stock item using the Stock Code Maintenance program (Replenishment). |
| Product class selection |
This option enables you to include stock items for a selection of products classes in the report. The product class is defined against the stock item using the Stock Code Maintenance program (Stock Code Details). If a specific product class is entered, then only stock items belonging to that product class are included in the report. |
These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).
If a stock item matches more than one of the exceptions selected for inclusion, then only the first exception encountered is listed on the report. However, if you select the option Notifications - Show all exception messages, then all exception messages are printed against the item.
Minimum, maximum and safety stock level quantities defined for your stocked items (Warehouses for Stock Code) are indicated on the report so that you can take them into account when considering the quantities you need to order from your supplier / factory.
The following exception messages may be printed:
| Exception | Message |
|---|---|
| Available less than zero | Avail<0 |
| Available equals zero | Avail=0 |
| Available greater than zero | Avail>0 |
| On purchase order | On order |
| On back order | On B/order |
| Goods in transit | In transit |
| Available less than minimum | Below min. |
| Available less than safety | Below safe |
| Available above maximum | Above max. |