You use this program to produce a report which can be used as a tool to assist you in deciding which stock items must be purchased.
This decision can be based on the calculation of free stock or future free stock, together with the various criteria selected.
| Field | Description | ||||
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| Sequence |
Indicate the sequence in which you want to generate the report. Available sequences include:
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| Part category |
Indicate the part categories for which you want to generate the report. Part categories are defined against stock items on the Descriptive tab of the Stock Code Maintenance program. Available options include:
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| Report options | |||||
| Detailed |
Select this to print the details of each selected warehouse. The information printed for a detailed report is based on the calculation applied to each warehouse. Only if the calculated values fall within the specified criteria are details of that warehouse printed. |
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| Summary |
Select this to print a summary of the value of all warehouses selected per stock code. The information printed for a summary report is based on the calculation applied to the totals of all the warehouses for a given stock item. Only if the calculated values fall within the specified criteria are details of that warehouse printed. |
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![[Note]](images/note.png)
| Field | Description |
|---|---|
| Product class selection |
This 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 (Descriptive tab). If a specific product class is entered, then only stock items belonging to that product class are included in the valuation. |
| Warehouse selection | Indicate the warehouse(s) you want to include in the report. |
| Stock code selection | Indicate the stock code(s) that you want to include in the report. |
| Supplier selection |
Indicate the supplier(s) for which you want to include stock items in the report. The default supplier is defined against the stock item using the Stock Code Maintenance program. |
| Buyer selection |
Indicate the buyer(s) for which you want to include stock items in the report. The default buyer is defined against the stock item using the Stock Code Maintenance program (Replenishment tab). |
| Field | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Include MPS items |
Indicate the stock items to be included based on their MPS status. A stock item is defined as an MPS item on the Production tab of the Stock Code Maintenance program.
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| Include statistical parts |
Statistical parts are items which have been excluded from the cumulative lead time calculation. As a result, if you are using Material Requirements Planning (MRP) you will not obtain adequate forward warning of the need to purchase these items. This report should be used to make purchases based on their independent historical demand profile rather than rely on MRP's dependency-driven forecast.
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| Calculation |
Calculations can be applied to the accumulated values from all warehouses, or the values held against each individual warehouse. If printing a detailed report, then the calculation is applied to each warehouse and details for the warehouse are only printed for those warehouses matching the selection criteria. If printing a summary report, then the calculation is applied to the totals of all warehouses for a given stock code and only those stock codes matching the selection criteria are printed. |
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| Criteria | |||||||||
| All |
Select this to include all stock codes (the calculation will be based on both free stock and future free stock). |
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| Below minimum |
Select this to include only those stock codes where the quantity on hand is below minimum. |
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| Below safety | Select this to include only those stock codes where the quantity on hand is below the safety stock level. | ||||||||
| Above maximum | Select this to include stock codes where the quantity on hand is above maximum. | ||||||||
| Based on | |||||||||
| Free stock |
Select this to base the calculation on free stock. This will display all stock items that meet the selected criteria as well as the values for the current free stock and future free stock. Free stock calculation: Quantity on hand - sales order allocations - WIP allocations + quantity in inspection This only applies if you do not select the Criteria as All. |
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| Future free stock | Select this to base the calculation on future free stock. This will display all stock items that meet the selected criteria as well as the values for the current free stock and future free stock. Future free stock calculation: Quantity on hand - sales order allocations - WIP allocations + quantity in inspection + quantity on order + quantity in transit This only applies if you do not select the Criteria as All. |
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| Buying rule |
Select the buying rules of the stock items you want to include in the report. Buying rules are defined against stock items in the Batching rule field on the Replenishment tab of the Stock Code Maintenance program. You can select to include items for all or a single buying rule in the report. |
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| ABC code |
Indicate the ABC classification code of the items you want to include in the report. You can select to include items for all or a single ABC code 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).
The header fields M-12 through to M-01 indicate the last 12 months’ sales/issue quantities, where M-12 indicates the quantity sold 12 months ago and M-01 indicates the quantity sold last month.
The quantity reserved for WIP allocations is taken into account in the report when Reserve stock for allocations is enabled (WIP Setup).