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3.7.7. Inventory Availability

3.7.7.1. Inventory Availability by Planner Code
3.7.7.2. Inventory Availability by Class Code
3.7.7.3. Inventory Availability by Source Vendor
3.7.7.4. Inventory Availability by Item Group
3.7.7.5. Inventory Availability by Item

Inventory Availability Reports section.

3.7.7.1.  Inventory Availability by Planner Code

To view Inventory Availability by Planner Code, select the "Inventory Availability by Planner Code" option. The following screen will appear:

Inventory Availability by Planner Code

When displaying Inventory Availability by Planner Code, you are presented with the following options:

All Planner Codes

Select to display Inventory Availability for all Planner Codes.

Selected

Specify Planner Code whose Inventory Availability you want to display.

Pattern

Enter a Planner Code pattern to select a range of Planner Codes. Refine your search using Regular Expressions.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time

Select to show projected Availability based on the Lead Time specified in the Item Site master.

Look Ahead Days

Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.

Cutoff Date

Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display.

Ignore Reorder at 0

Select to ignore reorder at 0 in display.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Planner Code, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)—regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History

Select to view Inventory history for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Orders

Select to view all the pending Orders for the specified Item.

Running Availability

Select to view Running Availability for the specified Item Site.

View Substitute Availability

Select to view availability of substitute Items, if any.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R

Select to create a Purchase Request for the specified Item.

Create P/O

Select to create a Purchase Order for the specified Item.

The following additional options are available for manufactured Items:

Create W/O

Select to create a Work Order for the specified Item.

Post Misc. Production

Select to post Miscellaneous Production for the specified Item.

3.7.7.2.  Inventory Availability by Class Code

To view Inventory Availability by Class Code, select the "Inventory Availability by Class Code" option. The following screen will appear:

Inventory Availability by Class Code.

When displaying Inventory Availability by Class Code, you are presented with the following options:

All Class Codes

Select to display Inventory Availability for all Class Codes.

Selected

Specify Class Code whose Inventory Availability you want to display.

Pattern

Enter a Class Code pattern to select a range of Class Codes. Refine your search using Regular Expressions.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time

Select to show projected Availability based on the Lead Time specified in the Item Site master.

Look Ahead Days

Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.

Cutoff Date

Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display.

Ignore Reorder at 0

Select to ignore reorder at 0 in display.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Code, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)—regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History

Select to view Inventory history for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Orders

Select to view all the pending Orders for the specified Item.

Running Availability

Select to view Running Availability for the specified Item Site.

View Substitute Availability

Select to view availability of substitute Items, if any.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R

Select to create a Purchase Request for the specified Item.

Create P/O

Select to create a Purchase Order for the specified Item.

The following additional options are available for manufactured Items:

Create W/O

Select to create a Work Order for the specified Item.

Post Misc. Production

Select to post Miscellaneous Production for the specified Item.

3.7.7.3.  Inventory Availability by Source Vendor

To view Inventory Availability by source Vendor, select the "Inventory Availability by Source Vendor" option. The following screen will appear:

Inventory Availability by Source Vendor

When displaying Inventory Availability by source Vendor, you are presented with the following options:

All Vendors

Select to display Inventory Availability for all Vendors.

Selected Vendor

Enter the Vendor Number of the Vendor whose Inventory Availability you want to display.

Selected Vendor Type

Specify Vendor Type whose Inventory Availability you want to display.

Vendor Type Pattern

Enter a Vendor Type pattern to select a range of Vendor Types. Refine your search using Regular Expressions.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time

Select to show projected Availability based on the Lead Time specified in the Item Site master.

Look Ahead Days

Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.

Cutoff Date

Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display.

Ignore Reorder at 0

Select to ignore reorder at 0 in display.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Sites

Select to display Inventory Availability by source Vendor for all Sites.

Selected

Specify Site whose Inventory Availability by source Vendor you want to display.

Availability

Display lists Inventory Availability by source Vendor, using the specified parameters.

If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)—regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following menu options:

View Inventory History

Select to view Inventory history for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Orders

Select to view all the pending Orders for the specified Item.

Running Availability

Select to view Running Availability for the specified Item Site.

Create P/R

Select to create a Purchase Request for the specified Item.

Create P/O

Select to create a Purchase Order for the specified Item.

View Substitute Availability

Select to view availability of substitute Items, if any.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.7.7.4.  Inventory Availability by Item Group

To view Inventory Availability by Item Group, select the "Inventory Availability by Item Group" option. The following screen will appear:

Inventory Availability by Item Group

When displaying Inventory Availability by Item Group, you are presented with the following options:

All Item Groups

Select to display Inventory Availability for all Item Groups.

Selected

Specify Item Group whose Inventory Availability you want to display.

Item Group Pattern

Enter an Item Group pattern to select a range of Item Groups. Refine your search using Regular Expressions.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time

Select to show projected Availability based on the Lead Time specified in the Item Site master.

Look Ahead Days

Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.

Cutoff Date

Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display.

Ignore Reorder at 0

Select to ignore reorder at 0 in display.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Item Group, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)—regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History

Select to view Inventory history for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Orders

Select to view all the pending Orders for the specified Item.

Running Availability

Select to view Running Availability for the specified Item Site.

View Substitute Availability

Select to view availability of substitute Items, if any.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R

Select to create a Purchase Request for the specified Item.

Create P/O

Select to create a Purchase Order for the specified Item.

The following additional options are available for manufactured Items:

Create W/O

Select to create a Work Order for the specified Item.

Post Misc. Production

Select to post Miscellaneous Production for the specified Item.

3.7.7.5.  Inventory Availability by Item

To view Inventory Availability by Item, select the "Inventory Availability by Item" option. The following screen will appear:

Inventory Availability by Item

When displaying Inventory Availability by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Inventory Availability you want to display. The browse button located to the right of the field leads to a searchable list of make and buy items.

UOM

Inventory Unit of Measure.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time

Select to show projected Availability based on the Lead Time specified in the Item Site master.

Look Ahead Days

Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.

Cutoff Date

Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display. Reorder Exceptions are an indication that an Item Site's projected Availability will drop below the Reorder Level for the Item Site.

Ignore Reorder at 0

Select to ignore Reorder Exceptions in cases where both the Item Site Reorder Level and Planned Availability are equal to zero ("0"). If selected, Item Sites matching these criteria will not be displayed.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Item, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)—regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE

Closes the screen, returning you to the application desktop.

QUERY

Select to generate the display, using the specified parameters.

PRINT

Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History

Select to view Inventory history for the specified Item Site.

View Allocations

Select to view Orders the specified Item Site is allocated to.

View Orders

Select to view all the pending Orders for the specified Item.

Running Availability

Select to view Running Availability for the specified Item Site.

Issue Count Tag

Select to create a Count Tag for the specified Item Site.

Invoice Information

Select to view details for the specified Invoice.

Export Contents

Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R

Select to create a Purchase Request for the specified Item.

Create P/O

Select to create a Purchase Order for the specified Item.

The following additional option is available for manufactured Items:

Create W/O

Select to create a Work Order for the specified Item.