7. Reports

Inventory Reports section.

7.1. Item Sites

Item Site Reports section.

7.1.1.  Item Sites by Planner Code

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

Item Sites by Planner Code

When displaying Item Sites by Planner Code, you are presented with the following options:

All Planner Codes

Select to display Item Sites for all Planner Codes.

Selected

Specify Planner Code whose Item Sites you want to display.

Pattern

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

All Sites

Select to display Item Sites by Planner Code for all Sites.

Selected

Specify Site whose Item Sites by Planner Code you want to display.

Show Inactive

Select to display active as well as inactive Item Sites.

Item Sites

Display lists Item Sites by Planner Code, using the specified parameters.

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.

7.1.2.  Item Sites by Cost Category

To view Item Sites by Cost Category, select the "Item Sites by Cost Category" option. The following screen will appear:

Item Sites by Cost Category

When displaying Item Sites by Cost Category, you are presented with the following options:

All Cost Categories

Select to display Item Sites for all Cost Categories.

Selected

Specify Cost Category whose Item Sites you want to display.

Pattern

Enter a Cost Category pattern to select a range of Cost Categories. Refine your search using Regular Expressions.

All Sites

Select to display Item Sites by Cost Category for all Sites.

Selected

Specify Site whose Item Sites by Cost Category you want to display.

Show Inactive

Select to display active as well as inactive Item Sites.

Item Sites

Display lists Item Sites by Cost Category, using the specified parameters.

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.

7.1.3.  Item Sites by Class Code

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

Item Sites by Class Code

When displaying Item Sites by Class Code, you are presented with the following options:

All Class Codes

Select to display Item Sites for all Class Codes.

Selected

Specify Class Code whose Item Sites you want to display.

Pattern

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

All Sites

Select to display Item Sites by Class Code for all Sites.

Selected

Specify Site whose Item Sites by Class Code you want to display.

Show Inactive

Select to display active as well as inactive Item Sites.

Item Sites

Display lists Item Sites by Class Code, using the specified parameters.

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.

7.1.4.  Item Sites by Item

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

Item Sites by Item

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

Item Number

Enter the Item Number of the Item whose Item Site(s) 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 Inactive

Select to display active as well as inactive Item Sites.

Item Sites

Display lists Item Sites for the specified Item.

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.

7.2.  Valid Locations by Item

To view valid Locations by Item, select the "Valid Locations by Item" option. The following screen will appear:

Valid Locations by Item

When displaying valid Locations by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose valid Location(s) 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.

All Sites

Select to display Locations for all Sites.

Selected

Specify Site whose Locations you want to display.

Valid Location

Display lists valid Locations by Item, using the specified parameters.

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.

7.3. Quantities on Hand

Quantities on Hand Reports section.

7.3.1.  Quantities on Hand by Class Code

To view Quantities on Hand by Class Code, select the "Quantities on Hand by Class Code" option. The following screen will appear:

Quantities on Hand by Class Code

When displaying Quantities on Hand by Class Code, you are presented with the following options:

All Class Codes

Select to display Quantities on Hand for all Class Codes.

Selected

Specify Class Code whose Quantities on Hand you want to display.

Pattern

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

All Sites

Select to display Quantities on Hand by Class Code for all Sites.

Selected

Specify Site whose Quantities on Hand by Class Code you want to display.

Show All Quantities

Select to show all Quantities on Hand in the display.

Only Show Positive QOHs

Select to show only Inventory with a positive Quantity on Hand in the display.

Only Show Negative QOHs

Select to show only Inventory with a negative Quantity on Hand in the display.

Show Inventory Value

Select to include the Inventory value of Quantities on Hand by Class Code in the display. Once selected, specify one of the following costing options:

Use Posted Costs

Select to show Inventory value based on the costing method defined for the Item Site. Item Sites may use the following costing methods, depending on the Item Type: Standard, Average, Job (i.e., Job Items), and None (i.e., Reference Items and any Items having a control method = None).

Use Standard Costs

Select to show Inventory value based on Standard Costs.

Use Actual Costs

Select to show Inventory value based on Actual Costs.

Quantities on Hand

Display lists Quantities on Hand by Class Code, using the specified parameters. If the "Show Inventory Value" box is selected, the display will also show unit Cost, value, and non-netable value. Totals for each column will be calculated at the bottom of the display. If a Quantity on Hand value 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.

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.

7.3.2.  Quantities on Hand by Item Group

To view Quantities on Hand by Item Group, select the "Quantities on Hand by Item Group" option. The following screen will appear:

Quantities on Hand by Item Group

When displaying Quantities on Hand by Item Group, you are presented with the following options:

All Item Groups

Select to display Quantities on Hand for all Item Groups.

Selected

Specify Item Group whose Quantities on Hand you want to display.

Pattern

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

All Sites

Select to display Quantities on Hand by Item Group for all Sites.

Selected

Specify Site whose Quantities on Hand by Item Group you want to display.

Show All Quantities

Select to show all Quantities on Hand in the display.

Only Show Positive QOHs

Select to show only Inventory with a positive Quantity on Hand in the display.

Only Show Negative QOHs

Select to show only Inventory with a negative Quantity on Hand in the display.

Show Inventory Value

Select to include the Inventory value of Quantities on Hand by Item Group in the display. Specify whether to display Inventory value using Standard Costs or Actual Costs.

Use Posted Costs

Select to show Inventory value based on the costing method defined for the Item Site. Item Sites may use the following costing methods, depending on the Item Type: Standard, Average, Job (i.e., Job Items), and None (i.e., Reference Items and any Items having a control method = None).

Use Standard Costs

Select to show Inventory value based on Standard Costs.

Use Actual Costs

Select to show Inventory value based on Actual Costs.

Quantities on Hand

Display lists Quantities on Hand by Item Group, using the specified parameters. If the "Show Inventory Value" box is selected, the display will also show unit Cost, value, and non-netable value. Totals for each column will be calculated at the bottom of the display. If a Quantity on Hand value 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.

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.

7.3.3.  Quantities on Hand by Location

To view Quantities on Hand by Location, select the "Quantities on Hand by Location" option. The following screen will appear:

Quantities on Hand by Location

When displaying Quantities on Hand by Location, you are presented with the following options:

All Sites

Select to display Quantities on Hand for all Sites.

Selected

Specify Site whose Quantities on Hand by Location you want to display.

Location

Specify Location whose Quantity on Hand you want to display. Displays Quantity on Hand for selected Location.

Netable

Indicates whether Location is Netable or not.

Restricted

Indicates whether Location is Restricted or not.

Quantities on Hand

Display lists Quantities on Hand by Location, using the specified parameters. If S/O Reservations by Location has been enabled, then reservation quantities will be displayed by Sales 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.

7.3.4.  Quantities on Hand by Item

To view Quantities on Hand by Item, select the "Quantities on Hand by Item" option. The following screen will appear:

Quantities on Hand by Item

When displaying Quantities on Hand by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Quantity on Hand 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.

All Sites

Select to display Quantities on Hand by Item for all Sites.

Selected

Specify Site whose Quantities on Hand by Item you want to display.

Show Inventory Value

Select to include the Inventory value of Quantities on Hand by Item in the display. Specify whether to display Inventory value using Standard Costs or Actual Costs.

Use Posted Costs

Select to show Inventory value based on the costing method defined for the Item Site. Item Sites may use the following costing methods, depending on the Item Type: Standard, Average, Job (i.e., Job Items), and None (i.e., Reference Items and any Items having a control method = None).

Use Standard Costs

Select to show Inventory value based on Standard Costs.

Use Actual Costs

Select to show Inventory value based on Actual Costs.

Quantities on Hand

Display lists Quantities on Hand by Item, using the specified parameters. If the "Show Inventory Value" box is selected, the display will also show unit Cost, value, and non-netable value. Totals for each column will be calculated at the bottom of the display. If a Quantity on Hand value 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.

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.

7.4. Location/Lot/Serial # Detail

To locate detailed Location and Lot/Serial Number information, select the "Location/Lot/Serial # Detail" option. The following screen will appear:

Location/Lot/Serial Number Detail

When displaying detailed Location and Lot/Serial Number information, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose detailed Location/Lot/Serial Number information you want to display.

UOM

Inventory Unit of Measure.

All Sites

Select to display detailed Location/Lot/Serial Number information for all Sites.

Selected

Specify Site whose detailed Location/Lot/Serial Number information you want to display.

Locations

Display lists Location/Lot/Serial Number detail, using the specified parameters.

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.

7.5.  Expired Inventory

Item Sites marked as perishable may have Quantity on Hand that expires on a specified date. Typically, these are Lot/Serial Number controlled Item Sites. If such Inventory has expired, you may view Inventory details using this display. To view expired Inventory, select the "Expired Inventory" option. The following screen will appear:

Expired Inventory

Note

Expired Inventory will be displayed in red type, to alert users to the expired status of the Item. This typographical feature appears in other Inventory displays, as well.

When displaying expired Inventory, you are presented with the following options:

Class Code

Specify one of the following Class Code options:

All Class Codes

Select to display expired Inventory for all Class Codes.

Selected

Specify Class Code whose expired Inventory you want to display.

Pattern

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

Site

Specify one of the following Site options:

All Sites

Select to display expired Inventory for all Sites.

Selected

Specify Site whose expired Inventory you want to display.

Threshold

Select a number of days using the arrow buttons, or manually enter a value between 999 and -999. Specify which expired Items to include in the display using the threshold parameter. Threshold days are measured from the current day. To view all currently expired Inventory, set the parameter to "0". To display Inventory due to expire in the future, enter a positive value. Enter a negative value to display Inventory that expired prior to the current day.

Expired By

Specify one of the following expiration types to include in the display:

Perishability

Select if you want to include Inventory which expired because its perishable date passed.

Warranty

Select if you want to include Inventory which expired because its warranty date passed.

Show Inventory Value

Select to include the Inventory value of expired Inventory in the display. Then specify one of the following costing options:

Use Posted Costs

Select to show Inventory value based on the costing method defined for the Item Site. Item Sites may use the following costing methods, depending on the Item Type: Standard, Average, Job (i.e., Job Items), and None (i.e., Reference Items and any Items having a control method = None).

Use Standard Costs

Select to show Inventory value based on Standard Costs.

Use Actual Costs

Select to show Inventory value based on Actual Costs.

Expired Inventory

Display lists expired Inventory, using the specified parameters. If the "Show Inventory Value" box is selected, the display will also show unit Cost and value.

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.

7.6.  Slow Moving Inventory

Slow moving Inventory is Inventory that has not been used since the specified cutoff date. Inventory is considered to have been used whenever it is issued, received, returned, counted, etc. To view slow moving Inventory, select the "Slow Moving Inventory" option. The following screen will appear:

Slow Moving Inventory

Tip

The Cutoff date is a required field. If you don"t enter a Cutoff date, no data will be displayed.

When displaying slow moving Inventory, you are presented with the following options:

All Class Codes

Select to display slow moving Inventory for all Class Codes.

Selected

Specify Class Code whose slow moving Inventory you want to display.

Pattern

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

Cutoff Date

Any Inventory that has not been moved since this date will be displayed. This is a required field.

All Sites

Select to display slow moving Inventory for all Sites.

Selected

Specify Site whose slow moving Inventory you want to display.

Show Inventory Value

Select to include the Inventory value of slow moving Inventory in the display. Specify whether to display Inventory value using Standard Costs or Actual Costs.

Use Standard Costs

Select to show Inventory value based on Standard Costs.

Use Actual Costs

Select to show Inventory value based on Actual Costs.

Quantities on Hand

Display lists Quantities on Hand for slow moving Inventory, using the specified parameters.

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. Cutoff date must be entered for calculation to proceed. Results will be displayed in the "Quantities on Hand" list.

PRINT

Runs the report associated with this screen.

7.7. Inventory Availability

Inventory Availability Reports section.

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.

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

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

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.

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.

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.

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.

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

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

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.

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.

All Sites

Select to display Inventory Availability for all Sites.

Selected

Specify Site whose Inventory Availability you want to display.

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

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.

7.8.  Substitute Availability by Root Item

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

Substitute Availability by Root Item

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

Item Number

Enter the Item Number of the Item whose substitute 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.

All Sites

Select to display substitute Availability for all Sites.

Selected

Specify Site whose substitute Availability you want to display.

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.

Date

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

Normalize to Parent UOM

Select to adjust the Quantity on Hand of substitute Items so these quantities meet requirements for substitution. The adjusted Quantity on Hand is determined by the Item substitution ratio.

Substitute Availability

Display lists substitute Availability by Item, using the specified parameters. If "Normalize to Parent UOM" option is selected, the substitute Item's Quantity on Hand is adjusted to reflect the substitution ratio. 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.

7.9. Inventory Status

Inventory Buffer Status Reports section.

7.9.1. Inventory Buffer Status by Planner Code

The Inventory buffer status displays provide information on your current stock buffer levels. Stock buffers apply to make-to-stock Items. Keep in mind that buffer status information will only be displayed on days when the Constraint Management system is run. If you find your displays show no information, this probably means Constraint Management has not been run.

To view Inventory buffer status by Planner Code, select the "Inventory Buffer Status by Planner Code" option. The following screen will appear:

Inventory Buffer Status by Planner Code

Note

When the buffer status for an Item hits 66 or higher, the status number will become red. By highlighting Items which are "red hot," the system is informing you which Items should be acted on immediately. The best remedy for red hot Item Sites is to expedite any associated Work Orders or Purchase Orders.

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

All Planner Codes

Select to display Inventory buffer statuses for all Planner Codes.

Selected

Specify Planner Code whose Inventory buffer statuses you want to display.

Pattern

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

All Sites

Select to display Inventory buffer statuses for all Sites.

Selected

Specify Site whose Inventory buffer statuses you want to display.

Show Buffer Status

Show buffer statuses using one of the following criteria:

Greater than zero

Select to display only those Item Sites having a buffer status greater than zero.

In Emergency Zone

Select to display only those Item Sites whose buffer status is in the "emergency zone." The emergency zone is defined as a buffer status of 66 or greater.

All

Select to display buffer statuses for all Item Sites.

Note

By default, the display will sort Item Sites by buffer status in descending order. In other words, Item Sites with the highest buffer status will appear at the top of the list; Item Sites with the lowest buffer status will appear at the bottom.

Availability

Display lists Inventory buffer status 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.

7.9.2. Inventory Buffer Status by Class Code

The Inventory buffer status displays provide information on your current stock buffer levels. Stock buffers apply to make-to-stock Items. Keep in mind that buffer status information will only be displayed on days when the Constraint Management system is run. If you find your displays show no information, this probably means Constraint Management has not been run.

To view Inventory buffer status by Class Code, select the "Inventory Buffer Status by Class Code" option. The following screen will appear:

Inventory Buffer Status by Class Code

Note

When the buffer status for an Item hits 66 or higher, the status number will become red. By highlighting Items which are "red hot," the system is informing you which Items should be acted on immediately. The best remedy for red hot Item Sites is to expedite any associated Work Orders or Purchase Orders.

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

All Class Codes

Select to display Inventory buffer statuses for all Class Codes.

Selected

Specify Class Code whose Inventory buffer statuses you want to display.

Pattern

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

All Sites

Select to display Inventory buffer statuses for all Sites.

Selected

Specify Site whose Inventory buffer statuses you want to display.

Show Buffer Status

Show buffer statuses using one of the following criteria:

Greater than zero

Select to display only those Item Sites having a buffer status greater than zero.

In Emergency Zone

Select to display only those Item Sites whose buffer status is in the "emergency zone." The emergency zone is defined as a buffer status of 66 or greater.

All

Select to display buffer statuses for all Item Sites.

Note

By default, the display will sort Item Sites by buffer status in descending order. In other words, Item Sites with the highest buffer status will appear at the top of the list; Item Sites with the lowest buffer status will appear at the bottom.

Availability

Display lists Inventory buffer statuses by Class 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.

7.9.3. Inventory Buffer Status by Item Group

The Inventory buffer status displays provide information on your current stock buffer levels. Stock buffers apply to make-to-stock Items. Keep in mind that buffer status information will only be displayed on days when the Constraint Management system is run. If you find your displays show no information, this probably means Constraint Management has not been run.

To view Inventory buffer status by Item Group, select the "Inventory Buffer Status by Item Group" option. The following screen will appear:

Inventory Buffer Status by Item Group

Note

When the buffer status for an Item hits 66 or higher, the status number will become red. By highlighting Items which are "red hot," the system is informing you which Items should be acted on immediately. The best remedy for red hot Item Sites is to expedite any associated Work Orders or Purchase Orders.

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

All Item Groups

Select to display Inventory buffer statuses for all Item Groups.

Selected

Specify Item Group whose Inventory buffer statuses 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.

All Sites

Select to display Inventory buffer statuses for all Sites.

Selected

Specify Site whose Inventory buffer statuses you want to display.

Show Buffer Status

Show buffer statuses using one of the following criteria:

Greater than zero

Select to display only those Item Sites having a buffer status greater than zero.

In Emergency Zone

Select to display only those Item Sites whose buffer status is in the "emergency zone." The emergency zone is defined as a buffer status of 66 or greater.

All

Select to display buffer statuses for all Item Sites.

Note

By default, the display will sort Item Sites by buffer status in descending order. In other words, Item Sites with the highest buffer status will appear at the top of the list; Item Sites with the lowest buffer status will appear at the bottom.

Availability

Display lists Inventory buffer statuses 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.

7.10. Inventory History

Inventory history Reports section.

7.10.1.  Inventory History by Class Code

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

Inventory History by Class Code

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

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

All Class Codes

Select to display Inventory history for all Class Codes.

Selected

Specify Class Code whose Inventory history you want to display.

Pattern

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

All Sites

Select to display Inventory history by Class Code for all Sites.

Selected

Specify Site whose Inventory history by Class Code you want to display.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

Inventory History

Display lists Inventory history by Class Code, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

7.10.2.  Inventory History by Class Code

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

Inventory History by Class Code

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

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

All Class Codes

Select to display Inventory history for all Class Codes.

Selected

Specify Class Code whose Inventory history you want to display.

Pattern

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

All Sites

Select to display Inventory history by Class Code for all Sites.

Selected

Specify Site whose Inventory history by Class Code you want to display.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

Inventory History

Display lists Inventory history by Class Code, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

7.10.3. Inventory History by Order Number

The Inventory History by Order Number display provides transaction details in support of all Order types: Sales Orders, Purchase Orders, and Work Orders. To view Inventory history by Order Number, select the "Inventory History by Order Number" option. The following screen will appear:

Inventory History by Order Number

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

When displaying Inventory history by Order Number, you are presented with the following options:

Order #

Enter an Order Number or Regular Expression. The display will show Inventory history for the specified Order Number(s). Purchase Order Numbers, Sales Order Numbers, and Work Order Numbers are supported.

Tip

The "Order #" field supports pattern matching with Regular Expressions.

All Sites

Select to display Inventory history by Order Number for all Sites.

Selected

Specify Site whose Inventory history by Order Number you want to display.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed.

Inventory History

Display lists Inventory history by Order Number, using the specified parameters.

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.

7.10.4.  Inventory History by Item Group

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

Inventory History by Item Group

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

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

All Item Groups

Select to display Inventory history for all Item Groups.

Selected

Specify Item Group whose Inventory history you want to display.

Pattern

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

All Sites

Select to display Inventory history by Item Group for all Sites.

Selected

Specify Site whose Inventory history by Item Group you want to display.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

Inventory History

Display lists Inventory history by Item Group, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each transaction that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the 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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

Note

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

7.10.5.  Inventory History by Item

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

Inventory History by Item

Tip

If a line displays in orange, this means the Item Site in question is frozen. Accurate Quantity on Hand information will not be shown until the Item Site is thawed.

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

Item Number

Enter the Item Number of the Item whose Inventory history 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.

All Sites

Select to display Inventory history by Item for all Sites.

Selected

Specify Site whose Inventory history by Item you want to display.

Start Date

This is a required field. Inventory transactions conducted on and after this date will be displayed.

End Date

This is a required field. Inventory transactions conducted on and before this date will be displayed.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

Inventory History

Display lists Inventory history by Item, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each transaction that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the 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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

Note

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

7.11. Detailed Inventory History

Detailed Inventory history Reports section.

7.11.1.  Detailed Inventory History by Location

To view detailed Inventory history by Location, select the "Detailed Inventory History by Location" option. The following screen will appear:

Detailed Inventory History by Location

Note

The display will only list Inventory history for Multiple Location Control Items. Items without Multiple Location Control turned on will not be listed in the display. Multiple Location Control is set in the Item Site record.

When displaying detailed Inventory history by Location, you are presented with the following options:

Location

Specify the Location whose detailed Inventory History you want to display. Displays detailed Inventory history for selected Location.

Netable

Indicates whether the Location is Netable or not.

Restricted

Indicates whether the Location is Restricted or not.

All Sites

Select to display detailed Inventory history by Location for all Sites.

Selected

Specify Site whose detailed Inventory history by Location you want to display.

Trans. Types

Select one of the available transaction types:

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

Start Date

Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Inventory History

Display lists detailed Inventory history by Location, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

7.11.2. Detailed Inventory History by Lot/Serial #

Some users need to be able to track warranty periods of Items from the purchase of raw materials to the sale of finished goods. Such traceability is possible by leveraging the Lot/Serial capability in xTuple ERP. Using Lot/Serial trace, users have access to backwards and forwards tracking through multiple levels of production—including the where used and warranty status of Items.

For example, if a defective internal medical device came back because of a defective spring, a user should be able to determine what Lot of springs went into the device—even if the spring was issued to a subassembly two levels down. Likewise, once the spring Lot is determined, the user should be able to search forward and determine all goods where that Lot of springs was used and shipped so all Customers may be notified of the defect. If the spring was under warranty and is still eligible, the backward search should indicate so.

To view detailed Inventory history by Lot/Serial Number, select the "Detailed Inventory History by Lot/Serial #" option. The following screen will appear:

Detailed Inventory History by Lot/Serial Number

When displaying detailed Inventory history by Lot/Serial Number, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose detailed Inventory history by Lot/Serial Number you want to display.

UOM

Inventory Unit of Measure.

Lot/Serial #

Specify one of the following Lot/Serial Number selection criteria:

Selected

Enter the Lot/Serial Number of the Inventory whose detailed Inventory history you want to display.

Pattern

Enter a Lot/Serial Number pattern to select a range of Product CategorieLot/Serial Numbers.

Trans. Types

Select one of the following transaction types from the drop-down menu.

All Transactions

Displays all Inventory transactions.

Receipts

Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.

Issues

Displays issues from Inventory to Manufacturing.

Shipments

Displays shipments to customers.

Adjustments and Counts

Displays Inventory adjustments and counts.

Transfers

Displays Inter-Site Transfers and Location and Lot/Serial Number reassignments.

Scraps

Displays Scrap transfer from Inventory.

All Sites

Select to display detailed Inventory history by Lot/Serial Number for all Sites.

Selected

Specify Site whose detailed Inventory history by Lot/Serial Number you want to display.

Date Range

Select if you want to use specific date range parameters. If not selected, the query will search for all time.

Start Date

Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Multi-Level Trace

Select if you want the query to include one of the following trace options:

Forward

Select to view transaction activity of Lot/Serial goods through multiple levels showing where they were used. For example, we can see where a purchased Item was used in a Work Order and subsequently shipped against a Sales Order.

Backward

Select to view transaction activity of Lot/Serial goods though multiple levels showing what serialized Items went into them. For example, we can look at a finished goods shipped to a Customer and determine what purchased Items went into the good.

Inventory History

Display lists detailed Inventory history by Lot/Serial Number, using the specified parameters.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.

PRINT

Runs the report associated with this screen.

7.12. Usage Statistics

Usage statistics Reports section.

7.12.1.  Item Usage Statistics by Site

To view Item usage statistics by Site, select the "Item Usage Statistics by Site" option. The following screen will appear:

Item Usage Statistics by Site

When displaying Item usage statistics by Site, you are presented with the following options:

Site

Specify Site whose Item usage statistics you want to display.

Start Date

Item usage recorded on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Item usage recorded on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Usage

Display lists Item usage statistics by Site, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Usage" list.

PRINT

Runs the report associated with this screen.

Note

The right-click menu is context-sensitive, meaning transaction details will vary depending on which column you select to view transactions from.

7.12.2.  Item Usage Statistics by Class Code

To view Item usage statistics by Class Code, select the "Item Usage Statistics by Class Code" option. The following screen will appear:

Item Usage Statistics by Class Code

When displaying Item usage statistics by Class Code, you are presented with the following options:

All Class Codes

Select to display Item usage statistics for all Class Codes.

Selected

Specify Class Code whose Item usage statistics you want to display.

Pattern

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

All Sites

Select to display Item usage statistics by Class Code for all Sites.

Selected

Specify Site whose Item usage statistics by Class Code you want to display.

Start Date

Item usage recorded on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Item usage recorded on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Usage

Display lists Item usage statistics by Class Code, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Usage" list.

PRINT

Runs the report associated with this screen.

Note

To view details on Issue, Sold, Scrap, or Adjustment transactions, simply right-click in the corresponding columns.

7.12.3.  Item Usage Statistics by Item Group

To view Item usage statistics by Item Group, select the "Item Usage Statistics by Item Group" option. The following screen will appear:

Item Usage Statistics by Item Group

When displaying Item usage statistics by Item Group, you are presented with the following options:

All Item Groups

Select to display Item usage statistics for all Item Groups.

Selected

Specify Item Group whose Item usage statistics you want to display.

Pattern

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

All Sites

Select to display Item usage statistics by Item Group for all Sites.

Selected

Specify Site whose Item usage statistics by Item Group you want to display.

Start Date

Item usage recorded on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Item usage recorded on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Usage

Display lists Item usage statistics by Item Group, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Usage" list.

PRINT

Runs the report associated with this screen.

Note

To view details on Issue, Sold, Scrap, or Adjustment transactions, simply right-click in the corresponding columns.

7.12.4.  Item Usage Statistics by Item

To view Item usage statistics by Item, select the "Item Usage Statistics by Item" option. The following screen will appear:

Item Usage Statistics by Item

When displaying Item usage statistics by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose usage statistics 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.

All Sites

Select to display Item usage Statistics for all Sites.

Selected

Specify Site whose Item usage statistics you want to display.

Start Date

Inventory transactions conducted on and after this date will be displayed. Start date and end date must be entered for calculation to proceed.

End Date

Inventory transactions conducted on and before this date will be displayed. Start date and end date must be entered for calculation to proceed.

Usage

Display lists Item usage statistics by Item, using the specified parameters.

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. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Usage" list.

PRINT

Runs the report associated with this screen.

Note

To view details on Issue, Sold, Scrap, or Adjustment transactions, simply right-click in the corresponding columns.

7.13.  Time-Phased Item Usage Statistics by Item

To view time-phased Item usage statistics by Item, select the "Time-Phased Item Usage Statistics by Item" option. The following screen will appear:

Time-Phased Item Usage Statistics by Item

When displaying time-phased Item usage statistics by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose usage statistics you want to display.

UOM

Inventory Unit of Measure.

All Sites

Select to display time-phased Item usage statistics for all Sites.

Selected

Specify Site whose time-phased Item usage statistics you want to display.

Calendar

Select the Calendar you want to use for the report. Associated Calendar periods will be displayed.

Name/Selected Periods

Select as many periods as you want to display. Selected periods correspond to Calendar specified in the "Calendar" field. Select individual periods or groups of periods together. To select an individual period, highlight the period using your mouse button. The period is now selected. To select a sequence of periods, highlight the first in the sequence using your mouse button. Then, holding down the SHIFT key on your keyboard, highlight the last period in the sequence. The entire sequence is now selected. To select periods that are out of sequence (e.g., January, April, July, October), highlight the first period in the group. Then, holding down the CTRL key on your keyboard, highlight the next period you want to select. Continue highlighting periods with the CTRL key depressed until all desired periods are selected. The entire group is now selected.

Usage

Display lists time-phased Item usage statistics by Item, using the specified parameters. The transaction types include the following: received, issued, sold, Scrap percentage, and adjustments. If multiple Sites are involved, statistics for each will be displayed.

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. Start dates and end dates must be entered for calculation to proceed. Results will be displayed in the "Usage" display.

PRINT

Runs the report associated with this screen.

SUBMIT

Select to submit report to the Batch Manager.