The Stock Status Report should only be used to provide average costing over all locations.
In order to be included in this report, the Inventory Item must have at least one line completed on its Location tab.
IMPORTANT: The related Report Inventory Cost On-Hand (RINVCST.rpt) has been revised as of 12/02/2014 to improve the printing of the Inventory Total lines. This report should be used to display costing per location for the method specified in the report.
Enhance performance by implementing temp table functionality: Registry Report Inventory Stock Status
Report Options:
The Report Options selector pane controls how the report will be output. Click Report Options to learn more.
Range Name:
Enter a unique, alphanumeric name to save and identify your customized report Range. Ranges are defined by the contents of the ID field(s).
Hint: You can create user-defined report ranges that are available to all users with access to that report. To do so, the first character of the named range should be an asterisk. Named ranges beginning with an asterisk will appear on all users' report ranges options so that they can be selected (but not altered) by any user with access to that report. Only the user that created the report range is allowed to alter it.
End Date:
By default, the system uses today’s date as the End Date. If you wish the run the report for an earlier date, the system will only use inventory history entered on or before that date when compiling the report.
Print Summary Only:
When this box is checked, only the summary sections of the report (for Locations and Groups) will be printed.
Inventory Group Id:
If you only wish to print this report for a specific Inventory Group, enter its Id or double-click to select from a list. Several Groups may be listed by entering their Id's separated by commas.
Inventory Item Id:
If you only wish to print this report for a specific Inventory Id, enter its Id or double-click to select from a list. Several Items may be listed by entering their Id's separated by commas, or a range of Items can be defined by the first and last items of the range separated by an underscore (P1001_P2000). To list only those items whose Id begins with a certain character or characters, use the percent sign: S12% would limit the report to only those items whose Id begins with the characters S12.
Location Id:
To print this report for a specific location, enter its Id (or double-click to select from a list). Several Locations can be specified by entering their Id's separated by commas (1005,1007,1020).
Turns:
If your firm uses the Start Compute Corporate Metrics functionality to compute inventory turns, this field may be used to limit this report to those items having a specific turns ratio range (e.g, 3_5), less than a certain turns value (e.g, <1) or greater than a certain turns value (>3). Recall that turns are computed as the total usage over the period divided by the average on-hand quantity over that same period. By usage, we mean the total quantity sold via client orders and work orders (version 7.1 and above), plus the total quantity used by shop orders.
Core?
To only include Inventory Items flagged as Core in the Inventory Item record, enter a Y in this field.
Stocked:
By default, this range is set to Y so that only those Inventory Items flagged as Stocked (in the Inventory Item record) will be included. To include all Inventory items with, clear the field.
The report lists the Inventory Id and Name, Cost Method (Standard, Last or Average), Turns, Unit Cost (according to the cost method), and Standard Cost (if specified).
9.1 Enhancement: In previous releases, the Report Stock Status excluded entries for locations that have a zero on hand amount (imhstry_qntty_on_hnd - imhstry_qntty_rcvd_jb). As an example, if 0 were on hand but 2 on order for stock, it did not show on the report. In this release, if any of the following columns that are on the report have values that could affect the On Hand amount, then the Location should be shown: On-Hand, Allocated, Cust BO, Shop BO, Reorder and On-Order. Note that this is a system report and does not need to be installed in the system.
For each item, the following Location detail is provided:
Location Id
On-Hand
Allocated (for Shop Orders or Client Orders)
Customer BO (Backorder via COP)
Shop BO (Backordered via Shop Order)
Reorder (the Reorder Level on the Inventory Item)
On Order (via Purchase Orders)
Inventory Value by Cost Method (the value at each location: Unit Cost X On-Hand)
Inventory Value @ Std. Cost (Standard Cost X On-Hand)
Technical Note on Calculation of Unit Cost:
The report passes the Inventory Item to generalized code (the same that would be used elsewhere in SAMPRO to determine a unit cost) and receives a Unit Cost that it then prints on the report using the generic heading 'Unit Cost'. The rules shown below are used to determine the Unit Cost for the report.
Inventory Item cost method is 'Average' ...
1. Analyze IMH to determine Average Unit Cost.
2. If not available from IMH, use Item's Standard Unit Cost.
3. If Standard Unit Cost not available from Item, use Last Unit Cost from Item. NOTE: this is a special field that ONLY contains reliable results immediately following initial data conversion.
Inventory Item cost method is 'Last' ...
1. Analyze IMH to determine Last Unit Cost.
2. If not available from IMH, use Item's Standard Unit Cost.
3. If Standard Unit Cost not available from Item, use Last Unit Cost from Item. NOTE: this is a special field that ONLY contains reliable results immediately following initial data conversion.
Inventory Item cost method is 'Standard' ...
1. Use the Item's Standard Unit Cost.
2. If not available from Item, analyze IMH to determine Last Unit Cost.
3. If not available from IMH, use Last Unit Cost from Item. NOTE: this is a special field that ONLY contains reliable results immediately following initial data conversion.