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Surplus Stock Report (ICR715)

Using reports

Use this program to obtain a report of all items (non-stocked items are included if they have quantity) with available quantities are at or above their maximum stocking levels.

The report includes this information.

warehouse	stocking unit of measure
item number	cost
description	costing unit of measure
rank range information	extended cost
trend type	warehouse totals
order quantity plus line point	report totals
long- and short-term surplus	total number of items listed
available stock

A Rank range can be set at the company level, alone, or, it can also be set at a warehouse level. When the rank is set at the company level, the rank information is displayed in the header of the report (and indicates what the type is, either ‘Percentage’ or ‘Hit Count’) and the range that makes up each of the 5 possible entries (A – E). When the warehouse level is set, the warehouse level rank over-rides the company level rank with its own rank values and type of hit count. The Warehouse Rank value only prints on the report when a rank range is specified at the warehouse level.

Output

The report output includes three formats:

Summary, which includes warehouse, stocking unit of measure, item number, cost, description, costing unit of measure, rank range information, extended cost, trend type, warehouse totals, order quantity plus line point, available stock, surplus, % of total inventory (factored against the current total ‘on the shelf inventory’ for the item, i.e., what % of the shown available quantity is the shown surplus) report totals, and total number of items listed.
Detail also includes the ‘total’ number of documents, one line per each type: Sales Order, PO, and TR, as well as the summed total quantity of that item across those documents.
Detail with transactions also include, for each type having a ‘count’ of documents, each document number and line number and quantity on that line for that item.

Processing Notes

If there is no surplus for an item a line is not printed.
If the item is not replenished in Item Warehouse F/M a line is not printed.
If surplus is all short term, or is all long term, and printing “Both” and printing Surplus Point, the only column that will have the surplus point printed is the column corresponding to the surplus type (L or S).
Customers who are not storing past sales/invoices are not included in the report output if print ‘sold to’ customers was selected. Likewise, vendors who do not store past POs are not included in the report output if print ‘purchased from’ was selected.
The ‘Sold To’ and ‘Purchased From’ output is dependent on settings in System Cleanup, which determines how long records are preserved.
The Vendor filter is for filtering on the primary vendor for an item. However, if ‘purchased from’ vendors are included, and the item was purchased from a vendor that is not currently the primary vendor, that vendor is included in the report output.

To access this program, click Inventory Control>Reports & Prints >Surplus Status Report.