Surplus Stock Report (ICR715)

Using Reports

Use this program to obtain a report of all items whose available quantities are at or above their maximum stocking levels. The available quantity is defined as the on hand minus committed quantity. The surplus for order point/line point is defined as the available less order quantity plus line point. The surplus for min/max is defined as the available minus maximum stock. The Months of Surplus is the surplus stock divided by the average monthly usage. It represents the number of months you should expect to go before you sold all surplus stock.

Report information includes:

  • warehouse

  • surplus

  • item number

  • stocking unit of measure

  • description

  • cost

  • movement class code

  • costing unit of measure

  • seasonality oce

  • extended cost

  • order quantity plus line point

  • warehouse totals

  • maximum stock

  • report totals

  • available stock

  • total number of items listed

 

 

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

Use the following fields to print a Surplus Stock Report:

1. Order

Enter whether to print in Item, Alpha, Vendor, Movement or Item Class order. Press Enter (CR) to default to Item.

2. Beginning [Order Choice]

Press Enter (CR) or image\ex_allft_shg.gif to default to the FIRST record on file, or you can enter specific information to narrow the focus of your report. Press F2 or image\find_shg.gif to search.

3. Ending [Order Choice]

Press image\ex_allrt_shg.gif to default to the LAST record on file, or you can enter specific information to narrow the focus of your report. Press F2 or image\find_shg.gif to search.

4. Vendor/Item Class

Enter the vendor or item class to print. Press F1 or image\all_shg.gif to default to ALL. Press F2 or image\find_shg.gif to search.

5. Item Description

Enter whether to print item description 1, 2, or Both from Item F/M. Press Enter (CR) to default to 1.

6. Smallest/Stocking

Enter whether you want to print items in the smallest unit of measure or in the default stocking. Due to precision, the count won’t include rounding when you print in the smallest unit of measure.

7. Warehouse

Enter up to 20 two-character warehouse codes side by side to print. Press Enter (CR) to default to the warehouse assigned to the terminal. Press F3 or image\all_shg.gif to default to ALL.

8. Restocking Type

Enter whether to print restocking type Order/line point and/or Min/Max. Press F1 or image\all_shg.gif to default to ALL.

9. Include Cost

Indicate whether to include cost information in the report. Press Enter (CR) to default to selected.

See Also

Selecting existing templates

Creating system templates

Editing the order, range and properties stored in templates

Setting printer properties in templates

Using print options in reports

Setting a default printer using templates topics

Using print options

Using report templates

Viewing reports on screen (using the viewer)
Register formats and procedures

Reports and Prints Menu Options

Using Reports