Inventory Stock Status Inventory Stock Status
This report is accessed through Inventory Reports.
Click on any column header to sort the listed items. This will be useful when the list of reports has grown.
Add or Change (button)
To modify the information used in generating the report, press the Add or Change button. For more information, see Add or Change a Stock Status Listing.
Press the Delete button and the following screen comes into view. By pressing the Yes button, the highlighted record will be deleted and the previous screen comes into view. If the No button is pressed, the program returns to the previous screen.
To print a report, press the Print button. For more information, see Printing Reports
Note: If the message "Nothing to Print" comes into view when the Print button is pressed, there are two main causes:
1. There is no information within the selected limits. Remove all limits. One at a time, reinsert the limits. If the report still will not print, insert a new report title.
2. No report title is selected. The report title is used to store the selected limits. A report title must be entered in order for the report to print.
Add or Change a Stock Status Listing
To Add or Change a Stock Status Listing, press the appropriate button and the following screen will come into view. This screen displays the possible limits that may be set. No limits should be set if a complete listing of all inventory is desired.
Report Title
The title of the report. Warning: The title is used to store the selected limits. If no title is entered for the report, the message "Nothing to Print" will come into view when trying to print the report. .
User
Enter the User ID of the report creator.
Lock (check box)
If this option is selected, only the User listed in the User field can change or delete this report.
To print all Items, do not check the Select Items box.
Select Items (check box)
Activates the ranges defined on the next lines. This option may be used to limit the items to specific items or a single item. To limit the report to a single item, enter that item in both the From and To fields.
From
Selects the first item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
To
Selects the last item in a range of items or a single item. Enter the item. If the lookup button is pressed, the Browse the Item File screen comes into view. Highlight the desired item and press the Select button.
Include Inactive (check box)
Place a check in this box to include equipmnet that has been marked Inactive..
Include Items with no quantity on hand (check box)
Place a check in this box to include pieces of equipment that fit within the equipment filter, but do not have any quantity on hand.
To print all Items, do not check the Select Categories box.
Select Categories (check box)
Activates the ranges defined on the next lines. This option may be used to limit the report to specific Categories or a single Category. To limit the report to a single Category, enter that Category in both the From and To fields.
From
Selects the first Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
To
Selects the last Category in a range of Categories or a single Category. Enter the Category or select it from the drop-down list.
To print all Locations, do not check the Select Locations box.
Select Items (check box)
Activates the ranges defined on the next lines. This option may be used to limit the items to specific locations or a single location. To limit the report to a single location, enter that location in both the From and To fields.
From
Selects the first location in a range of locations or a single location. Enter the location. If the lookup button is pressed, the Locations screen comes into view. Highlight the desired location and press the Select button.
To
Selects the last location in a range of locations or a single location. Enter the location. If the lookup button is pressed, the Locations screen comes into view. Highlight the desired location and press the Select button.
Portrait (radio button)
Specifies how the report is positioned on the page when printed. Portrait is the standard. Portrait is printed vertically.
Landscape (radio button)
Specifies how the report is positioned on the page when printed. Landscape is printed horizontally.
Click this button to save the current settings and print the report immediately, without having to return to the Report Title browse window.
Report Description - Stock Status Report
This report is useful for determining the number of units of stock on hand at each location. The limits set for this listing are listed in the lower left hand corner.
Item ID and Description
This is the Item ID number and description from the Item Price File.
Location & Area
This indicates the Location and Area where these items are currently stored. There can be more than one Location/Area combination for a given Item ID, if quantities of that item are stored at more than one location.
Unit of Measure
This is the default unit of measure for this item.
Quantity On Hand
This is the number of units the system shows that have been added to inventory through A/P Invoice purchases and Inventory Adjustments.
Quantity On Order
This is the number of units that have ordered using the Purchase Order system, and not yet received.
Quantity Available
This is the number of units that are available for picking using Inventory Pick tickets, A/R Invoices, or Cash Register sales. It is made up of the Quantity On Hand less the Committed Quantity.
The Committed Quantity number does not show up on this report. This number is made up of the total of all quantities of this item on unposted Inventory Pick Tickets, A/R Invoices and Cash Register sales
Totals Per Item
Each Item ID will have a Totalling row. This is useful if there are quantities of this item stored at more than one location.
Report Sample - Stock Status Report
