Inventory On Order and Sales Report

Menu Path: Warehouse Management $Images\bluerarw.gif$ Reports $Images\bluerarw.gif$ Inventory $Images\bluerarw.gif$ Inventory On Order and Sales Report

Purpose

Output a report of inventory on order compared to sales.

Overview

Use Inventory On Order and Sales Report to create a report that lists quantities on order for the next year and sales for each month in the last year. This allows you to compare the quantities and determine if sufficient quantity is currently ordered from your suppliers to meet historical demand.

Outputting the Report

To output an inventory on order and status report:

Select locations, product categories, products, product styles, and/or product lines for the report.
If you want to filter the report, select options to suppress discontinued products without inventory, display products with no on order quantity or history, or exclude discontinued products.
Select a method for sorting the report.
Select the unit of measure for products on the report (display, stocking, or purchasing).
Click the Print Options tab.
Select report output and processing options.
Click the Print button in the ribbon to output the report.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Inventory On Order and Sales Report window.
Print	Click this button to display, output, email, or print the report.

Select Tab Fields and Buttons

Field or Button	Description
All Locations	Select this check box to include all locations on the report. This check box is selected by default.
From (Location)	Enter a location prefix for which to include on the report, or click the Lookup button to select a location prefix. If you want to include a range of locations on the report, enter the first location in the range. This field is only enabled if you clear the All Locations check box. For more information on locations, see Location Code/Name.
To (Location)	Enter the last location prefix in a range of locations to include on the report, or click the Lookup button to select a location prefix. If you want to include a single location on the report, you can leave this field blank. This field is only enabled if you clear the All Locations check box. For more information on locations, see Location Code/Name.
List (Locations)	Click this button to display Location List, which allows you to select specific locations to include on the report. This button is only enabled if you clear the All Locations check box. If you click this button and select locations, the check box to the right of the button is selected.
All Categories	Select this check box to include all product categories on the report. This check box is selected by default.
From (Category)	Enter a product category to include on the report, or click the Lookup button to select a product category. If you want to include a range of product categories on the report, enter the first category in the range. This field is only enabled if you clear the All Categories check box.
To (Category)	Enter the last product category in a range of product categories to include on the report, or click the Lookup button to select a product category. If you want to include a single product category on the report, you can leave this field blank. This field is only enabled if you clear the All Categories check box.
List (Categories)	Click this button to display Category List, which allows you to select specific categories of products to include on the report. This button is only enabled if you clear the All Categories check box. If you click this button and select categories, the check box to the right of the button is selected.
All Product Codes	Select this check box to include all products on the report. This check box is selected by default.
From (Product)	Enter a product code to include on the report, or click the Lookup button to select a product code. If you want to include a range of products on the report, enter the first product code in the range. This field is only enabled if you clear the All Product Codes check box. For more information on products, see Product Code and Name.
To (Product)	Enter the last product code in a range of product codes to include on the report, or click the Lookup button to select a product code. If you want to include a single product on the report, you can leave this field blank. This field is only enabled if you clear the All Product Codes check box. For more information on products, see Product Code and Name.
List (Products)	Click this button to display Product List, which allows you to select specific products to include on the report. This button is only enabled if you clear the All Product Codes check box. If you click this button and select products, the check box to the right of the button is selected.
All Styles	Select this check box to include all product styles on the report. This check box is selected by default.
From (Style)	Enter a product style to include on the report, or click the Lookup button to select a style. If you want to include a range of styles on the report, enter the first style in the range. This field is only enabled if you clear the All Styles check box.
To (Style)	Enter the last style in a range of styles to include on the report, or click the Lookup button to select a style. If you want to include a single style on the report, you can leave this field blank. This field is only enabled if you clear the All Styles check box.
List (Styles)	Click this button to display Style List, which allows you to select specific styles to include on the report. This button is only enabled if you clear the All Styles check box. If you click this button and select styles, the check box to the right of the button is selected.
All Product Lines	Select this check box to include all product lines on the report. This check box is selected by default.
From (Product Line)	Enter a product line to include on the report, or click the Lookup button to select a product line. If you want to include a range of product lines on the report, enter the first product line in the range. This field is only enabled if you clear the All Product Lines check box.
To (Product Line)	Enter the last product line in a range of product lines to include on the report, or click the Lookup button to select a product line. If you want to include a single product line on the report, you can leave this field blank. This field is only enabled if you clear the All Product Lines check box.
List (Product Lines)	Click this button to display Product Line List, which allows you to select specific product lines to include on the report. This button is only enabled if you clear the All Product Lines check box. If you click this button and select product lines, the check box to the right of the button is selected.
Suppress Discontinued Products without Inventory	Select this check box to exclude discontinued products that have no inventory from the report. This check box is cleared by default.
Display Products with No On Order Quantity	Select this check box to include products that have no quantity on order on the report. This check box is cleared by default.
Display Products with No History	Select this check box to include products that have no sales history on the report. This check box is selected by default.
Suppress All Discontinued Items	Select this check box to exclude discontinued products from the report. This check box is cleared by default.
Location	Select this check box to sort the report by location. This check box is cleared by default.
Sort by	Select one of the following methods for sorting the report: Product Code - Sort by product code. Category/Subcategory/Product Code - Sort by category, subcategory, and product code. The report displays total quantities for each category and subcategory. Category/Product Code - Sort by product category, and then by product code. Style/Product Line - Sort by product style, and then by product line. Note If the Location check box is selected, the report is sorted by location, and then by one of these methods.
Display Quantities in	Select a unit of measure for quantities on the report. The report can be generated to display products by display unit of measure, stocking unit of measure, or purchasing unit of measure.

Print Options Tab Fields and Buttons

Field or Button	Description
Output Option	Select one of the following output options: Screen - Output to a PDF so you can immediately view the report. File - Output to a PDF, Excel, Access, or delimited file to be stored for later use. If you select this option, specify the file type and either the output folder or file name. Printer - Output to a selected printer. If you select this option, specify a printer in the Printer field. Email - Output to your default email application. If you select this option, you are prompted to select recipients for the email, then an email is created with the report attached as a PDF file. Excel - Output directly to Excel. You can specify the location of the Excel application in the Spreadsheet File field in User Profile Maintenance. If you output to Excel, the report may include additional information.
Save Report File	Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Save Access Database File	Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button.
Output File Type	Select whether to output to a PDF, Excel, Access, or delimited (CSV, DAT, or TXT) file. These radio buttons are only available if you select the File radio button.
Specify File Name	Select this check box to specify the file name of the output report. This check box is only available if you select the File radio button.
Output Directory	Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared.
Output File Name	Enter a location and file name for the output report, or click the Lookup button to navigate to and select a location and file name. The file extension of the file name should match the selected output file type. This field is only available if you select the Specify File Name check box.
Excel Format Name	Enter an Excel format name, or click the Lookup button to select an Excel format name. Excel formats can be set up to specify which fields are output to Excel, and the order and sort order of the fields. This field is only available if you select the Excel radio button.
Format Maintenance	Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button.
Save As Type	Click the Lookup button to select whether to save the delimited file as a CSV, DAT, or TXT file. This field is only available if you select the Delimited radio button, and only enabled if the Specify File Name check box is cleared.
Include header	Select this check box to include a row of header information in the exported delimited file, which labels the data. This check box is only available if you select the Delimited radio button.
Delimiter	Enter a comma (,), caret (^), or vertical bar (\|) as a delimiter for the exported delimited file. This field is only available if you select the Delimited radio button.
Enclosing Character	If you want to use single or double quotation marks around data exported to a delimited file, enter ' or " in this field. Even if this field is left blank, text fields that have commas or carriage returns are enclosed in quotes. This field is only available if you select the Delimited radio button.
Printer	Click the Lookup button to select a printer. This field is only available if you select the Printer radio button.
Subject	Enter a subject for the report email. This field is only available if you select the Email radio button. If you leave this field blank, the subject is the report title.
Report File Prefix	Enter a prefix for the report file name. This field is only available if you select the Email radio button.
Add Additional Comments	Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button.
Print Full Heading on All Pages	Select this check box to include the entire heading from the first page of the report on all pages of the report. This check box is cleared by default, and only enabled if you select the Screen, File, Printer, or Email radio button.
Print Title Line on All Pages	Select this check box to include the report title, page number, and printed date/time on all pages of the report. This check box is selected by default and only enabled if you select the Screen, File, Printer, or Email radio button, and if the Print Full Heading on All Pages check box is cleared.
Report Language 1	Enter the first language for the report, or click the Lookup button to select a language.
Report Language 2	Enter the second language for the report, or click the Lookup button to select a language. If you enter a language in this field, the report is printed in this language and the language entered in the Report Language 1 field.
Horizontal Shading	Select this check box to include horizontal shading on alternate lines of the report to make it easier to read report data. This check box is cleared by default, and is only enabled if you select the Screen, File, Printer, or Email radio button.
Collate	Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc.
Horizontal Shading Color	Click the Lookup button to select the color of horizontal shading on the report. This Lookup button is only enabled if you select the Horizontal Shading check box.
Number of Copies	Enter the number of copies of the report to print. This field is only enabled if you select the Printer radio button.
Process	These radio buttons are disabled in this window.
Task Occurs	These radio buttons are disabled in this window.
Time	These fields and radio buttons are disabled in this window.
Date	This field is disabled in this window.
Task Description	This field is disabled in this window.
Scheduling Assistant Queue	This field is disabled in this window.
External Email	This check box is disabled in this window.
Screen Alert	This check box is disabled in this window.
Internal Email	This check box is disabled in this window.
Report Files	This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns: Print - Select the check box in this column to output the report file. Number of Copies - Enter the number of copies of the report file to print. This column is only available if you select the Printer radio button. Report Description - This column displays the description of each report file. Report Filename - This column displays the .rpt file name for each report file. Report Name - This column displays the name of each report file.