Inventory Status Inquiry

Menu Path: Warehouse Management Images\bluerarw.gif Inquiries Images\bluerarw.gif Inventory Images\bluerarw.gif Inventory Status Inquiry

Purpose

View inventory status information.

Overview

Use Inventory Status Inquiry to display the current status of your inventory. You can view inventory grand totals, costs, quantities, monthly averages, and months supply. You can also view the quantity of inventory that is allocated, backordered, on hand, and on order, and the calculated monthly average of inventory based on a specified number of months. You can filter to see if your current inventory of a product falls above or below a specific number of month's supply based on the product's monthly average sales history.

Example In the last four months, your monthly average sales of product A is 100 units and you want to know if your current stock is above 2 months supply. To display this, select the Above radio button, and enter 2 in the months of supply based on field. When you run the inquiry, product A is shown only if its current inventory is above 200 units.

Using the Inventory Status Inquiry

To use the inquiry:

  1. Select locations, categories, products, suppliers, styles, and/or product lines you want to view.

  2. If you want to filter the results, select options to add quantity on order to quantity available, suppress discontinued products without inventory, subtract future quantity from available quantity, display products with no sales history, display products with no activity, or exclude discontinued products.

  3. If you want to filter to only display products with available inventory above or below a specific number of months supply based on the monthly average sales history, select the Above or Below radio button, and enter the number of months supply.

  4. Enter the number of months to use for calculating the monthly average sales and monthly supply.

  5. Select the unit of measure for displayed products (display, stocking, or purchasing).

  6. If you are allowed to view costs, select the cost type for displayed costs (Average or Standard).

  7. Click the Show Data button in the ribbon.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Inventory Status Inquiry window.

Show Data

Click this button to display inventory inquiry data based on the selected criteria on the Select tab.

Select Tab Fields and Buttons

Field or Button

Description

All Locations

Select this check box to display inventory status for all locations. This check box is selected by default.

From (Location)

Enter a location prefix for which to display inventory status, or click the Lookup button to select a location prefix. If you want to display inventory status for a range of locations, 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 for which to display inventory status, or click the Lookup button to select a location prefix. If you want to display inventory status for a single location, 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 for which to display inventory status. 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 display inventory status for all product categories. This check box is selected by default.

From (Category)

Enter a product category for which to display inventory status, or click the Lookup button to select a product category. If you want to display inventory status for a range of categories, 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 categories for which to display inventory status, or click the Lookup button to select a product category. If you want to display inventory status for a single category, 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 for which to display inventory status. 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 display inventory status for all products. This check box is selected by default.

From (Product)

Enter a product code for which to display inventory status, or click the Lookup button to select a product code. If you want to display inventory status for a range of products, 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 for which to display inventory status, or click the Lookup button to select a product code. If you want to display inventory status for a single product, 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 for which to display inventory status. 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 Supplier Codes

Select this check box to display inventory status for all suppliers. This check box is selected by default.

From (Supplier)

Enter a supplier code for which to display inventory status, or click the Lookup button to select a supplier code. If you want to display inventory status for a range of suppliers, enter the first supplier code in the range. This field is only enabled if you clear the All Supplier Codes check box. For more information on suppliers, see Supplier Code and Name.

To (Supplier)

Enter the last supplier code in a range of supplier codes for which to display inventory status, or click the Lookup button to select a supplier code. If you want to display inventory status for a single supplier, you can leave this field blank. This field is only enabled if you clear the All Supplier Codes check box. For more information on suppliers, see Supplier Code and Name.

List (Suppliers)

Click this button to display Supplier List, which allows you to select specific suppliers of products for which to display inventory status. This button is only enabled if you clear the All Supplier Codes check box. If you click this button and select suppliers, the check box to the right of the button is selected.

All Styles

Select this check box to display inventory status for all styles. This check box is selected by default.

From (Style)

Enter a style for which to display inventory status, or click the Lookup button to select a style. If you want to display inventory status for a range of styles, 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 for which to display inventory status, or click the Lookup button to select a style. If you want to display inventory status for a single style, 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 for which to display inventory status. 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 display inventory status for all product lines. This check box is selected by default.

From (Product Line)

Enter a product line for which to display inventory status, or click the Lookup button to select a product line. If you want to display inventory status for a range of product lines, 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 for which to display inventory status, or click the Lookup button to select a product line. If you want to display inventory status for a single product line, 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 for which to display inventory status. 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.

Add Quantity on Order to Quantity Available

Select this check box to include on order quantities in the displayed available quantities. This check box is selected by default.

Suppress Discontinued Products without Inventory

Select this check box if you do not want to display discontinued products that have no inventory. This check box is cleared by default.

Subtract Future from Available

Select this check box to exclude future quantities in the available quantities. This check box is cleared by default.

Display Products with No Sales History

Select this check box to display products that have no sales history. This check box is selected by default.

Display Products with No Activity

Select this check box to display products that have no activity. This check box is selected by default.

Suppress All Discontinued Items

Select this check box to only display products that are not discontinued. This check box is cleared by default.

Show

Select whether to display products with available inventory above or below a number of months of supply (based on the monthly average sales history), or select to display all products.

If you select the Above or Below radio button, enter the number of months supply in the months supply based on field, and the number of months of sales history to use for calculating the monthly average sales history in the months history field.

Example You want to display products that have over 6 months supply of inventory available, and you want to use sales history for the last 12 months to calculate the monthly average sales. To do this, select the Above radio button, enter 6 in the months of supply based on field, and 12 in the months history field.

months of supply based on

Enter the number of months supply that you want to use to filter products for the report. This field is only enabled if you select the Above or Below radio button.

months history

Enter the number of months used to calculate the monthly average sales.

Display Quantities in

Select a unit of measure for displayed quantities. You can view products by display unit of measure, stocking unit of measure, or purchasing unit of measure.

Cost Type

Select whether to display average or standard costs for products/locations. For information on the difference between average and standard costs, see Cost Basis.

Note These radio buttons are only available if the Allowed to View Costs check box is selected for your user ID in User Profile Maintenance.

Results Tab Fields and Buttons

Field or Button

Description

Products

This grid displays inventory status for products based on the selected criteria on the Select tab after you click the Show Data button in the ribbon.