Program Description
This program can be found on the Inventory Reports Inventory Control menu (INV-4-3-1). This report was designed by MT Business Technologies, Inc. It shows a percentage ranking based on the quantity of individual parts installed compared to the total number of parts installed. This report looks at service parts in the Service Parts/Labor (PART.DT) file and does not include service calls with hold-for-part (H-PARTS) calls.
The report will only include service parts within the specified warehouse range, part number range, product class range, item type range, option for stock, non-stock, or all items, and completed service call date range. Four percentages, based on the quantity of the part numbers, need to be entered as a breaking point for sub-totaling the report and also for updating the Item (ITEM) file. There is an option to update the ITEM file with the new LIFO (Last In First Out) quantity field number. The LIFO quantity number will be 1, 2, 3, or 4 based on where the part number falls within the percentage parameters entered.
The report will show the part number, part number description, quantity, individual cost of the part number, a totaling or running cost of the part numbers that print on the report, and a running quantity percentage. The report will have a sub-total break for each percentage break and also a grand total of the quantity, cost, and the quantity percentage. The report is sorted in descending quantity order, than part number and then unit cost of the part number.
Rev 15 Changes
Instead of skipping updating the Item File’s LIFO Quantity field with the Rank Number if it is already set to a 5, the program was changed to skip updating if the LIFO Quantity is set to 99.
Rev 14 Changes
Program code was added to print the optimum and the on hand quantity for the item. The optimum figure is the minimum quantity out of the item File (ITEM) or Item Warehouse File (ITEMWHD). The program will use the Beginning Warehouse entered by the operator to determine the warehouse used to find the minimum quantity and on hand quantity.
The QTY heading was changed to USED.
Example:
Rev 13 Changes
The following fields are described below:
Beginning Warehouse Number, A'll, Or E'nd
Enter a specific warehouse number, or beginning warehouse number range. Enter A for all warehouses to be included. Enter E to end the program and return to the menu. The warehouse is taken from the Part (PART.DT) file. (4 numeric)
Ending Warehouse Number
The beginning warehouse entered will display as the ending warehouse. Press return to accept this as the ending warehouse number or enter an ending warehouse number. If the beginning warehouse number is greater than the ending warehouse, the following message will display: Beginning Warehouse Is Greater Than Ending Warehouse. The cursor will return to the ending warehouse for re-entry. The warehouse is taken from the PART.DT file. (4 numeric)
Beginning Part Number Or A'll
Enter a specific part number or beginning part number range if desired. Enter an A for all part numbers. The part number the report looks at is from the PART.DT file. (18 Alphanumeric)
Ending Part Number
The beginning part number will display as the ending part number. Press enter to accept this as the ending part number or enter an ending part number. If the beginning part number is greater than the ending part number, the following message will display: Beginning Part Number Is Greater Than Ending Part Number. The cursor will return to the ending part number for re-entry. The part number is taken from the PART.DT file.
(18 Alpahnumeric)
Beginning Product Class Or A'll
Enter a specific product class or a beginning product class range. Enter A for all product classes. The product class is taken from the ITEM file. (4 numeric)
Ending Product Class
The beginning product class will display as the ending product class. Press return to accept this as the ending product class or enter an product class. If the beginning product class is greater than the ending product class, the following message will display: Beginning Product Class Is Greater Than Ending Product Class. The cursor will return to the ending product class for re-entry. The warehouse is taken from the ITEM file. (4 numeric)
Beginning Item Type Or 'ALL'
Enter a specific item type or beginning item type range. To include all item types, enter ALL. Do not enter A for all. The item type is taken from the ITEM file. (1 Alphanumeric)
Ending Item Type
The beginning item type class will display as the ending item type. Press return to accept this as the ending item type or enter an item type. If the beginning item type is greater than the ending item type, the following message will display: Beginning Item Type Is Greater Than Ending Item Type. The cursor will return to the ending item type for re-entry. The item type is taken from the ITEM file. (1 Alphanumeric)
N'on Stock, S'tock, Or A'll Items
Enter N to only include items that are non stocked items in the Item Warehouse (ITEMWHD) file. Enter S to only include items that are stock items in the item warehouse (ITEMWHD) file. Enter A to include all items whether they are stock or non stock items.
Beginning Completed Call Date Or A'll
Enter a specific date or beginning date range. Enter A for all dates to be included. The date is the completion date of the service call for the part numbers from the Service Dispatch (DISP.DT) file. (MMDDYY format)
Ending Completed Date
The beginning completed date will display as the ending completed date. Press return to accept this as the ending date or enter a completed date. If the beginning date is greater than the ending date the following message will display: Beginning Date Is Greater Than Ending Date. The cursor will return to the ending date for re-entry. The date is the completion date of the service call for the part numbers from the Service Dispatch (DISP.DT) file. (MMDDYY format)
Percentages
The percentages are calculated by taking the running quantity of the individual part numbers divided by the total quantity of all the part numbers on the report:
Percentage/LIFO QTY Break 1
(Ex. 7500 = 75.00%, 0005 = 00.05%)
The first percentage should be the high percentage for the first break. Using the example above, if 75% is input no parts would be on the first break or be set up with a LIFO quantity in the ITEM file of a 1. If 50% is entered than part number 012 would be on the first break. If 33% is entered than part numbers 012 and 345 would be on the first break.
Percentage/LIFO QTY Break 2
The second break will include the part numbers greater than or equal to the break 2 percentage input but less than the break 1 percentage input. The part numbers in this group would have a LIFO quantity of 2 in the ITEM file. In the above percentage example any part numbers that have a percentage between and including 33.33% and 53.32% would be in the second break. The second percentage input cannot be higher than the first percentage inputted. If it is, the following message will display: This Percentage Must Be Less Than The First Percentage and the cursor will return to the percentage break 2 for re-entry.
Percentage/LIFO QTY Break 3
The third break will include the part numbers greater than or equal to the break 3 percentage input but less than the break 2 percentage input. The part numbers in this group would have a LIFO quantity of 3 in the ITEM file. In the above percentage example any part numbers that have a percentage between and including 10.00% and 33.32% would be in the third break. The third percentage input cannot be higher than the first or second percentages inputted. If it is, the following message will display: This Percentage Must Be Less Than The Second Percentage and the cursor will return to the percentage break 3 for re-entry.
Percentage/LIFO QTY Break 4
The fourth break will include the part numbers greater than or equal to the break 4 percentage input but less than the break 3 percentage inputted. The part numbers in this group would have a LIFO quantity 4 in the ITEM file. In the above percentage example any part numbers that have a percentage between and including 3.34% and 9.99% would be in the fourth break. The fourth percentage input cannot be higher than the first, second or third percentages inputted. If it is, the following message will display: This Percentage Must Be Less Than The Third Percentage and the cursor will return to percentage break 4 for re-entry.
Note: Since this is a running percentage total, the four percentages should add up to 100.00%. If they do not equal 100.00% this message will display: The Four Percentages Do Not Equal 100.00% and the cursor will return to percentage break 4 for re-entry.
Update The LIFO QTY In The Item File (Y/N)
Enter Y to have the numbers 1, 2, 3, or 4 written into the LIFO quantity field for the part number in the ITEM file. Enter N to not update the ITEM file. The report will print out with either option chosen.
Indexes
Once the inputs have been chosen, the report builds two temporary indexes before it prints the report:
The first temporary index goes by an index from the PART.DT file (PART.IX). The part numbers are put into the first temporary index. It makes sure the part numbers are within the warehouse range, part number range, product class range, item type range, stocked, non-stocked option, completion service call date range, and that they are not hold for parts calls. If updating the ITEM file was chosen, the program will zero out the previous LIFO quantity field in the ITEM file. This temporary index will have part number, quantity, and cost. The temporary index name is MP#.IX. The following will display on the screen:
Building Temporary Index #1
Part Number: #
The second temporary index uses the first temporary index that was created in the report. This temporary index is set up for the sorting and will have descending quantity, part number, and cost. The temporary index name is MP2#.IX. The following will display on the screen:
Building Temporary Index #2
Part Number: #
To print the results the report will use the second temporary index created. The running totals, sub-totals, and grand totals will be accumulated. The following will display on the screen:
Report Printing
Part Number: #
If updating the ITEM file, the ITEM file will be updated with the new LIFO quantity number for the part number that is displaying on the screen. The following will display next to Report Printing: Updating ITEM File
Results
Information is included for each part number and the quantity percentage breaks:
PART
This is the part number from the PART.DT file. Hold for parts (H-PARTS) calls are excluded from the report.
DESCRIPTION
This is the part number description from the ITEM file.
QTY
This is the quantity of the individual part number from the PART.DT file.
COST
This is the unit cost of the individual part number from the PART.DT file.
RUNNING COST
This is the running cost is the quantity multiplied by the unit cost plus the previous part numbers cost on the report.
RUNNING QTY%
This is the individual part numbers running quantity divided by the total of all the part numbers quantity on the report.
BIN LOC
This is the bin location of the part number of warehouse one from the ITEM file.
TOTALS:
This report will have a sub-total break and page break between each percentage/LIFO quantity break of 1, 2, 3, and 4. The TOTALS line are sub-totals of:
QTY
This is the total of all the individual part numbers in the percentage break.
RUNNING COST
This is the total quantity of the part numbers multiplied by the unit cost of each part number.
RUNNING QTY%
This is the quantity of this percentage break divided by the total of all part numbers for the report.
GRAND TOTALS
The report will also have a grand total of all part numbers on the report. The GRAND TOTALS are:
QTY
This is the total quantity of all the part numbers on the report.
RUNNING COST
This is the total cost of the part numbers quantity multiplied by the unit cost of the part numbers.
RUNNING QTY%
This is the quantity of all the part numbers on the report divided by the quantity of all the part numbers on the report. This will always be 100.00%
Technical Notes
This report is from MT Business Technologies, Inc. Their version of the program is called MANPART. The report has been changed to have a MANSW set up. For MT Bus. set this MANSW to 1 (LINE 29) and for everyone else leave this at zero. This will then take the place of that one.