Stock Status by Vendor can be found on the Inventory Reports Stocking and Analysis Reports menu (INV-4-2-1). Items can have a defined minimum and maximum inventory count for each warehouse. When an item’s available amount is equal to or less than the defined minimum, the warehouse needs to be stocked up to the defined maximum. Stocking is also necessary when the on hand quantity is negative. A transfer or receipt or adjustment is necessary. For those of you that do not use the LMS Purchase Order module for ordering, the Stock Status reports provide the items that need to be restocked. The order quantity is included. The current on hand, on order, back ordered, and allocated quantities are factored into the reorder amount.
The Stock Status by Vendor report sorts the items by the primary vendor. The vendor number is stored in the Item File. Specific, a range, or all vendors and warehouses can be selected. Warehouses 1 through 9999 can be selected. The report form feeds to a new page for every vendor. All included warehouses print under the individual item. An option to include only parts, serial numbered items, all items except parts and serial numbered items, or all item types is available. Stock items, non-stock, dead stock, or all types can be selected.
The report provides extensive information on the inventory status of an item. The information provided on the report is always on line up to date. This includes the current inventory on hand, on order, allocated, and back ordered quantities of an item. Also provided is the total quantity, month, and year to date sales. Information from the Item and Item Warehouse File is included. This includes the pack multiple, model number, vendor number and name, bin locations, product class number and last cost.
There is an option to only include items that have reached the reorder point when printing the report for all items or stock items only. When this option is activated, a stock item is included when the available amount is less than or equal to the defined minimum. The current on hand, on order, back order, and allocated amounts are factored in. If an item is a stock item and has no defined minimum but has a negative quantity, the item is also included so that the item can be stocked up to a quantity of zero. If the quantity on hand is greater than 0 and the item is a non-stock or dead stock item, these are also included when the available amount is equal to or less than the defined minimum. Note: Normally there would not be a defined min and max on non-stock items.
There is also an option to include all items in the warehouse rather than just those that have reached the reorder point. When this option is activated, the items that need to be reordered as defined above are included. Also included are stock items that have not reached the minimum but have an available amount that is less than the defined maximum. Stock items that have an on hand amount that is greater than zero with or without a defined min and max are also included. Non-stock and dead stock items are also included as long as their on hand quantity is greater than zero and non-stock and dead stock items were included in the report input parameters. The items that are not included are items that are non-stock or dead stock items with a quantity less than 1. Also never included are items that have an on hand, on order, minimum, and maximum that all equal zero.
Example:
Enter Beginning Vendor, A'll, Or E'nd
Enter a specific vendor number, beginning vendor number in a range, or A to include all vendors. These are the primary vendors stored in the Item File, which is field 23 in Item File Maintenance. The AP/PO Vendor File is checked for validity. Input of a valid vendor number displays the vendor name. An invalid vendor number displays *VENDOR NUMBER NOT FOUND*. When specifying a range of vendors, only items assigned a vendor number in the Item File within the designated range are included. (9 Digits Or A)
Enter Ending Vendor
The cursor stops at this prompt if a beginning vendor is input. Whatever is input as the beginning vendor appears as the default ending vendor. A carriage return accepts the default. This can be overridden, if desired. Enter the desired ending vendor number. Input of a valid vendor number displays the vendor name. An invalid vendor number displays *VENDOR NUMBER NOT FOUND*. The input is accepted. Entering an ending vendor number that is less than the beginning produces the prompt Beginning Vendor Is Greater Than Ending. The cursor returns for reinput. (9 Digits)
Enter Beginning Warehouse Number, Or A'll
Enter a specific warehouse number, beginning warehouse number in a range, or A to include all warehouses. When specifying warehouses, only items assigned to a warehouse within the designated range are included. (1-9999 Or A)
Enter Ending Warehouse Number
The cursor stops at this prompt if a beginning warehouse was input. Whatever was input as the beginning warehouse appears as the default ending warehouse. A carriage return accepts the default. This can be overridden, if desired. Enter the desired ending warehouse number. Entering an ending warehouse number that is less than the beginning produces the prompt Beginning Warehouse Is Greater Than Ending. The cursor returns for reinput. (1-9999)
Print S'tock Items, N'on-Stock Items, D'ead Stock Or A'll
Input S to include only stock items on the report, N for non-stock items only, or D to show only dead stock items. The non-stock indicator is accessed in field 35 in Item File Maintenance for warehouse 1 and field 7 in Warehouse Item File Maintenance for all other warehouses. Entering A includes all stock types on the report. Note: When specifying non-stock or dead stock only, items are not included if the on hand quantity is less than 1.
Do You Want Only Items That Have Hit R'eorder Point Or A'll Items
This prompt appears only if S or A was entered at the previous prompt. Input R to include only those items which are at the designated reorder point. Enter A to include all items assigned to the warehouse. Items that are not included are items that are non-stock or dead stock items with a quantity less than 1. Stock items are not included if the on hand, on order, minimum, and maximum are all zero.
Print S'pare Parts, Serial N'umbered Items, R'est Of Inventory, Or A'll
Input S to print only spare parts, N for serial numbered items only, or R to show inventory that is neither spare parts or serial numbered items. An item is defined as a spare part if field 41 in Item File Maintenance is yes. An item is defined as a serial numbered item if field 37 in Item File Maintenance is yes. Entering A includes all item types on the report.
Is Order Entry Being Used (Y/N)
The Stock Status by Vendor report provides the current inventory quantity status. It also provides the current order quantity that is necessary to stock up to the maximum amount or a zero quantity if the item has a negative quantity. When the LMS Order Entry module is used, items that are on an order are on an allocated or back ordered status. To include allocated and back ordered status numbers in the calculation of the order quantity, a Y for yes should be entered. If Order Entry is not used at your site, enter a N for no. Note: If there are numbers in these fields and a N for no is input, the numbers are printed on the report but do not enter into the calculation of the order quantity.
Reorder Items With A Quantity Needed Equal To Min (Y/N)
If items should be ordered once the minimum amount is reached, enter Y. This means an item needs to be restocked when the quantity available is equal to or less than the defined minimum. If items should be ordered only when the quantity goes below the minimum, enter N. This means an item needs to be restocked when the available amount is one less than the defined minimum. Stock items with a negative available amount print regardless to the response to the above prompt. The available amount is determined by (On hand + On Order) - (Amount Allocated + Amount Back Ordered). This is determined per included warehouse. The amount allocated and back ordered are amounts updated through the Order Entry module and are only included if Y is entered to the Is Order Entry Being Used prompt.
Results:
ITEM NUMBER Item number from the Item File.
DESCRIPTION This is the item’s description from the Item File.
P/C Product class number from the Item File.
WH The warehouse number.
MTD SALES The total sales quantity month to date for each item in the individual warehouse. This is from the Item File if warehouse 1 and the Item Warehouse File if warehouse 2-9999. Broken pack units are not included.
YTD SALES The total sales quantity year to date for each item in the individual warehouse. This is from the Item File if warehouse 1 and the Item Warehouse File if warehouse 2-9999. Broken pack units are not included.
P/M Pack multiple from the Item File.
ON HAND The current quantity on hand in the warehouse.
P/P The current partial pack amount in the warehouse.
ON ORDER The quantity currently on order in the warehouse. Broken pack units are not included.
ALLOC The current allocated quantity for companies using the Order Entry module. Broken pack units are not included.
BACK ORDER The amount currently on back order. These are customer back orders created through the Order Entry module, not back orders from the vendors. Broken pack units are not included.
LAST COST The last cost from the Item File.
ORD QTY The order quantity that needs to be ordered to bring the current quantity on hand up to the maximum amount. The available amount is determined by (On hand + On Order) - (Amount Allocated + Amount Back Ordered). The amount allocated and back ordered are amounts updated through the Customer Order Entry module and are only included if a Y is entered to the Is Order Entry Being Used prompt. The resulting available amount is then subtracted from the defined maximum. This equals the order quantity. Broken pack units are not included in the calculation. When a stock item has a negative available amount the order quantity is the amount needed to bring the available amount up to zero.
R/P The defined minimum amount from the Item or Item Warehouse File. An R is printed if the item’s available amount is less than or equal to the reorder point or minimum amount. An R is also printed on stock items that have a negative quantity and need to be stocked up to a quantity of zero. Therefore, all items that have reached the reorder point are printed with an R.
BIN The location of the item in the warehouse.
LAST ORD: The date of the last sale or order of the item in warehouse 1. Note: This is always warehouse 1.
MODEL: The model number assigned to the item. This is defined in Item File Maintenance, field 48.
EOQ: The economical order quantity. This is defined for warehouse 1 in Item File Maintenance field 30 and for all other warehouses in Warehouse Item File Maintenance field 4.
Base Price: The list price of the item from the Item File.
Rev 14 Changes
The Last P.O. Received field was added to the report. This is the last date that the product was received into the warehouse specified. Also, headings were added to the report to indicate how the report was ran.
Also, “LAST ORD” date was changed to “LAST SALE” date to reflect what the field is actually. This field is the last time the item was sold to a customer.