Slow Moving Inventory
Reports Menu -> Inventory ->
Slow Moving Inventory Report
This report is useful for identifying obsolete and slow moving
inventory.
It determines inactivity by using the Sales History to identify any
Sales parts by Vendor, that are NOT listed on a Work Order, or on a
posted Invoice, or on a Repair trx, in the selected date range.
The report prints by Product Class and Division, listing the
product #, description, the quantity available at the location, the
quantity that can be returned, the re-order multiple, the Bin#, the
date last received and date last sold. It also lists the cost each
and the total Value. The average product cost is used, or the
average product location cost if cost by location processing is
active.
Product Class and Division subtotals are printed on the report
output but not on the spreadsheet.
An optional P.O. worksheet can be generated by Purchasing Agent Code, that can be edited and then
converted to negative quantity P.O.s.
This can be used to track the return of this slow moving stock.
The prompts are:
-
- GENERATE P.O. WORKSHEET
- Uncheck this box to print the Slow Moving Inventory report
without using a worksheet.
Check this box to create the Slow Moving Inventory report and
also to generate a P.O. Worksheet listing the current On Hand
quantity for each product, as a negative P.O. quantity.
This list can be reviewed and modified in P.O.
Worksheet, and the worksheet can be printed from Print P.O. Worksheet.
The negative P.O.'s can then be created, and printed or faxed from
Generate P.O. From Worksheet.
If a worksheet is to be created, the prompts are:
- PURCHASING AGENT
- This field is skipped if the P.O. worksheet is not being
generated.
Enter the Agent code or select one from the drop-down list as setup
in Purchasing Agent Codes.
VALIDATE AGENT AGAINST VENDOR
- Check this box to only select the products in the range that
match the Vendor Purchasing Agent as setup in Vendor Information.
Uncheck this box to select any products in the range, regardless of
the Purchasing Agent assigned to the Vendor.
FROM CLASS
- Leave this field blank to include all Sales classes or enter a
starting Sales Product Class, or select
one from the Product Class Search
window.
- TO CLASS
- Leave this field blank to include all Sales classes or enter an
ending Sales Product Class, or select one from the window.
FROM DATE
- Accept the default date of 01-01-1901 or to narrow the range
enter a preferred starting date for the report.
Any products invoiced in the selected date range will be excluded
from the report.
- TO DATE
- Accept today's date or enter the ending date for the
report.
DIVISION, "ALL" OR "SEL"
-
- Type ALL to include all divisions in the report.
- To generate output for a single division, leave this field
blank for the Head Office Division, or enter a specific division
code, or select a division from the drop-down list.
- Type SEL to select several specific divisions or divisions by
inventory region to include in the report, as outlined in Division Select By Region.
Note: Operator Divisional Restricted
Views are not respected.
- Clear Existing Worksheet Confirmation
- This pop-up prompt is only triggered when a P.O. Worksheet is
being generated and if a worksheet already exists for this agent
and this Location, that was created either from an earlier Slow
Moving Inventory run or from the Inventory
Re-Order Report.
Click the CANCEL button to save the worksheet and
review it in P.O. Worksheet.
Click the CLEAR button to generate a new worksheet,
replacing the existing one for this agent.
INCLUDE NON-RETURNABLE PARTS
- Check this box to include all parts, even those with a
Non-returnable date.
Uncheck this box to exclude any part with a date in the
Non-returnable field of the Inventory
Re-Order Information window.
$ VALUE CUT-OFF
- Leave this field blank to include all parts regardless of total
value, or enter a cut-off dollar amount so that any parts with a
total value less than this amount will be excluded from the
report.
SORT BY
- Select one of the following sort options for the product list:
- Select Product generate the product list in Product
Number sequence within Product Class.
- Select Description generate the product list in
alphabetically by Description within Product Class.
INCLUDE NON-INVENTORY ITEMS
- Check this box to include Non-Inventory Sales parts.
Uncheck this box to exclude any Sales parts identified in Sales Inventory, as not an Inventory item.
SKIP ITEMS WITH ON HAND = 0
- Check this box to skip Sales Parts with zero quantity at the
location.
Uncheck this box to include Sales Parts with a location record for
this division, even though the quantity is zero.
Note: Sales parts with no location record, will always be
excluded from the report.
IGNORE ITEMS RECEIVED AFTER
- Accept today's date as the cut-off date, or enter a preferred
date.
Any Sales Part that were received after this date will be excluded
from the report as they are only recently stocked.
ALL VENDORS
- Check this box to include all Vendors in the report.
Uncheck this box to print the report for a specific Vendor.
- VENDOR #
- Enter the Vendor number or and select one from the Vendor Search window.
ONLY FILL RE-ORDER QUANTITIES
- Check this box to list only the slow moving items which do have
enough quantity on hand to fulfill the re-order multiple.
This option does not include any product with insufficient quantity
to fill the re-order multiple and it only includes exact re-order
multiple quantities, even if more is available.
This is because if a P.O. is created to return the slow moving
product, it would have to be returned by the same re-order multiple
as it is purchased.
Uncheck this box if the report should not be restricted to only
the quantities available to fit the re-order multiple.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Topic Keyword: RSMH16