Using Planning Report

The planning report is available in three versions: floor, management, and lot detail. The management copy gives a breakdown by item of:

• the current on-hand balance
• the quantity on unshipped sales orders, broken down by shipping cycle or route, the amount on open purchase orders and work orders
• the estimated raw material needed to fill orders for produced finished goods items
• the action required or items that do not have enough on-hand inventory or planned purchases or production

The floor copy does not report the unit cost of the item or the planned purchase orders work orders or action required.

The lotted detail report breaks out the on-hand and available balance on each lotted and individually lotted item along with the item info lot attributes for each lot.

Note: Depending on your user security rights, Planning Reports can be accessed from four report menus: Sales, Shipping, Purchasing and Inventory. Select the Planning Report option from the appropriate menu.

1. Select the Planning Report option.

2. At the Select an Option window, use arrow keys to select whether you want the report to allow filtering by the department or buyer as assigned to the items. Then, select from the following options to change any of the default report options. The 2nd through 6th options allow you change to the default operations of the report:

• EXIT – Select EXIT to leave this option.
• MGMT COPIES – Select MGMT COPIES to edit the number of management copies to print. The system will default to 1.
  • Management copies include:
    • Unit costs
    • Purchase order information
    • Work order information
    • The Action Required field
• FLOOR COPIES – Select FLOOR COPIES to edit the number of floor copies to print. The system defaults to 0.
  •  Floor copies indicate:
    • Current inventory
    • Incoming and future sales quantities.

Note: Entering zeros for both types of reports will exit from this option without printing any reports.

• SHIP DATE – Select SHIP DATE to edit the Ship Date Thru field. The system default is the current date.
• FUTURE DATE – Select FUTURE DATE to edit the Future Date Thru field. This will allow you to include orders shipping in the future rather than on a certain date. The system default date is one year in the future.
• PO DATE – Select PO DATE to edit the PO Date Thru field. This will allow you to include expected arrivals through the desired date for open purchase orders. The system default is the current date.
• ITEMS – Select ITEMS to enter an item mask to filter the report for specific items within the department or for the buyer selected. The system default is all items.
• COST – Select COST to show either actual or standard costs. The system default is actual costs.
• LOTTED DETAIL – Select LOTTED DETAIL to choose whether you want the report to include lot detail as N=None, S=Selected Locations (only based on location selected later on), or all locations. The system default is none or no lot detail.
  • If you selected the report "By Department", select the desired department(s) to include on the report, or ALL DEPARTMENTS to select all.
    • Only departments with the "On Planning Report " flag set to Y (Y=Yes) will appear on the Planning Report.
  • If you selected the report "By Buyer", select the desired buyer(s) to include on the report, or ALL BUYERS to select all.

Make your selection and press Enter.

3. A Select An Option window will appear with a list of locations. Select the desired location(s), or ALL LOCATIONS to include the selected location(s) in the current on-hand inventory balance and in the lot detail. If you select EXIT, the report will include all locations.

4. Command options will appear allowing you to print or choose from a set of other print options.

See the Available Actions link below for further information.

Security Required : Inventory - Inventory Reports