Inventory Re-Order Impact Report

** This utility is under development and is not yet available. **

This inventory report provides detailed quantity and cost information for Sales parts and Bulk Rental equipment according to the suggested Re-order information and product cost. The average product cost is used, or the average product location cost for sales parts if cost by location processing is active.

The report can be generated for products using company wide re-order quantities, or location re-order quantities, or both.
It lists the product #, description, location, quantity on hand, re-order minimum quantity, and maximum quantity. It calculates and prints the minimum costs, the maximum costs, and any surplus costs for overstocked products.
Sales parts or Rental equipment with the "Special Order" flag is set in the Re-Order window of Sales Inventory or Rental Inventory, will be excluded from this re-order report.

The prompts to generate the report are:

FROM CLASS

Leave this field blank to include products from all Product Classes, or enter a starting Class, or select one from the window.

TO CLASS

Leave this field blank to include products from all Product Classes, or enter an ending Class or select one from the window.

FROM GROUP

Leave this field blank to include products from all Product Groups, or enter a starting Group, or one from the window.

TO GROUP

Leave this field blank to include products from all Product Groups, or enter an ending Group or select one from the window.

PRINT SURPLUS COST

Type N (NO) to exclude the surplus cost information column.
Type Y (YES) to include the surplus cost amounts for the Sales parts. The surplus cost is the On Hand quantity less Maximum re-order quantity X the product's Average Cost.

At least one of the print options Surplus Cost, Min Cost, or Max Cost columns should be selected.

PRINT MIN COST

Type N (NO) to exclude the minimum cost information column.
Type Y (YES) to include the minimum cost amounts for the Sales parts. The minimum cost is the Minimum re-order quantity X the product's Average Cost.

At least one of the print options Surplus Cost, Min Cost, or Max Cost columns should be selected.

PRINT MAX COST

Type N (NO) to exclude the maximum cost information column.
Type Y (YES) to include the maximum cost amounts for the Sales parts. The maximum cost is the Maximum re-order quantity X the product's Average Cost.

At least one of the print options Surplus Cost, Min Cost, or Max Cost columns should be selected.

CUTOFF AMOUNT

Enter a cutoff dollar amount for the report.
According to the selected descending sequence, products with a surplus, min, or max cost, of less than this amount, will not be printed on the report. If the cutoff amount is blank, the cutoff amount is zero so products with zero and negative costs are omitted.

DESCENDING SEQUENCE BY

This report can be printed in descending sequence for 1 of the above three Cost columns. A window is provided to view the 3 options:

Type 1 to print in descending order of the Surplus Cost.
Type 2 to print in descending order of the Minimum Cost.
Type 3 to print in descending order of the Maximum Cost.

COMPANY WIDE RE-ORDERING INVENTORY

Type E to Exclude products with company wide re-order information.
e.g. Re-Order By Location is Y (YES) in the Re-order window of Sales Inventory or Rental Inventory.
Only Sales parts and bulk Rental equipment that are re-ordered by location will be printed.

Type O to print Only inventory that is ordered by company wide Min/Max Re-order information.
e.g. Re-Order By Location is Blank or N (NO) in Sales Inventory or Rental Inventory.
Products that have re-order information by location will not be printed, and the following prompt to select a Location is skipped.

Type I to Include all Sales parts.

LOCATION, "ALL" OR "SEL"

• Type ALL to include all locations in the report.
• To print the report for a single location, leave this field blank for the Head Office, or enter a specific location code, or select one from the drop-down list.
• Type SEL to select several specific locations or locations by inventory region to include in the report, as outlined in Division Select By Region.

SORT BY LOCATION

Type N (NO) to list the products in descending order, not separated by location.
Products with zero quantities are omitted.

Type Y (YES) to sort the products in descending order within division.
Products with a location record are included, even if there is a zero quantity at the location.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.