Inventory Reports - Over/Under

Overview

This report provides an indication of inventory that is over- or understocked based on Over/Under stock settings under General Settings. The report counts issues and receives transactions linked to the Inventory Items at the Inventory Location level.

If the inventory quantity is 25% under or over the suggested stock holding the status is set to under or over. If it is within 25% it is flagged as normal.

Navigation Example

Main Menu > Procurement > Inventory > Menu (button) > Over/Under

Buttons Explained

Button Description
ViewGenerates a report showing inventory shortages and surpluses based on the selected filters.
SaveSaves any changes.
Actions
  • Batch Update: Changes all the selected records when Update (button) is clicked. The options are:
    • Status (Location): Checkbox to change the Status of the Location to active or inactive (checkmark = active).
    • Bin No.: Changes the Bin Number to the one entered in the adjacent block.
    • Min Qty: Changes the minimum quantity to the one entered in the adjacent block.
    • Reorder: Changes the reorder quantity to the one entered in the adjacent block.
  • Set Minimum = Suggested: Replaces the Minimum Quantity that should be on hand with the amount in the suggested column.
  • Set Reorder = Suggested: Replaces the Reorder Quantity that should be on hand with the amount in the suggested column.
  • Replenishment Options
    • Purchase Order (INV) (PO-INV): Creates Purchase Orders for the selected items.
    • Work Order (WO): Creates Work Orders for the selected items.
OutputAvailable upon request.
MenuSee the Menu button described under Inventory Reports Settings.

Filters Explained

Filter Description
CategoryA dropdown list of Categories allowing you to view All or a specific Category.
Location
  • A dropdown list of locations allowing you to view All or a specific Location.
  • The Location Filter only displays locations linked to your Entity.
  • If you are not linked to an entity, all the locations are available.
StatusSelect All, Normal, Over or Under statuses.

Fields Explained

Info

Fields marked in blue (✎) can be edited.

Field Description
Field Chooser (*)Add or remove columns.
Stock IDA system-generated number for the inventory item.
CategoryThe inventory item's Category.
SubcategoryThe inventory item's Subcategory.
DescriptionA Description of the inventory item.
ReferenceThe inventory item's Reference.
CodeThe inventory item's Code.
LocationThe Location of the inventory item.
MinimumThe Minimum Quantity that was filled in on the inventory item's Inventory (tab).
ResolveThe action that was taken (e.g. produce, purchase).
Supplier
  • The name of the Supplier that appears in the inventory item's Costing & Pricing (tab).
  • If there is more than one supplier, the supplier at the bottom of the list (with the highest unit cost) appears.
ReorderThe Reorder Quantity that was filled in on the inventory item's Inventory (tab).
Ave/MonthThe Average Quantity of this item used or sold in a month.
SuggestedThe Suggested Minimum Quantity that should be held in stock.
On OrderThe Quantity that is Ordered but not yet received.
AvailableThe Quantity that is Available.
VarianceThe difference between the Average Monthly and Available Quantities.
Unit PriceThe Unit Price of the inventory item.
TotalThe Total value of the inventory items on hand.
Status (Item)The statuses of Normal, Over or Under.
Menu (...)A submenu that can also be accessed by right-clicking an item:
  • Open Item: Opens the item's setup page.
  • Open Item Dashboard: Displays a Summary of the item's activity.
Lead DaysThe number of days it takes to receive the inventory item after placing an order.
Unit PriceThe Unit Price as inventory is ordered.
/The number of items included in the Unit Price (the order price).
CURThe Currency in which the inventory item is ordered.

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