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IM0000 Inventory Management Package Overview 3

Reports

 Usage Exceptions Report

 Allows you to choose a particular inventory class (A, B, or C), which is defined and entered in Item File Maintenance, and to have a report printed for that class showing all items which have varied from the forecast usage by a user-defined percentage.

 Stock Status Report

 Allows you to print out stock status information about a selected item or range of items by location and product category.

 Available To Promise Reports

 ABC Analysis Reports

 Allows you to print a report which shows the inventory in descending order by usage, sales, cost, and margin for the year‑to‑date.

 Reordering Advice Reports

 Helps you to minimize inventory costs by providing information about what purchase orders and/or manufacturing orders need to be originated.

 Item History Report

 Allows you to produce a report that analyzes your inventory by period for quantity sold, sales amount, usage and cost.

 Item Audit Trail Report

 The report displays all changes made to the Inventory Item File during Inventory File Maintenance.

 Inv Location Audit Trail Report

 The report shows changes made to the Inventory Location File during Location Control File Maintenance.

 Inv Transaction Audit Trail Report

 A centralized report, which details all changes, made against the inventory levels in the Inventory Item File.

 I/M Distribution To G/L Report

Allows the user to print a report showing the distribution to G/L accounts.  The report has four sections   that originate in I/M Inventory Transaction Processing, COP Post Invoices, P/O Receivings Processing, and BOMP's Production Transaction Processing applications.  They include: 

    1.  Cost of Goods Sold

    2.  Inventory

    3.  Purchases/Adjustments

    4.  Work In Process

 Serial/Lot Stock Status Report

 Print reports of serial/lot items that have been received into inventory.  If serial or lot items are being used in I/M Setup, then you will be able to utilize this application.

 Serial/Lot Issue History Report

 Prints reports of serial/lot items that have been issued or sold from inventory.  If serial or lot items are being used in I/M Setup, then you will be able to utilize this application.

Frozen Stock Status Report

 This report generates a value of your inventory as of a predetermined (frozen) date.

 Kit Where Used Report

 Prints all kit parent items for a defined range of components.

 Kit Gross Requirements Report

 This report shows how many of each component will be required for the specified number of kits and compares this to the quantity available of each component.

 Job Analysis Report

 This report prints I/M, A/P, and PR expenses charged to specific job codes and compares that data to budget figures.

Util Setup

      I/M Setup   

 Allows you to tailor the Inventory Management package to your company's operation.

 Print Spooled Reports

Allows you to print a spooled report as many times as needed or to print several copies of the report.

Selection Limitations

 Certain options such as LIFO/FIFO and Serial/Lot Inventory may limit or eliminate the use of some of the system's standard features.  The following tables list those limitations.

 Serial/Lot Limitations

 

Package

Application

Limitation

I/M

All Applications

Serial/Lot Items are not allowed when using LIFO or FIFO.

I/M & COP

All Applications

Stocking and selling UOM must be same when item is Serial/Lot.

I/M & P/O

All Applications

Purchasing UOM may be different than stocking UOM for Lot items.

COP

Order Entry

Serial/Lot Items can not be  back-ordered on invoice type orders. Back‑orders of Serial/Lot items are allowed on order type orders.

 

LIFO/FIFO Limitations

 

Package

Application

Limitation

I/M

All Applications

Serial/Lot Items are not allowed when using LIFO or FIFO.

I/M

All Applications

Percent of margin commission not allowed when using LIFO or FIFO.

BOMP

Costed Bill Of Material

Item cost update is not allowed when using LIFO or FIFO.

J/C, SFC, LP, SPR, SPC

All applications

LIFO or FIFO costing methods are not allowed.

MRP, MS, & CRP

All applications

These packages may be used if LIFO or FIFO costing methods are defined.

If All Manufacturing Packages Are Installed

All applications

LIFO/FIFO costing are not supported.

 

 

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