IM0000 Inventory Management Package Overview 3
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. |