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This report allows you to view the stock report at BU, OU or Warehouse level. Report Information.
Select the “Stock Report” link under the “INVReports” business component.
The “Stock Report” page appears.
Enter the following field details in the “Search Criteria” group box:
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Stock Report For |
Use the drop-down list box to select the level at which you want to view the stock report. The options available in the drop-down list box are “Warehouse”, “OU” and “BU”. The system displays “OU” as the default value on launch of the page. |
Note: Warehouse code is selected only if Warehouse option is chosen
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Warehouse Code |
Use the drop-down list box to select the warehouse code. The system retrieves all the warehouses applicable for the login OU in ascending order with the first value as the default value on launch of the page. |
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Item Selection Options |
Use the drop-down list box to select whether the items for which you want to view the stock report is based on “Item Type”, “Item Group” or “Item Category”. The system displays “Item Type” as the default value on launch of the page. |
Note: Item Category Code is selected only if “Item Category” option is chosen in the “Item Selection Options” drop-down.
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Item Category Code |
Use the drop-down list box to select the item category code. |
The system displays the following detail:
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Item Category Desc. |
The description of the Item Category Code. |
Note: Item Group Selection Option is selected only if the “Item Group” option is chosen in the Item Selection Options drop-down.
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Item Group Selection Option |
Use the drop-down list box to select whether the item group is “Group type based” or “Item Attached Groups”. |
Note: Item Group Code is selected only if “Item Attached Groups” is chosen in Item Group Selection Option drop-down.
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Item Group Code |
Use the drop-down list box to select the Item Group Code. The system retrieves all the active Item group in which Items are attached to it in the ascending order.. The first value in the drop-down list box is displayed as the default value on launch of the page. |
The system displays the following detail:
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Group Desc. |
The description of the Item Group Code. |
Note: Fields in Group Type Based Selection are selected only if “Group type based” option is chosen in Item Group Selection Option drop-down.
Enter the following detail in the “Group Type Based Selection” group box:
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Group Type |
Use the drop-down list box to select the group type. The system retrieves all the group type codes defined for the login OU’s and LO in ascending order. The system displays blank as the default value on launch of the page. |
The system displays the following detail:
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Group Type Desc. |
The description of the Group type. |
Enter the following detail in the “Group Type Based Selection” group box:
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Item Group Lvl 1 |
Use the drop-down list box to select the first level of item group. The system retrieves all the first level item group for the selected group type along with a blank value The system displays blank as the default value on launch of the page. |
The system displays the following detail:
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Item Group Lvl 1 Desc. |
The description of the first level of item group. |
Enter the following detail in the “Group Type Based Selection” group box:
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Item Group Lvl 2 |
Use the drop-down list box to select the second level of item group. The system retrieves all the second level item group for the selected first level item group along with a blank value. The system displays blank as the default value on launch of the page. |
The system displays the following detail:
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Item Group Lvl 2 Desc. |
The description of the second level of item group. |
Enter the following detail in the “Group Type Based Selection” group box:
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Item Group Lvl 3 |
Use the drop-down list box to select the third level of item group. The system retrieves all the third level item group for the selected second level item group along with a blank value, if the selected item group level 2 has third level item group. The system displays blank as the default value on launch of the page. |
The system displays the following detail:
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Item Group Lvl 3 Desc. |
The description of the third level of item group. |
Enter the following detail in the “Group Type Based Selection” group box:
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Item Group Lvl 4 |
Use the drop-down list box to select the fourth level of item group. The system retrieves all the fourth level item group for the selected third level item group along with a blank value, if the selected item group level 3 has fourth level item group. The system displays blank as the default value on launch of the page. |
The system displays the following detail:
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Item Group Lvl 4 Desc. |
The description of the fourth level of item group. |
Note: Item Type Selection is selected only if “Item Type” option is chosen in the “Item Selection Options” drop-down.
Enter the following detail:
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All Item Types |
Check this box if you want to view “Stock Report for all the item types specified in the “Item Type Selection” group box. This field is checked by default on launch of the page. |
Enter the following in “Item Type Selection” group box:
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Raw Material |
Check this box if you want to View “Stock Report” for the items of Item type “Raw Material” alone. |
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Intermediate |
Check this box if you want to View “Stock Report” for the items of Item type “Intermediate” alone. |
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Utility |
Check this box if you want to View “Stock Report” for the items of Item type “Utility” alone. |
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Finished Product |
Check this box if you want to View “Stock Report” for the items of Item type “Finished Product” alone. |
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Spare Part |
Check this box if you want to View “Stock Report” for the items of Item type “Spare Part” alone. |
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Pack |
Check this box if you want to View “Stock Report” for the items of Item type “Pack” alone. |
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Component |
Check this box if you want to View “Stock Report” for the items of Item type “Component” alone. |
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Tool |
Check this box if you want to View “Stock Report” for the items of Item type “Tool” alone. |
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Scrap |
Check this box if you want to View “Stock Report” for the items of Item type “Scrap” alone. |
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Consumable |
Check this box if you want to View “Stock Report” for the items of Item type “Consumable” alone. |
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Phantom |
Check this box if you want to View “Stock Report” for the items of Item type “Phantom” alone. |
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Sundry |
Check this box if you want to View “Stock Report” for the items of Item type “Sundry” alone. |
Enter the following details in “Item Selection” group box:
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Item Code From |
The starting range of item code (Alphanumeric, 32). |
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Item Code To |
The ending range of item code (Alphanumeric, 32). |
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Variant Code |
The code identifying the variant of an item (Alphanumeric, 8). |
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Item Variant Desc. |
The description of the item variant (Alphanumeric, 150). |
Enter the following detail:
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All Stock Statuses |
Check this box, if you want to select all the fields present in the Stock Status Selection group box. This check box is checked by default on launch of the page. |
Enter the following details in “Stock Status Selection” group box:
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Accepted |
Check this box, if you want to view the Stock report of the stocks with Accepted status. |
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Quarantined |
Check this box, if you want to view the Stock report of the stocks with Quarantined status. |
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Bill And Hold |
Check this box, if you want to view the Stock report of the stocks with Bill & Hold status. |
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Rejected |
Check this box, if you want to view the Stock report of the stocks with Rejected status. |
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Consignment In Supplier |
Check this box, if you want to view the Stock report of the stocks with Consignment - In Supplier status. |
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Conditionally Accepted |
Check this box, if you want to view the Stock report of the stocks with Conditionally Accepted status. |
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Held |
Check this box, if you want to view the Stock report of the stocks with Held status. |
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Consignment in Customer |
Check this box, if you want to view the Stock report of the stocks with Consignment in Customer status. |
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Hard Allocated |
Check this box, if you want to view the Stock report of the stocks with Hard Allocated status. |
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Consignment Out Customer |
Check this box, if you want to view the Stock report of the stocks with Consignment - Out Customer status. |
Detailed Stock Report option:
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Details |
Check this box, if you want to view the Stock report in a detailed format. |
Note: When the “Details” check box is checked, the report launched will specify detailed information of the available stock of items for a warehouse, zone, bin and item type combination. Detailed Stock report will be launched for OU and Warehouse and will not be launched for BU. Among the available 10 options under “Stock Status Selection” group box, only 4 can be selected in the case of Detailed Stock Report.
Also the item displayed in the Detailed Stock report will display a sub-report specifying the location wise (zone, row, rack, level, bin) stock of the item displaying all the stock statuses for the selected warehouse on launch of the report.
For viewing the report
Click the “View Report” pushbutton to view the stock report.
You can view the stock of items in different stock statuses based on the search criteria. The stock statuses available are as follows:
Accepted – Goods that satisfies the quality norms.
Rejected - Goods that do not satisfy the quality norms.
Held - The stocks that are put on hold for some reasons like waiting for inspection.
Hard Allocated - The stocks that have already been physically assigned for a particular demand.
Quarantined - The stocks that need to be inspected / checked for quality / waiting for aging.
Consignment in supplier – The stocks that are received on consignment basis (Payment to Suppliers happens only after consumption of Stocks) from suppliers.
Consignment in Customer - The stocks that are received from customers to be used in the product and the final product will be supplied back to the customer.
Consignment - Out Customer–The stocks that are sold to customers on consignment basis (that is, payment will be made by the customers only after consumption)
Bill-Hold – The stocks for which the payment is made, but held because the customer does not want the material immediately.
Conditionally Accepted – The stocks that are accepted based on some conditions.
You can view the stock details for an item-variant for a stocking point and warehouse as total stock quantity, accepted, rejected, held, allocated, quarantined, consignment in supplier, consignment in customer, consignment – out customer, conditionally accepted and bill - hold.
This page allows you to specify the search conditions for viewing the stock report. You can specify the level at which you want to view the stock report that is, OU, BU or Warehouse.
You can select the Item Selection Option from the drop-down list box. The three options available are “Item Group”, “Item Category” and “Item Type”.
Item Group – You must select a value from the “Item Group Selection Option”. The options available are “Group Type Based” and “Item Attached Groups”. Group Type and Item Group at different Levels must be selected if the first option is chosen. The Item Group Code is selected if the second option is chosen.
Item Category – You must select the Item Category Code and the corresponding Item Category description will be displayed automatically.
Item Type – You can one or more or all of the types of item for which you want to view the stock report.
You can also directly specify the range of item codes in the Item Selection group box. You can select one or more stock statuses for the item in the Stock Status Selection group box.
Output For the Report “Stock Report List”:
Header Information:
It displays the respective BU/OU/Warehouse, which was selected in the Entry page. It also displays current system date. It also displays the Group code / Group type / Group Category based on the selection in the entry page in the “Item group selection option “. A Unique “Report ID “ is also shown.
Column Information:
The column fields displayed are Item code, Variant code, Item desc (Item Variant Description), Item type, Stock UOM, Warehouse, Total Qty, Accepted, Rejected, Held, Allocated, Quarantined, Consignment In Supplier, Consignment Out Customer, Consignment In Customer, Conditionally Accepted & Bill and Hold
- Item Code, Variant code, Item variant description, Item type, Stock UOM and the warehouse for the respective Items for the BU/OU/Warehouse will be displayed in the respective columns.
- Total stock of the Item which includes all the 10 stock statuses will be displayed in the Total Qty. column
- Stock Qty. under the stock statuses like Accepted, Rejected, Held, Allocated, Quarantined, Consignment In Supplier, Consignment Out customer, Consignment In Customer, Conditionally Accepted, Bill and Hold will be displayed in the respective columns based on the selection in the entry page for “Stock Status selection”
Footer Information:
The date and Time of running the report will be displayed at the bottom left side of the report.
Corresponding page number will be displayed at the bottom right side of the report.