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Future Inventory Status Analysis Report

Report Summary

Printed Report Title: Future Inventory Status Analysis

Show a daily 20 day snap-shot of items with planned demand (sales) and supply (production). Red highlights indicate where demand exceeds supply.

 

Default Location In Orchestrated

Base Module: Inventory > Inventory Reports > Orchestrated Reports

Reports Module:   Reports > Inventory > Orchestrated Reports

*These are the standard default locations. Your locations may be different.

 

Typically Used by

Sales staff use this to view un-committed inventory available for delivery. Production planners may also use it to view what items might need priority or re-scheduling in production.

 

Key Requirements

Accurate dates for sales and production documents.

 

Tips

As of date: (must be the current date or a date in the future) 
 - If you select a date prior to today, the "As of" date will default to today.

 

Parameter Entry Options

Required:

  • As of date: (must be current date or a date in the future) 
  • Include Sales Quotes? (Treats open quotes as firm demand) 
  • Select Item Groups 
  • Select Warehouses 
  • Unit type  (Choose: Units, BBLs, Gallons, Liters)

Optional:

  • Select Brands 
  • Hide 0 Quantity Values? (does not include items with no inventory or activity) 
  • Summary only (hides supply and demand and just shows quantity uncommitted by day)

 

Parameter Entry Image

 

 

Report Sample Image

 

Version 4.5.1.0

 

 

 

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Comments

  • Avatar
    Jason Heystek

    On the new version, where is it pulling the minimum inventory from? I have, for example, an item with a minimum inventory of 48 and the color is changed at an inventory of 167. Is this somehow related to having multiple warehouses selected?

    What gives?

  • Avatar
    Matt Mcalpine

    Hello,

    If a Sales order planned ship date has passed but the order is still open is this accounted for in the report anywhere?