Inventory Management dashboards and reports

There are several reports that are available in the dashboards for Inventory Processing and Inventory Management.

All detail reports with hierarchy are collapsed to show the highest level only. To view more details, click to expand.

Allocated Items

The Allocated Items report displays the allocated quantity of items by Inventory Location. The report is based on the Inventory on Hand subject area and can be filtered by Major or Minor Inventory Class, Purchasing Major or Minor Class, specific Item, Company or Inventory Location.

Benchmarking - All Items at All Locations

The All Items at All Locations report shows the count of individual items by Inventory Location and the Stock on Hand quantity and Current Inventory Value. The report is based on the Inventory on Hand subject area and can be filtered by Inventory Major / Minor Class, Purchasing Major / Minor Class, (a specific) Item, Company or Inventory Location.

Benchmarking - Items Issued

The Items Issued report lists items issued by Inventory Location.

Benchmarking - Items Putaway

The Items Putaway report displays the items that have been received and restocked.

Benchmarking - Items Received

The Items Received report shows all items that have been received at stocking locations.

Burn Rate Calculator

The Burn Rate Calculator report was created to help you track how quickly items are being used at your facility. The report based on guidelines published by the United States Centers for Disease Control (CDC) in September 2020 and our Inventory Transaction model.

The gain for our clients is that the CDC spreadsheet requires manual entry of items and beginning quantities each day in order to calculate usage. Since you have Infor Financials & Supply Management Analytics, we’ve done the work for you. All you have to do is open the Burn Rate Calculator to see the usage analysis for your items on a daily basis. No manual entry required.

The top section of the report in blue - Quantity at the Start of the Day contains the Stock On Hand quantity at the start of the day.

The green section of the report, called the Quantity Used per Day, shows the quantity used per day.

The pink section of the report contains the calculation of the Number of Days Supply Remaining based on the average consumption rate.

Using the calculator:

When opened, the report defaults to today’s date. You can change the date using the filters on the dashboard.

The blue section at the top of the report displays what the stock on hand was at the start of the day today for the 14-day range. The data is grouped by Purchasing Major/Minor class, Inventory Major/Minor class, or Item (as selected in filters).

In the next section with the green heading, the Item Usage or Consumption Rate each day is displayed that shows the usage trend.

In the pink, or last section of the report, Number of Days Supply Remaining is calculated based on quantity used each day in the selected range. Use this section to see how the supply remaining changes based on the supply/usage trends in the 14-day range.

The filters used for slicing data are:

  • Date (defaults to current date)
  • Company
  • Critical Item flag
  • Inventory Locations
  • Inventory Items
  • Inventory Major/Minor
  • Purchasing Major/Minor Class
  • PPE flag
  • Dimension 1
  • Dimension 2

The report can be filtered to display items in groups or individually. Examples of group rollups include Purchasing Major/Minor classes, Inventory Major/Minor classes, or Inventory Locations.

Dimension 2 has the individual item selection as an option. If the user select items it will display all item level detail in the report. The Item filter in Dimension 2 can be combined with the inventory item, PPE, or Critical Item filters on the dashboard to display selected specific items in the report results.

Critical Item Analysis with Estimated Days on Hand

The Critical Item Analysis with Estimated Days On Hand dashboard is based on the Inventory Transactions Subject Area. The dashboard has two charts and a high level analysis report of summarized Inventory transactions on the current date.

The Stock Levels and Est Days On Hand - Major Purchasing Class chart shows the stock on Hand quantities for items rolled up by Major Purchasing class.

The Stock Levels and Est Days On Hand - Minor Purchasing Class chart shows the stock on hand quantities for items rolled up by Minor Purchasing class.

The Critical Item Analysis with Estimated Days On Hand report summarizes daily transactions over all Inventory Locations by Purchasing Major and Purchasing Minor classes based on the filters selected. The value measures are Transaction Quantity and four usage measures:

  • 3 Day Use - sums the total Issue Quantity for the prior 3 days and divides by 3
  • 3 Days Prior Use - sums the total Issue Quantity for the prior 3 days (days -4, -5 and -6 ago) and divides by 3
  • 30 day Usage - sums the total Issue Quantity used in the prior 30 day range and divides by 30
  • Estimated Days on hand - sums the After Quantity and divides by 3 Day Usage value

There are links in this report to two other dashboards:

  • Click the Item Number field, to access the Critical Item Usage dashboard to see the list of transactions that makes up the total in the Analysis report based on the filters selected.
  • Click the Quantity field to access the Critical Stock Status dashboard to see the stock and status for that item based on the filters selected.

The filters used for slicing data are:

  • Date (defaults to current date)
  • Company
  • Critical Item flag
  • Inventory Locations
  • Item
  • Inventory Major/Minor Class
  • Purchasing Major/Minor Class
  • PPE flag
  • Requesting Location

Critical Item Usage

The Critical Item Usage dashboard is based on the Inventory Transactions Subject Area and provides the individual line level transaction details for the Critical Item Analysis. Critical Item Usage details the transactions for an item by Purchasing Major and Minor classes for all locations on a single day based on the filters selected. The value measures are Quantity (Issue Quantity) and three Usage measures:

  • 3 Day Use - sums the total Issue Quantity for the last 3 days and divides by 3
  • 3 Days Prior Use - sums the total Issue Quantity for the prior 3 days (days -4, -5 and -6 ago) and divides by 3
  • 30 day Usage - sums the total Issue Quantity used in the prior 30 day range and divides by 30.

There are links in this report to two other dashboards:

  • Click the Item Number field to access the Critical Stock On Hand dashboard to see the stock and status for that item.
  • Click the Inventory Transaction number to be redirected to the Inventory Expense by Cost Center report. Here you can see the expense for the transaction you were redirected from in the Usage report based on the filters selected.

The filters used for slicing data are:

  • Date (defaults to current date)
  • Company
  • Critical Item flag
  • Inventory Locations
  • Inventory Items
  • Purchasing Major/Minor Class
  • PPE flag
  • Requesting Location

Critical Stock on Hand

The Critical Stock on Hand dashboard is based on the Inventory on Hand subject area. The dashboard has a report, a chart, and Key Performance Indicators (KPIs). The KPIs on the dashboard are Available Qty, Allocated Qty, On Order Qty, SOH Qty, and Average SOH Qty. These are sourced from Inventory on Hand measures.

The filters used for slicing data are:

  • Company
  • Critical Item flag
  • Inventory Location Code
  • Inventory Items
  • Inventory Major/Minor Class
  • Manufacturer Code
  • Manufacturer Number
  • Purchasing Major/Minor Class
  • PPE flag

The Critical Stock Status chart is a banded bar chart that is based on the Inventory On Hand subject area. Stocking Locations are on the Y axis, the X axis shows a stacked bar for these statuses: Available, Allocated, In Process, Inspection Hold, In Transit and On Order Qty. There is a 0 constant value to differentiate between negative, outgoing stock, and positive, coming into stock, net value per location.

The Critical Stock On Hand report is also based on the Inventory On Hand subject area. This report shows items at stocking locations. The report is similar to the existing Stock on Hand report including all statuses of transactions within stocking locations and item reorder information.

Expiring Items

The Expiring Items report shows a list of items with Lot numbers that will expire within the date range the user filters the report.

Inventory Backorder Tracking

The Inventory Backorder Tracking dashboard has two charts and a detailed report:

  • The Backorder Quantities by Location chart displays summarized backordered quantities at each Inventory Location sorted high to low. Clicking this chart will direct you to the Items on Backorder report filtered by the location you select on the chart.
  • The Backorder Quantities by Inventory Class chart compares backordered quantities across inventory classes ranked high to low. If you click one of the Inventory Classes in the chart it will filter the data on the entire dashboard and will filter the report.
  • The Backordered Items by Inventory Class report on the lower half of the canvas displays details of the backorders by Item, Company, and Inventory Location. Clicking a specific Inventory Class in the chart will filter the report so it only displays backorders for the selected Inventory Class.

Inventory Location Statistics

The Inventory Location Statistics dashboard has three widgets and two KPIs:

  • The Backorder Quantities by Location widget shows the backordered and on order quantities by location.
  • The Net Transactions by Location widget shows the net transaction count by location per year.
  • The Turn Rate widget shows a summarized Turn Rates period over period.

Inventory Manager

The Inventory Manager dashboard has four charts with high level views of inventory activity and trends:

  • The Historical Inventory Transactions chart summarizes transactions of all types over the inventory periods of the current inventory year.

    The Inventory Value By Location chart shows inventory values by location in a column chart.

    The Turn Rate chart shows turn rates rolled up to summarized levels. Clicking one will jump to the Inventory Turns dashboard providing the detail for each item and location.

    The Average SOH MOM – (Average Stock on Hand Month over Month) trend report shows summarized values for Average SOH over time.

The views are based on the Inventory History subject area and the filters used for slicing data are:

  • Year
  • Period
  • Company
  • Critical Item
  • Inventory Items
  • Inventory Locations
  • Personal Protective Equipment

Inventory Transactions

The Inventory Transactions dashboard is a high level view of transactions across Financials and Supply Management. When you launch the dashboard, it displays activity for the current month to date in three bar charts:

  • The Inventory Transactions by Type chart displays transaction counts ranked high to low and sliced by Document Type. Clicking this report jumps to Item Usage by Purchasing Class filtered by the transaction type clicked.
  • The Inventory Transactions by Inventory Location chart displays transaction count across multiple Inventory Locations ranked high to low. Clicking one of the Inventory Locations will jump to the Item Usage by Purchasing Class report filtered by the location clicked.
  • The Inventory Transactions by Requesting Location chart displays transaction counts by Requesting Location. Clicking this chart will take the user to the Item Usage by Purchasing Class report to display requested item usage detail for that location.

The filters used for slicing data are:

  • Company
  • Inventory Location
  • Inventory Item
  • Document Type
  • Inventory Major/Minor Class
  • Requesting Location
  • Date Range (defaults current month, current date)

Inventory Transactions by Location

The Inventory Transactions by Location dashboard has two reports:

  • The Inventory Transactions by Type is a bar chart showing Inventory Transaction count by Transactions type.
  • The Inventory Transactions by Location - Detail is a detail report showing the inventory transactions organized by Company, Location, and Item. The report shows document type, line number, item number, item description, company, inventory location, transaction count, transaction value, quantity, and unit cost.

Inventory Turns

The Inventory Turns dashboard shows information about trend and details of turn activity.

The dashboard has these reports:

  • The Turns Over Time report illustrates the trend of actual inventory turns. Populating the Target filter dynamically updates the chart, allowing you to compare actual results against a target goal. The data can also be sliced by:
    • Company
    • Inventory Location
    • Item
    • Manufacturer
    • Manufacturer Number (Vendor Catalog Number)
    • Inventory Period
    • Year
  • The Turns by Item report shows information about an item's turn activity at an inventory location in specific period. The report displays the data the way it is stored in the InventoryUsageHistory business class. This summarizes a lot of information. For example we are going to see each item at each location for each period of each year included in the dashboard query based on your filter selection.

    Inventory Calendar definitions from the Inventory application make the year and period. The rest of the information is organized by:

    • Inventory Company
    • Inventory (Stocking) Location
    • Inventory Items (stocked there)

    The measures come from the Inventory History subject area:

    • Issue Quantity
    • Received Quantity
    • Inventory Turn Rate (Turn Rate)
    • Inventory Turn Value (Turned Value).
    .
  • The Turnover by Location report compares the turnover rate between different Inventory Locations. The results will reflect the filter selections.

    Data can be sliced by:

    • Company
    • Inventory Location
    • Item
    • Manufacturer
    • Manufacturer Number (Vendor Catalog Number)
    • Inventory Period
    • Year

The filters used for slicing data are:

  • Company
  • Inventory Loc Code
  • Item
  • Manufacturer Code
  • Manufacturer Number (Vendor Catalog Number)
  • Inventory Period
  • Target
  • Year

Inventory Valuation

The Inventory Valuation report is based on the Inventory on Hand subject area which is a snapshot of the ItemLocation business class at the last data refresh. The report shows the value of inventory at that point in time. Based on the Company and Inventory Location filters applied to the dashboard, the query will read each Item’s Unit Cost and multiplies it by the current Stock On Hand Qty listing values for each item. The report summarizes the results by Inventory Location Account Group, Company and Inventory Location. The values in the report are Unit Cost, Intransit Qty, Inspection hold Qty, Stock On Hand Qty, and Stock On Hand value.

Item Usage by Purchasing Class

The Item Usage by Purchasing Class report details the transactions for an item by Purchasing Major and Minor classes for all locations on a single day based on the filters selected. The value measures are Quantity or Issue Quantity and two Usage measures:

  • 3 Day Use sums the total Issue Quantity for the prior 3 days and divides by 3.
  • 30 day Usage sums the total Issue Quantity used in the prior 30 day range and divides by 30.

Organized by Purchasing Major and Purchasing Minor classes, Location, and Company, the report displays the Requesting Location, System Code, and Document type and the Inventory Transaction and values for the transaction and quantity, 3 day, and 30 day average usage.

The filters used for slicing data are:

  • Date (defaults to current date)
  • Company
  • Critical Item flag
  • Document Type
  • Inventory Location Code
  • Inventory Locations
  • Inventory Items
  • Inventory Major/Minor Class
  • Inventory Transaction
  • Purchasing Major/Minor Class
  • PPE flag
  • Requesting Location

There are links to two other dashboards from this report:

  • Click the Item Number in the report to jump to the Critical Stock Status dashboard to see the stock and status for that item based on the filters selected.
  • Click the Inventory Transaction number to jump to the Inventory Expense by Cost Center report and see the expense for the transaction they jumped from in the Usage report based on the filters selected. This is based on the Inventory Transactions Subject Area

Item Usage Expense by Cost Center

The Item Usage Expense by Cost Center dashboard is based on the Inventory Transactions Subject Area. The report on this dashboard displays the expense distributions for inventory transactions by inventory transaction number, system, and document type. This expense report is the supporting detail of expense distributions from other dashboards such as Critical Item Usage, Item Usage by Purchasing Class, and Inventory Transactions by Location - Detail.

The additional filters used for slicing data are:

  • Date (defaults to current date)
  • Company
  • Critical Item flag
  • Inventory Locations
  • Inventory Items
  • Purchasing Major/Minor Class
  • PPE flag
  • Requesting Location

Item Usage History

The Item Usage History dashboard shows a report containing all of the information tracked in the InventoryUsageHistory business class. Use this to easily validate your data or model reports.

The filters used for slicing data are:

  • Critical Item
  • Company
  • Inventory Items
  • Inventory Locations
  • Inventory Major/Minor Class
  • Period
  • Personal Protective Equipment
  • Purchasing Major/Minor Class
  • Year

Items on Backorder

The Items on Backorder report lists items on backorder organized by Inventory Location. Backordered and On Order Quantities are listed. Detail about the reorder method and timing are included.

Least Used Products

You can use the Least Used Products dashboard to review items that are rarely used. To run a query, use the filter embedded in the upper right hand corner of the canvas that called Search for a Transaction count less than and specify the count. For example, 10. Your results will show all the items that have had less than 10 transactions based on the filter selections in the dashboard, like Date Range, Company, Inventory Items, Inventory Locations, and Manufacturer Code, Division and Number.

Lot Tracking

The Lot Tracking report and dashboard display a list of items and quantities that are lot tracked. The report is based on the Inventory On Hand subject area.

The filters used for slicing data are Lot Expiration Date on the canvas and Company, Inventory Items, Inventory Locations, Item, Manufacturer Code, Manufacturer Division, and Manufacturer Number.

Overstocked Items

The Overstocked Items report is a detailed report that shows the items that are holding more inventory than the item location's reorder point and requested order quantity. It displays a list of items, company, inventory location, average cost, stock on hand quantity, reorder point, reorder quantity, reorder point and reorder quantity, SOH value, reorder point and reorder quantity value, overstock value and overstock quantity.

The filters used for slicing data are:

  • Company
  • Inventory Location Name
  • Inventory Major Class
  • Inventory Minor Class
  • Items

Purchase Orders by Delivery Date

The Purchase Orders by Delivery Date is a detailed report which displays a list of Purchase Order lines that provides a view into the quantity, open order quantity, PO lines unreceived, and receipt quantity of the items. The report consists of early delivery date, item number, item description, vendor long name, company, PO number and line number.

The filters used for slicing data are:

  • Company
  • Contract
  • Critical Item
  • Date Range
  • Item Number
  • Personal Protective Equipment
  • PO Number
  • Ship To Location
  • Vendor Long Name

Serial Tracking

The Serial Tracking report and dashboard display a list of items and serial numbers with quantities organized by Company, Inventory Location, Item Number. The report is based on the Inventory On Hand subject area.

The filters used for slicing data are Company, Inventory Location, Inventory Items, Manufacturer Code, and Manufacturer Number.