Inventory Manager dashboards and reports

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 shows 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.

This list shows the filters you can use to slice data:

• 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.

Backorders

This list shows the reports on the dashboard:

• The Backorder Quantities by Location chart shows summarized backordered quantities at each Inventory Location sorted high to low.
• The Backorder Quantities by Inventory Class chart compares backordered quantities across inventory classes ranked high to low.
• The Backordered Items by Inventory Class report shows details of the backorders by Item, Company, and Inventory Location.

Inventory Manager

This list shows the reports on the dashboard:

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

  The views are based on the Inventory History subject area. This list shows the filters you can use to slice data:

  • Year
  • Period
  • Company
  • Critical Item
  • Inventory Items
  • Inventory Locations
  • Personal Protective Equipment
• The Inventory Value By Location chart shows inventory values by location in a column chart.

  The views are based on the Inventory History subject area. This list shows the filters you can use to slice data:

  • Year
  • Period
  • Company
  • Critical Item
  • Inventory Items
  • Inventory Locations
  • Personal Protective Equipment
• The Turn Rate chart is a trend chart over time that shows the rate at which stock is turning over time. "Turn Rate" is how fast the goods are consumed - how many times in and out over a period of time. Turn Rates are summarized by location in this chart. Click one of the lines that represent a stocking location to drill across to the Inventory Turns dashboard. This provides the detail for the data that support the dot clicked.

  The chart shows Inventory History facts. This list shows the filters you can use to slice data:

  • Year
  • Period
  • Company
  • Critical Item
  • Item
  • Inventory Location
  • PPE

• 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. This list shows the filters you can use to slice data:

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

Requisition Activity

Requisition Activity is a dashboard that shows the count of fulfilled requisitions for different requesting locations. Ranking is set to Top 10 locations but can be changed with the Rank filter. Click a bar in the chart to drill across to the Requisition Fulfillment dashboard, filtered by the selected requesting location.

Stock Outs shows items that are out of stock and are ranked by the demand for the items. The chart can be sliced by all of the filters in the dashboard such as Date, Requesting Location, Vendor, Item, Company, and Manufacturer.

The charts on the dashboard default to the top 10 items in each query.

Requisitions by Vendor is a bar chart that shows the count of Requisition lines per Vendor. Ranking is set to Top 10 vendors but can be changed using the Rank filter.

Requisition Lines by Requesting Location is a bar chart that shows the volume of Requisition lines per Requesting Location. Ranking is set to Top 10 locations but can be changed with the Rank filter.

Off Contract Req Lines is a bar chart that shows requisitions lines grouped by Vendor, where contract cost was not used. By default the top 10 Vendors are shown. Ranking can be adjusted with a filter. Click a vendor/bar in the chart to drill across to the Requisition Lines dashboard filtered by the vendor selected.

Requisition Lines shows all the lines processed in the date range of the query made in the dashboard. The data in the report can be sliced by all of the filters in the dashboard such as Date, Requesting Location, Vendor, Item, Manufacturer, and Company. This report is not ranked, instead it shows the lines for the date range that was queried.

This list shows the filters you can use to slice data:

• Company
• Date Range
• Rank
• Vendor
• Requesting Location
• Item
• Manufacturer Code
• Spend Category

Requisition Fulfillment

The Requisition Fulfillment dashboard compares requested and fulfilled order lines. It shows the requested quantities and what was filled. The KPIs also reflect these statistics.

Top 10 Stock Outs is a tree map showing blocks in different colors representing 10 items that have the highest quantities Out of Stock or "killed". Blocks are sized larger or smaller by quantity. The Birst ranking was used to filter the query results to display the Top 10 Items with "killed" quantities, otherwise known as Stock Outs. If you prefer to see more items in the chart, the ranking can be adjusted to Top 50 or 100, or Bottom 10, 50, or 100 in Visualizer.

The Requisition Fulfillment report is on the lower half of screen and contains details of orders and their fulfillment status. In the report, the measure 'Fulfilled Qty' is a report expression; the calculation is Req Quantity - Killed Quantity = Fulfilled Qty KPIs on the dashboard are: Fulfillment Rate (is a report expression) = Req Quantity - Killed Quantity / Req Quantity Stock Out Rate (is a report expression) = Killed Quantity / Req Quantity Stock Out Qty, (Killed Qty measure) Req (requisition) Qty measure Line Count = Req Line Count measure.

This list shows the filters you can use to slice data:

• Company
• Date Range
• Item
• Req Number
• Requesting Location

Requisition Lines

The Requisition Lines dashboard is organized by Creation Date, Requester, Requesting Location, and Requisition. Details about the lines include things like the Item, Quantity, UOM, Cost, MFR and Vendor. Processing details can also be found, such as the Spend Category, Stock Out Qty, and processing time.

Requisition Lines by Manufacturer

The Requisition Lines by Manufacturers dashboard shows requisition lines by manufacturer ranked high to low. Ranking is set to Top 10 by default but can be changed through the Rank Filter dashboard filter. Click the chart to redirect you to the Requisition Line dashboard filtered by selected Manufacturer Code.

This list shows the filters you can use to slice data:

• Company
• Create PO
• Date Range
• Item
• Manufacturer Code
• Rank Filter
• Requester
• Requesting Location
• Spend Category
• Vendor

The dashboard has these reports:

• The Requisition Lines by Manufacturer is a bar chart that shows the Requisition Lines processed by Manufacturer on the line, ranked high to low.
  This list shows the attributes you can use to slice data:

  • Company
  • Create PO
  • Date Range
  • Item
  • Manufacturer Code
  • Rank Filter
  • Requester
  • Requesting Location
  • Spend Category
  • Vendor
• The Manufacturers on Requisition Lines lists Requisition Line details by Manufacturer.

  This list shows the filters you can use to slice data:

  • Company
  • Create PO
  • Date Range
  • Item
  • Manufacturer Code
  • Requesting Location
  • Spend Category
  • Vendor
  • Cost Code
  • Contract

Requisition Lines by Requester

The Requisition Lines by Requester dashboard lists requisition lines by requester. It includes line detail information such as Creation Date, Requester, Requesting Location, Requisition Number, Requisition Line Number, Item, Requested Quantity, Item Type, Create PO, PO Number, PO Line Number, Days from Requisition Creation to Approval, Days from Requisition Approval to PO Creation and the total Requisition Line Value.

This list shows the filters you can use to slice data:

• Company
• Create PO
• Critical Item
• Date Range
• Item
• Item Type
• Personal Protective Equipment
• PO Number
• Requester
• Requesting Location
• Requisition Number
• Vendor

Requisitioned Item Usage

The Requisitioned Item Usage dashboard is a summary review of item quantities that have been consumed. Items in the report are listed in Purchasing Major/Minor class order. Item use is summarized for the current date, over the past 3 days and over the past 30 days.

Click the hyperlink in the item to drill across to the Requisitioned Item Usage Detail report for further detail about the lines that makes up the usage quantities.

This list shows the filters you can use to slice data:

• Date
• Item
• Item Type
• Requesting Location
• Company
• PPE
• Purchasing Major Class
• Purchasing Minor Class
• Critical Item flags

Requisitioned Item Usage Detail

The Requisitioned Item Usage Detail dashboard is the destination report from Requisitioned Item Usage. It contains further detail about transactions making up the Usage quantities in the reports. It includes detail such as the requisition, requesting location, and item type.

Click the hyperlink in the detail on the Requisition Number field to drill across to the Requisition Lines report .

This list shows the filters you can use to slice data:

• Requesting Location
• Company
• Item
• Item Type
• Purchasing Major Class
• Purchasing Minor Class
• Req Number
• PPE
• Critical Item
• Create PO flags

Requisitioned Item Usage by Commodity

The Requisitioned Item Usage by Commodity report includes usage information for the date range queried. The financial details, cost, and quantity are included. Item use is sumarized for the current date, over the past three days, and over the past 30 days.

Click the hyperlink in the item to drill across to the Requisitioned Item Usage Detail report for further details about the lines that make up the usage quantities.

This list shows the filters you can use to slice data:

• Date
• Item
• Item Type
• Requesting Location
• Company

Inventory Transactions

Inventory Transactions by Type shows the transaction counts ranked high to low and sliced by Document Type.

Inventory Transactions by Requesting Location shows transaction counts by Requesting Location. Click one of the bars in the chart to drill across to the Requisition Lines report.

Receipt Transactions shows information about the volume and placement of receipts. The default display is for the current period.

Transaction Expense show expense distributions for items that are consumed in the Inventory system. The default view on the dashboard is the current period of the current year, Current Month/First Date -> Current Month/Current Date. Details about the expense are included along with the quantity and unit cost of the goods.

Inventory Turns

Turns Over Time illustrates the trend of actual inventory turns. Populate the Target filter to dynamically update the chart. You can then compare actual results against a target goal.

Turnover by Location compares the turnover rate between different Inventory Locations. The results will reflect the filter selections.

Turns by Item was created to show information about the turn activity of an item at an inventory location in a specific period. The report shows the data the way it is stored in the InventoryUsageHistory business class which summarizes a lot of information. For example, we will see each item at each location for each period of each year included on the dashboard query based on your filter selection.

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 showing 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 Expense by Cost Center

This list shows the filters you can use to slice data:

• Date Range
• Accounting Entity
• Fin Dim 1-4
• Account
• Doc Type
• System Code
• Company
• From Location
• Item
• PPE
• Critical Item
• Requesting Location
• Company

Mid-Month Inventory Value dashboard

The Mid-Month Item Location Value report shows the value of inventory and stock on hand quantities at the time of the last data refresh. The report is organized by Item Location and Account Group and summarized by Location and company.

Based on the Company and Inventory Location filters applied to the dashboard, the query reads each Item’s Unit Cost and multiplies it by the current Stock On Hand Qty showing 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.

The Current Inventory Value grid displays the Current Inventory Value, Average Cost (per Item), Stock on Hand Quantity and Average Stock on Hand Quantity – summarized by Stocking Location. This report can be sliced by the filters on the right of the dashboard:

• Item
• Account Group
• Stock Location
• Company

Overstocked Items

The Overstocked Items report is a detailed report that shows the items that holds more inventory than the item location's reorder point and requested order quantity. The dashboard shows 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.

This list shows the filters you can use to slice data:

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