Inventory standard application reports and lists

Inventory information for reporting is located throughout the navigation menus. In addition, you can create a report from any list.

This table contains the standard application reports and lists for Inventory Control. To find the reports, use the menu search. Search for the Report name unless a name is specified in the Menu name column.

Report name Description Menu name
Bin Replenishment Report List item bins that require replenishment from another bin within the same location. Reorder > Replenishment Jobs > Bin
Close Inventory Control System Close the current inventory period. Period end balances and the average stock-on-hand quantity for each item location are calculated. Close Inventory Control
Physical Inventory Count Sheets Generate count sheets or tags for a select ID. You must create a freeze file for the select ID before you can run this program. Counts Sheets
Delete Freeze Records Delete freeze records that are created for an ID in Freeze Selected Items. n/a
Departmental Procurement Expense Report View transactions that originated from Payables, Inventory Control, Requisitions, and Purchasing and are posted to Global Ledger. Departmental Procurement Expenses
Distribution Requirements Report Calculate the demand for time-phased order points. n/a
Freeze Selected Items Generate a freeze file for current item stock quantities. A freeze file is a snapshot of current records for a select ID. After you create a freeze file, you can print count sheets or tags for recording purposes. Mass Freeze Items
IC Valid UOM CSV Create Use Setup Extract to extract UOM Setup master file data for the selected criteria. The extract is created in the $LAWDIR/productline/interface folder in CSV format. Valid UOM CSV Create
IFRS FIFO Period End Valuation View the FIFO inventory valuation regardless of the IC Company costing method. This report can be used to satisfy the IFRS requirements to provide a two year FIFO inventory valuation when moving from LIFO to FIFO. IFRS FIFO Period End
Inventory Accuracy Progress View the requesting departmental demand on items over 12 periods. Accuracy Progress
Inventory Availability Report List item availability. Availability
Inventory Company Setup Extract Extract IC company setup master file data for the selected criteria. The extract is created in a CSV format. The file names extracted can be overridden. Header and delimiter selections can be made in the job definition program. Company Setup Extract
Inventory Count Control Status List items that have not been counted for a specified time period. Count Control Status
Inventory EOQ and Reorder Calculation List finished goods that must be replenished or a forecast of demand for finished goods. EOQ and Reorder Calculation
Inventory Finished Good Replenishment Generate a freeze file for current item stock quantities. Finished Goods
Inventory Forecast Variance Set up item quantity and amount forecasts for a location. Quantity forecasts are used in Inventory EOQ and Reorder Calculation to calculate the Economic Order Quantity. They are used in Distribution Requirements Report to calculate the Time-Phased Order Point. Forecast Variance
Inventory Intransit Shipping List released in-transit transaction documents that have not been received. You can print one document or print all documents that meet specific criteria. Intransit Shipping
Inventory Issue Document Review transactions before they are updated to inventory. Issue Document
Inventory Issues List inventory issues and requisition return transactions. Issues List
Inventory Issue Summary Report List all issues and requisition returns by dimension or account. Issue Summary
Inventory Location Replenishment Report View replenishment quantities for items with an available quantity that is less than the reorder point. The report shows items that are stocked from another location. Available quantities are based on the current stock-on-hand quantities minus allocated, picked, and back ordered quantities, plus on-order and in-transit quantities. Reorder > Replenishment Jobs > Location
Inventory Movement Analysis Cost View the total cost and suggest movement classes based on total cost percentages. By default, the total issue and sales cost is used. You can include transfer and adjustment costs. Movement Analysis Cost
Inventory Movement Analysis GMROI View the gross margin return on investment (GMROI). The report shows items in descending order by GMROI percentages and suggests movement classes based on those percentages. Movement Analysis GMROI
Inventory Movement Analysis Sales View the total sales cost. This report can be used to suggest movement classes based on total sales cost percentages. Movement Analysis Sales
Inventory Out Of Stock Extract View items where the stock-on-hand quantity is less than the safety stock. Data is output to a comma separated value (CSV) interface file for processing. Out Of Stock Extract
Inventory Period Close Close the current inventory period. Period end balances are captured and average stock-on-hand quantity is calculated for each item location record. Period Close
Inventory Reorder Advice Calculate reorder quantities for items with an available quantity that is less than the reorder point. n/a
Inventory Stock Status Report View item availability. Item availability is based on the actual supply and demand. Stock Status
Inventory Turnover By Issues View inventory turnover based on item issues. Turnover By Issues
Inventory Turnover View inventory turnover based on item sales. n/a
Inventory Valuation View the stock-on-hand quantity at the item location. This report can be used to balance inventory to your general ledger. n/a
Inventory Variance Explanations View a list of explanations by reason code for cycle count variances. Reason codes are used to explain variances between item freeze stock-on-hand quantities and actual count quantities. Variance Explanations
Inventory Variances Update Update physical inventory counts and generate the count variance report. Variance Update
Inventory Vendor Reorder Advice View replenishment quantities for items with an available quantity that is less than the reorder point. Vendor Reorder Advice
Item Master Item Location Extract Extract data from the item and location master. n/a
Journalize Preview View transactions that are available to be journalized. n/a
Killed Items View items that have not been processed because the requisition line was flagged to cancel back orders. A requisition is considered open if all lines remain open. A requisition line remains open until all of the requested quantity is delivered or the back orders are canceled. The requisition is automatically closed when all requisition lines are closed. n/a
Leadtime Review Review and adjust the number of lead time days required for inventory items. You can limit the items by location, report group, buyer code, and inventory class. This report shows the primary vendor, previous, last, current average, and new average lead time days.

This report contains items where the leadtime control field is Review. You can set this flag manually for reporting reasons. Otherwise, this field is set in Inventory Control if the new average leadtime is 50 percent different from the previous average leadtime. A new average leadtime is calculated each time a purchase order is received for an item.

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Load UNSPSC Product Codes Change information in the Item Master file and Item Location file. n/a
Manage Kit Items And View Components List finished good template information. This report shows finished good templates for the company and optionally, location and finished good. Kit Items and Components
Market Inventory Valuation List material costs, overhead costs, and average unit add-on costs. n/a
Mass Item Location Copy Mass copy a new item to every location that stocks items for the same product line. Item Location Copy
Par Cart Mass Changes Perform mass changes to cart or par locations and add, replace, or delete an item on multiple carts. You can change any value for an item at the cart/par location, and print a report of the change you made. n/a
Par Inventory Worksheet Generate a worksheet or an alphabetic locator list. The inventory count worksheet lists all items in a par location in shelf order. The alphabetic locator list shows all items in a par location sorted alphabetically by description. The report serves as a reference for location supplies. You can use the report as a data entry worksheet or a template of the location for manual counting. n/a
Par Level Load Update the location reorder point with the suggested reorder point. The reorder point is calculated in Par Location Utilization. n/a
Par Location Utilization View the recommended par usage. The suggested par level is updated in the Item Location file. Shows the par level, the average daily usage, and the par level value for each item at a par location. Shows total amounts for each par location. You can sort the report by report group or par location. Replenish days are the number of days that elapse between replenishment events. Date range is the usage history to include when suggested quantity is calculated. Minimum samples are the number of transactions required to trigger the replenishment. Thirty samples is recommended. n/a
Par Location Valuation Calculate the value of all items in a cart/par location. Report shows the par quantity and the sum of extended costs of the par quantity for all items in the car/par location or report group. List And Analysis > Main > Valuation > Par Location
Patient Charge Download Extract charge information and create a file for an external billing system. Charge Download
Patient Charge Price Calculation Maintain patient charges and calculate supply charges. Charge Price Calculation
Patient Charge Reconciliation Generate an exception list. The variance column indicates whether patient charges are greater than or less than issues for this item. You can use the list to reconcile patient charges and track lost charges. n/a
Period End Valuation View the stock-on-hand quantity at the item location. Use this report to balance inventory to your general ledger. Period End
Physical Inventory Select IDs View a list of select ID parameters. Select ID parameters identify items for physical inventory count. You can list parameters for one or all select IDs for a company. Manage Select IDs
Potential Obsolete View items with no movement history as of a specific last issue date. These items are potentially candidates for disposal. If there is no last issue date, then the last received date is used. Inventory Information and then select the Potential Obsolete tab
Potential Overstock View overstock percentages for items with stock-on-hand quantities that are greater than reorder plus safety stock quantities. Inventory Information and then select the Potential Overstock tab
Product Transfer Resale Report Notify a manufacturer of product that has been transferred from a central distribution center to a facility for a given period. This report allows the manufacturer to assess commissions and allows the customer to reconcile rebates and discounts.

Track the product from the customer's warehouse to the point of actual use by a single inventory distribution location. You can run this for a specified time period.

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Replenishment By Requisition Replenish an inventory location through a requisition interface with the purchasing. After requisitions are created, you can review and release them. To create purchase orders from requisitions, use the Purchase Order Worksheet, then run Purchase Order Interface. By Requisition
Replenishment Purchase Order Requests View selected and unselected items that are displayed on the Replenishment PO worksheet. Released items are not on this report. Replenishment PO Requests
Requesting Location Usage View the requesting location or departmental demand on items over 12 periods. n/a
Standard Cost Valuation Preview Evaluate current inventory stock-on-hand quantities. This report is based on standard and future standard costs that are defined for items in Item Location. Standard Cost Valuation
Transaction History List inventory transactions that were assigned to a specific reason code. Inventory Information and then select the Transaction History tab
Unit of Measure Interface Import units of measure. Maintain Interfaced Units of Measure
View Journalized Distributions Post distributions that were created from inventory transactions. Period End Close and then select the Journal Distributions tab