Finding the current inventory position

You can find out what is currently in the inventory by using Inventory Inquiry (INQ).This is a flexible inquiry and enables you to find out what inventory you have, and where it is. You can enter a number of parameters to specify what part of the inventory you are interested in.

This form is also available from Purchase Order Entry, Sales Order Entry and Movement Order Entry.

You can only inquire on items which are defined as Goods in the Item Type field on the Item Master.

Uwaga: You are recommended to use the 01BASIC form for this function. Select this from the Find Form List dialog displayed after selecting Inventory Inquiry from SunSystems. Because SunSystems v6.3 is extremely customizable you may find that your form does not cover all of these fields, they may be in a different order or they may be called different names. For more information about creating and amending forms refer to Form Designer Help.
Uwaga: If you want to use default values for the inventory inquiry form these should be set using the Security Console or User Manager applications rather than Form Designer.

Enter the required information in some or all of the following fields on the form header to specify which parts of the inventory you want to inquire on,

  1. From the Action > Line menu within the entry form select Inventory Inquiry.
  2. Specify this information:
    Item Code
    You must enter a valid item code in this field.
    Warehouse Code
    You can specify a warehouse to be inquired on.
    Location ID
    You can specify a location to be inquired on.
    Batch Reference From and To
    You can enter a range of batch references to be inquired on.
    Historic Date From and To
    You can enter a date range in order to inquire on historic data.
    Project Date From and To
    You can enter a date range in order to inquire on projected inventory. That is, anticipated receipts and issues.
    All History
    Check this check box to include all historical data in the inquiry.
    All Projected
    Check this check box to include all projected data in the inquiry. That is, all anticipated receipts and issues.

    The following fields are automatically populated once you have completed the above fields:

    Base Item Unit
    The unit of measure that the item is held in on the Item Master. For example, cartons.
    On-Hand Quantity
    The total of receipts of the item minus allocated issues.
    Allocated Quantity
    The total of quantities that have been allocated for anticipated issues.
    Unallocated Quantity
    The on-hand quantity minus the allocated quantity.
    Reserved Quantity
    The total quantity of all issues matching the selection criteria that have the reserved flag set on the issue plus all finished receipt note lines awaiting the transfer stage.
    Unreserved Quantity
    The total of all issues matching the selection criteria that do not have the reserved flag set on the issue.
    Available Quantity
    The On-Hand Quantity minus the Allocated Quantity minus the Reserved Quantity.
    Projected Issue Quantity
    The total of anticipated issues. For example, sales orders which have not yet been actualized.
    Projected Receipt Quantity
    The total of anticipated receipts. For example, purchase orders which have not yet been actualized.
    Overdue Issue Quantity
    The total of sales orders or movement orders that should have been delivered by the current date, but have not been.
    Overdue Receipt Quantity
    The total of purchase orders or movement orders that should have been received by the current date, but have not been.

    The rest of the Inventory Inquiry form contains detailed information about the individual receipts that make up the current inventory specified in your inquiry.

    Uwaga: If you do not enter a Location ID or Warehouse Code in the inquiry parameters, the Summary tab shows the details at Warehouse level. If you enter a Warehouse Code in the inquiry parameters, the balance of the reserved quantity that has no location assigned to it is displayed as the Location ID.
  3. Save your changes.