Summary

The overstock report displays all inventory items that have an On Hand value greater than a Build To value.

When printing Inventory Control module reports, be aware that inventory counts and the transactions that affect those counts are date and time specific. In order to generate an accurate inventory report, confirm that both the date and time specified are correct.

Step by Step

1     Open the Overstock Report window (IC> Reports> Overstock Report).

2     Configure the report.

• Check the Location toggle for each location that you would like to add to the report.
  • Press CTRL+A to select all the displayed locations and then press SPACE to select or deselect all locations.
  • At least one location must be specified in order to run the report.
  • Locations are created and maintained on the Location Maintenance window (IC> Maintenance> Location).
• Change the Date and Time fields to filter the inventory item counts by a specific date and time.
  • These fields will default to the current date and time. When creating a report for a specific date, be sure to change the specified Time to reflect inventory counts at close of business for the selected date.
• Enter a Description to filter the items included in the report to those items that contain the specified terms in their description fields.
• The six fields below the Description field are miscellaneous character fields. The displayed labels for these fields are set up on the Miscellaneous Field Label Maintenance window (SS> Utilities> Miscellaneous Field Labels).
• Check the Exclude Zero Builds toggle to exclude items with a Build To Level of zero.
  • The Build To Level is the amount of inventory the reorder process will build to on reorder. Build To Levels are set on the Item Maintenance window.
• The report will display the Item Number, Item Description, number On Hand, Purchase Orders, Requisitions, Reserved, Total Available, Build To level, Overstock Quantity and Overstock Value. The report will also provide totals by location and a Report total.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).