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.
  • Check the toggle in the header to select all the displayed 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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• Click the Schedule icon   next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button   on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last ten times the report was generated.