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module:report:forecasting [2014/08/08 16:15] target created |
module:report:forecasting [2014/08/13 16:04] (current) target |
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| Forecast Report provides user a summarized information about the expected quantity of material upon consideration of inventory affecting records. | Forecast Report provides user a summarized information about the expected quantity of material upon consideration of inventory affecting records. | ||
| - | Report Filters: | + | **Report Filters:** |
| * Project Number - selection of projects you want to consider in forecast; | * Project Number - selection of projects you want to consider in forecast; | ||
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| Note: no selected option means all records will be considered | Note: no selected option means all records will be considered | ||
| - | Report Columns: | + | **Report Columns:** |
| - | Project No - reference project no under the selection | + | * Item - list of item code and description that pass the filter criteria; |
| - | Client Company | + | * On Hand - major column header that shows current inventory balance according to selected warehouse and item class; |
| - | Project Title - registered project name; | + | * On Hand Total (OH) - tally of inventory on hand that can be used or consumed immediately; |
| - | Currency | + | * Incoming |
| - | Project Value - value of project as stated | + | * Incoming Total (I) - tally of incoming quantities; |
| + | * Unserved ("not served" | ||
| + | * Unserved Total (U) - balance | ||
| + | * Potential - shows selected parts list which are not ordered for preparation; | ||
| + | * Potential Total (P) - tally of potential quantities; | ||
| + | * Remaining - items in part list but not yet requested for preparation | ||
| + | * Remaining | ||
| + | * Ordered - shows selected inventory orders; | ||
| + | * Ordered Total (O) - tally of Ordered quantities; | ||
| + | * Total (T) - tally of report columns using the formula: T=OH+I-U-P-R+O | ||
| + | **Uses** | ||
| + | This report can be used by any user to check future or expected inventory for inventory ordering and allocation upon consideration of available variables. | ||
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| + | To make sure forecast presents accurate total, all system profiles and reports status should be up to date in accordance with their actual state. | ||