Forecast Report provides user a summarized information about the expected quantity of material upon consideration of inventory affecting records.
Report Filters:
Project Number - selection of projects you want to consider in forecast;
only items of selected projects will be shown in forecast report
Parts list - selection of parts list (draft and final sample/sale) without preparation job order that you want to consider in forecast;
selected parts list item quantity will be deducted from inventory on hand as these items have the possibility of being sold or issued out of the system
Reserved Parts List - selection of parts list (Reserved type) that you want to consider in forecast;
selected parts list item quantity will be deducted from inventory on hand as these items is considered sold or owned by a particular project or client;
Inventory Order - selection of confirmed inventory order without receiving job order that you want to consider in forecast;
selected inventory order quantities will be added to inventory on hand as these items will be part of inventory on due time;
Item Color - further selection to show only the items with matching color;
Item Category - further selection to show only the items with matching category;
Item Department - further selection to show only the items with matching department;
Item Supplier - further selection to show only the items with matching supplier;
Item Classification - further selection to show only the items with matching classification;
Warehouse Code - further selection to show only the items located in selected warehouse;
Note: no selected option means all records will be considered
Report Columns:
Item - list of item code and description that pass the filter criteria;
On Hand - major column header that shows current inventory balance according to selected warehouse and item class;
On Hand Total (OH) - tally of inventory on hand that can be used or consumed immediately;
Incoming - shows the receiving job orders and its quantity;
Incoming Total (I) - tally of incoming quantities;
Unserved (“not served”) - compares system total requested quantity and prepared quantity; used to cover late preparation reports;
Unserved Total (U) - balance of unserved (requested qty - prepared quantity);
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 Total (R) - tally of remaining quantities;
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.
To make sure forecast presents accurate total, all system profiles and reports status should be up to date in accordance with their actual state.