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Forecasting
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