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ID75 Stale Inventory Overview & Sample

Identifies possible stale inventory.

Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips |  Related Alerts

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Overview

Overview

This report is meant to identify inventory items that were not used on Service Calls, Sales Orders, Purchase Orders, etc. in the last Variable Y number of days specified and only show items with an average cost exceeding Variable X. The report sends automatically monthly and can also be run on-demand via your CEO Juice SSRS Reports.

This report should be run manually each month for all items/warehouses so you can write-off (devalue) those dead items over your fiscal year instead of taking a big hit at the end of the year. This alert/SSRS Report looks for usage from the specified warehouses selected only (the alert runs for all warehouses by default).

Usage is determined as any of the following transaction types: Sales Invoice, Sales Credit/Debit Memo, Service Invoice, Service Credit Memo, Purchase Order Receipt/Return, Sales Fulfillment, Inventory Assembly or Inventory Refurbishment.

Run Schedule: Monthly on 24th

Type of Output: Email and On-Demand SSRS Report

 

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Sample

Sample

ID75Sample1.png

 

 

 

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Variables

Variables

**You MUST have an entry in either Variable W or Variable Z; otherwise, you will not receive any results.**

ID75VarW.PNG

 

Variable W: Enter the Item Category Code(s) to consider (Separate list with commas) OR leave blank and list Inventory Category Codes to consider in Variable Z.

 

ID75_item_category.jpg

Variable X: REQUIRED - Enter Minimum Cost of items to consider (whole number only - i.e. $5.00 = 5)

Variable Y: REQUIRED - Enter number of days back for no usage

Variable Z: Enter P or S to consider Parts (P) and/or Supply (S) Service Code Category (separated by comma) instead of Inventory Category Code(s) from Variable W. Leave blank if using Variable W.

 

ID75_service_code_category.jpg

ID75Var1.PNG

Variable 1: Enter in Warehouse Number(s) for QTY on hand in (separated by comma, leave blank for ALL)

Variable 2: Enter in Warehouse Number(s) to check for Usage History from (separated by comma, leave blank for ALL)

Variable 3: Branch Number(s), based on warehouse, to consider (separated by comma, leave blank for ALL)

Variable 4: Ignore items created in last XX days (Leave blank or set to 0 to ignore)

Variable 5: Enter in Bin Number(s) for QTY on hand in (separated by comma, leave blank for ALL)

Variable 6: Enter in Bin Number(s) to check for Usage History from (separated by comma, leave blank for ALL)

Variable 7: Enter in Bin Number(s) to exclude from report (separated by comma, leave blank for ALL)

 

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Alert Functionality

Alert Functionality

-Emailed report is hard coded to not consider any Item created in last 90 days, you can adjust when running report On Demand

-Report does NOT report on both ItemCategory (VariableW) and ServiceCodeCategory (VariableZ). Leave VariableW blank to report on ServiceCodeCategory listed in VariableZ OR leave VariableZ blank to report on ItemCategory listed in VariableW. You can also leave BOTH VariableW and VariableZ blank to have alert fire on ALL types of ItemCategory codes.

-Alert can be cloned so you can set with different variables:

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OnDemand Report Filters

OnDemand Report Filters

 

ID75SSRS.PNG

SSRS Report does NOT have functionality to filter by Item Category Code. This feature is ONLY available via your subscription which emails you a monthly report.

Filters Explained:

Ignore Items Created In Last XX Days: Enables you to exclude newly created Item Records

Show only Items Where AVGCOST >X: Set minimum average cost to consider

Show Warehouse Details: shows warehouse number & name 

Show Bin Details: shows bin number & name

Set usage dates via:

Items Last Used on Call Before

Items Last Used on Order Before

Items Last Received on PO Before

Exclude if Active Contract Equip >X Machines: can look at how many active contract machines you have so as to consider your usage of parts for machines under contract. Designate a threshold for quantity of machines under contact via this filter.

Branches: Perhaps you only want to view usage for one branch. Or if you want to use report to determine if you should move inventory from one branch to another, then consider usage of all your warehouses.

Left margin of SSRS Report provides quick link to each Item Category:

ID75Sample2.png

 

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Best Practices & Tips

Best Practices & Tips

-This alert is not intended to be an overstock report. It is best used to identify dead inventory and to manage end of life inventory.

-Be careful to pay attention to your warehouse selection when running the report.

-See this link for an overview of best practices on handling dead inventory.

 

 

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Related Alerts

Related Alerts

ID335 - Stale Inventory for Overstock Parts Network

ID500 - Items at risk of becoming obsolete

 

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