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ID75 Stale Inventory Overview & Sample:

Identifies possible stale inventory.

Jump to: 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

Document Map/Worksheet1:

Provides hyperlinks to Item Number in the results listed in Worksheet2/Stale Inventory Results

ID75DocumentMap.PNG

 

Stale Inventory Results/Worksheet2:

ID75Top__2_.png

 

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. You CAN NOT have values in both VariableW and VariableZ**

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

ID75Variables1-7.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)

Variable 8: Exclude Serialized Items (Yes/No), leave Blank for Yes

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Alert Functionality

Alert Functionality

1. 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.

2. If you see this error on your report results, you need to review your VariableW and VariableZ (see #1 above):

ID75error.png

3. Alert can be cloned so you can set with different variables:

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4. Top of report shows all of your filter settings. Emailed report also indicates which subscription it is, and will show 75-A for ID75A clone subscription, 75-B for ID75B. ID75-1 is your first subscription (ID75):

ID75-1.png

 

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OnDemand Report Filters

OnDemand Report Filters

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**Please note, depending on your company's SSRS Report version, you may need to select {DO NOT APPLY FILTER} rather than leave filter blank:

ID75NoFilter.png

Filters Explained:

Set usage dates via:

Items Last Used on Call Before: set date last used on Service Call

Items Last Used on Order Before: set date last used on Sales Order

Items Last Received on PO Before: set date last used on Purchase Order

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

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.

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

Item Category(s)

Per Item Record here:

ID75_item_category.jpg

Service Code Category(s)

Per Item Record here:

ID75_service_code_category.jpg

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.

Usage Warehouse(s): enter warehouses to consider for usage 

On Hand Bin(s): enter bins to consider for items on hand

Bins to Exclude: enter bins to exclude from consideration

Show Warehouse Details: shows warehouse number & name 

Show Bin Details: shows bin number & name

Exclude Serialized Items: exclude any/all serialized items from consideration

CSV Export Mode: select YES if format for CSV/Excel needed. You can then save as an excel file for needed sorting/filtering:

ID75Excel.png

 

 

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Best Practices & Tips

Best Practices & Tips

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

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

3. 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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