Follow

ID199 - Compare Snapshot of Previous Item/Whs Min/Max to Current to Report Changes and also Report where Effective Qty > Stockmax Overview & Sample:

Daily report showing changes to the min and max set on item warehouse records.

Jump to a specific section by clicking a link

Overview | Samples | Variables | Alert FunctionalityBest Practices & Tips | Related Alerts 

 

Click to Subscribe

Overview

Overview

This alert will review all stock min and stock max changes to warehouse item records and send a daily report of changes. The report will also show whenever the effective quantity (quantity on hand + ordered - allocated) exceeds the stock max, where the stock max is greater than zero. The report only monitors warehouses that are either customer or technician types.

 

Run Schedule: Daily at 8:30 PM

Type of Output: Email

 

*  *  *

Sample

Sample

ID199.jpg

ID199_ScreenShot.jpg

*  *  *

Variables

Variables

199_variable.png

Variable W: Quantity > Stock Max - Enter 'Exclude' to exclude the report from showing items where the effective quantity is greater than the stock max. Default option is 'Include', which will include these items on the report.

*  *  *

 

Alert Functionality

Alert Functionality

1. The warehouse type must be either Customer or Technician.

199_warehousetype.png

The alert creates a snapshot table of all item warehouse stock settings at the end of each day, and the report compares the values from the previous day to the current settings when it runs.

The stock min and max for the warehouse are set on the Warehouses tab of the item record:

199_itemrecord.png

Changes are reported if:

2. The stock max set for the warehouse on the item record does not equal the stock max from the previous day.

199_stockmax.png

3. The stock min set for the warehouse on the item record does not equal the stock min from the previous day.

199_stockmin.png

4. Variable W is set to 'Include', and the quantity on hand + ordered - allocated is greater than the stock max.

199_effectiveqty.png

*  *  *

 

Best Practices & Tips

Best Practices & Tips

1. See documentation here on managing dead inventory.

2. We have documentation here on best practices for using the Inventory Logistics Console.

 

*  *  *

Related Alerts

Related Alerts

None at this time

 

*  *  * 

 

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk