ID772
Custom report to show items with quantity on hold for selected equipment records. **This information can also be found in the ID772 Financial Insights Power BI Report.**
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Overview | Samples | Variables | Alert Functionality | OnDemand Report Filters | Best Practices & Tips | Related Alerts
Overview
Overview
**This information can also be found in the ID772 Financial Insights Power BI Report.**
This report is installed as a custom report to help you identify any inventory you have on hand for the selected equipment records you identify. This was meant as a report you would run when you were trying to catch inventory quantities for models that might be discontinued, or you might no longer be servicing, and you want to see what inventory you have on hand. Once this report identifies items in stock related to or previously used on sales orders or calls for the equipment, it will show you which other models that you carry have a history or are related to that item.
Run Schedule: On Demand
Type of Output: On-Demand Crystal Report
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Sample
Sample
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Variables
Variables
This alert has no variables
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Alert Functionality
Alert Functionality
The first page of the report will show the models you've chosen (or all), as shown below:
The following pages of the report will provide detailed information about items with quantity in stock, their description, usage history, allocated or back order, on a PO, Pricing, and warehouses where the item is located.
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OnDemand Report Filters
OnDemand Report Filters
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Best Practices & Tips
Best Practices & Tips
1. See this link for best practices for stale inventory.
2. All information contained in this custom report can also be found in the ID772 Inventory Management Power BI. We recommend using that report instead of this one.
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Related Alerts
Related Alerts
ID694 - Tech Stale Inventory Items
ID772 - Inventory Management Power BI
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