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Inventory Combined Forecast Report

Calculates and forecasts inventory quantities based on the selection criteria and date range.

Inventory module> Reports> Reports List

Please Note: This report will typically take a long time to render due to the 
calculations and the size of the inventory data.

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All Priority Groups

By default, when the report criteria window opens all the Priority Groups are selected, by clicking on the Select Priority Groups tick box they can be unselected and selected.

When unselected individual Groups can be selected or unselected.
Unselecting Select Priority Groups enables the Stock Code From and the 
Stock Code To drop downs as well as the Use Group Codes tick box

Stock code From

If you leave the stock item fields blank, all stock items will be displayed on the report

If you choose specific stock items, the report will sort information by stock item code rather than description

Stock Code To

Select a stock Item to on the drop down menu

Use Group Code Use group codes enables you to be able to search for a report by making use of a group code
Reporting Date From Reporting Date from is the date range to calculate 
the recent sales quantities of stock items e.g. the last three months.
Historical Date From Historical Date from is the date range to calculate 
historical sales that will be used to compare and calculate the forecast stock 
quantities.
Show Order Columns Put a tick on to show order columns
Show Zero Order Columns Put a tick on to show zero order columns
Decimanl Places

It is advisable to set decimals to two places

You can view the report with any number of decimal places
Reporting Date To Reporting Date To is the date range to calculate 
the recent sales quantities of stock items e.g. the last three months.
Historical Date To Historical Date To is the date range to calculate 
historical sales that will be used to compare and calculate the forecast stock 
quantities.
Show WIP Columns Put a tick on to show WIP columns
Generate Button

Click the "Generate" button to open the report

You will have options to copy, email, or print the report

To view the report in an Excel document, copy the report and paste it into an Excel file




Historical Date from and Historical Date To is the date range to calculate 
historical sales that will be used to compare and calculate the forecast stock 
quantities.
Show Order Columns when ticked will show the columns that make up the 
On Order quantities e.g. Purchase Orders, GRV etc.
Show WIP Columns when ticked will show the columns that male up the 
In WIP quantities e.g. Sales Orders, Invoices etc.
Show Zero Order Qty when ticked will show all records that the report 
criteria retrieved and processed, when not ticked the report will be filtered 
to only show stock items with an order quantity greater that zero.