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Inventory Combined Forecast Report

Inventory module> Reports> Reports List

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

image.pngInventory 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.

image.png

 

range
of ofthemempty will result in at search criteria being unlimited 
in that direction (either less that the or From
needtobethe Use Group Codes must be ticked.
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.box

A
Stock code From

If you leave the stock item fields blank, all stock items canwill be selecteddisplayed on the report

If you choose specific stock items, the report will sort information by using the from and to stock codesitem dropcode downs.rather
Leavingthan eitherdescription

one
Stock Code To greater

Select thana stock Item to on the Stockdrop
down menu

Use Group Code Use selection)
Bygroup codes enables you to be able to search for a report by making use of the blue arrows between the Available Groups and Selected 
Groups stock groups can be selected or unselected as part of the reports criteria. 
Small arrows only move on Group Code, the large arrow will move all the groups to either Selected or Available.
To make use of the group codes as a selection criterion for the report group code
Reporting selectedDate andFrom Reporting Date from is the date range to calculate 
the recent sales quantities of stock items e.g. the last three months.
Historical Date FromHistorical Date from is the date range to calculate 
historical sales that will be used to compare and calculate the forecast stock 
quantities.
Show Order ColumnsPut a tick on to show order columns
Show Zero Order ColumnsPut 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 ToReporting Date To is the date range to calculate 
the recent sales quantities of stock items e.g. the last three months.
Historical Date ToHistorical Date To is the date range to calculate 
historical sales that will be used to compare and calculate the forecast stock 
quantities.
Show WIP ColumnsPut 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.