Stocking Level Changes

The Stocking Level Change Requests Report screen is used to output change requests with any status ('Pending', 'Under Review', 'Approved', and 'Rejected') until the record is deleted via the Record Retention function.

 

Menu Path: Reports, Inventory, Stocking Level Change, Stocking Level Change Requests Report screen
 

Report Criteria

Location
Determines the store location that the report is going to run for, opens the 'Browse Locations' pop-up. Defaults to 'Current'.


Multi-Location
Determines whether or not the report will be run for multiple locations. If the report is run for multiple locations, the different stores will be reported consecutively, with a page break in between each location.


Line Code
Determines the Line Codes that the report is going to run for, opens the 'Browse Line Codes' pop-up.


P/N Code
Determines the P/N Codes that the report is going to run for, opens the 'Browse P/N Codes' pop-up.


Start Part No
Determines the first part number to report, opens the 'Find Part' pop-up.


Note: Only available when a single line code is selected in the 'Line' field.


End Part No
Determines the last part number to report, opens the 'Find Part' pop-up.


Note: Only available when a single line code is selected in the 'Line' field.


Description 1
Opens the 'Find Part' pop-up to allow selection of a part number by the 'Description 1' value.


Employee
Filters the report by specific employees based on who made the change request.


Calendar / Fiscal
Determines whether or not to select calendar dates or relative fiscal periods.


Start Date
Determines the starting date for the date range that the report will be including data from.


End Date
Determines the ending date for the date range that the report will be including data from.


Line Type
Filters the report by line type.


Status
Filters the report by status of order point change.


Sort Order
Filters the report by date of changes.

Stocking Level Change Requests Report

This report is available in both single and multi-location format. The multi-location version of the report uses the consecutive reporting format.

 

Click 'Print' or 'Preview' to print the report to the default report printer or view it on the screen.

 

The following is an example of the 'Stocking Level Change Requests Report':

 

 

 
Date
Date of the stocking level field value change.

Time
Time of the stocking level field value change.

Loc
Location of the stocking level field value change.

Line
Line Code of the part involved in the stocking level field value change.

PN Code
Part Number Code of the part involved in the stocking level field value change.

Part Number
Part Number of the part involved in the stocking level field value change.

Stk Lvl
Stocking Level ('Min', 'Max', or 'Order Point') of the part involved in the stocking level field value change.

Stocking Level Current
Actual value of the stocking level before the change.

Stocking Level Requested
Desired value of the stocking level after the change.

Emp
Employee that submitted the request change.

Change Status

 - 'Pending' - Submitted
 - 'Under Review' - The request was extracted
 - 'Approved' - Change made
 - 'Rejected' - Change denied

Change Reason
Reason Code selected.