Many of the store module reports print details for a range of families or partnumbers. This allows you to limit the amount of information you want listed. Note that to start from the beginning of a range the word FIRST should be entered as the ‘from’ value, and to go to the end of a range the word LAST should be entered as the ‘to’ value.
The Reports In Detail
The partnumber details reports give the stock details of a range of partnumbers or families. These reports are useful for reference and checking purposes:
The partnumber full details report give all the information Herschel holds for a range of families. This report is useful for checking stock details after they have been entered:
The partnumber account detail report gives the accounts codes for a given range of partnumbers. This is useful for cross-checking with your accounts system:
The partnumber locations report gives details of a range of partnumbers, including the normal stock locations of the item. This is a handy report to keep in your stores:
The scrap allowance details report lists the scrap allowance figures for a given range of families. It will also calculate the theoretical scrap allowance for a given typical batch
requirement:
The family details report gives details of a range of families and also a count of the number of partnumbers in each. This is useful when you are setting up your families:
The ordering details reports give details of how items are ordered for a range of partnumbers or families. These reports list all the ordering parameters for each item and are useful for reference and checking:
The cost comparison reports analyse the standard, average and latest costs of a range of partnumbers or families. The system compares the average and latest costs of each item with its standard cost, and calculates the variance. Optionally items can be printed only if the variance of their current costs exceeds a certain limit. These reports can be used to identify those stock items where the current costs differ from the standard cost by such an amount that it may be prudent to revise the standard cost:
A stock valuation report calculates the value of stock held for a range of families, using the current stock on shelf figures. Standard, average or latest costs can be used for the valuations, and the calculated value can be recorded for each family if required. A summary valuation for each family is printed, comparing the family’s current value with its last valuation and target valuation. Optionally the valuation for each partnumber analysed can be printed:
The stock transactions analysis report allows you to filter stock transactions by date, partnumber, document, reference and type. This is useful if you need to analyse in depth what happened to a particular partnumber. This report can also export reorder point controlled partnumbers to an Excel spreadsheet for further analysis:
The quarantine stock report lists the items in quarantine and calculates their value:
The RoHS compliance report gives the RoHS details of a range of partnumbers. This report is useful for reference and checking purposes:
The simple reorder point reports list items from a range of families or partnumbers that have the order method simple stock control - reorder point control and are below their reorder level, and thus need reordering. The current stockholding figures and ordering parameters are shown for easy reference. These reports can be printed in family order or vendor order:
The over ordered items report lists those items that have the order method simple stock control - reorder point control and are on order, even though the stock of the item is not below their reorder level. This report allows you to see any items you're buying that you might not actually need:
The stock status report lists the detailed stock figures for a range of partnumbers and families. This report allows you to examine your current stock situation in detail:
The manually ordered items report lists those items that are manually ordered. The current stock holding figures and a calculated shortage figure are given, helping you to decide which items should be reordered:
An items without stock cover report lists items where the stock on shelf plus stock on order quantity is less than the reserved stock figure. This report can be used to make sure that everything that should have been ordered actually has been:
A negative stock items report lists items where the stock on shelf figure is less than zero. As this can only happen if an error has been made it is important that the reason for each occurrence is investigated:
An urgently required items report lists urgently needed items from a range of partnumbers. The report can include just purchased items, just made in-house items, or both. This report shows the current stock holding figures for each item and can act as a useful “chase-list” for your purchasing and production departments:
