The Inventory Monthly Usage Report enables a report that analyzes current year sales or usage on a month-by-month basis, with comparisons to last year.  This report is useful for the estimations of peak sales and usage period so that inventory levels can be managed to ensure timely deliveries and proper inventory levels at slower periods.

Report Setup

Report Format.  The prompt will read Enter Report Type, U=Monthly Usage, S=Sales Evaluation, F4=End.  If the report is to be used for item usage, enter "U".  If the report is to be used for sales evaluations, enter "S".

Program ID.  Enter the program ID for the program to print.  If all programs are to print, press Spacebar.  If the program ID is not known, enter "?" to display the Active Programs window.  Select the program ID to print by entering the sequence number to the left of the program ID.

Item Class.  Enter the item class of the items to print.  C=Co-op, F=Fulfillment

Starting/Ending Item Number.  Enter the starting and ending item numbers to print on the report.  The report may be run for one item, a range of items, or all items.  For all items, press Spacebar.  If the item numbers are not known, a partial item number will be accepted in these two fields.

Include Non-Inventory Items.  If the program ID entered includes non-inventory items and the non-inventory items are to be printed on the report, enter "Y".  If the non-inventory items are to be omitted from the report, enter "N".

Valid Item Status Codes.  The report may be filtered by entering the item status codes to print.  This field will accept up to ten (10) item status codes.  If all codes are to print, press Spacebar.

Include Discontinued Items.  If any item in the program to print is discontinued, and the discontinued item is to print on the report, enter "Y".  If the discontinued items are to be omitted from the report, enter "N".

Below Reorder Point ONLY.  This report may be set up to include ONLY those items that are below the reorder point setup in Inventory Item Maintenance on the IFM menu.  If only the items below the reorder point are to print, enter "Y".  If all items are to print, enter "N".

Print ONLY Items w/Usage.  This report may be set up to print ONLY those items that have recorded usage.  If only items with usage are to print, enter "Y".  If all items are to print, regardless of usage, enter "N".

MTD Information Selection.  This field is used to distinguish between current year, "C", and last year, "L".  If both years are to be displayed, enter "B".  This field only prompts if the Report Format field is entered U=Usage.

MTD Data Selection.  This field is used to distinguish between different reporting criteria.  This field only prompts if the Report Format field is entered U=Usage.

S=Sales $.  Sales dollars, or the price of the orders for the period selected.

P=Purchases $.  Purchases dollars, or the cost of the orders for the period selected.

Q=Sales Quantities.  The quantity of the items on selling orders for the period selected.

R=Purchase Quantities.  The quantity of items on purchasing order for the period selected.

Combine Alt Items.  If the items, or item, has an alternate location set up in Inventory Item Maintenance on the IFM menu, the report can be set to print the usage of the alternate item as part of the usage of the actual item.  If the alternate items are to be included, enter "Y".  If not, enter "N".

The report prints the following information:

Sales Evaluation. 

The sales evaluation report will show the quantity and sales for MTD, month to date, YTD, year to date, last year quantities and sales and total last year quantity and sales.  If a certain month is selected using the Sales Evaluation, the last year will compare month to month, as in June to June.  This way the report will not be comparing a month, or a period of months, to an entire year.

Usage.

Sales $.  The selling price on the orders by month, totaled by quarter and YTD.

Purchases $. The cost on the orders by month, totaled by quarter and YTD.

Sales Quantities.  The items sold on orders by month, totaled by quarter and YTD.

Purchase Quantities.  The items purchased on orders by month, totaled by quarter and YTD.

The following are present on all four (4) Usage reports.

On Hand.  Physical quantities in inventory.

Allocate.  Item quantities on open selling orders.

Available.  Calculate figure.  On Hand minus Allocated.  Available for future orders.

Re-order.  The re-order point from Inventory Item Maintenance, F5=Inventory window.

On Order.  Item quantities on open purchasing orders.

T.  Item Type.  I=Inventory, N=Non-Inventory, P=Production, C=Customer Owned .

D.  Discontinued (Y/N)

S.  Status Code.