The Material Requirements Report by Date enables the analysis of items needed for future orders.  This report can be used by the purchasing agents to ensure that the inventory levels are sufficient for the orders already entered into the system based on the customer ship dates.  The report classifies the inventory by Co-op or Inventory.  The report can help not only with inventory ordering but with vendor ordering for co-op items and the lead time necessary for the items to be shipped from the vendor to the customer.

Report Setup

Program ID.  Enter the program ID for the program to analyze.  If the program ID is not known, enter "?" to display the Active Programs window.  Select the program by entering the sequence number to the left of the program ID. 

Item Class.  Enter the item class of the item/program to analyze.  C=Co-op , F=Fulfillment.

Item Search Prefix.  The report can display the inventory requirements based on an item, by entering the item number, a range of items, by entering the prefix for a group of items, or all items, by pressing Spacebar.

Item Types.  The report can be set up to print the items based on the item type.  Items can be I=Inventory, C=Customer Owned, P=Production, N=Non-Inventory, or D=Drop Ship.  If the item class is F=Fulfillment, only the I, C, P, N item types can be used as a D item type is the Co-op inventory item type.  For item class C=Co-op, press Spacebar for all, as there is only one item type in Co-ops.

Branch Code.  Enter the branch code for the orders to print.  If all branch codes are to print, press Enter.

Order Status Code.  Enter the order WIP codes to print.  The field will accept up to 10 order WIP codes.  If all order WIP codes are to print, press Spacebar.

Order Type Codes.  Enter the order types codes to print.  This field will accept up to 10 order type codes.  If all order type codes are to print, press Spacebar.  Be aware that the item class field determines what order types are to print.  If the item class is C=Co-op, only the C orders will print, even if the Spacebar is entered.

Discontinued Items.  If discontinued items are to print on the report, enter "Y".  If the discontinued items are to be omitted, enter "N".

Item Status Codes.  Enter the item status codes to print.  This field will accept up to 10 item status codes.

Starting and Ending Dates.  Enter the starting and ending customer ship dates to print on the report.  If all dates are to print, press Spacebar in both fields.  If the dates are to be specific on one end but all on the other end, enter the Spacebar accordingly.

Date Slot Selection.  Enter a specific date in this field.  It is from this field and the dates for the other dates 2-7 that the inventory requirements will be calculated.  Date 8 is for future orders outside of the 7 dates entered in the field.  NOTE:  After entering Date 1, the system will prompt Use Auto Date? (Y/N).  If the dates are to be entered manually, enter "N".  The system will then prompt the entry of the Date 2-7 fields.  If "Y" is entered for this prompt, the system will prompt Enter Number of Days Between Slots (7=1 Week).  If the number of days between Date 1 and Date 2 is to be one (1) week, enter "7". The system will automatically enter the dates in Date 2-7 one week apart.  Date 8 will read Future.  This Date field will capture all orders with a customer ship date later than the date entered into Date 7.

The report will print the following information:

Item Number and Description.

T.  Item type.

S.  Item status code.

Total.  Total number of an item needed for all orders entered in the system for that item.

Date fields.  Per the dates entered in the Date Slot Selection field, these dates will display and the total number of items needed for that particular range of days will also display.

Future.  Date 8