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SpendMap User Guide (v15)

Navigation: Inventory Control > Reports > Usage Work Area Reports

Pre-Usage Stock Impact Report

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INVENTORY CONTROL > Reports > Usage Work Area reports > Pre-usage stock impact
(also available in other areas of the system)

 

This report provides an advance look at the effect of processing the usages in the Usage Work Area, before actually processing the transactions. The report shows the items that will need to be re-ordered once the usages are processed.

The information on the report is essentially the same as on the Inventory Reorder Report, only limited to the items in the Usage Work Area.

 

Noteworthy Questions & Options

Include items with ZERO reorder level?  If you have not specified a reorder level for certain items, these items can be omitted from the report, otherwise they will be included (if their stock level has reached zero).

Also consider re-order level expressed in weeks?  This will determine whether SpendMap considers the re-order level for each item expressed in “weeks” or just the fixed (unit/quantity) re-order level for each item.

Include safety factor?  This will add a "margin of error" by artificially increasing the re-order level for each item by the percentage that you enter. That is, the system will “pretend” that the re-order level is higher by a certain percent, therefore flagging items to be re-ordered sooner, even if they are not down to their actual re-order levels. This might be used during a busy season with higher than usual item demand and/or longer than usual delivery lead times from your suppliers.

Item or Location re-order level?  If you keep stock in multiple stock locations, you can generate a list of items that need to be ordered at one specific location as opposed to generating a list of items that have fallen below their re-order levels company-wide (i.e. across all locations).

If you select [LOCATION], SpendMap will compare the stock at the specified location to the re-order level for the item at that location (as indicated in the Location/Bin Details Screen).
If you select [ITEM], SpendMap will compare the total stock across all locations to the item’s overall re-order levels (as indicated in the Inventory/Locations Folder). This option is most commonly used where the individual locations are in fairly close proximity to one another and items can easily be transferred from location to location as stock is depleted.

Consider on-order balances?  Since items that you’ve already placed orders for will eventually be received into stock, you may want to consider these open orders in determining whether or not an item needs to be re-ordered. The types of orders you include will be added to the in-stock quantity for the respective items, which might push them above their re-order levels, thereby omitting them from the report.