Master Records > Inventory > Inventory Reports

The Inventory Reorder Report function generates a report that provides information about the inventory items to be reordered and the quantities to order. The details shown in the report is based on the information entered in the inventory item's maintenance record. You can use this report in maintaining the optimum inventory levels and in reviewing the inventory item stock levels.

To generate the Inventory Reorder Report, perform the following procedures:

1.Access the Inventory Reorder Report function from the MRP Reports group under the Reports main menu in the Purchase Order or the Inventory Control module.

2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.

3.Select the report sorting option by clicking the List box button next to the Sort By field. Select any of the following options:

•Item #

•Item Class

•Product Line

•Warehouse

4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

5.In the Report Configuration area, define the desired report filters. Depending on the sorting option you chose, mark the Individual checkbox if you want to generate the report for a single item, item class, or product line, and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

6.Choose which inventory items you want to include in the report:

•All Selected Items

•Items Suggested to be Reordered

•Items Out of Stock

Note: AccountMate calculates the quantity below the reorder point by deducting the available quantity from the reorder point quantity. The available quantity is calculated by deducting the sum of the in-transit, booked, and allocated quantities from the sum of the on-hand and on-order quantities.

7.Select any of the following options for which you want to show in the report:

•All Items Used

•Items Used in Invoices/Sales Orders

•Items Used in Purchase Orders

•Items Used in Work Orders

Note: To generate a report on items designated for use in invoices, sales orders, purchase orders, and/or work orders, the applicable module must have been activated in the System Administrator module and transactions recorded in the respective modules.

8.Select which inventory items you want to show in the report, depending upon the items' status:

•Active and Inactive Items

•Active Items Only

•Inactive Items Only

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

The Inventory Reorder Report function also provides you with the flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Include time and printed by information

•Drill-down on certain fields in the report:

oItem #

AccountMate displays the Item Profile when you double-click an item number in the report.

Inventory Reorder Report

Inventory Reorder Report

See Also