Inventory à Reports à Stock positions
You can generate an overview of stock positions. The overview contains information on the quantities of items in a warehouse within a specific period of time, including information about the quantity to be delivered, quantity to be received, available stock and current free stock.
The information in this document is based on product update 404.
Type or select a date or a range of dates to display the requests that are expected to be fulfilled on the selected dates. Select the All check box to display requests with any fulfillment dates.
Note: Typing or selecting only a start date will display requests that are expected to be fulfilled on the date or earlier. Typing or selecting only the end date will display requests that are expected to be fulfilled on or before the date.
Type or select a debtor to display the requests that are ordered by the selected debtor.
Type or select a person to display the requests that are created by the selected person.
Type an internal reference number to display the request with the entered Our ref.. The Our ref. is applicable to internal use requests.
Type or select a project code to display the requests that are linked to the selected project.
Type an order number to display the requests that are linked to the order. The order number is applicable to requests such as sales orders, production orders, service orders, and quotations.
Select this check box to display only requests that have already been allocated with stock.
Select the respective check boxes to display the requests of the selected types in the Requirements section.
This column displays the fulfillment dates of the sales orders, internal use, production orders, service orders, and/or quotations.
This column displays the order numbers of the sales orders, production orders, service orders, and/or quotations.
This column displays the transaction or request types.
This column displays the our reference numbers of the internal use requests.
This column displays the sources of the allocated stock such as stock count, interbranch transfer, received and expected purchase orders, and received and expected production orders. If no stock has been allocated to the request, this column will be empty. The data displayed depends on the source of the free stock that the request has been allocated to. The following examples are some of the data you may see:
This column displays the quantity of stock requested.
This column displays displays the quantities that have been allocated to the request and will be filled automatically after you have completed the stock allocations.
This column displays the units of measurement of the items to be allocated.
This displays the quantity of the current physical stock in the warehouse.
This displays the physical stock quantity minus the reserved quantity.
This displays the quantity of the unallocated open purchase order quantity of the item in the warehouse.
This displays the unallocated open production order quantity for the item in the warehouse.
Click this to display the items based on the selected criteria.
Click this to export the information of the requirements to Microsoft Excel.
Click Allocate to allocate the request to free stock. If you have wrongly allocated, you can click Unallocate to undo the allocation for the request.
Note: Allocate is enabled only if you have the To make stock/requirements allocations function right and Unallocate is only enabled if you have the To make stock/requirements unallocations function right.
Click this to exit.