Exact Globe+

Stock positions reports

Menu path

Inventory ➔ Reports ➔ Stock positions ➔ Display

Introduction

The overview of stock positions 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.

What version are you using?

The information in this document is based on product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I display the total available stock of my items?

In the Stock positions screen, click Totals only. This button will change to Stock positions.
Click Stock positions to return to the overview of stock positions.

How do I display the purchase orders of my items?

In the Stock positions screen, select an item.
Click Purchase orders. The Purchase orders screen will be displayed.
Select a purchase order line, and then click PO to view or edit the purchase order details. You can only edit the purchase order if the items have not been received. For more information, see Creating and maintaining purchase orders.
Click Close to exit.

How do I display the sales orders of my items?

In the Stock positions screen, select an item.
Click Sales orders. The Sales orders screen will be displayed.
Select a sales order line, and then click Zoom to view or edit the sales order details. You can only edit the sales order if the items have not been completed. For more information on sales orders, see Creating and maintaining sales orders.
Click Close to exit.

How do I allocate stock to fulfill sales orders, internal use requests, production orders, or service orders?

In the Stock positions screen, select an item.
Click Allocation. The Allocation screen will be displayed. For more information, see Allocating requests to stock.
Click Close to exit.

How do I view the transaction card of the item?

In the Stock positions screen, select an item.
Click Card. The Item transaction card screen will be displayed. For more information on item transaction cards, see Viewing item cards.

How do I view or edit the item?

In the Stock positions screen, select an item.
Click Item. The Items screen will be displayed.
Make changes to the information, if required.
Click Close to exit. For more information on items, see Creating and maintaining items.

How do I export the MRP overview to a Microsoft Excel sheet?

In the Stock positions screen, select an item.
Click Export.

Columns

You can filter the columns that you want to display by defining one or more criteria and clicking Refresh. The overview will be generated based on the defined criteria.

Warehouse

This column displays the warehouse with the respective stock information.

Item

This column displays the item code as defined in the item maintenance at Inventory à Items à Maintain.

Item description

This column displays the item description of the corresponding item code as defined in the item maintenance at Inventory à Items à Maintain.

Item group

This column displays the item group which the item code is linked to as defined in the item maintenance Inventory à Items à Maintain.

Description

This column displays the description for the corresponding item group.

Status

This column displays the status of the item as defined in the item maintenance at Inventory à Items à Maintain.

Unit

This column displays the unit that the quantities are displayed. The unit is defined in the item maintenance. The sales price is defined at Sls. unit, Price under the Basics tab and the purchase price is defined in the supplier details under the Purchase/Sales tab. For more information on purchase price, see Maintaining purchase details by supplier.

Item price

This column displays the price of the item as defined at Sls. unit, Price under the Basics tab in the item maintenance at Inventory à Items à Maintain.

PO level

This column displays the minimum stock quantity that will trigger a purchase order or production order in the event the stock falls below the total stock on hand plus the stock on order. For more information on minimum PO level, see Maintaining items for a specific warehouse.

Maximum

This column displays the maximum stock quantity that is required to be purchased or produced.

Supplier

This column displays the main supplier code of the item. The supplier information is defined in the Suppliers section under the Purchase/Sales tab in the item maintenance.

Delivery time

This column displays the time of delivery of the main supplier.

Stock

This column displays the stock quantity. The stock quantity is the quantity of the physical stock available in the warehouse. The stock quantity for an item is calculated from the sum of all the incoming transaction quantities (purchase order receipts, return receipts, positive stock counts, production order receipts) less the sum of all outgoing transaction quantities (sales order fulfillment, return fulfillment, negative stock counts, production order issuance) for the item.

Qty. to be rcvd.

This column displays the status of the item as defined in the item maintenance at Inventory à Items à Maintain.

Quantity to be delivered

This column displays the quantity to be delivered to the customers. The quantity to be delivered is the total quantity required to fulfill open sales orders that are authorized.

Available

This column displays the available quantity. The available quantity is the stock quantity plus the quantity to be received less the quantity to be delivered. If the value is negative, this indicates a shortage quantity and that there are orders requesting for the item to be fulfilled.

Buttons

Totals only / Stock positions

Click Totals only to display the items and the total available stock. This button will be renamed to Stock positions. To view the item stock position details (current available stock, quantity to be received, quantity to be delivered), click Stock positions.

Warehouse locations

Click this to view the list of requirements and orders or requests linked to the corresponding item.

Note: This is enabled only if a cell is selected.

Purchase orders

Click this to display a list of purchase orders for the item. You can then select a purchase order and click PO to view and edit the purchase order details. You can only edit a purchase order before the purchase order is received. For more information, see Creating and maintaining purchase orders.