Report Required Delivery Quantities

(Shipping Requirements)

Access

This report can be printed as an alternative to the Pick List A summary document of items to be picked in a warehouse to fill one or more orders. and is used to determine stock requirements for fulfilling shipments to customers. The report is run by shipping location and delivery date. The resulting report lists products along with their requirements. Quantities available and on purchase order are printed, along with the delivered rate for the current period, prior period and rate for the last three periods. If desired, the requirements can be broken out by order.

• Only Sales Orders and the Sales portion of exchanges are reported. Customer Returns, Credit portions of exchanges and Service Orders are excluded.

• Orders on Credit Hold are excluded from the selection and report.

• As-Is A status of inventory. Most inventory is considered "regular" inventory. As-is inventory includes everything other than regular inventory, including floor samples, damaged and clearance items, etc. and Special-Order items are excluded and not reported, as they are already assigned .

Shipping LocationYou can report on the stock requirements for only one shipping location at a time. Click the arrow button to select a location from the drop-down list.

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

Delivery DateIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the delivery date for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

Delivery StatusSelect Scheduled Only to include only deliveries that have a scheduled delivery date. Select Estimated Only to include only deliveries that have an estimated delivery date. Select Both to included deliveries with either a scheduled or estimated delivery date.

Include BackordersCheck the box at this field to include pieces that are back-ordered (not reserved).

Print Order DetailCheck the box at this field to print detail on the report, including each order with the order quantity required. If the field is not selected, only a summary of quantities required are printed.

Send Output toThe output destination of the report displays.  To change the output destination, click on the Actions button and select Output Settings.

Export PathIf you select either the Personal Report Viewer (PRV (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.

Once the run-time options have been selected, choose Run to produce the report.

Data Columns in the Report

The following is a brief description of the data columns that display on the report.

• Product - The product code, description, vendor model  display on the report.

• Order - If you checked the box at Print Order Detail in the run-time options, the order numbers and required quantity for each are displayed on the report.  

• Required Quantity - This column prints the quantity of each product that is required to fulfill shipments to customers. If the Print Order Detail option was selected at run-time, the quantity required for each order prints, followed by a total. If not printing detail, the report prints the total quantity required for all orders. Total quantity can include back-ordered pieces, based on the run-time option A field you can use to customize a report or inquiry, usually by sorting and limiting the report output. For example, many reports allow you to restrict output by specifying a range of dates from which to extract data. selected.

• Stock Location - Stock locations for each product are listed if there are quantities on hand or on purchase order.

• On-Hand Quantity - The total quantity on hand prints in this column, regardless of current reservations and piece assignments.

• Available Quantity - This is the quantity of the product that is not reserved to orders.

• PO Quantity - This is the total quantity of the product on purchase orders.

• PO Date - This is the next purchase order receiving date. Only purchase orders to be received on or before the delivery date specified are included.

• Average 3 Periods - This column prints the average quantity shipped per period for the prior 3 periods.

• Shipped Last Period - This column shows the total quantity shipped from all locations for the prior period.

• Shipped This Period - This column prints the total quantity shipped from all locations for the current period.