End of Month Report

The End of Month report is designed to combine all aspects of an End-of-Day/Month/Year procedure into one update across the stock file. The program looks at all part numbers in the stock file and updates the following fields on the stock record:

1. Date last max/min
2. Demand since
3. Average demand
4. Lowest (min & date)
5. Highest (max & date)
6. Non-stock item
7. Re-order category

This report is normally run, and an update performed, by a Timed Operation. However, if a printout of the End of Month process is required during the month, this is achieved by running the End of month report option from the SM REPORTS AND ENQUIRIES menu, when no update is performed.

Note: This report automatically stops being an update report when displayed by running from a menu option. This needs to be run in End of Day to run in update mode.

On the End of Month report, the description is amended to show a signal code which is a number, or combination of numbers, between 1 and 9 (for example 1, 2, 6). These signal codes mean:

1. Exceptional demand (defined in the system parameter Excess demand)

2. Sporadic demand (defined in the system parameter Sporadic period)

3. Stock record on file for less than #### days (defined in the system parameter Days before calculation)

4. Seasonal item (defined in the system parameter Seasonal part cat)

5. Blocked part

6. Non-stock item

7. Part offered for return by another dealer

8. New forecast calculated as less than 1 but minimum stock set to 1

9. Predecessor (part superseding a previous part) where the previous part still has stock on-hand

10. Negative stock balance

To produce an End of Month report:

Note: The following routine only produces a print-out of the End of Month report. In the event that you are required to physically run the End of day/period program, select the Stock EOP update option from the SM SYSTEM MAINTENANCE menu.

1. From the Rev.8 Master Menu, select the Stock management option and Company you require.

   The STOCK MANAGEMENT menu is displayed.

2. Select the Reports and enquiries option.

   The SM REPORTS AND ENQUIRIES menu is displayed.

3. Select the End of month report option.

   The Stock End of Day/Period form is displayed.

4. Select one of the following radio buttons:

   1. EOD

   2. EOM

   3. EOY

   4. Non EOD

5. Click the Proceed button.

   The system performs the End of Month routines and outputs the report.

Stock End of Day/Period Form

The Stock End of Day/Period form is displayed when you select either the End of month report option from the SM REPORTS AND ENQUIRIES menu or the Stock EOP update option from the SM SYSTEM MAINTENANCE menu.

Select one of the following radio buttons to indicate the procedure that you want to run:

EOD: Runs the report as an End-of-Day procedure.

EOM: Runs the report as an End Of Month procedure.

EOY: Runs the report as an End Of Year procedure.

Non EOD: Runs the report in non-update mode and produces possible changes the system would make if run in End-of-Day.

PUSH BUTTONS:

Proceed: Runs the report according to the selected procedure.

Help: Displays help on the current application using the default browser.

Exit: Returns you to the SM REPORTS AND ENQUIRIES menu or the SM SYSTEM MAINTENANCE MENU, depending upon where you selected the program.

Related Topics:

Displaying Audit Files