The features that the REPORTS AND ENQUIRIES menu provide are of three main kinds. These are the facilities of the report generator sub-system, those of the Ad-hoc Enquiries option and the pre set reports.
Note: The usual pre-set reports are described in this topic, but the flexibility of the system may result in your system having extra pre-set options in the menu.
The facilities of the Report generator sub-system are common to all Rev. 8 Autoline applications. These facilities allow you to create your own reports from any combination of fields on your records.
Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports that will solve particular problems as they arise.
A number of reports are already set up on this menu. They perform standard commercial tasks. It is important to note that these reports have themselves been set up with the Report Generator and placed on the menu. You can create and store reports of this complexity yourself using the Report Generator sub-system. These are known as the pre-set reports.
The SM REPORTS AND ENQUIRIES menu is displayed when you select the Reports & enquiries option from the STOCK MANAGEMENT menu. From this menu, you can task any report or enquiry.
Report generator: The facilities of the Report Generator sub-system are common to all Rev.8 software applications. These facilities allow you to create your own reports from any combination of the fields on your records. Any combination of system-generated or user-entered fields can be used to provide detailed information in reports which you yourself design. Instead of being forced to depend on a few standard reports, you can select the ones that meet your individual day-to-day requirements, or you can create special reports which will solve particular problems as they arise.
Stock file enquiry: Takes you into Ad-hoc enquiries and automatically loads the stock file.
Ad-hoc enquiries: Takes you into Ad-hoc enquiries and prompts you to select the required file. This is the standard utility, as provided within every module's REPORTS AND ENQUIRIES menu.
Parts valuations: This report gives an aged valuation of stock, this is based on prompts of either the last sold date or last purchased date.
Summary by franchise: This is a printable report that gives the value of parts within a stock location. The report prints totals only and is subtotalled by franchise code. You can produce the report for a single stock location or all stock locations.
Bin location list: This is a printable report that lists, in part number order, the bin location of parts within the stock location for the selected company. You can produce this report for a single part number or a range of part numbers.
Purchase B/o listing: This purchase transaction file report includes ordered items if the order status is not equal to R or Z, and the order type is not equal to L for Labour.
Sales B/o listing: This is an HTML report that lists all parts at order status in Point-of-Sale (POS) and the aged value of parts. Records are sorted by customer account code/WIP number/line number. You have the option to specify a cut-off date for the report.
Aged purchase valuation: This printable report runs through the stock file and only includes parts that have a positive stock quantity. The report is sequenced by part number, and gives the stock value of parts by the number of days old, using today's date minus the last purchased date.
Backorder clearance: This is an HTML report that shows all parts at backorder status against a WIP in Point-of-Sale (POS), and where there is sufficient quantity in stock to fulfill all or part of the backorder. You have the option to sort the report by part number or customer.
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. This option allows you to produce a print-out of the End of Month report.
Franchise reports: Franchise-specific reports are sometimes made available as part of a standard manufacturer set-up. This option displays a menu containing any reports available to your franchise. By default the menu has no entries.
Special Order Stock Problems: This parts stock file report asks how many days are acceptable for holding special order parts in stock. Only non-stock parts with a stock quantity not equal to zero are shown on the report.
Obsolete Stock Report: This parts stock file report prompts you for the number of weeks you are prepared to keep good stock. This is used to calculate the current stock/weekly demand, and any quantity above this is classed as excess stock. Only parts that have excess stock are included in the report. Non-stock items are not included.
Parts due to delete at EOM: This parts stock file report selects parts to be deleted at the End-of-Month (EOM), according to the following criteria: parts must be non-stock items, quantity must be zero, no back orders, stock audit number must match the audit number at End-of-Day, goods in suspense must be zero, no parts on WIPs, and a check is made against the days to retain from the franchise file.
Lines over X days old by Bin: This parts stock file report only includes parts that have a positive stock quantity, and the parts date of either the date last sold or the date last purchased is greater than days old prompted.
Top Movers Unit/Value: This parts stock file report lists the top twenty parts by either the greatest number of units moved or the value of units sold.
Surcharges Old to New Unit Val: This stock file report looks at surcharge parts only and checks the record against the manufacturer's recommended surcharge value. If the values do not match, the item is included in the report.
Update Selling Prices: This report enables you to update the retail price of all parts in the stock file or parts supplied by a particular supplier. The output is a print format. The price can be increased by a particular price or a particular percentage.
Advance Sales History: This report has no output type and is an update report only. It is normally run as part of the end of month operation within Timed Operations. The report advances the sales history of all the parts in the stock file forward by one month. The current month's sales are set to 0 and the existing months sales become last month's sales.
Generate Max/Min Levels Std Report: This is a printable report that re-generates the maximum and minimum levels of stock of selected parts in the stock file. The report can be run as a report only or as an update report. You are also asked if you want to zero the monthly demand and save the newly generated monthly demand. This option should only be done at the end of the month. Typically this report runs monthly in the timed operations chain.
Valuation by Discount Code Report: This report gives a detailed valuation of stock sorted by discount code. The report is a print report and lists all part numbers in the stock file. However there is the option to suppress parts that have a zero quantity. The report can be run for separate stock locations within the stock file.
