SYSPRO Ribbon bar > Query > Inventory at a Glance

Inventory at a Glance

You use this program to view your current Inventory Control posting period as well as the next document numbers and the next inventory journal number that will be used by the system.

Inventory at a Glance

Field Description
Inventory Valuation Displays your inventory warehouse values for the current and previous two months.

You can also run an Inventory valuation using the Inventory Valuation program.
Print Prints the information currently displayed in the Inventory Valuation At A Glanceoutput pane.
Save Form Values This option is only enabled in Design mode (Automation Design). Your selections are saved and applied when the program is run in automated mode.

Form values and defaults are applied at operator level. They are not saved at role or group level.

Valuation Criteria

Field Description
Valuation options  
Valuation option

These options enable you to indicate the basis for the inventory valuation calculation.

Option Description
FIFO

Calculates the inventory values according to the FIFO costs held in each FIFO bucket.

You can only select this if the FIFO valuation setup option is enabled (Inventory Setup).

The value of the bucket is established by multiplying stock in the bucket by the cost held within the bucket.

The value of all buckets on hand is accumulated to give the total value for that warehouse's stock code.

This applies to all items, including those where the Lot traceable or Batch serial option is enabled for Actual costing (Inventory Setup).
LIFO

Calculates inventory values according to the LIFO costs held in each LIFO bucket.

You can only select this if your costing method is set to LIFO (Inventory Setup).

The value of the bucket is established by multiplying stock in the bucket by the cost held within the bucket.

The value of all buckets on hand is accumulated to give the total value for that warehouse's stock code.
Current cost

Values inventory at the unit cost currently held against the warehouse (Inventory Warehouse Maintenance for Stock Code).

The unit cost is the last cost when your costing method is set to FIFO (Inventory Setup or Inventory Warehouse Maintenance for Stock Code if you selected costing per warehouse).

Last cost Select this to value your inventory according to the last cost that was entered when you processed a receipt of the item into stock.
Warehouse costing method

Values your inventory according to the costing method defined against each warehouse.

You can only select this if you enabled costing at warehouse level (Inventory Setup).

If either the Lot traceable or Batch serials option is enabled at the Actual Costing option (Inventory Setup) then items are valued using FIFO valuation, regardless of the warehouse or company costing method.
Company costing method This indicates the costing method defined for the company (Inventory Setup) and is displayed for information purposes.
Summary option Indicate how you want to summarise the Inventory values on the report.

Selecting anything other than Warehouse could take the report longer to run.
Include warehouse total

Enable this total Inventory values by warehouse within the Summary option selected when the Summary option is not Warehouse.

Apply actual costing

Enable this to apply actual costing FIFO valuation to lot traceable or serialized items based on the Actual costing setting enabled. This only applies when Actual costing is required for either Batch serial or Lot traceable items (Inventory Setup).
Posting period  
Posting month Indicates the financial period that your Inventory module is currently in.
Posting year Indicates the financial year that your Inventory module is currently in.
Next inventory journal numbers  
Current year Indicates the next journal number that will be allocated to inventory transactions if you process them into the current year.
Previous year Indicates the next journal number that will be allocated to inventory transactions if you process them into the previous year.
Numbering  
Next transfer out document

The number that will be assigned to the next document printed to record the transfer of items between warehouses using the Inventory Movements program.
Next issue document

The number that will be assigned to the next document printed to record the issue of items for miscellaneous purposes using the Inventory Movements program.
Next stock receipt document

The number that will be assigned to the next document printed to record the receipt into stock of an item using the Inventory Movements program.

After processing completed

Field Description
Print the report Prints the information displayed in the output panes once processing is complete.
Email the report Emails the information displayed in the output panes, once processing is complete.

If you enable this option for a program included in automation, then the workstation running the automation must have MSOutlook installed with an active and working profile defined.
Email recipients Indicates the email addresses of recipients to whom you want to email the information displayed in the output panes.
Close this application Exits the program once processing is complete. You would typically not select this if you want to be able to view the information on screen when processing is complete.

Inventory Valuation At A Glance

This pane displays the results of the processing function you selected once processing is complete (unless you selected the option to close the application from the After processing completed section).

Notes and warnings

List view display considerations

  • The Warehouse costing method column is displayed only if the Costing per warehouse option is enabled (Inventory Setup) and you assigned different costing methods to your warehouses.

  • Negative inventory values are included only if the Negative quantity included in valuation option is enabled (Inventory Setup). This decreases the total value of inventory.

Document numbering considerations

  • The Next transfers out, Next issue and Next stock receipt document numbers are assigned only if the preference to generate these numbers has been enabled against the relevant document format.

Inserting Application Help

You would typically follow this procedure to display help for the current program in a customized pane that can be pinned to the program window.

Information includes step-by-step instructions for the various functions available within the program, including a brief overview of what the program does, what setup options are required and how to personalize the program.

  1. Open the program for which you want to insert application help into a customized pane.

    This functionality is only available for a program that has panes.

  2. Right-click any form field.

    You can also click the triangle menu icon that appears in the title area of a pane.

  3. Select Insert Application Help from the context-sensitive menu.

    The application help appears in a pane within your program. You can reposition the pane using the docking stickers or pin it to the program window.

Removing the Application Help pane

If you no longer want to display application help in a pane for your current program, you can simply remove it.

  1. Select the Close icon in the right-hand corner of the application help pane.

  2. Confirm that you want to delete the pane.