Inventory > Reports > Purchasing Work Sheet

Purchasing Work Sheet

You use this program to produce a report which can be used as a tool to assist you in deciding which stock items must be purchased.

This decision can be based on the calculation of free stock or future free stock, together with the various criteria selected.

Report Options

Field Description
Sequence

Indicate the sequence in which to generate the report.
Part category

Indicate the part categories for which to generate the report.

[Note]

Items defined as Notional parts are excluded from the report when you select All.

Part categories are defined against stock items in the Stock Codes program.
Report options
Option Description
Detail

Select this to print the details of each selected warehouse.

The information printed for a detailed report is based on the calculation applied to each warehouse. Only if the calculated values fall within the specified criteria are details of that warehouse printed.
Summary

Select this to print a summary of the value of all warehouses selected per stock code.

The information printed for a summary report is based on the calculation applied to the totals of all the warehouses for a given stock item. Only if the calculated values fall within the specified criteria are details of that warehouse printed.

Selection criteria

Field Description
Product class selection

This enables you to include stock items for a selection of products classes in the report.

If a specific product class is entered, then only stock items belonging to that product class are included in the valuation.
Warehouse Indicate the warehouse(s) to include in the report.
Stock code selection Indicate the stock code(s) to include in the report.
Supplier selection

Indicate the supplier(s) for which to include stock items in the report.
Buyer selection

Indicate the buyer(s) for which to include stock items in the report.

Criteria

Field Description
Include MPS items

Indicate the stock items to be included based on their MPS status.

A stock item is defined as an MPS item in the Stock Codes program.

Option Description
Yes Include stock items defined as MPS items in the report.
No Exclude stock items defined as MPS items from the report.
Only Include only stock items defined as MPS items in the report.
Include statistical parts

Statistical parts are items which have been excluded from the cumulative lead time calculation. As a result, if you are using Material Requirements Planning (MRP) you will not obtain adequate forward warning of the need to purchase these items.

This report should be used to make purchases based on their independent historical demand profile, rather than rely on MRPs dependency-driven forecast.

Option Description
Yes Include stock items defined as statistical items in the report.
No Exclude stock items defined as statistical items from the report.
Only Include only stock items defined as statistical items in the report.
Calculation

Calculations can be applied to the accumulated values from all warehouses, or the values held against each individual warehouse.

If printing a detailed report, then the calculation is applied to each warehouse and details for the warehouse are only printed for those warehouses matching the selection criteria.

If printing a summary report, then the calculation is applied to the totals of all warehouses for a given stock code and only those stock codes matching the selection criteria are printed.
Criteria
Option Description
All

Select this to include all stock codes (the calculation will be based on both free stock and future free stock).
Below minimum

Select this to include only those stock codes where the quantity on hand is below minimum.
Below safety Select this to include only those stock codes where the quantity on hand is below the safety stock level.
Above maximum Select this to include stock codes where the quantity on hand is above maximum.
Based on This option only applies when the Criteria is not All.
OptionDescription
Free stock

Select this to base the calculation on free stock.

This will prints all stock items that meet the selected criteria as well as the values for the current free stock and future free stock.

Free stock calculation:

Quantity on hand - sales order allocations - WIP allocations + quantity in inspection

Future free stock

Select this to base the calculation on future free stock.

This will print all stock items that meet the selected criteria as well as the values for the current free stock and future free stock.

Future free stock calculation:

Quantity on hand - sales order allocations - WIP allocations + quantity in inspection + quantity on order + quantity in transit
Buying rule

Select the buying rules of the stock items to include in the report.

Buying rules are defined against stock items at the Batching rule field of the Stock Codes program.

Items can either be included for all buying rules, or only for a single buying rule.
ABC code

Indicate the ABC classification code of the items to include in the report.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).

Report Details

The Usage fields M-12 through to M-01 indicate the last 12 months' quantities sold and issued, where M-12 indicates the total quantity sold and issued 12 months ago and M-01 indicates the total quantity sold and issued last month. These figures balance to the Prev sold/issued values for the corresponding months in the Warehouse History listview of the Inventory Query program.

The quantity reserved for WIP allocations is taken into account in the report when Reserve stock for confirmed jobs is enabled (Work in Progress Setup).