Inventory Query

Toolbar and menu

Field

Description

Query

Multiple Bins

Select this to view bins for the stock item.

This function is available only if you enabled the option: Multiple bins (Inventory Setup).

FIFO/LIFO Buckets

Select this to view FIFO or LIFO buckets for this item.

This function is available one of the following options is enabled:

FIFO valuation (Inventory Setup)
FIFO at the Costing method field (Inventory Setup or Warehouses).
LIFO costing at the Costing method field (Inventory Setup).

Lots

Select this to view lot traceability details for the stock item.

This function is available only if the stock code is defined as a traceable item (Stock Codes).

Reserved Parent Lots

Select this to use the Lot Traceability Parent Reservations program to view reserved lot information for the stock item.

This only applies if the stock code is defined as a lot traceable parent item (Stock Codes).

Serial Tracking

Select this to view serial number tracking information for the stock item.

This only applies if the stock code is defined as a serialized item (Stock Codes).

Reserved Parent Serials

Select this to view reserved serial information for the stock item.

This only applies if the stock code is defined as a serialized parent item (Stock Codes).

Alternate Stock Codes

Select this to view and maintain alternate stock codes that have been assigned to the stock item.

Goods in Transit

Select this to view the Goods in Transit details for the selected stock item.

This applies only if you enabled the option: Full goods in transit transfers facility (Inventory Setup).

Movements

Select this to view a detailed history of sales and inventory movements processed against the stock item.

Customer Stock X-Ref

Select this to view and maintain any stock code interchange details held on file for a specific customer, or all customers. This only applies after a Stock code has been entered and accepted. You can, however, use the Find toolbar option to find a customer stock code cross reference before a Stock code is entered.

You establish an interchange using the Customer Stock Codes program.

This enables you to selectively link customers to specific SYSPRO stock codes. When the customer's stock code is entered during processing within the Sales Order Entry program, the system automatically extracts the SYSPRO stock code.


	Against the customer you must enable the option: Stock code interchange required (Customers).

Supplier Stock Code X-Ref

Select this to view and maintain a cross-reference between a SYSPRO stock code and a supplier catalogue number.

ATP

Select this to view the available to promise details for a particular stock code/warehouse combination.

You can view details of the individual supply and demand that affects the available to promise for the stock item, as well as time fence calculations that were performed (see Inventory ATP Query and Sample calculations).

Cost Analysis

Select this to view costs in a specific unit of measure for the stock item. See Inventory Cost Analysis Query.

Return Merchandise

Select this to view RMA transaction details processed against the stock item.

Sales

Sales Orders

Select this to view outstanding customer orders that have been placed for the stock item.

Forecast

Select this to view and maintain forecasts for the stock item.

Dispatch

Select this to browse on dispatch notes for an order.

Pricing

Select this to view and maintain the price codes and prices assigned to the stock item.

Quantity Breaks

Select this to view and maintain the quantity discount breaks assigned to the stock item.

This applies only if the pricing method defined for the stock item is defined as quantity discounted (Stock Codes).

Goods in Transit (Sales)

Select this to view the Goods in Transit details for the selected stock item.


	This option is available only if you enabled the option: Full goods in transit transfers facility (Inventory Setup).

Purchasing

Purchase Orders

Select this to view purchase orders that have been placed against the stock item.

Blanket P/Orders

Select this to view blanket purchase orders that have been placed against the stock item.

Requisitions

Select this to view requisition details captured for the stock item using the Requisition Query for Stock Code program.

Inspection

Select this to use the Inventory Goods in Inspection Query program to view inspection details for this item.

This applies only if the item has been defined as requiring inspection (Stock Codes).

Foreign Prices

Select this to view and maintain foreign price details for the stock item.

Alternate Suppliers

Select this to view and maintain alternate supplier details for the stock item.

LCT Routes

Select this to view all the shipping routes defined for the item.

Production

Work in Progress

Select this to view information regarding work in progress jobs for the stock item.

Although completed jobs are excluded from this function by default, you can use the Include menu to include details for completed jobs.

Allocations

Select this to view material allocations of the stock item to jobs.

Although completed allocations for jobs are excluded from this function by default, you can use the Include menu to include details for completed allocations.

ECC Quantities

Select this to view quantities per revision/release per warehouse for the stock item.

This function is available only for ECC-controlled items where the Stock control level is set to Revision or Release (Bill of Materials Setup).

ECC History

Select this to display all the revisions/releases for the stock item you are querying.

Select View Stock Information from the Function menu to view stock information for each revision/release.

This function is available only for ECC-controlled items where the Stock control level is set to Revision or Release (Bill of Materials Setup).

Where Used

Select this to query where a specific component stock item is used in the manufacturing process.

If you enabled the option: Alternate routings (Bill of Materials Setup) then you can change the route.

Structure & Routing

Select this to view all operations and materials attached to the stock item.

Structure

Select this to view all materials attached to the stock item.

Routing

Select this to view all operations attached to the stock item.

Co-products

Select this to use the BOM Co-Product Maintenance program to view and maintain co-products attached to a notional part.

This option is only enabled when the item you are querying is defined as a Notional part (Stock Codes).

Build Schedule

Select this to view and maintain build schedules for the stock item.

This function is available only for MPS and Statistical items.

WIP Inspection

Select this to view details of items that are in WIP inspection using the WIP Inspection Maintenance program.

This option is only available if you enabled the option: Work in Progress inspection required (Work in Progress Setup) and the stock item you are querying is made-in and defined as traceable or inspection required (Stock Codes).

Material Requirements

Select this to use the Requirements Planning Query program to view the results of the Requirements Calculation for the stock item.

Company Calendar

Select this to view and maintain the company calendar (see Company Calendar).

Stock code

Enter the stock code to query.

Stock codes not inked to any warehouse are not displayed when you use the Browse icon if the option Filter based on operator access listInventory Setup is enabled.

Find

Find Stock Code

Select this to use the Key Search program to locate an item according to search criteria.

Supplier Stock X-Ref

Select this to use the Browse on Supplier Stock Code Cross Ref program to locate the cross-references between a SYSPRO stock code and a supplier catalogue number.

Customer Stock X-Ref

Select this to use the Customer Stock Code X-Ref for a Stock Code program to locate the links between a SYSPRO stock code and a customer stock code.

Approved Manufacturers

Select this to use the Browse on Approved Manufacturer Parts program to locate the approved manufacturers' part numbers for the stock code.

Browse in Last Sequence

Select this to use the Browse on Stock Codes program to browse on stock codes in the sequence defined in the Browse on Stock Codes listview.

Play

Displays any multimedia objects assigned to the item.

Edit

Select this to maintain multimedia objects for the item.

Bitmaps

Displays bitmap images assigned to your stock items.

Notes

Select this to view and maintain various text notations against the stock item. A tick indicates that text is assigned to the item.

Option

Description

Language

You can select the language for which to view and maintain notes for a stock item when the Multi-language for document printing option is enabled (System Setup).

The drop down option Global refers to any default narrations captured (these are narrations saved in your database with spaces against the language field).

If you print documents which refer to this stock code and do not select the option to Print translated text, the Global narrations will print as a default.

Technical Specification

Text that can be printed on the GRN document, inspection document and factory documentation.

Sales Order Add. Text

Text that can be retrieved onto a sales order and printed on sales order documents.

P/Order Add. Text

Text that can be retrieved into a purchase order and printed on purchase order documents.

Job Narrations

Text that can be printed on factory documentation and viewed using the WIP Query program.

Inspection Text

Text that can be printed on the GRN document, inspection document and factory documentation.

Dangerous Goods Handling

Text that can be retrieved into an order (sales/purchases) and printed on order documents.

You can configure the system to notify you during processing within the Sales Order Entry program when dangerous goods text is held against a stock item.

This does not apply to credit notes, debit notes or quick entry orders and does not apply to components generated from kit sales or items generated using the Product Configurator.

Notation List

Select this to use the Inventory Stock Code Notes Selection program to indicate which stock code text notations to print on the Inventory Notations report.

Stock Code Details

Field	Description
Stock code	This indicates the code of the stock item.
Description	This describes the stock code and is displayed throughout the system whenever the stock code is entered. You can use it to verify that the correct item has been entered.
Long description	This is an additional description assigned to a stock code which can be printed on reports and inventory documents.
Date of supersession	If the stock code's supercession date is before the current system date, then the supercession date is displayed in red.
Units of measure:	Other unit of measure This is only displayed if the stock item is not set to use Unit quantity processing (Stock Codes). The Other unit of measure cannot be defined if Unit quantity processing is required. Cost unit of measure (see Browse on Cost Unit of Measure)
Product class (Browse on Product Classes)	If you define product classes using the Product Classes program, without defining a branch code for the product class, then the product class description is displayed. If, however, you selected to view product classes by branch and defined the product class against a specific branch, then the product class description is not displayed. The reason is that you could define different descriptions for a single product class in the different branches. The product class description is retrieved from the `SALPDS` file/table.
ABC classification	This is displayed if you selected the option: ABC analysis required (Stock Codes) and you processed the ABC Analysis report for ALL warehouses. This classification therefore indicates the classification for the stock item based on the usage of the stock item in all warehouses (i.e. across the entire company).
Queries	The following queries can be selected from this option: Movements (see Inventory Browse on Combined Movements) Customer stock x-ref (see Customer Stock Codes) Supplier stock x-ref (see Browse on Supplier Stock Code Cross Ref) ATP (see Inventory ATP Query) Cost analysis Approved manufacturers (see Browse on Approved Manufacturer Parts) Multiple bins (see Inventory Browse on Bins) FIFO/LIFO Buckets (see Inventory Browse on FIFO/LIFO Buckets) Lots (see Browse on Lots) Reserved parent lots (see Lot Traceability Parent Reservations) Serials (see Browse on Serial Numbers) Reserved parent serials (see Serial Tracking Parent Reservations) Goods in transit (see GIT Entries by Stock Code) Alternate stock codes (see Inventory Alternate Stock Codes) Customer price query (see Customer Price Query)

Distribution

Field	Description
Tax information:	Tax code (see Browse on Tax Codes)
Supplier	Query (see Supplier Query) Supplier Setup (see Stock Codes)
Total usage	This is taken from the `InvMovements` table and is the sum of the transaction quantities of all transactions with a movement type of `I` (Issue/Receipt) and [transaction type `I` (Issues) or `S` (Sales)] for transactions which took place in the last year.
Stock turnover ratio	This is the Total usage value divided by 365 if the stock was added a year or more ago. If the stock was added less than a year ago, then it is the Total usage value divided by the number of days ago that the stock was added. For example, if the stock code was added on 1/1/2017, then on 1/2/2017 the stock code is 31 days old, so the Stock turnover ratio will be Total usage divided by 31.
Service charges	See SO Service Charge If a service charge is attached to this stock item, then you can use the Service Charges program to query the details of the service charge.
Queries	Forecast - see Forecast Maintenance. Dispatch Query - see Dispatch Note Browse. Quantity breaks - see Stock Code Quantity Discounts. Goods in Transit (Sales) - see GIT Entries by Stock Code. RMA Query - see RMA Query for Stock Code. Blanket Purchase Order - see Inventory Browse on BPO by Stock Code. Requisitions - see Requisition Query for Stock Code. Inspection - see Inventory Goods in Inspection Query. Sales orders This enables you to use the Inventory Browse on SO by Stock Code program to view details of customer orders for the stock item. Purchase Orders - see Inventory Browse on PO by Stock Code. Pricing - see Browse on Stock Code Pricing. Foreign Prices - see Inventory Foreign Purchase Prices. Alternate Suppliers - see Inventory Alternate Suppliers. LCT Routes - see LCT Route Query. Supplier's Contracts - see Browse on Contracts.

Production

Column	Description
Work in Progress	See Inventory Browse on WIP for Stock Code
Structure & routing	See Structures and Routings
Allocations	See Inventory Browse on Alloc for Stock Code
Quotations	See Quotation Query for Stock Code
ECC change order	See ECC Change Order Browse by Stock Code
Revision/Release	See BOM Browse on ECC Rev Rel
Warehouse to use:	Warehouse (see Browse on Warehouses)
Bill of materials:	These costs are updated when you change the costs associated with the specific item (manual cost) or when the cost implosion is run and changes in the cost of an item are rolled up to the parent part. Sub contract cost Sub contract costs are only displayed separately from material costs if you selected the option: Subcontract operation and material costs (Bill of Materials Setup). Low level code This indicates the low level code for the stock item and is calculated when the Low Level Code Calculation program is run. The level code for a parent item is 0, for the sub-assembly it is 1 and for the component it is 2. This numbering is recursive down to a maximum of 15 levels. If the item is a top level parent or the Low Level Code Calculation has not yet been run, then no information is displayed in this field.
Drawing number	This number is not necessarily the same number defined against the stock code in the Drawing Register. The drawing register number defined against the stock code in Stock Codes) is used for documentary purposes only and is not validated against the ECC Drawing Register/Stock code combination. When the Drawing number against the stock code is changed, the Drawing Register is not updated.
Queries	ECC Quantities - see BOM Browse on ECC Rev Rel. ECC History - see ECC Revision Release. Where Used - see BOM Browse on Component Where-used. Structure - see BOM Browse on Structures. Routing - see BOM Browse on Operations. Build Schedules - see Build Schedule Maintenance. WIP Inspection - see WIP Inspection Maintenance. Material requirements - see Requirements Planning Query. See Activity considerations in Notes and warnings.

Warehouse Values

You use the options in the Warehouse Values Selection pane to indicate your preferences for this tab (see Warehouse Values Selection).

You can switch the Smart Link on the listviews on and off by pressing Alt + Shift + F7.

Column	Description
Available	The quantity available is the quantity on hand less the quantity allocated to sales orders for the item in the selected warehouse. The quantity allocated to sales orders is the order quantity and includes quantities on backorder. The quantity available includes stock on hold, stock in expired lots, stock locked by Engineering Change Orders and stock in bins that are on hold. The reason is that the quantity on hand (used in the calculation) is the quantity physically in the warehouse and includes quantities on hold.
Unallocated	Calculated as: `(quantity on hand - allocated to sales orders - allocated to work in progress - quantity reserved for WIP allocations)`
On hand	This indicates the quantity of the item physically in the warehouse. This includes quantities on hold.
In inspection	This indicates the quantity of purchased items awaiting inspection (i.e. receipted into inspection but not receipted into stock).
In transit	This indicates the outstanding non-immediate warehouse transfers shown against the target warehouse.
On order	This indicates the quantity of outstanding purchase orders, made-in jobs and supply chain transfers.
Allocated to sales orders	Calculated as: `(quantity on back order + sales order ship quantity)`. These quantities exclude unallocated scheduled order back order and ship quantities and the quantity reserved for WIP allocations. Manual serial tracked items that are either in service or on loan items, are accumulated to this quantity to prevent the selling of those items. See Inventory > Serial Tracking System > Transaction Posting. Note that the ship quantities for credit notes are NOT included in the sales order ship quantity. Credit note quantities are never included in the allocations as these quantities are only available once the credit has been fully processed.
WIP Qty reserved	Indicates the quantity reserved for a material allocation against a confirmed job. This is the WIP Reserved quantity (`QtyWipReserved`) in the `Inventory warehouse` table (`InvWarehouse`). This quantity is only displayed when reserving at stock code level, not at lot level. When reserving components at lot level, the reserved quantities can only be checked against the lot records, which can be viewed using the Lots browse from the Query menu. This applies only when the Reserve stock for allocations (Work in Progress Setup) is enabled. When reserving components at lot level, the reserved quantities can only be checked against the lot records and these are viewable in the Lots browse from the Inventory Query.
On back order	This indicates the sales order back order quantity. This quantity excludes unallocated scheduled order back order quantities.
Allocated to WIP	This indicates the outstanding materials to be issued to jobs. This includes allocations to both confirmed and unconfirmed jobs.
Future free	Calculated as: `(quantity on hand + quantity in inspection + quantity in transit + quantity on order - allocated to sales orders - allocated to work in progress - quantity reserved for WIP allocations)`
ABC class	This is displayed if you selected the option: ABC analysis required (Stock Codes) and you processed ABC Analysis report for this specific warehouse. This classification therefore indicates the classification for the stock item based on the usage of the stock item in this specific warehouse only.
Dispatched not invoiced	This indicates goods delivered on a dispatch note, but not yet invoiced.
Landed cost multiplier	This indicates the value of the cost multiplier defined against the warehouse for this stock item (Inventory Warehouse Maintenance for Stock Code).
RMA inspection	This indicates the total quantity currently in inspection as a result of RMA receipts.
YTD usage value	This is an annualized figure and is always based on the last 12 periods usage. It is not cleared at year end. The YTD usage value is increased in the period by all sales as the invoices are processed (i.e. at the cost used at the time the invoice was processed). Similarly issues update this value at the time of the issue. Thus, during a month this figure is the last calculated usage from the month-end process plus any movements that have taken place during the month. The year to date usage value is updated perpetually. It is updated during the month by programs such as Document Print, which takes the cost value of the stocked lines as they are invoiced, and adds this to the YtdUsageValue field. It is updated for each warehouse as follows when the Month end or Year end function of the Inventory Period End program is run: The number of months usage field is increased by 1 If the year to date usage value against the warehouse now represents 13 months, then the value is annualized to represent 12 months usage. If the quantity sold or issued for the last 12 months is less than zero, then the usage value is set to zero. At the Inventory month end you will now have a figure that represents 13 months information, as it is divided by 13 and multiplied by 12 to give the annualized value The ABC Analysis program uses the usage value to classify stock items into A, B, C or D class items. See also YTD usage value example.

YTD usage value example

Following is an example of how the Annual usage value is used to classify stock items starting with a new stock code.

Month 1	Sales = 100	Total = 100	Month end - no action	ABC report calcs as 100 / 1 * 12 = 1200
Month 2	Sales = 120	Total = 220	Month end - no action	ABC report calcs as 220 / 2 * 12 = 1320
Month 3	Sales = 120	Total = 340	Month end - no action	ABC report calcs as 340 / 3 * 12 = 1360
Month 4	Sales = 110	Total = 450	Month end - no action	ABC report calcs as 450 / 4 * 12 = 1350
Month 5	Sales = 120	Total = 570	Month end - no action	ABC report calcs as 570 / 5 * 12 = 1368
Month 6	Sales = 120	Total = 690	Month end - no action	ABC report calcs as 690 / 6 * 12 = 1380
Month 7	Sales = 110	Total = 800	Month end - no action	ABC report calcs as 800 / 7 * 12 = 1371
Month 8	Sales = 120	Total = 920	Month end - no action	ABC report calcs as 920 / 8 * 12 = 1380
Month 9	Sales = 120	Total = 1040	Month end - no action	ABC report calcs as 1040 /9 * 12 = 1387
Month 10	Sales = 130	Total = 1170	Month end - no action	ABC report calcs as 1170 / 10 * 12 = 1404
Month 11	Sales = 120	Total = 1290	Month end - no action	ABC report calcs as 1290 / 11 * 12 = 1407
Month 12	Sales = 100	Total = 1390	Month end - no action	ABC report uses 1390
Year end - no action
Month 1 of the next year	Sales = 150	Total = 1540	Month end calculation - 1540 / 13 * 12 = 1422	ABC report uses 1422
Month 2 of the next year	Sales = 110	Total = 1532	Month end calculation - 1532 / 13 * 12 = 1414	ABC report uses 1414

The Annual usage value = Usage brought forward from previous period end plus ((quantity issued x cost) + (quantity sold x cost) for the current period to date). The cost at the time the transaction was processed is used, not the current cost.

The annual usage value of a stock item is used to determine its classification. This value is the total cost of sales and issues of an item over the past 12 months.

The program calculates the total inventory usage value by accumulating the annual usage value for each warehouse. It then calculates the annual usage value for each stock item.

The annual usage value (A.u.v) is increased in a period by the sales values as invoices are processed. The cost used at the time that the invoice was processed is used. Similarly, the total inventory usage is updated when the item is issued. Therefore, during a specific period, the YTD usage is the usage as at the previous period end, plus the usage from movements that have occurred during the current period.

For each month end after the 12th month, the usage value is annualized by dividing the value by 13 and multiplying by 12. If the annual usage value of a stock item is based on less than 12 months history, then the value is divided by the number of months that the item has been held on file, and multiplied by 12 to give an annual usage value.

Warehouse Value Details

The information displayed in this pane relates to the currently highlighted line in the Warehouse Values listview.

Column Description

Quantity on hand This indicates the quantity of the item physically in the warehouse. This includes quantities on hold.

Quantity on backorder This indicates the sales order back order quantity. This quantity excludes unallocated scheduled order back order quantities.

Quantity allocated to S/O

Calculated as: (quantity on back order + sales order ship quantity)

These quantities exclude unallocated scheduled order back order and ship quantities.

Note that the ship quantities for credit notes are NOT included in the sales order ship quantity. Credit note quantities are never included in the allocations as these quantities are only available once the credit has been fully processed.

Quantity available

The quantity available is the quantity on hand less the quantity allocated to sales orders for the item in the selected warehouse. The quantity allocated to sales orders is the order quantity and includes quantities on backorder.


	The quantity available includes stock on hold, stock in expired lots, stock locked by Engineering Change Orders and stock in bins that are on hold. The reason is that the quantity on hand (used in the calculation) is the quantity physically in the warehouse and includes quantities on hold.

Quantity in inspection This indicates the quantity of purchased items awaiting inspection (i.e. receipted into inspection but not receipted into stock).

Quantity on order This indicates the quantity of outstanding purchase orders, made-in jobs and supply chain transfers.

Quantity allocated to WIP This indicates the quantity of materials (components) and labor allocated to the job. This is displayed regardless of whether the job is confirmed or not.

Future free Calculated as: (quantity on hand + quantity in inspection + quantity in transit + quantity on order - allocated to sales orders - allocated to work in progress)

Quantity dispatched not invoiced This indicates goods delivered on a dispatch note, but not yet invoiced.

Graphs

Option	Description
Sales History Graph	Select this to graphically represent a history of sales/issues of the item for a specific warehouse.
Closing Balances Graph	Select this to graphically represent a history of closing balance figures for the item for a specific warehouse.

Costs

Option	Description
Method	This indicates the costing method defined against the warehouse (if costing is defined by warehouse) or against the company (see Inventory Setup).
Last cost entered	This indicates the last cost at which the item was received into the selected warehouse. This includes non-merchandise costs if you enabled the option: Include non-merchandise costs (Inventory Setup and/or Purchase Orders Setup) providing the warehouse used does not use Standard costing. When receipting a purchase order into a Standard costing warehouse, the cost of the item remains at the standard cost and the non-merchandise portion is not added to the last cost. The non-merchandise portion is displayed in the Last non-merchandise field in the Warehouse Value Details pane.
Current	This indicates the current unit cost of the item in the selected warehouse. This cost includes non-merchandise costs if you selected the option: Include non-merchandise costs(Inventory Setup and/or Purchase Orders Setup).
Last non-merchandise	This indicates the unit non-merchandise value of the last receipt for the item.

Company

This indicates the company for which the values are being displayed.

This is only displayed if you selected the Multiple Company Values option.

Warehouse Values Selection

The options in this pane enable you to indicate your preferences for the listview on the Warehouse Values tab.

Field

Description

Refresh Warehouse Values

Select this to redisplay the information on the Warehouse Values tab to reflect changes you made to the options in this pane.

This function is only enabled when you make a change to the selections.

Autoload Values

These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.

Warehouses

Combine warehouses

Select this to accumulate the values held in all selected warehouses for the stock item.


	This option applies to the Warehouse Values tab only.

Warehouse selection

This enables you to indicate which warehouse(s) to display and the specific information to display.

The warehouse code is not validated when you select a single warehouse, however nothing is displayed in the listview for an invalid warehouse.

You can only view details for warehouses to which you have access (Operators).

List of warehouses

Select the Define List option to use the Generic Define List of Items program to define a list of warehouses for which to display the information or to select a previously saved list.

Multiple Company Values

Select this to view Warehouse Values for multiple companies.

This option is only enabled if:

you selected the option: Show multiple companies warehouse values (Inventory Setup) AND
your inventory is shared (Company Maintenance)

Include

Indicate the items to display in the query based on various criteria related to the items.

Items with the following criteria can be selected/deselected for inclusion in the query:

On hand > zero
Zero on hand
On hand < zero
On hand < safety
On hand < re-order
On hand < minimum
On hand > maximum
Stock in inspection
Stock on order
Zero stock on order
Stock in transit
Future free > maximum
Future free < minimum

Only those items that meet the criteria you selected are displayed in the query.

Warehouse History

You use the options in the Warehouse History Selection pane to indicate your preferences for this tab (see Warehouse History Selection).

Warehouse History Details

Details that can be viewed in this pane relate to the currently highlighted line in the Warehouse History listview.

Column	Description
Company	This indicates the company for which the values are being displayed. This is only displayed if you selected the Multiple Company Values option.
Warehouse	This indicates the warehouse for which the values are displayed. Combined indicates that the values are either the totals for all warehouses or for a list of warehouses as defined in the Warehouse History Selection pane.
Prev 1-12 sold/issued	These indicate the last 12 months' quantities sold and issued out of the warehouse. These values balance to the Usage fields M-12 through to M-01 on the Purchasing Work Sheet for the corresponding months.

Column

Description

Company

This indicates the company for which the values are being displayed.

This is only displayed if you selected the Multiple Company Values option.

Warehouse

This indicates the warehouse for which the values are displayed. Combined indicates that the values are either the totals for all warehouses or for a list of warehouses as defined in the Warehouse History Selection pane.

Prev 1-12 sold/issued

These indicate the last 12 months' quantities sold and issued out of the warehouse. These values balance to the Usage fields M-12 through to M-01 on the Purchasing Work Sheet for the corresponding months.

Warehouse History Selection

The options in this pane enable you to indicate your preferences for the listview on the Warehouse History tab.

Field	Description
Refresh Warehouse History	Select this to redisplay the information on the Warehouse History tab to reflect changes you made to the options in this pane. This function is only enabled when you make a change to the selections.
Autoload Values	These options enable you to indicate how you want to save the selections made in this pane. You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company). If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.
Warehouses
Combine warehouses	Select this to accumulate the values held in all selected warehouses for the stock item. This option applies to the Warehouse History tab only.
Warehouse selection	Indicate the warehouse(s) to view and the specific information to display. You can only view details for warehouses to which you have access (Operators). The warehouse code is not validated when you select a single warehouse. Nothing is displayed in the listview for an invalid warehouse.
List of warehouses	Select the Define List option to use the Generic Define List of Items program to indicate a list of warehouses for which to display the information or to select a previously saved list.
Multiple company values	Select this to view Warehouse History for multiple companies. This option is only enabled if: you selected the option: Show multiple companies warehouse values (Inventory Setup) AND your inventory is shared (Company Maintenance)

Movements

You use the options in the Movements Selection pane to indicate your preferences for this tab (see Movements Selection).

Movements are displayed within each warehouse. This is irrespective of your selection at the Combine warehouses option (see Warehouse Values Selection and Warehouse History Selection).

Field	Description
More lines	Select this to display the next set of lines as per your selection at the Rows option. This option is not enabled when you select to display all rows.
View journals	Select this to view information on the Inventory journals for the line currently highlighted in the Movements listview. Journals for Dispatch notes are also displayed where relevant. No other sales movement journals are displayed.
Rows	Indicate the number of rows to display in the listview.

Movements Listview


	When you drag a column into the listview, you need to refresh the stock code for the details in that column to be loaded.

Column	Description
Date	For Purchase Order receipts, this reflects the calendar date of the movement and not the start date when the Purchase Order Receipts program was loaded to process the receipt, unless the operator manually changed the date when processing the receipt.
Unit cost	This indicates the cost that was used to post the transaction, except when FIFO costing is used. In this case, the cost is not displayed as more than one FIFO bucket may have been used for the transaction.
Unit price/New cost	The Unit price is the price expressed in terms of the stocking unit of measure for the item. The New cost is the warehouse cost after the transaction was processed. For Standard costing, the Unit cost and the New cost will be the same. For other costing methods, these two values may or may not differ.
New wh	This column displays the destination warehouse for GIT (Goods in Transit) transfers.
Lot	This is only used if you are using Actual costing (Inventory Setup). It is updated from the LotSerial field in the `InvMovements` table.
Default warehouse	This column applies if a default warehouse is assigned to your operator code (Operators - Defaults). When you add this column to the listview using the Field Chooser option, you can view movements for your default warehouse first, by sorting the listview on the Default warehouse column.
Inv/Ref	This is used to display one of the following: The reference for a GIT The reference entered for an Inventory receipt The reference for a Physical or Adjustment movement The reference for a Purchase Order receipt The invoice, credit note or debit note created for a Sales Order. For a Dispatch note, the movement is written when the dispatch note is created (i.e. when the stock actually moves). There is no direct way to pick up the movement to update it when the Dispatch invoice is processed, so no invoice number is displayed for Dispatch notes.
Customer purchase order	Indicates the customer's purchase order number. It is linked only to a customer and not to a warehouse. It is therefore not displayed for SCTs.

Movements Selection

The options in this pane enable you to indicate your preferences for the listview on the Movements tab.

Field

Description

Refresh Movements

Select this to redisplay the information on the Movements tab to reflect changes you made to the options in this pane.

This function is only enabled when you make a change to the selections.

Autoload Values

These options enable you to indicate how you want to save the selections made in this pane.

You can choose to set all selections as they were when you last ran the program (i.e. Load Previous Form Values) or save your selections in the pane as your default preferences for all companies, or for the current company only (i.e. Save Form Values as Default or Save Form Values for this Company).

If you have saved form values for the company or as the default, then you can remove these settings and restore them to the form's default preference selections.

Movements selection

Movements display

These options refer to the warehouse order in which the movements are displayed in the Movements listview.

Irrespective of the order you select the movements are displayed within each warehouse in the following order:

Earliest year, then earliest period, then earliest transaction date and lastly earliest transaction time.

Earliest movements first

Select this to display the stock movements from the first warehouse to the last warehouse in alphabetic/numeric sequence.

Latest movements first

Select this to display the stock movements in reverse key sequence, which is from the last warehouse to the first warehouse in alphabetic/numeric sequence.

If you restricted the number of rows to display, the highest warehouse in alphabetical/numerical order is displayed first. Only by selecting the More Lines option will the additional movements be displayed.

Movement sequence

Warehouse, date

Select this to display the stock movements in date sequence (earliest or latest) within each warehouse.

Date

Select this to display the stock movements in date sequence (earliest or latest) ignoring the warehouse sequence.

Warehouses

Warehouse selection

Indicate the warehouse(s) for which to display information in the Movements tab listview.

The warehouse code is not validated when you select a single warehouse.

However, nothing is displayed in the listview for an invalid warehouse or a warehouse to which you do not have access (Operators).

List of warehouses

Select the Define List option to use the Generic Define List of Items program to define a list of warehouses for which to display the information or to select a previously saved list.

Movement dates

Indicate the date(s) for which to display movements in the Movements tab listview.

One of the following options can be selected:

All
Today
Today & yesterday
This week
Range
Single

From movement date

Indicate the first date in a range of dates for which to display movements.

If you selected to display movements for a single day then you enter that day in this field.

When you select to display movements for Today, Today and Yesterday or This week, then you can optionally change the default date displayed.

To movement date

Indicate the last date in a range of dates for which to display movements.

When you select to display movements for Today, Today and Yesterday or This week, then you can optionally change the default date displayed.

Inventory transaction values

Transaction value selection

Indicate the value(s) for which to display movements in the Movements tab listview.

From transaction value

Indicate the lowest (or the single) value in a range of values for which to display movements.

To transaction value

Indicate the highest value in a range of values for which to display movements.

Options

Customer

Indicate a single customer for whom to display movements.

Supplier

Indicate a single supplier for whom to display movements.

Salesperson

Indicate a single salesperson for whom to display movements.

Purchase order

Indicate a single purchase order for which to display movements.

Sales order

Indicate a single sales order for which to display movements.

Sales movements

Select the types of sales movements you want to view for each item in the Stock Movements listview of the query.

The following types of sales movements can be selected/deselected for inclusion in the query:

Credit note
Debit note
Invoices
Dispatch notes

Inventory movements

Select the types of inventory movements you want to view for each item in the Stock Movements listview of the query.

inventory movements are processed using the Inventory Movements program.

The following types of inventory movements can be selected/deselected for inclusion in the query:

Issues
Transfers
Receipts
Physical
Adjustments
Changes
Modifications
Bin transfers

Only those inventory movements selected are displayed in the query.

Notes

The first three lines of each Note type are displayed in this section. You can view and edit the notes by clicking on a line of text. You can also use the Notes option from the toolbar to edit these notes.

User Defined

Details of your user defined fields are displayed in this pane. See Inventory Setup.

Custom Form

This pane displays details of any custom form data that has been assigned to the item (Custom Forms Entry).

Custom Form Data Entry

Select this to use the Custom Form Data Entry program to enter custom form data against the stock item.

History of Usage

This graph displays a history of sales/issues of the item for the combined warehouses.

Period Closing Balance

This graph displays a history of closing balance figures for the combined warehouses.

Notes and warnings

Coding considerations

The number of decimals displayed in this query depend on your entry at the fields:
- Edit quantities using decimals (Company Maintenance)
- Maximum number of decimals (Stock Codes)

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity

Description

BOM Access to Structure & Routings

Controls whether an operator can:

run the Structures and Routings program and
access the Where Used, Structure and Routing queries from the Production pane of the Inventory Query program.


	Denying this activity takes precedence over the setting defined for the Structures and Routings program in the Groups program.

Field considerations

Operator access to the following fields within this program can be restricted. You configure this using the Security Fields function of the Operators program.

Field

Description

INV Text technical spec

Controls whether an operator can edit technical specification text against a stock item.

INV Text sales order

Controls whether an operator can edit sales order text against a stock item.

INV Text purchase order

Controls whether an operator can edit purchase order text against a stock item.

INV Text job narrations

Controls whether an operator can edit job narration text against a stock item.

INV Text inspections

Controls whether an operator can edit inspection text against a stock item.

INV Text dangerous goods

Controls whether an operator can edit dangerous goods text against a stock item.

INV Show costs in Inventory/WIP queries

Controls whether stock item costs are displayed in the Inventory, Work in Progress, Projects and Contracts and Inventory Planning modules. It also controls whether cost values are printed on the Stock Take Variance report and the unit cost for bought out items is printed on the Advanced Trial Kitting (Legacy) report.


	If you deny an operator access to the viewing costs in Inventory Query while allowing the same operator to maintain stock codes, then the operator can view details of BOM Costs held against the item.