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Inventory Management System Reports

The Inventory Management reports can be requested at any time and printed on a standard line printer or a laser printer. Most inventory management reports are 120 characters wide (landscape), while some audit control reports are 80 characters wide (portrait). Also, the inventory management reports can be written to a temporary disk file for subsequent viewing in a separate report window by using procedure 92V or 92W.

A new 2018 option (Sys-Opt-44 in DB03) converts all uppercase letters to upper and lowercase letters when invendory management reports are printed for easier reading.

The standard inventory management reports are Product Detail Report, Stock Status Report, Inventory Master List, Inventory Calculation Report, Stock Analysis Report, Stock Replenishment Report, Product Activity Report and Price List. Each of these standard reports have several variations based on selection parameters entered online by the user. Preprinted forms are generally used for Packing Lists and Product Shelf Labels. Some 46 accounting and management reports printed by the Inventory Management System from Legler Systems are identified below.

List of Inventory Management Reports:

     PROC S  B   Inventory Management Report name and description
      --  -  -   ---------------------------------------------------------
  1.  02  N  Y   Product Detail Report by transaction date range.
  2.  02  N  Y   Product Detail Report by item group code (4).
  3.  02  N  Y   Product Detail Report by warehouse code (4).
  4.  02  N  Y   Product Detail Report by activity code (4).
  5.  02  N  Y   Product Detail Report by item number (4).
  6.  02  N  N   Product Detail Summary by activity code and date (5).
  7.  03  Y  Y   Stock Status Report by item group code (4).
  8.  03  Y  Y   Stock Status Report by warehouse code (4).
  9.  03  Y  Y   Stock Status Report by class code (4).
 10.  04  Y  Y   Inventory Master List by item group code (4).
 11.  04  Y  Y   Inventory Master List by warehouse code (4).
 12.  04  Y  Y   Inventory Master List by class code code (4).
 13.  04  Y  Y   Inventory Master List by batch number (4).
 14.  04  Y  N   Inventory Master Summary by item group codes (5).
 15.  05  N  N   IMS Update Control Report by order number - Preliminary.
 16.  05  N  N   IMS Update Control Report by order number - Final.
 17.  06  N  N   Inventory Calculation Report by transaction date range.
 18.  06  N  N   Inventory Calculation Report by item group code (4).
 19.  06  N  N   Inventory Calculation Report by warehouse code (4).
 20.  06  N  N   Inventory Calculation Report by item number (4).
 21.  07  N  Y   Stock Analysis Report by transaction date range.
 22.  07  N  Y   Stock Analysis Report by item group code (4).
 23.  07  N  Y   Stock Analysis Report by warehouse code (4).
 24.  07  N  N   Stock Analysis Summary by transaction date (5).
 25.  08  Y  Y   Stock Replenishment Report by item group code (4).
 26.  08  Y  Y   Stock Replenishment Report by warehouse code (4).
 27.  08  Y  Y   Stock Replenishment Report by class code (4).
 28.  11  Y  N   Product Shelf Labels by item group code (4).
 29.  11  Y  N   Product Shelf Labels by warehouse code (4).
 30.  12  N  N   Packing List by location code (4) - Preliminary.
 31.  12  N  N   Packing List by customer number (4) - Preliminary.
 32.  12  N  N   Packing List by location code (4) - Final.
 33.  12  N  N   Packing List by customer number (4) - Final.
 34.  12  N  N   Inventory Pick Summary by product (5).
 35.  13  N  Y   Product Activity Report by item group code (4).
 36.  13  N  Y   Product Activity Report by warehouse code (4).
 37.  13  N  Y   Product Activity Report by class code (4).
 38.  14  N  N   IMS Purge Control Report by date range - Counts only.
 39.  14  N  N   IMS Purge Control Report by date range - File update.
 40.  15  N  N   IMS Batch Input Report - Preliminary.
 41.  15  N  N   IMS Batch Input Report - Final.
 42.  16  Y  Y   Price List by customer number (4).
 43.  16  Y  Y   Price List by item group code (4).
 44.  16  Y  Y   Price List by product group code (4).
 45.  17  N  N   Import Control Report.
 46.  17  N  N   Export Control Report.

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Notes:
 1.  Column "PROC" refers to the online procedure number on the IM menu.
 2.  Column "S" indicates sort option by item number, mfg. part number,
       name initials or Alphasort when 'Y', otherwise 'N' means no record
       sorting.
 3.  Column "B" indicates both online processing and batch job processing
       is available when 'Y', otherwise 'N' means no batch processing,
       only online processing.
 4.  These inventory management reports can be printed for a single item or
       all items (products).
 5.  Summary reports are printed when the 'Entry Correct' prompt = 'S'.
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In addition to the standard inventory management reports identified above, custom inventory management reports can be created, sorted and printed by procedure DB12 in the Database Control System, where the user specifies the data content and report format.

The online procedures that print these inventory management reports are described in the Inventory Management Menu document.

More Information on the IM Software:

Any questions on these Inventory Management System reports, e-mail Bill Legler in the SF Bay Area, California or go to the Inventory Management System main page.
Version 11.8 (2018). All rights reserved by Legler Systems Company.