Exact Globe+

Generating stock positions reports

Menu path

Inventory ➔ Reports ➔ Stock positions

Introduction

You can generate an overview of stock positions in this screen. The overview contains information on the quantities of items in a warehouse within a specific period of time, including information about the quantity to be delivered, quantity to be received, available stock and current free stock.

What version are you using?

The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the stock positions overview?

In the Inventory / Reports / Stock positions screen, define the search criteria.
Click Display. For more information, see Stock positions reports.

Fields

General section

Warehouse

Type or select the required warehouse to display all the items that are linked to the warehouse.

Reference date

Type or select the date on which you want to generate the stock positions report. Select the All check box to generate the report until the most current date.

Supplier

Type or select a supplier to display items from the supplier.

Display section

Show

Select the required options to display item quantities in purchase units or sales units.

Stock value

Select this check box to view the stock value as of the reference date.

Current free stock

Select this check box to view the current free stock.

Precision

Type the level of precision for all numerical values displayed in the stock position report.

Include

Select this check box to include the Qty. to be rcvd., and Quantity to be delivered columns in the Stock positions screen. For optimal performance in generating stock positions report, clear this check box. By default, this check box is selected.

Item section

Item group

Type or select the item group or a range of item groups to display the specified item group(s). Select the All check box to display items for all item groups.

Item

Type or select an item code or a range of items to display the items. Select the All check box to display all items.

Status

Select the required option(s) to display items at different stages of a product life cycle such as Active, Blocked, Discontinued, Inactive, and/or Future.

Attributes

Select the required options to display items with different attributes such as Sales, Stock controlled, Buy, and/or Make.

Lines with quantity 0

Select this check box to display items with zero stock balance.

New:Items

Select this check box to display items with no previous inventory transactions.

Only items with stock G/L

Select this check box to display only the items with stock general ledger accounts.

Assortments section

Assortment 1, Assortment 2

Select the assortment to display the items linked to the selected assortment.

Note: The number of fields and names depend on the settings defined at System ? General ? Settings, under Item data settings.

Planner section

Planner

Type or select a person to display the items which are managed by a specific planner. Select the All check box to display the items for all planners.