Stock Reordering Planning Report Tab

For the Other Action Menu options (press F9 or the Other Actions Menu on the Button Bar) see Stock Other Actions Menu.

The Primary Planning screen allows the user to see the sales over specified monthly periods for stock items. The screen consists of three areas:

  • Planning Report Filters
  • Planning Report Top Grid
  • Planning Report Bottom Grid


  1. This report does not display items which are marked as 'Discontinued'.
  2. When calculating the months' sales when a date range is entered, the report will exclude any Quotations from these sales figures.

Stock Reordering Planning Report Filters

Primary Planning Filters

  • Date From and Date To (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): the sales order date range.
    Note: the date filter must be enabled to return month;y sales results to the grid.
  • Supplier (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): filter by supplier using the the green opening folder icon is normally linked to the opening of a dialog box that allows the user to browse and select a value or range of values green folder icon.
  • Site (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): the site to filter on.
  • Exclude Proforma Orders: include or exclude proforma orders from the monthly sales.

Primary Planning Grid

  • Stock Code: the stock item's code.
  • Stock Description: the short stock description of the item.
  • Levels:
    • Order Level: the quantity of the item on purchase orders that are awaiting delivery.
    • Assign Level: the quantity of the item assigned to sales orders.
    • Stock Level: the quantity of the item currently in stock.
      1. This is the Available and the Assigned levels..
      2. This figure excludes the Waiting QC, Quarantined and Return Bay quantities.
    • Backorder Level: the quantity of the item that is required to fulfil back orders.
    • Available Level: the quantity of the item available for sale.
    • Potential Level: Av Level plus the On Order Level less the BO Level.
  • Supplier Code: the supplier's URN.
  • Supplier Name: the preferred supplier for the item.
  • Supplier Ref: the supplier's reference for the item.
  • Purchase Cost: the Supplier Buy Price (Cost) for the item.
  • Min Level: the minimum stock level from the [ Stock | Detail | Properties ] screen.
  • Stock Type Desc: the level 2 stock type of the stock item.
  • Required Date: the latest required by date which has not passed the current date from all the undelivered purchase orders.
    Note: if the On Order quantity is the outstanding portion of a partial delivery then the Required Date field will appear blank.
  • Open Purchase Orders: the number of undelivered purchase orders where the item is awaiting delivery.
  • Monthly Values: columns for each month for the date range covered.
    Note: the columns will only appear once the report has been run and if the date range filter is active.

Planning Report Context Menu

Planning Report Lower Grid

Planning Report Lower Grid

  • Purchase Order Code: the purchase order code that the item appears on.
  • Required Date: the required by date from the purchase order.
  • Unit Price (NET): the cost per item (NET) or (GROSS) depending on the system settings.
  • Line Qty: the total number of the item in the purchase order.
  • Line Due Date: the date the item is due to be delivered in.

Planning Report Lower Grid Context Menu

  • Goto Purchase Order...: opens the purchase order for the line currently focused on.

See Also

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