Running the Product Out of Stock Tracking Report

Use the Product Out of Stock Tracking Report to see items that have been out of stock in the product's demand period, as determined by the Update Demand Forecast routine. This report gives you a single place to look into multiple products that were out of stock without having to pull demand forecasting information and inventory history levels for each individual product. For example, if you use product ranking, you can use this report to determine how many times or for how many days that your A ranked products were out of stock.

Note: The system evaluates activity on a daily basis. So, if there is a location adjustment showing an in/out, the report does not count that as a stock out for the day.

To run the Product Out of Stock Tracking Report:

  1. From the Purch > Reports menu, select Product Out of Stock Tracking to display the Product Out of Stock Tracking Report screen.

  2. Enter the parameters for which you want to run the report. The selections you make in the following fields display at the top of the report so you can better understand how the system gathered the report data.

Field

Description

Br/Tr/All

Enter the branch, branches, or territories to include in the report.

Product Status

Select the status, such as Stock or Nonstock for which you want to run the report. Products are assigned statuses for cataloging and inventory control in the Product Maintenance screen.

Use the Multi hot key to include more than one product status in the report, or leave the field blank to include products with any product status.

Buyer

Select the buyer you want to include in the report.

Use the Multi hot key to include more than one buyer in the report, or leave the field blank to include all buyers.

Select By

Select whether to run the report for a buy line or a price line. In the next field, enter the buy line or price line for which you want to run the report.

Use the Multi hot key to include more than one buy line or price line in the report, or leave the field blank to include all buy lines or price lines.

Sort By

Select the order in which you want to display the results in the report. Select from the following options:

  • Branch - Sorts the results alpha-numerically by branch.

  • Buy/Prc Line - Sorts the results alphabetically by buy line or price line, depending on the selection in the Select By field.

  • Buyer - Sorts the results alphabetically by buyer.

  • Desc Hits - Sorts the results descending by the number or hits.

  1. In the Page Break field, select whether to insert a page break after each category in the report.

For example, if you select Branch in the Sort By field, and enter Yes in the Page Break field, the report starts results for each branch on a new page.

  1. Use the Prod Rank hot key to indicate which ranking methods you want to use first to limit the contents of the report.

  2. In the Select Product Out of Stock portion of the screen, indicate for what time period you want to run the report. You can enter any combination of the following fields:

Field

Description

# of Days Out in Demand Period >=

To report on products that were out of stock for a certain number of days in the system-calculated demand forecast period, enter the number of days. The report includes any products that were out of stock for that number of days or more during the period.

The default is one day.

More than __ days

In the past __ months

Use these two fields to report on products that were out of stock for a specified number of days within a period of months. For example, to report on products that were out of stock for more than five days in the last six months, enter 5 in the More than __ days field and 6 in the In the past __ months field.

More than __ times

In the past __ months

Use these two fields to report on products that were out of stock for a specified number of occurrences within a period of months. For example, to report on products that were out of stock more than three  times in the last six months, enter 3 in the More than __ times field and 6 in the In the past __ months field.

  1. Set options, if needed, and generate the report.

See Also:

Purchasing Reports Overview