Service stock, also called manual safety stock, is a quantity added to the normal stocking level of a product for a period of time. When you assign service stock, the system adds additional quantities to the order point and line point calculations. After the service stock reaches its expiration date, the additional quantities are removed from the order point and line point calculations.
Use the Customer Service Stock Report to track the products in your inventory that have this designation.
To run the Customer Service Stock Report:
From the Reports > End of Month Reports > Customer Reports menu, select Customer Service Stock to display the Customer Service Stock Report window.
In the Branch/Territory field, enter the branch or territory for which to show service stock. To include all branches and territories, enter ALL.
In the Customer field, enter the customer's name for which to run the report. To run the report for multiple customers, use the Multi button to display the Customer Selection screen. *Multiple* displays in the Customer field.
In the Select by drop-down box, identify whether to run the report for price lines or buy lines. Based on your selection, the system renames the field accordingly.
In the Prc Line/Buy Line field, enter the price line/buy line ID. To run the report for multiple price lines/buy lines, use the Multi button. *Multiple* displays in the Prc Line/Buy Line field.
In the Expiration Date area, indicate each of the following:
In the Earliest Exp Date field, enter the first date in a range of expiration dates to include on the report. The system populates this field with today's date, but you can change it, if needed. This field supports variable dates.
In the Latest Exp Date field, enter the last date in the range of expiration dates to include on the report. This field supports variable dates.
In the Blank Exp Date (I/ field, indicate whether to include, exclude, or run the report only for service stock items with a blank expiration date.
In the Usage area, enter the following:
In the Start Date field, enter the first date in a range of product purchase dates.
In the End Date for Qty Purchased field, enter the last date in a range of product purchase dates.
Note: When dates are entered for both of these fields, the report displays a Usage column, which shows the quantity in the default selling Unit of Measure of the product that was purchased by the customer during the specified date range. The Usage dates also display in the Report Heading.
In the Sort by area, indicate a specific column or group of columns to use to sort the data on the report. The default value is Customer by Product.
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