Running the Adjustment Variance Report

Use the Adjustment Variance Report to view a summary of cycle count or other adjustments made for a period of time. Adjustment quantities display with their variance percentages and dollar amounts. You can use this report for daily error rate calculation by branch, as it displays the absolute totals (without positive or negatives) of any adjustments made.

On-hand quantities displaying on the Adjustment Variance Report do not reconcile with the Inventory History Ledger, as the report displays location-specific on-hand quantities and the ledger displays total on-hand from all product locations.

Note: Eclipse Support needs to activate an internal control record, ADJ.VAR.RPT, for your RF site to use this report. This hidden control record updates and stores RF cycle count records in a separate WORK.MISC file. RF sites not using this report and non-RF sites using this report do not utilize this data.

For a description of the report, see What the Report Shows at the end of the topic.

To run the Adjustment Variance Report:

1. From the Warehouse Management > Reports menu, select Adjustment Variance Report to display the Adjustment Variance Report window.

2. In the Branch field, enter the branch, branches, or territories for which to run the report.

3. In the Start Date and End Date fields, enter the date range of the period to be included on the report.

4. In the Adj Type field, select an adjustment type for which to run the report:

   Adjustment Type	Description
   All	Includes all cycle counts.
   RF Counts	Includes items counted using RF, whether there was a cycle count adjustment or not.
   Location Adjustments	Includes RF cycle count adjustments based on location.
   Cycle Counts	Includes RF cycle count adjustments.
   Return Goods	Includes returned good adjustments
   Product Merging	Includes merged product adjustments.
   Direct Through Stock	Includes direct through stock item  (customer owned inventory) adjustments.

5. In the Price Line field, select a price line for which to run the report.

6. In the Buy Line field, select a buy line for which to run the report.

7. In the Minimum Variance field, select the minimum variance parameters to indicate which products to include in the report.

8. In the Summary/Detail field, select a level of detail to display in the report.

   Level	Description
   Product Detail	Generates the report for each adjustment entry by adjustment number for a product ID at a given location.
   Product Summary	Generates the report for each adjustment number by product ID.
   Line Summary	Generates the report for each buy line / price line with one or more adjustment numbers.

    

9. In the Select field, select one of the following to indicate whether to limit the report to products with quantity adjustments only:

   Option	Description
   Variance Only	Selects all products that have a quantity adjustment during the time period indicated in the Start Date and End Date fields. Products that have changed locations only do not display.
   ALL	Selects all products even if the total quantity adjustment is zero (0). This total includes products that have changed locations.

10. In the Sort By field, select one of the following to determine how to sort the report:

    Option	Sorting Method
    Price Line	Sorts first by branch, then by price line, buy line, and product. Select this option to print buy line, price line, and branch totals.
    Location	Sorts by product location. Select this option to print branch totals only.

11. Select the Remove Offsetting Entries check box to remove items from the report that cancel each other out. Removing offsetting adjustment entries can make the variances more obvious in the report.

For example, if there are items with the same date, 10/30/2010, and one is +2 and the other is -2, these entries offset one another. Selecting this option excludes those entries from the report.

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

What the Report Shows

The Adjustment Variance Report shows the following information:

* This data appears in Product Detail and Product Summary mode only.

** This data appears in Product Detail mode only.

See Also:

Cycle Counting Specific Utilities Overview

RF Cycle Count Overview