Changing the Inventory Print Line

Inventory Reports Basic Procedures

You can specify where and how the report prints in the print line. You specify how many records to print, the location to include on the report, the number of copies to print, and the printer.

Note: When the cursor is in the print line fields, you can press Enter at any point to accept the defaults in the remaining fields.

When the cursor moves to the Totals Only field, the Enter Printer/Copies Records message displays. The information contained in the body of a report is the report detail. The Totals Only field lets you omit this detail and print only the subtotals and totals for each customer. Type Y to print totals only. Type N to print the report with detail.

Note: If you are only changing the print line and made no changes to the body of the report, the Enter Printer/Copies/Records message and the print line display in the (R) Inventory Selectors screen.

The cursor moves to the Loc field. Tab to accept the default location, or enter the G/L location for which to print the report.
- If the location number is only one character, press Tab.
- To include all locations, space through the default location.
- To print separate totals for each location, enter 00.
In the Prt field, press Tab to accept the default printer, P1, or enter the logical name of the printer you want to use for the report.
In the Copies field, specify whether to print multiple copies of the report, and enter the number of copies to print.
In the Recs field, enter the number of records to include on the report. To include all records in the database that match your limits, tab through this field.
In the Chain field, type Y to print the subsequent reports in the chain. The chaining feature lets you print two or more reports in sequence. When you print a chained report, you can print all subsequent reports as well. The other reports in the chain print using default sorts and limits on the default printer. If the report is not linked to others, or if you do not need to print other reports in the chain, type N.

Note: If you specify a location for the initial report in the print lines, the subsequent chained reports are also affected.

In the Lowstock field, enter a file name for the low-stock file. For example, you could enter LOW-STOCK. This allows you to save the information from the Low-Stock Report to your computer. You can use this information to automatically create purchase orders with the Short-Buy function. You cannot have more than one low-stock file with the same name.

Tab past this field to not create a low-stock file. If you are not printing the Low-Stock report, press Enter and go to Saving Inventory Report Changes.

In the Weeks field, enter the number of weeks in a cycle. Press Tab to skip this step.

This field does not apply to the 13-Month Low-Stock Report, so press Tab to skip it.

If you are printing the 13-Month Low-Stock Report, type K in the Dpt Pricing field. Press Tab to leave it blank.

This field does not apply to min/max or cycle low-stock reports, so press Tab to skip it.

The cursor moves to the Up Qty field. If an item you order has a selling unit below the buy unit, you can automatically round this number up to the buy unit. For example, if you order six pencils, your order is below the buy unit if the wholesaler sells pencils in units of 12. In this example, your order is rounded up to 12. If you order 13 pencils, your order is rounded up to 24.

Type Y to round up the suggested order quantity to the next buy unit. Press Enter to not round up the suggested order quantity.

The cursor moves to the Up Rec field. This field works with the Up Qty field. It determines which buy unit to use.
- If you typed N in the Up Qty field, tab past the Up Rec field, as it does not apply.
- Type M to use the buy unit listed in the item's Direct Buy Record when rounding the suggested order quantity.
- Type W to use the buy unit listed in the item's Wholesaler Record.
If you specified a low-stock file name in Step 7, the Do You Want MinMax/Cycle/Both For File prompt displays.
- Type C to search for order quantities based on cycle weeks, or to print the 13-Month Low-Stock Report.
- Type M to search for order quantities based on Min/Max Quantities.
- Type B to use the cycle weeks formula for items with history and Min/Max for items without history.
Next, use the Do You Want to Save All Items In Lowstock prompt to save or delete the information in the low-stock file you created in Step 7. Type Y to save the information in the low-stock file, or press Enter to delete the information.

Notes: Items must meet the limits on the report you are running to be saved. If you specified a particular location, items without an I-AUX record for that location are not included.

If you entered 00 in the Loc field in Step 2, and you created a low-stock file in Step 7, the Create Low-Stock Record For Each Needed Location prompt displays. Use this prompt to specify how order totals print on the report.
- Press Enter to print a separate total for each location and a combined total for all locations.
- Type Y to print only a separate total for each location. A combined total for all locations does not print.