Changing the Inventory Print Line

Printing Custom Inventory Reports

In the print line, you can specify where and how the report prints. 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.

The first field of the print line is the Totals Only field. When the cursor moves to this field, the Enter Printer/Copies/Records message appears.

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 information contained in the body of a report is known as the report detail. For example, when you print a customer report, the detail might consist of the account number, department, and so forth, for each customer.

The Totals Only field lets you omit this detail and print only the subtotals and totals for each customer. To print totals only, type Y. To print the report with detail, type N.
In the Loc field, tab to accept the default location, or enter the G/L location for which you want 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 a report with totals with a single total for all locations, space through the default location and leave the Loc field blank. To print separate totals for each location, enter ØØ.
In the Prt field, enter the logical name of the printer to use.
In the Copies field, enter the number of copies to print.
In the Recs field, enter the number of records to include. Depending on the size of your database, some reports may be quite lengthy. This field lets you limit a report to a specified number of records. All records within the limits you set are sorted first. Any records above the number you specify in the Recs field are excluded from the report. To include all of the records in the database that match your limits, tab through this field.
Use the Chain field to print two or more reports in sequence. When you print a chained report, you can print all subsequent reports, as well. The specified report prints using any changes you made to the sorts, limits, detail lines, or print lines. Subsequent reports in the chain print using their default sorts and limits, and print on the default printer.

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

To print this report and subsequent reports in the chain, type Y. If the report is not linked to others, or to indicate not to print the other reports in the chain, type N.
Use the Lowstock field to create a low-stock file. If you are not printing the Low-Stock report, press Enter. Go to Saving Inventory Report Changes.

After you print the Low-Stock Report, you can save the information in a low-stock file. You can use it to automatically create purchase orders using the Short-Buy function. To create a low-stock file for use in the purchase order process, specify the file name (LOW-STOCK, for example) in the Lowstock field. You cannot have more than one low-stock file with the same name. If you already have a low-stock file, enter a unique name (LOW-STOCK01, for example).

To not create a low-stock file, tab past the Lowstock field.

Note: To include separate totals for each location on the report, without including a combined total for all locations, you must specify a file name in the Lowstock field.
In the Weeks field, enter the number of weeks in a cycle. Press Tab to skip this field.

Note: This field does not apply to the 13-Month Low-Stock Report. Press Tab to leave it blank.
If you are printing the 13-Month Low-Stock Report, in the Dpt Pricing field, type K.

If you are printing a min/max or cycle low-stock report, tab past the Dpt Pricing field. It does not apply.
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.

To round up the suggested order quantity to the next buy unit, type Y.

To not round up the suggested order quantity, press Enter.
The Up Rec field works with the Up Qty field. It determines which buy unit to use. If you specified N in the Up Qty field, tab past the Up Rec field. This field does not apply.

To use the buy unit listed in the item’s Direct Buy (manufacturer’s) Record when rounding the suggested order quantity, type M.

To use the buy unit listed in the item’s Wholesaler Record, type W.
If you did not specify a low-stock file name in Step 7, go to Saving Inventory Report Changes.

If you specified a low-stock file in the Lowstock field, the Do You Want MinMax/Cycle/Both For File prompt appears. To search for order quantities based on cycle weeks, or to print the 13-Month Low-Stock Report, type C.

To search for order quantities based on Min/Max quantities, type M.

To use the cycle weeks formula for items with history and Min/Max for items without history, type B.
Use the Do You Want To Save All Items In Lowstock prompt to save or delete the information in the low-stock file that you specified in Step 7. However, saving the information depends on: the report you run; your response to the Do You Want MinMax/Cycle/Both For File prompt in Step 12.

To be saved, items must meet the limits on the report you are running. For example, the Low Stock Cycle Wholesaler Report is limited to only items with extended item history. In this case, if you select B in Step 12, the min/max quantities cannot be saved in the file, since the report limits do not include min/max items. However, if you are running a report that you have created in Report Writer and the limits include both mins/maxes and cycle items, both are saved in the file.

To save the information in the low-stock file, type Y.

Note: If you specified a particular location, items without an I-AUX record for that location are not included.

To delete the information, press Enter.

If you specified ØØ in the Loc field (Step 2), and you specified a file name in the Lowstock field (Step 7), the Create Low-Stock Record For Each Needed Location prompt appears. Use it to specify how order totals print on the report.

To print both a separate total for each location and a combined total for all locations, press Enter.

To print only a separate total for each location, type Y. A combined total for all locations does not print.