Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Periodically stock that is typically placed in/on a Conveyance (e.g. an identified pallet, container, box etc) may instead be received, moved or adjusted as "loose" stock (i.e. NOT in/on a Conveyance) to a specific location.

This report displays a list of any stock in inventory that has been defined to use a default Conveyance but currently resides as "loose" within inventory. By determining which stock is "loose" then warehouse staff may then perform analysis to determine why the stock is loose and potentially move the stock back or to a Conveyance. By doing so this may also ensure that billing is determined appropriately (e.g. for actual rather than a calculated number of Conveyances).

Note: For related documentation and workflows, see OR - Order Analysis and Adjustments.

Usage

The user may choose to print this report for:

• All Clients and Products
• A Specific Client and all Products
• A specific Client and a specific Product.

The report will display the following information:

• Client
• Product
• Lot
• Quantity
• Location
• On-Hand Quantity
• Holds.

Preconditions

Prior to printing this report Conveyance Objects must be defined and attached to Clients/Products in the following jobs:

CR.11 [Conveyances] - Option # 1 - Conveyance Object Definition

CR.11 [Conveyances] - Option # 2 - Assign Product Using Conveyance

Subsequent Actions

After printing this report warehouse staff may wish to determine why loose stock exists and move some/all of the stock back or to Conveyances.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.