Min/Max Analysis

This report provides the information necessary to set stock levels in part master records based upon the last 12 months of demand.

NOTE: This report will not run properly or set stock levels in the parts master record unless the Class table is populated and the Class field within each part master record is not null.

1. From the Reports window, expand Inventory Analysis, expand Inventory Management, and select Min / Max Analysis - Last 12 Months
   
   
2. The Min/Max Analysis - Last 12 Months report window will appear.
   
   
3. A subtitle may be added in the User Sub Title field
4. Primary sorting may be adjusted by selecting a value in the drop down field. The report will be presented in ascending order by default, but may be presented in descending order by selecting the flag to the left of Descending Order.
5. Filters
1. Inventory Update
1. Update Inventory Min/Max/Opt Qty flag - if checked, the results of the analysis will be pushed to the Min/Max/Opt fields within the parts master when the report is run.
   
   
2. Detailed flag - if checked, the results of the analysis will be pushed to the Min/Max/Opt field identified by warehouse when the report is run.
   
   
   
   
2. Part Number - Select a range of values to limit the report to only those records within the specified range; if no range is selected, report will include all records
3. Part Number Indicators - Select values to limit the report to only those records containing all marked values; if no values are selected, report will include all records.
   
   
   
   These flags are contained on either the Stock or General tabs of the part master record.
4. Category - Add a list of values to limit the report to only those records which have one of the values associated with the record; if no values are selected, report will include all records.
5. Mfg - Add a list of values to limit the report to only those records which have one of the values associated with the record;  if no values are selected, report will include all records.
6. Class - Select values to limit the report to only those records containing one of the marked values; if no values are selected, report will include all records.
7. P/N Type - Select values to limit the report to only those records containing one of the marked values; if no values are selected, report will include all records.
8. Asset Type - Select values to limit the report to only those records containing one of the marked values; if no values are selected, report will include all records.
9. Alt1 - Select a range of values to limit the report to only those records within the specified range; if no range is selected, report will include all records
10. Alt2 - Select a range of values to limit the report to only those records within the specified range; if no range is selected, report will include all records
11. Warehouse - Add a list of values to limit the report to only those records which have one of the values associated with the record; if no values are selected, report will include all records.

Output/Logic

1. Part Number - displays part number
2. Description - displays description from part master record
3. Manufacturer - displays manufacturer from part master record
4. Class - displays the class from the part master record
5. Past Demand: Last Year's - Total sold/used in the last 12 months.
6. Past Demand: UM - Displays the stock unit of measure from the part master record.
7. Past Demand: Monthly Average - Displays calculated value [Past Demand: Last Year's / 12]
8. Required Demand (Months): Min - Displays the Min (months) value from the Class table associated with the Class from the part master record.
9. Required Demand (Months): Max - Displays the Max (months) value from the Class table associated with the Class from the part master record.
10. Required Demand (Months): Opt - Displays the Opt (months) value from the Class table associated with the Class from the part master record.
11. Qty Required: Min - Displays calculated value [Past Demand: Monthly Average * Required Demand (Months): Min]
    
    NOTE: This is the value that will be pushed to the Min stock level on the part master if the Update Inventory Min/Max/Opt Qty flag was selected prior to running the report.
12. Qty Required: Max - Displays calculated value [Past Demand: Monthly Average * Required Demand (Months): Max]
    
    NOTE: This is the value that will be pushed to the Max stock level on the part master if the Update Inventory Min/Max/Opt Qty flag was selected prior to running the report.
13. Qty Required: Opt - Displays calculated value [Past Demand: Monthly Average * Required Demand (Months): Opt]
    
    NOTE: This is the value that will be pushed to the Opt stock level on the part master if the Update Inventory Min/Max/Opt Qty flag was selected prior to running the report.