Product Availability Report

Reports Menu -> Automatic Reporting -> Function RSRQ25 -> runs Product Availability Report

This report sorts by product Group and provides information by location of the quantity "On Hand", "On Rent", "Other", and "Available" as of the current or a future date based on the Requirements records.

The On Hand value is calculated from the inventory location file (RSIL), whereas the other columns are calculated from the requirements file (RSRQ).
There are various configuration parameters for requirements that could cause the values to not add up, so looking at the Product Availability/Bookings Inquiry and the 'Product Quantity On Hand' window in Rental Inventory or Sales Inventory will explain the reflected values.

Also because the requirement records are date sensitive, the counts "On Rent" and "Other" (on Reservation, Transfers, Sales Orders, etc) for products, may not match the count for the same products in the drill down Locations window on the "On Hand" field in Rental Inventory and Sales Inventory, as this window includes any future dated Contracts, Reservations, etc. as well.

Note: Records will be generated to reflect any product in the selection range that has a quantity on hand or has a quantity committed as listed in the Inventory Locations Quantity window that affects requirements.
If a product has no quantity on hand and no quantity on a document that affects requirements, then that product will not be reflected on the report.

Filters can be used to report on a range of locations, for products in a Group selection, or products using Reporting Sets. All products, or just Rental equipment, or just Sales parts, or only products flagged as inventory, can be included.
Product detail is optional.

• The summary output includes one line per Group for each location, with the quantity values for On Hand, On Rent, On Other and Available.
  Totals per Group and for the entire report are included on the report output.
• The product detail sorts by Group and includes one line for each product for each location, with the quantity values for On Hand, On Rent, On Other and Available.
  A total is generated for any Bulk products with quantities at multiple Locations, and totals per Group, and for the entire report are included on the report output.

This information can also be run automatically with the spreadsheet output emailed to staff by setting up RSRQ25 with the relevant filters and email addresses in the Automatic Reporting.

The prompts and filters include:

FROM LOCATION

Leave this field blank to include all locations, or to narrow the range enter a starting location for the report or select one from the drop-down box.

TO LOCATION

Leave this field blank to include all locations, or enter an ending location for the reporting range or select one from the drop-down box.

Note: This report does not respect Divisional Restricted Views.

FROM GROUP

Leave this field blank to include products from all Groups, or enter a starting Group for the reporting range, or select one from the Group Search window.

TO GROUP

Leave this field blank to include products from all Groups, or enter an ending Group, or select one from the window.

Note: The Group selection is for the products in the Group, as the report does NOT include Group Bookings.

PRODUCT TYPE

Select one of the following product options:

• Select Rentals to include rental equipment only in the report.
• Select Sales to include only sales parts in the report.
• Select Both to include rental equipment and sales parts in the report.

INVENTORY ITEMS ONLY

Check this box this box to only include products that are flagged as Inventory in Rental Inventory or Sales Inventory.
Uncheck this box this box to include all products, including products that are flagged as NOT being Inventory.

AS OF DATE

Accept today's date or enter a preferred future date for the availability report.

Note: This report cannot be back-dated as the requirement transactions may no longer be accurate as of a prior date for closed transactions.

PRINT PRODUCT DETAIL

Uncheck this box if quantity details are required at the Group level only.
Check this box to generate a quantity record for each product in each of the selected Groups.

REPORTING SET, "ALL" OR "SEL"

Leave this field blank to skip the Set selection filter and to include all eligible products.

To utilize the Set selection option choose one of the following:

• Type ALL to include all Sets as setup in Reporting Sets in the report.
• Enter a single specific Set code for the report, or select one from the Reporting Set Search window.
• Type SEL to select a range of Sets or to select Sets by Owner to include in the report, as outlined in Select Reporting Sets.

Note: If ALL is entered for the Report Set filter then only products assigned to a Reporting Set will be included in the report.

CONSOLIDATE LOCATIONS

Uncheck this box to print the total quantity for each product or Group on one line representing ALL locations.
Check this box to generate a quantity record for each product or Group for each location.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.

Click the ACCEPT button to begin printing the report, or CANCEL to abort.