Print Inventory Status and Projection Reports (ISRP)

Purpose: Use the Inventory Status & Projection Report (ISRP) for inventory planning and merchandise reordering. This is a buying report that helps you determine instantly whether you need to buy an item, you overbought an item, or you are on target. This is the main forecasting report generated by the system and gathers data from the Item/SKU/Offer table.

This report captures inventory status information based on actual and projected sales information for a single offer or for up to 10 different offers. You can use this information to determine high selling items for an offer, overstocked items, or items to include in a special sale catalog.

Features: The Inventory Status & Projection Report (ISRP):

• provides a projected demand by item and all combinations of items/SKUs (the projected demand calculated only if there is demand for the item/SKU)

• displays the percentage complete for each item/SKU, based on the default completion curve

• lists actual returned, cancelled and soldout item counts

• provides the average expected and actual return percentages

• prints the net projected amount for the remainder of the catalog

• suggests items to include in a special sale catalog

• calculates the suggested quantity for reordering

This report is used typically for apparel, to project trend-based (not history-based) buying habits.

Depending on your selections when you generate the report, the system might also generate the Summary Page Report (ISRP).

Note: The system allows only one user to access Inventory and Status Projection Reports at a time and will process only one report at a time.

Select Offers Screen

Purpose: Use this screen to identify whether to run the report for a single offer or for up to 10 offers.

How to display this screen: Enter ISRP in the Fast path field at the top of any menu or select Inventory Status and Projection Reports from a menu.

If you select Single Offer Version, you advance to the Select Offer pop-up window. Enter the offer for which you would like to run the report and select OK to advance to the Select Class/Sold Out/Curve Overrides Screen.

If you select Ten Offer Version, you advance to Select Offers for IS Report Screen Add Mode. You can enter up to 10 offers to include on the report.

Select Offers for IS Report Screen Add Mode

Purpose: Use this screen to enter up to 10 offers for which to run the Inventory Status & Projection Report (ISRP).

How to display this screen: Select Ten Offer Version at the Select Offers Screen.

Select OK after you enter the offers for which you want to run the report. You advance to the Select Offers for IS Report Screen Change Mode.

Select Offers for IS Report Screen Change Mode

Purpose: Use this screen to review, add or delete offers that the system will use to generate the Inventory Status & Projection Report (ISRP).

How to display this screen: Enter up to ten offers at the Select Offers for IS Report Screen Add Mode and select OK.

Screen Option	Procedure
Delete an offer	Select Delete for the offer to delete it.
Add an offer	Select Add More to return to the Select Offers for IS Report Screen Add Mode to add an offer.
Advance to the next screen	Select Exit to advance to the Select Class/Sold Out/Curve Overrides Screen

Select Class/Sold Out/Curve Overrides Screen

Purpose: Use this screen to enter the item class for which you want to run the Inventory Status & Projection Report (ISRP). You can also indicate whether to include lost sales in the sold out calculation, whether to override the completion curve percentage, and whether to use the projected units from the item/offer or the SKU/offer if there is no actual demand yet for an item/SKU.

How to display this screen: Select Exit at the Select Offers for IS Report Screen Change Mode or select OK at the Select Offer pop-up window at the Select Offers Screen.

Item class: If you run this report for a single item class, only items assigned to the item class will be included on the report. See Working with Item Classes (WICL).

Include lost sales? If you select the Include Lost Sales in Sold Out field, the system includes lost sales, or the quantity of an item or SKU that customers would have ordered if available, in the sold out calculation. You enter lost sales through the Display Item Availability Screen in Order Entry. See Working with Soldout Controls (WSLD) for more information on soldout calculations.

Note: Lost sales are posted to the default Current Offer (A33) defined in the System Control table; as a result, the lost sales will be included in the total number of soldouts only if you are including this offer when you generate the report.

Override curve complete? If you select the Override curve comp % field, you advance to the Select Curve Completion Override Screen Add Mode.

If you unselect the Override curve comp % field and select OK, you advance to the Select Items to Include Screen.

Use projected units? Selecting this field indicates whether to use the projected units specified for the SKU/offer or item/offer as the Projected units on the report if it is too early in the offer to project demand accurately. The system considers the setting of this field only when the % complete based on the curve is zero, or there is no demand for the item/SKU (the Actual units ordered = 0). Otherwise, the standard calculation of Projected units is (Actual units ordered * 100) / % complete from curve. See the Periods to Use Projected Units (H91) system control value for examples and an overview.

If this field is unselected, the system always uses the standard calculation to determine the Projected units.

Select Curve Completion Override Screen Add Mode

Purpose: Use this screen to enter the curve type(s) and the override complete percentage.

How to display this screen: Select the Override curve comp % field at the Select Class/Sold Out/Curve Overrides Screen.

The curve type is a user-defined code that is used to group projection curves that are defined in and validated against the Curve table; see Working with Projection Curves (WCRV).

The override percent complete is the percentage you need to adjust the percent complete for the curve, for example, if your sales are 5% ahead of schedule.

Example: If curve type 1 was 75% complete and you enter 5% as the override percent complete, the new percentage complete for this curve is 78.75%. The system uses this percentage complete for items or offers that have a curve type 1. This percentage is used, regardless of the percentage complete calculated by the system.

Select OK to advance to the Select Curve Completion Override Screen Change Mode.

Select Curve Completion Override Screen Change Mode

Purpose: Use this screen to review the curve types and the override complete percentages you entered, or to change the override percentage value.

How to display this screen: Select OK at the Select Curve Completion Override Screen Add Mode.

Screen Option	Procedure
Add override curve completion values	Select Add More to return to the Select Curve Completion Override Screen Add Mode. Note: If you select Add More then decide not to add any values, select Exit to advance to the Select Items to Include Screen.
Advance to the next screen	Select Exit to advance to the Select Items to Include Screen.

Select Items to Include Screen

Purpose: Use this screen to include items belonging to the product groups and vendors selected based upon the suggested quantity to buy, in the Inventory Status & Projection Report (ISRP).

How to display this screen: Select OK at the Select Class/Sold Out/Curve Overrides Screen or select Exit at the Select Curve Completion Override Screen Change Mode.

• Suggested Quantity Greater than Zero: only items belonging to the product groups specified that are purchased from the vendors specified and that have a suggested quantity to purchase that is greater than zero will be included on the report.

• Suggested Quantity Less than Zero: only items belonging to the product groups specified that are purchased from the vendors specified and that have a suggested quantity to purchase that is less than zero will be included on the report.

• Critical Items Only: only items which have an indication in the “Critical Purchase” column of the Inventory Status and Projection Report are included on the report.

• All items: all items belonging to the product groups specified that are purchased from the vendors specified will be included on the report.

Select Report Sort Screen

Purpose: Use this screen to identify how you want to sort the Inventory Status & Projection Report (ISRP).

How to display this screen: Select OK at the Select Items to Include Screen.

Enter the option for how you want to sort the report and select OK. The system submits the job IS_REPORT. See the Inventory Status & Projection Report (ISRP) for more information on the generated report.