Inventory Surplus Report
Purpose
This report displays items and their information having surplus of inventory in stock. Use this report to:
- Visualize surplus costs by storeroom using the pie chart.
- Compare storerooms.
- View how many distinct items have a surplus.
Provides
- A pie chart that displays the dollar value of the surplus item by storeroom.
- Details for each item with a surplus, including: item number; description; status; location; true cost; quantity in stock; high level; surplus quantity; surplus cost; last issued; and last ordered.
- Information grouped by storeroom.
- Storeroom totals which include surplus quantity and cost.
When to Run
As needed.
Running the Report
Steps to view a report
- Click the Reports tab.
The Standard window opens.
-
In the Inventory section, click Inventory Surplus.
- In the new window, select or enter the appropriate parameters.
Required parameters are indicated by an *.
- Click on the View Report button.
- Page through the document using the controls in the upper left.
- Search by a keyword using the Find/Next box at the top of the screen.
- To update the information on the page, click the Refresh button at the top right of the screen.
Printing the Report
Steps to print a report
Exporting the Report
Steps to export a report to another program
- Click the Export button.
- Select the appropriate format.
This will generate a File dialogue box specific to your computer.
Related Topics
Top of Page
to schedule the report. For more information, refer to Scheduled Reports > Creating Scheduled Report.
to print the report in a PDF format. 
to print the report.