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Stock Analysis

Stock Analysis is a collection of inter-related screens that gives one the ability to analyze Stock across time and drill through to various detail level to reveal the source of the data.

From the main menu, navigate to Inventory > Stock Analysis.

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The various types of stock and what transactions cause it to change are discussed in Stock Overview.

Stock Analysis Screen navigation​

The Main (initial) screen displays the summary data for a chosen Stock Type.

From the Main screen one can drill into the Detail screen. This screen shows the stock details for the specific row/item currently selected on the main screen. It has 4 pages showing different data. Any and all stock detail data can be viewed from this screen regardless of the Stock Types selected on the main screen.

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One would generally choose the Detail Page that correlates with the chosen Stock Type.

Most comprehensive Detail page is the Consolidated with Provisional Supply.

A further drill through from the Detail page on a specific cell will show a List of Source transactions summing up to the value in the selected cell.

Finally, one can drill through from the Source list to the corresponding Transaction.

Search Parameters​

A Standard Search Panel allows one to choose the department you are analyzing. The Item search is standard and a specific item can be queried although generally one would double click the Item Type in the panel on the right.

Date Range and Type​

The date columns run across the top of the grid. This is limited to a maximum of 31 periods. Clicking the drop-down button on the Date Type control lists the available Date Types. If one wants to see the data per month then the corresponding date range could span 2 and a half years. (12 months x 2.5 = 30).

Stock Type​

The Stock Type is the flavour of data you want to analyze. For the full list of stock types and how best to interpret the data, check out the various stock types listed below

Stock Analysis Main Screen​

Once the search criteria have been set, click the Search button to populate the grid.

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  • The headings in the Quantity columns show the Starting and Ending dates for each period which are derived from the chosen date type and range.
  • The period columns are shaded according to the legend shown in the top right corner.

In order to drill through to the detail screen, select a row and then click the Open button.

Stock Analysis Detail Screen​

The detail screen has 5 pages/tabs.

  • Actual
  • Projected
  • Consolidated
  • Consolidated with Provisional Supply
  • Summary

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If you click on a quantity period column the corresponding cost column will be highlighed. Equally if you click on a cost column the corresponding quantity column will be highlighed.

Select a cell and click Open to display the source list screen.

Stock Analysis Source List Screen​

The Stock Quantity column and Stock Cost column total to the value in the previous Source list screen.

A final drill through, by selecting a row and clicking Open displays the Transaction.

Stock Analysis Transaction Screen​

As a transaction typically has many line items, the particular item you are querying will be shaded in orange.

Stock Types​

The various stock types can be analysed across time.

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