This report is meant to identify inventory items that were not used on Service Calls, Sales Orders, Purchase Orders, etc. in the last Variable Y number of days specified and only show items with an average cost exceeding Variable X. The report sends automatically monthly and can also be run on-demand via your CEO Juice SSRS Reports.
This report should be run manually each month for all items/warehouses so you can write-off (devalue) those dead items over your fiscal year instead of taking a big hit at the end of the year. This alert/SSRS Report looks for usage from the specified warehouses selected only (the alert runs for all warehouses by default).
Usage is determined as any of the following transaction types: Sales Invoice, Sales Credit/Debit Memo, Service Invoice, Service Credit Memo, Purchase Order Receipt/Return, Sales Fulfillment, Inventory Assembly or Inventory Refurbishment.
ID # | Description | Notes | Required |
---|---|---|---|
ID335 | Stale inventory for OPN / OEM Connect | Same as ID75 but delivered in .csv file format | No |
ID500 | Items in stock at risk of becoming Obsolete due to Model Population/Volume decrease | No | |
ID334 | HouseKeeping CEOJuice Background Tables | Yes | |
ID72 | Technician CarStock All Inventory Report, highlights stale items | No | |
ID249 | Install the dead inventory report for individual warehouse | ID75 has effectively replaced ID249 | No |
ID275 | Stale Inventory Marked for Special Order (In Development) | Identifies Stale Inventory based on Service Call and Sales Order Usage | Yes |
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