Reports for: Slow moving inventory (SLOB); Days on hand storage management; OTIF

Business Central/NAV User Forum
1

Dear all

I need to compile on a monthly basis the above-mentioned reports. Basis the inventory valuation report and some sales data, I have been succesful in compiling those.

However, especially for the days on hand (DOH) report, I need to download the inventory report month by month into an html and spend hours formatting it properly into a usable excel-format.

Now my question: Is there any report (I read about the item availability report, however, could not find it in Navision - we are on Nav 3.0 to 5.0) I can generate directly (or more efficiently) out of Navision to fulfill the needs?

OTIF : On time in full delivery (measures whether the needs of the customers have been fulfilled on time and in full (i.e. all order lines delivered)

DOH : Days on hand: Measures basis the average sales data and the current inventory, how long the current inventory can be used to fulfill customer orders

SLOB: Slow moving and obsolete goods: Measures basis the sales activity over the past three to six months and the current inventory, whether an item is slow moving (very little sales in small quantities) or obsolete (no sales at all). This report is also compiled in order to avoid expired items (similar to item ageing report).

Thank you for your support.

2

To Find Slow Moving Items we added a Flowfield to the item table.

Name: “Last Sale Date”
Type: Date
Field Class: Flowfield
CalcFormula: Max(“Item Ledger Entry”.“Posting Date” WHERE (Item No.=FIELD(No.),Entry Type=FILTER(Sale),Quantity=FILTER(<0)))

This puts a date of when the item was last sold.
Then with this info we can filter the “Item List” where “Last Sale Date” < “what ever date you need”.
Then just copy & paste the results into excel for further examination.

3

To Find Slow Moving Items we added a Flowfield to the item table.

Name: “Last Sale Date”

Type: Date

Field Class: Flowfield

CalcFormula: Max(“Item Ledger Entry”.“Posting Date” WHERE (Item No.=FIELD(No.),Entry Type=FILTER(Sale),Quantity=FILTER(<0)))

This puts a date of when the item was last sold.

Then with this info we can filter the “Item List” where “Last Sale Date” < “what ever date you need”.

Then just copy & paste the results into excel for further examination.