SM Material Requirements Projection

You can use the SM Material Requirements Projection report by selecting Service Management > Reports > SM Material Requirements Projection.

Special usage note: One of the last 5 group parameters must be "Material" for this report to work!

Calculated columns:

  • Available: OnHand - Allocated (from IN)
  • On Order: OnOrder (from IN)
  • Qty Needed: Accumulated Qty from Work Order and agreement Required Materials, less any materials used on same Work Orders
  • Used: Qty of Materials and Purchase Orders from Work Order Work Completed
  • Surplus/(Shortage): Available + On Order - Qty Needed
  • Cost Total: Accumulated Cost Total from Work Order Required Materials

The UM, Cost Rate, Cost ECM, Available, On Order, and Surplus/(Shortage) fields are only displayed at the Material group total.

Group 1-5: Use the lookup function to choose up to 5 group levels for this report. One of the group levels needs to be Material in order for the report to display properly.

Report Parameters

Description

Company

Accept the default, or press F4 to select a company.

Beginning Date

Enter beginning date or leave blank for all.

Ending Date

Enter ending date or leave blank for all.

Service Center

Select the Field Lookup button or press F4 to select the service center.

Division

Click the Field Lookup button or press F4 to select the division.

Call Type

Click the Field Lookup button or press F4 to select the call type.

Material Category

Click the Field Lookup button or press F4 to select the material category.

Material

Click the Field Lookup button or press F4 to select the material.

Beginning Agreement

Select the Field Lookup button or press F4 to select the beginning agreement.

Ending Agreement

Select the Field Lookup button or press F4 to select the ending agreement.

Beginning Inventory Company

Click the Field Lookup button or press F4 to select the beginning inventory company.

Ending Inventory Company

Click the Field Lookup button or press F4 to select the ending inventory company.

Beginning Inventory Location

Click the Field Lookup button or press F4 to select the beginning inventory location.

Ending Inventory Location

Click the Field Lookup button or press F4 to select the ending inventory location.

Group 1

Click the Field Lookup button or press F4 to select option 1 for grouping data.

Group 2

Click the Field Lookup button or press F4 to select option 2 for grouping data.

Group 3

Click the Field Lookup button or press F4 to select option 3 for grouping data.

Group 4

Click the Field Lookup button or press F4 to select option 4 for grouping data.

Group 5

Click the Field Lookup button or press F4 to select option 5 for grouping data.