Identify Overstock

As a Inventory Manager or Purchasing Planner
I want to define rules that identify items whose inventory is a multiple of their normal replenishment quantity — for example, items with more than three times the reorder quantity in stock
So that I can systematically find items that are overstocked relative to their normal demand pattern

Setup:

1. Open Identify Overstock and click Identify Overstock Templates to manage templates.
2. Create a new template with a unique Overstock Template code and Description.
3. In the Filters on multiple of Quantities section, add rules via the subform. Each rule can specify a multiple condition against quantities such as Safety Stock, Reorder Point, Reorder Quantity, or other item parameters.
4. Set Both Criteria to require that an item must meet both the quantity rules and the value rules (if any) to appear in the results. When disabled, an item meeting either criterion is included.
5. Save the template and return to the Identify Overstock page to select and run it.

As a Inventory Manager
I want to filter the overstock list to focus on items where the value or quantity exceeds specific thresholds — and optionally include items with locked Assign Quantity assignments
So that I can prioritise the highest-impact overstock situations rather than reviewing every item with any excess

Setup:

1. On the Overstock Template, in the Filters on Values section:
   • Set Show if Highest Value Higher to a minimum inventory value — only items whose highest projected inventory value exceeds this amount are shown.
   • Set Show if Value Higher to filter on current inventory value.
   • Set Show if Average Value Higher to filter on the average inventory value over the period.
   • Set Show if Highest Qty Higher to filter on the highest projected inventory quantity.
   • Set Show if Qty Higher to filter on current inventory quantity.
   • Enable Show if Locked Lines to include items that have locked assignments in the Assign Quantity app.
2. Run the calculation. Only items meeting the configured thresholds appear in the result list.

As a Inventory Manager
I want to specifically identify items with an expiration date where the inventory may not be sold before it expires
So that I can take action — discounting, redistribution, or disposal — before inventory becomes worthless

Setup:

1. On the Overstock Template, in the Item with Expiration date section:
   • Enable Show Expire Item to include items with expiration date tracking in the results.
   • Set Remaining Shelf Life as a percentage — for example, 25% means items where less than 25% of the total shelf life remains are flagged.
   • Enable Respect Rules per Expire Items if the standard quantity/value rules should also apply to expire items (when disabled, all expire items meeting the shelf life threshold are shown regardless of quantity or value rules).
2. Run the calculation. Items with expiring lots that meet the criteria appear in the result list alongside other overstocked items.

As a Purchasing Planner
I want to review the list of overstocked items and quickly navigate to the underlying purchase orders or use the Graphical Inventory Profile to understand the inventory pattern before deciding what to do
So that I can take targeted action on the most relevant items rather than reviewing each item card separately

Setup:

1. After running the overstock calculation, review the Items with overstock subform. Each row shows:
   • Item No., Location Code, Variant Code, Description
   • Highest Inventory, Highest Inventory After Forecast, Highest Inventory After Planning
   • Highest Inventory Value, End Inventory Value, Average Inventory Level, Average Inventory Value
   • Inventory, Qty. on Purchase Order, Qty. on Sales Order, End Inventory
   • Safety Stock, Reorder Point, Reorder Quantity, Replenishment System, Vendor No., Lead Time Calculation
2. For items with open purchase orders contributing to the overstock, navigate to the purchase order from BC and reduce or cancel lines as appropriate.
3. Click the item and use Graphical Inventory Profile (if installed) to see the projected inventory curve and understand whether the overstock is a temporary peak or a persistent problem.

As a Inventory Manager
I want to include a demand forecast when calculating overstock — so that future planned demand reduces the projected inventory peak before an item is flagged as overstocked
So that items that appear overstocked today but have confirmed future demand are not incorrectly flagged, and I avoid unnecessary cancellations

Setup:

1. On the Identify Overstock page, click Identify items with overstock to open the calculation report.
2. Enable Include forecast on the request page.
3. The Production Forecast field is filled in automatically from the current demand forecast in Inventory Setup. Override it if you want to use a different forecast.
4. Optionally set Ignore Forecast before to exclude forecast entries before a specific date — for example, to ignore very near-term forecast entries that are unlikely to materialise before the overstock becomes a problem.
5. Run the calculation. The Highest Inv. After Forecast column in the result list shows the highest projected inventory level when forecast demand is subtracted from supply. Items where this figure is lower than the standard threshold may not appear as overstock.

As a Inventory Manager
I want to include requisition lines from the Planning Worksheet as planned supply when calculating overstock — so that items with pending supply orders that are not yet firmed are evaluated more accurately
So that I can see the full projected inventory picture including supply that is planned but not yet converted to purchase or production orders

Setup:

1. On the Identify Overstock calculation report, enable Include Planning Lines.
2. Optionally set Planning Worksheet Template Name and Planning Journal Batch Name to restrict which planning lines are included — leave blank to include all batches.
3. Run the calculation. The Highest Inv. After Planning column in the result list shows the highest projected inventory level when planning line quantities are added to the supply side. Items where the overstock is caused solely by open planning lines — and those lines may still be cancelled — can be identified by comparing this column against the standard Highest Inventory column.

As a Inventory Manager or Planning Administrator
I want to control exactly what time horizon the overstock calculation covers, and whether lead time or historical data is factored in
So that the overstock analysis is meaningful for our planning cycle rather than showing a snapshot that is too short or too long

Setup:

1. On the Identify Overstock calculation report, set From date and To date to define the analysis window. The calculation projects inventory movements from the start date through the end date and identifies the highest level reached during that period.
2. Set Calculation Type to control the horizon mode:
   • End Date: uses the fixed From/To dates.
   • Lead Time: uses the item's lead time to determine the relevant horizon per item. Set Lead Time Factor (e.g. 1.2 for a 20% buffer) and Lead Time Buffer (days) to extend the horizon beyond the raw lead time.
3. Enable Include History to include historical item ledger entry movements in the calculation — useful for seeing whether current overstock is a recurring pattern rather than a one-time accumulation.
4. The From date and To date settings are saved to the Item Availability Setup for the Overstock feature and are pre-filled on subsequent runs.