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Reference

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Operations → Reporting → Item → Inventory Planning

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Overview

The Inventory Planning Report provides a breakdown of the inventory settings and inventory allocation details for each item sold during the specified reporting period(s).

The spreadsheet contains the following columns"

  • Item ID

  • Description

  • Inventory

  • Allocated to PO

  • Allocated to SC

  • Available to Allocate

  • Pre-order

  • Track Inventory Shipped (for reporting date range)

  • Sales (for reporting date range)

Running the Report

To run the report enter the begin and ending dates then click the "Generate Report" button:

![Inventory Planning Report form.PNG](pathname:///confluence/36933799/Inventory Planning Report form.PNG)

info

***NOT Schedule-able​

This report is NOT schedule-able

Report Pickup

This report should run immediately, prompting you to either open or save the file (it may download to a specified folder automatically depending on how you may have previously responded to the browser prompts in the past.)

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