PowerSchool ERP Purchasing

Usage Reports

Use this option to obtain a history of filled stock items, including back orders. Three report options are provided for analyzing your inventory requirements:

Current Year Usage Report compares monthly usage for all shipping locations in the current year with monthly usage from prior years.

Previous Years Usage Report is identical to the Current Year Usage report except it omits the current year and allows you to select shipping locations.

Annual Usage Per Item Report provides usage totals for individual stock items issued in the current year with those from the previous three years.
The reports include prior-year data from the Inventory Usage table. Current-year data comes from the Inventory Transactions table. The Inventory Usage table is updated based on Warehouse Inventory's Year End Procedures option.

Menu Path:  Warehouse Inventory > Reports > Warehouse Reports > Usage Reports

Generating usage reports

  1. Select Warehouse Inventory > Reports > Warehouse Reports > Unfilled Requests to display the Unfilled Request Report page.

  2. In the Report Type section, select one of the following:

    Option

    Report

    Default File Name

    Current

    Current Year Usage Report

    usage.rpt

    Previous

    Previous Years Usage Report

    previous.rpt

    Annual

    Annual Usage Per Item Report

    annual.rpt

  3. Click OK.

  4. In the Report Criteria section, enter criteria identifying the records to include, and then click OK. To run an advanced search, use the Advanced button.

  5. In the Print window, specify how to generate the report, and then click OK.

Fields

Field

Description

Warehouse

Code for the warehouse location associated with the transactions you want to include in the report. You can select a specific warehouse from the drop-down list or reference multiple locations by inserting the pipe symbol between their codes, for example, 100|200|300. Leave the field blank to select records from all warehouses.

Stock Number

Codes for the stock items associated with the transactions you want to include in the report. If you use a consistent numbering system for your stock items, it becomes easier to select records using standard selection criteria symbols.

For example, if the digits 234 at the beginning of codes reference the different types of copy paper you use, enter 234* to select all related items.

Ship To

Code identifying the location for delivering the line item, as defined in Purchasing’s Shipping Table. This field only displays for the Report Type section's Previous option.

To select multiple locations, insert the pipe symbol between codes, for example, 150|210|250. To reference all shipping locations, leave the field blank.

Discontinued

Setting indicating whether items are active or discontinued, as determined by the Discontinued checkbox in the Inventory Catalog.

Select:

Y-Discontinued Items

To include stock items marked as discontinued. This excludes all active items.

N-Active Items

To include stock items that are not marked as discontinued. This excludes all discontinued items.

Blank

To include all stock items, both active and discontinued, without considering the Discontinued setting.