Slow Moving/Obsolete Inventory

Epicor ERP 10
1

We went live in January. I am trying to determine parts for our annual obsolete inventory. In our old system we had a report that showed usage for the past 2 years, 1 year, quarter and month - even if that usage was 0. That allowed me to narrow down the field to 0 usage parts and consider from there.

I tried setting up the Slow Moving Inventory report in Epicor, but that only shows parts WITH transactions. If there are no transactions the part doesnt show up on the report at all. We have a lot of stock parts and I dont have them all memorized. Obsolete inventory report only works for lot tracked items - we dont lot track. Any ideas on what report to use or how to set one up? Thank you!

2

Got this request a lot to make a custom report back in my previous job. However epicor does offer the follow out of the box reports.

Slow Moving Stock: Material Management > Inventory Management > Reports > Slow Moving Stock
Obsolete Stock: Material Management > Inventory Mangment > Reports > Obsolete Stock

If you go about making your own, it would involved making a BAQ that looks at the last transaction for your specific part (Subquery). Whether you want that to be receiving into inventory (RcvDtl) or a specific transaction (PartTran). Depends on how you consider something to be slow/obsolete.

3

Thanks. Unfortunately, neither of those out of box reports work for us, because Slow Moving Stock only shows transactions (if a part has no transactions - it doesnt show up on the report) and obsolete stock is for lot tracked items only and we dont lot track. We need a report that shows a part that has had no transactions against it during specific time periods.

4

Sounds like you need something custom then. This isn’t uncommon from my experience

5

Hello, you could make a BAQ and do a calculated field on the PartTran table for a for a count of transactions. Something like this:

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The only thing is you might have to do a date parameter for SysDate unless you wanted to bring them in as columns.

6

When i did my BAQ’s i would use the MAX(PartTran.TranDate). The count of transactions on a part is irrelevant if the latest transaction occurred in 2004.

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7

Thank you both for your help! I think your custom suggestions should work for us.

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8

If you have old transactional data from your previous system you can put that into a UD table and Union it to PartTran.

We did this with both are part transactions, PO data, and SO data in order to create pivoted reports that show usage over the last couple of years despite us only being 1 year live.

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9

I managed to scrape together a dashboard that calcs the last stock related transaction, last job, purchased (12mths) and issued (12mths) to give a bit more background to each part on hand. We also link the customer on our build to order jobs, so we can then use it as a MOQ or slow moving by customer and finished goods part.

10

Hi,

We seem to be having an issue, we don’t use Lot Tracking either. What other options are available would you be able to advise?

Thanks
Ilknur