Generating the Service Order Planned Material Requirement Report

Use the Service Order Planned Material Requirement Report to preview and print an output related to planned material transactions.

The report shows all materials needed by planned material transactions within the input ranges. For these materials, it shows all of the warehouses containing them as well as the available quantities of each. If a planned material transaction is cross-referenced to a purchase order, transfer order, job, project, or RMA, the report also shows the quantity available through the cross-reference.

1. Open the Service Order Planned Material Requirement Report form.
2. Specify the information to include in the report:
   • Range of service request orders
   • Range of SRO lines
   • Range of SRO operations
   • Range of customers
   • Range of product codes
   • Range of SRO line due dates

3. Specify these options:

   Include Posted Planned

   Select this field to include planned transactions that are posted to SROs in the report. Clear this field to include only unposted planned transactions.

   Include SRO Demand Only

   Select this field to include in the report only service orders where the Include Demand flag is selected on the Service Orders form. If this field is cleared, SROs are included regardless of the setting.

   Show Shortages Only

   Select this field to include only SROs that have planned material transactions without enough quantity on hand to fulfill them.

   Sort By

   Specify whether to sort the output based on Item or SRO.

4. Click Preview to view the report output.
5. Click Print to generate the output and print the report.

Related Topics

Using SROs to Track Service Requests, Transactions, and Billing