Using the Future Ledger

Use the Future Ledger to view the inventory forecasts for a product within a selected branch.

The ledger lists all the branch's transactions affecting the product's availability and calculates inventory projections based on the ship dates and status of existing orders. It forecasts open and future purchase orders by considering normal order cycle and lead time for the product line, as well as the last time a line buy was made.

Use the ledger's inventory forecasts to decide how to commit inventory. From the ledger, you can drill down into orders to change order status, procure inventory for the order, or make stock available for another order.

For example:

If you need product to fill an immediate order, you can take the product from other future orders that you viewed in the ledger.

To use the Future Ledger:

Position your cursor on the product for which to view inventory status and use the Future Ledger hot key from one of the following to display the Future Ledger screen:

A product screen.
An inquiry menu.

The system populates the Product Description and Branch # fields with the information displayed on the screen from which the Future Ledger was accessed.

Review the following product availability information for the product at the selected branch:

Field	Description
On Hand	Total amount on hand both in stock and tagged to orders.
Commtd	Total amount committed to sales or transfer orders both in stock and tagged to orders.
In P/O	Total amount being purchased both in stock and tagged to orders.
In Xfer	Total amount being transferred from other branches both in stock and tagged to orders.
In Work	Total amount scheduled for work order processing both in stock and tagged to orders.

Review additional stock commitments for the product at the selected branch:

Field	Description
Inpr	Total amount being picked or received
NCmt	Total amount committed on transactions in a multi-branch network if the displayed branch is a parent-branch.
Revw	Total amount that has been or is going to be returned as defective or over-shipments, that has been separated for review, and that is included in a direct shipment.
Bid	Total amount included on bids.

Review the ledger listing:

Column	Displays
Order #	Transactions on which the product exists. Use the Up Arrow, Down Arrow or Enter key to select a transaction to examine. Use the View Ord hot key to view the transaction.
S	Transaction's order status.
Date	Date of the transaction.
Type	Product location quantity type code for the product on the transaction.
In	Amount of the item coming into the branch on the transaction.
Out	Amount of the item leaving the branch on the transaction.
Avail	Amount available for the product once the transaction occurs. Use the Chng View hot key to toggle between this column and the Customer P/O column.
Customer P/O	Customer P/O number assigned to the transaction. Use the Chng View hot key to toggle between this column and the Avail column.
Customer/Vendor	Customer or vendor associated with the transaction.

Press Esc to exit the screen.

More Options from the Future Ledger Screen

The Future Ledger screen also offers these options:

Hot key	Function
Show Only	Displays the Sales Types list. Use this list to select the type of transactions to review. Within each transaction type, you can select a stock type subgroup to review. For example: Selecting Sales enables you to limit your view further to Directs or Over Shipments.
Loc	Displays the Product Location Maintenance screen. Use this screen to view the product's stocking locations.
Chng Br	Repositions the cursor in the Branch # field so you can select another branch for inquiry.
Inv Inq	Displays the Inventory Inquiry screen. Use this screen to review product availability and other inventory information.
Hist Ldgr	Displays the Inventory History Ledger screen. Use this screen to view the transaction history for the product.
Log	Displays the Product Activity Log Viewing screen for the product. Use this screen to view product activity.