Count Variance Report Options

When generating Count Variance Reports, you can select the following options to apply:

Sorting method to use in organizing the products included.
Level of detail to include.
Product location quantity types to include.
Whether post date orders have been picked and the level of post dated order detail to include.
Minimum variance parameters to use in selecting products to include.

Report Sort By Method

Select one of the following sort by methods to use in organizing the products included in the report.

Sort By Method	Description
Ascending Control Number	Organizes the products by control numbers from lowest to highest.
Descending Count	Organizes the products by extended count quantities from highest to lowest. To sort products with no counts to the bottom of the report, select this sorting method and set the Null = 0 option to Yes.
Descending Count Dollars	Organizes the products by dollar value of the extended count quantities from highest to lowest.
Product By Location	Organizes the products by description and then by location. Note: This option groups products in multiple locations together on the report.
Descending Count Difference	Organizes the products by the difference between the system's on-hand quantity and the actual counted quantity from highest to lowest. Note: This difference is useful for double-checking count entries.
Descending Count Dollar Difference	Organizes the products by the difference of the dollar value between the system's on-hand quantity and the actual counted quantity from highest to lowest. Note: This difference is useful for double-checking count entries.

Report Level of Detail

Select the level of detail to include in the report.

Option	Description
Summary	Includes only summary information for each selected price line. If you select to sort the report by control numbers, then one of the following summaries is included: If the control numbers were originally generated by price line, then a summary of the price lines within the range of the selected control numbers displays. If the control numbers were originally generated by location, then a bottom-line summary of the selected price lines displays.
Detail	Includes full detail of every selected product in the selected price lines. Note: Eclipse Support requires that you select this level of detail when you run a full Count Variance Report before updating your on-hand quantities.
Location Variance Only	Includes only those products with a variance greater than the selected minimum variance for each product location. Use this option with cycle counts. For example: You run the report looking for products with a variance greater than the selected minimum variance of 5%. Product A in Location 1 has an expected on-hand of 500, but only 440 are counted. This count produces a variance of -12%. Product A at Location 1 does not display on the report as -12% is less than 5%. Product A in Location 2 has an expected on-hand of 100, but 110 are counted. This count produces a variance of +10%. Product A at Location 2 displays on the report as +10% is greater than 5% .
Product Variance Only	Includes only those products with a variance greater than the selected minimum variance for all product locations. Use this option with physical inventories. For example: You run the report looking for products with a variance greater than the minimum variance of 5%. Product A in Location 1 has an expected on-hand of 500, but only 440 are counted. This count produces a variance of -12%. Product A in Location 2 has an expected on-hand of 100, but 110 are counted. This count produces a variance of +10%. The report totals the variances as -12% + 10% = -2%. The total variance for Product A (2%) is less than the minimum variance (5%), so Product A does not display on the report. Note: Using this option requires that you sort the report by price line and by product by location. Selecting this option forces the report to use these settings.

Report Location Types

Select the product location quantity types to include in the report:

Option	Description
Include	Includes all product location quantity types in the report. When running your final full detail variance report, include all product location quantity types.
Exclude	Excludes all product location quantity types other than Stock from the report.
Only	Includes only product location quantity types other than Stock in the report. This option is useful for creating a report of products to address manually, such as products on display in your showroom.

Report Level of Post Dated Order Detail

Post dated orders, including transfers and return purchase orders, are transactions that print before the count date but have a ship date that is after the count date. They can occur, for example, when afternoon picking for next day shipping overlaps with a scheduled cycle count.

Before generating the Count Variance Report, the system prompts whether post dated orders have been picked. Your answer to this prompt is important as it effects inventory counts as follows:

If post dated orders...

Then...

Have been picked

The system adds the ship quantity of the post dated orders to the counted on-hand quantities.

For example:

A postdated order prints on Friday but has a Monday ship date. The inventory is being counted Saturday, and the Lock Count Date is set to Sunday. If the material has been picked on Friday for the Monday shipment, the ship quantity is not on the shelf to be counted, and so the system adds the picked quantity to the count as if it exists on the shelf.

Have not been picked

The system uses the counted on-hand quantities and ignores post dated order ship quantities.

For example:

A postdated order prints on Friday but has a Monday ship date. The inventory is being counted Saturday, and the Lock Count Date is set to Sunday. If the material has not been picked on Friday for the Monday shipment, the ship quantity is still on the shelf and can be counted.

In addition, select the level of post date order detail to include in the report:

Option	Description
Detail	Includes item shipped quantity for each post dated order.
Summary	Includes only the total item shipped quantity for all post dated orders.

Report Minimum Variance Parameters

Indicate a minimum variance parameter to use in selecting the products to include in the report based on the following:

Option	Description
Minimum Dollar Amount	Indicate a minimum dollar amount variance. If the difference between the system's dollar amount and the actual count results is greater than this variance, then the products are included in the report. If the difference is less than this variance, then the products are excluded from the report.
Minimum Percentage	Indicate a minimum count percentage. If the difference between the system's on-hand quantities and the actual count results is greater than this variance, then the products are included in the report. If the difference is less than this variance, then the products are excluded from the report.

In addition, you can set minimum variance parameters for both dollar amount and percentage, or for just one or the other by using the AND and OR logical operator.

For example:

You can limit the report to exclude products with the following variances:

Less than $25 and a 10% difference between the system's on-hand quantities and the actual count quantities.
Less than $25 or a 10% difference between the system's on-hand quantities and the actual count quantities.