Item Inquiry

The item inquiry section of Deacom may be used to view the costs, margins, and summarized purchasing, sales, and production history for items.

System Navigation

Inventory > Item Inquiry
Inventory > Item Master > "Item Inquiry" button on report output
Inventory > Item Master > "Part Information" button on Item Master records

Item Inquiry Pre-Filter

Field	Description
Report Type	Pick List used to select the kind of report to generate. Currently, Standard is the only option.
Part Number	Search field available to select a specific item. The Part Number search box can be configured (beginning in version 17.04.009) to display all part numbers, both active and inactive. Previously, the search box only allowed users to select active part numbers. The search box can be configured via the "Layout" button on the form.
Part Starts With	Used to filter results by parts that start with the inputted string.
Item Type	Pick list used to filter report results for a specific inventory segment. Definitions of each segment are available in the "Item Type" field description in the General 1 tab section of the Item Master Field/Form page.
Source	Pick list used to filter results for all, purchased, sold, or manufactured materials. Purchased materials evaluates the "Purchasable" (pr_purable) Item Master field, Sold materials evaluates the "Saleable" (pr_saleable) Item Master field, and Manufactured materials evaluates the "Manufactured" (pr_make) Item Master field. The sold option was added in version 17.04.003.
Category	Search field used to filter for items that belong to the Category as defined on the Item Master General 1 tab.
Sub-Category	Search field used to filter for items that belong to the Sub-Category as defined on the Item Master General 1 tab.
Item Search 1-5	Search fields used to filter for items that have the user-defined Item Search 1-5 selections as defined on the Item Master User Fields tab. Captions for the search fields are maintained in System > Maintenance > Captions.
Item Planner	Search field used to filter for items that have the selected Item Planner defined on the Item Master General 1 tab.
Facility	Search field used to filter for items that belong to the Facility selected. The system will prompt the user if a Part and Facility are selected and the Part is flagged to "Require Facility Entry" but does not have a Facility entry created for the Facility.
Facility Group	Search field used to filter for items which belong to the Facilities that are linked to the Facility Group selected.
Order Type	Pick list used to filter for items that have the Order Type selected defined on the Item Master General 1 tab. Definitions of each Order Type are available in the "Order Type" field description of the Item Master General 1 tab section of the Item Master Field/Form page.
Display	Pick list used to display all, active, or inactive items.

Item Inquiry report

Opened via the "View" button on the Item Inquiry pre-filter, this report lists all Parts that match the pre-filters selected. Clicking "View" opens the Item Inquiry form for either all Facilities or a specific Facility, if that pre-filter was used.

Beginning in version 17.04.008, all the fields on the Item Inquiry form below may be added to the report grid on the Item Inquiry report form.

Item Inquiry form

Opened via the "View" button on the Item Inquiry report, this form lists the Part Number and Description, contains several buttons in the header section, and details (1) Item Master information on a General tab, (2) sales, receipt, and production information on a History tab, (3) price, cost, and margin information on a Costs/Margins tab, and (4) Item Master User Field information on a User Fields tab. The "pr_user1-9", "pr_purunid", "p1_name - p5_name", and "purchaseunit" fields are now all available to this form.

Button	Description
Item Labels	If clicked, allows the user to print labels for the selected Part.
SO Summary	If clicked, displays a summary of all Sales Orders for this item with an "Order Type" of "Sales Orders" across all Facilities.
PO Summary	If clicked, displays a summary of all Purchase Orders for this item with an "Order Type" of "Purchase Orders" across all Facilities.
SO History	If clicked, displays the Sales Order Detail report for this item across all Facilities, including sales line information such as the ordered quantity, shipped quantity, and sales price. This report also allows users to create linked Sales Orders, view GL postings for the listed orders, and view backorder details. The following User Restrictions are applied when using this button: Facility, Facility Group, Sales Rep, Sales Group, Broker, Bill-To Company, and Ship-To Company.
PO History	If clicked, displays the Purchase Order Detail report for this item across all Facilities, including purchase line information such as the ordered quantity, received quantity, and purchase price. This report also allows users to create linked Purchase Orders, view GL postings for the listed orders, and view backorder details.
Availability	If clicked, opens the Basic Item Availability form, which displays current sales requirements for this item and information regarding the amounts of this item that are reserved, in QC testing, and in transit. If a specific Facility was selected on the pre-filter, current on hand amounts will show for that Facility. If a Facility was not selected, current on hand amounts across all Facilities will show. The "View" field allows users to update the grid information and display availability information for multiple items based on the selection. This is useful in situations where users need to see all items in the same "family" or other selection criteria. The stock unit of measure (un_name) field may be added to the Availability grid to better assist users with analysis. When viewing Substitutes, Categories, or any other option that displays more than one Part Number, quantities are grouped by Part Number and Facility. This form also allows users to view Jobs, Sales Orders, Purchase Orders, on hand inventory, issued inventory, and reserved inventory for the items listed. Facility and Facility Group User Restrictions are enforced when using this button.
Deal Pricing	If clicked, displays active Deals and pricing information for the item. Calculated field/variables on the pricing information form include: ListPrice - pr_lispric PrFact - factor to convert from pr_unid -> pr_prunid DealPriceFactor - factor to convert from pr_prunid -> de_unid ConvertPrice - if fcid = 0, then 1, else de_typenum Factor - de_typenum PriceFactor - factor to convert from pr_unid -> pr_prunid SaleFactor - factor to convert from pr_prunid -> pr_salunid price - ((ListPrice * PrFact / DealPriceFactor / ConvertPrice) - Factor) * DealPriceFactor / PrFact * ConvertPrice unitprice - price * PriceFactor * SaleFactor
Locations	If clicked, generates the Inventory "Locations" report for the item, which indicates the on hand quantity by Location across all Facilities. Facility and Facility Group User Restrictions are enforced when using this button.
MRP	If clicked, runs Instant MRP for the item. If a specific Facility was selected on the pre-filter, results will be specific to that Facility. If a Facility was not selected, results will be displayed for the selected item across all Facilities.

General tab

Field	Description
Retail Code	Displays the item's Retail Code as defined on the Item Master General 1 tab.
Category	Displays the Category to which the selected item is assigned as defined on the Item Master General 1 tab.
Sub-Category	Displays the Sub-Category to which the selected item is assigned as defined on the Item Master General 1 tab.
Item Planner	Displays the Item Planner assigned to the selected item as defined on the Item Master General 1 tab.
Min Quantity 1	Displays the item's default minimum stock quantity, in stock units, as defined on the Item Master MRP tab.
Min Quantity 2	Displays the item's seasonal minimum stock quantity, in stock units, as defined on the Item Master MRP tab.
Max Quantity 1	Displays the default level, in stock units, that computer-generated Purchase Orders should order up to, as defined on the Item Master MRP tab. In MRP, the Create PO function will order: Max Quantity 1 – Net On Hand, whenever Net On Hand is less than or equal to Reorder Point 1. If the Max Quantity is 0, Create PO will order enough to reach the Min Quantity 1.
Max Quantity 2	Displays the item's seasonal value to be used instead of "Max Quantity 1", as defined on the Item Master MRP tab, where additional material should be ordered when compared with net on hand inventory.
Default Location	Displays the default Location to which the selected item is assigned as defined on the Item Master General 1 tab.
Notes	Displays Notes for the selected item as defined on the Item Master General 1 tab.
Order Type	Displays the Order Type for the selected item as defined on the Item Master General 1 tab.
Created Date	Displays the date the Item Master record was created.
Created By	Displays the name of the User that created the Item Master record.
Last Count	Displays the date the item was last included in a physical inventory count.

History tab

Field	Description
Shipped Last 30	The quantity of the selected item that was shipped in the last 30 days. Does not include Sales Order with the "Do Not Post Inventory" flag set to true.
Shipped Last 365	The quantity of the selected item that was shipped in the last 365 days. Does not include Sales Order with the "Do Not Post Inventory" flag set to true.
Last Shipment	The date that the item was last shipped in Deacom.
Received Last 30	The quantity of the selected item that was received in the last 30 days.
Received Last 365	The quantity of the selected item that was received in the last 365 days.
Last Receipt	The date that the item was last received in Deacom.
Production Use Last 30	The quantity of the selected item that was used in production in the last 30 days. Specifically, quantities in inventory history with an action of "Relieve Job".
Production Use Last 365	The quantity of the selected item that was used in production in the last 365 days. Specifically, quantities in inventory history with an action of "Relieve Job".
Last Production Use	The date that the item was last used in a production process in Deacom.

Costs/Margins tab

Field	Description
List Price	Displays the default selling price for a pricing unit of the item as defined by the "List Sale Price" field on the Item Master Costs 2 tab. Overridden by Deal Pricing, Pricing Orders, or manually on individual Sales Orders.
Piece Price	Calculated as: ("pieceprice", (lnLispric * lnPrfact * lnSalfact).RoundAFZ((int)lvDefault.GetDecimal("df_saledec")))
Current Cost	Displays the value in the "Current Total" field for the selected item from the Item Master Costs tab, which is the sum of the "Current Materials", "Current Labor", "Current Burden", "Current Material Burden", and "Current Freight" fields.
Fixed Standard Cost	Displays the value in the "Acct. Std. Total" field for the selected item from the Item Master Costs tab, which is the sum of the "Acct. Materials", "Acct. Labor", "Acct. Burden", "Acct. Material Burden", and "Acct. Freight" fields.
Loaded Fixed Cost	Displays the sum of acct std. total, load1, load2, and load3 from the Item Master Costs 2 tab. Has no general ledger effect; for reporting purposes only.
Last Cost	Displays the last cost of this item based on the value in the "Last Cost" field on the Item Master Costs 2 tab and the value in the "Last Cost Entries" field in Production Options. If the value in the "Last Cost Entries" field is greater than 1, then the last cost will be calculated as a weighted average.
Average Cost	Displays the value in the "Average Cost" field on Item Master Costs 2 tab. If the Part is currently out of stock, the value will be zero. When operating in Average cost mode, the system determines lot value for received and produced items slightly different than the calculation used in this field.
Minimum Margin	Displays the value in the "Minimum Margin" field on the Item Master Costs 2 tab and indicates the minimum sales margin that is allowed on a Sales Order. Manually set prices for this item may not have margins less than this value. Minimum Margin restrictions also apply to all other pricing rules, so Deal Pricing, Pricing Orders, and customer prices must have margins that exceed this minimum.
Target Margin	Displays the value in the "Target Margin" field on the Item Master Costs 2 tab and provides a reference to see whether the actual margin was above or below target. For reporting purposes only.
Average Margin	Displays the average margin for this item. Calculated as: (Price - Cost) / Price x 100, where the system: Evaluates all orders shipped in the last year for the specified Part and either the specified Facility or all Facilities, depending on the selection made on the Item Inquiry pre-filter. Calculates "Cost" as the sum of the (line unit cost) * (order currency rate) * (shipped quantity) for each Sales Order line. Calculates "Price" as the sum of all the order line extensions. The result of the calculation is multiplied by -1 if the price was negative.
Average On Hand Value	Displays the Average Cost of the on hand inventory for this item. If the part is currently out of stock, the average cost will be zero. Note: In certain cases, the value in this field may show as negative even if the item is marked as "Never" allowed to go negative via the Negative Inventory field on the General tab of the Item Master. This is most likely due to the record of inventory transactions for this item: The calculation summary for this field is done by grouping, in months, all inventory "INs" then subtracting by the same calculation of the inventory "OUTs". The value used is the extended cost (quant * fi_invcost). The negative value is the result of the fact more inventory was taken out ("OUTs") then inventory put in ("INs") for this item over the last 12 months.
Sales to Inventory Ratio	Calculated as: (loC2.GetDecimal("totrev") / loValues.GetDecimal("avgvalue"))
GMROI	Displays the gross margin return on investment for the item.
Inventory Turns	Displays the number of times inventory for this item is sold over a period of time. Calculated as: Out Value / Number of Days in report x 365 / End Value, where "End Value" is the On Hand value. The "Turns" field on the Inventory "Usage" report is forward looking. The calculation is designed to determine how much of the inventory on hand will we be used in a year, based on the daily usage rate from the time period selected for the report.

Deacom allows the creation of user-defined fields that, once created are available in various master data records, such as Items, Vendors, Ship-To-Companies and many others. These fields allow companies to enter and store information outside of the fields provided in the system. User fields can also be used in connection with User Calculations and are available for printing on the majority of Part Forms and Report Layouts throughout the system.