The Work Order Planning Report helps review ESTORE inventory items for manufactured-part planning based on availability, reorder point, order quantity, and usage.
What this report is for
Use Work Order Planning to identify active ESTORE vendor parts that may need work orders.
This report does not create work orders. It supports planning and review before using the manufacturing workflow.
Screen path
Dashboard > Inventory > Reports > Work Order Planning
Filters and actions
| Control | What it does |
|---|---|
| Search | Filters by part number, description, or vendor code. |
A-Z |
Sorts by part number ascending. |
Z-A |
Sorts by part number descending. |
Reorders |
Sorts parts flagged for reorder first. |
Copy for Excel |
Copies filtered rows to the clipboard with Excel formulas for availability and month calculations. |
Report columns
| Column | What it shows |
|---|---|
Vendor |
Vendor code from item setup. |
Part No |
Inventory part number. |
Desc |
Inventory description. |
UOM |
Stocking unit of measure. |
On Hand |
Total quantity on hand across lots. |
On Order |
Quantity on order. |
Req'd |
Quantity required. |
AVAIL |
On Hand plus On Order minus Required. |
Mths Worth |
Available inventory divided by average monthly usage. |
RO Pt |
Reorder point. |
Reorder? |
Shows yes when AVAIL is below RO Pt. |
LT |
Lead time in days. |
O Qty |
Standard order or production quantity. |
Usage |
Usage over the last 12 months. |
Avg Mth |
Average monthly usage. |
Mths Now |
Current months of coverage. |
Mths Ord |
Months covered by a standard order quantity. |
TOTAL MTHS |
Projected total months if a standard order quantity is added. |
Column help
Column headers can be selected to show tooltip explanations for source fields and calculations.
What happens behind the scenes
PAX reads active inventory items where vendor code is ESTORE.
The report aggregates lot quantity on hand, uses item setup for on-order, required, reorder point, order quantity, lead time, and average monthly usage, and reads inventory usage history for last-12-month usage.
Running or copying the report does not create work orders, update inventory, or change planning setup.
Troubleshooting
A manufactured item is missing
Likely cause: The report is limited to active items with vendor code ESTORE.
Safe fix: Review the part setup and vendor code.
Contact support if: An active ESTORE item still does not appear.
Months calculations show N/A
Likely cause: Average monthly usage is zero.
Safe fix: Review usage history and average monthly usage setup before relying on months coverage.
Contact support if: Usage history exists but the report still shows N/A.