Add inactive Products to Budget Files (RBD 11)

This option allows you to include inactive inventory on the Product Budget Variance Report. In order to be considered inactive and included on the Product Budget Variance Report, inventory must meet the following criteria:

  • No sales within the last year
  • No budget records
  • Inventory on hand

This functionality allows you to identify and see the cost of inactive inventory in your warehouse and to take corrective action.

  1. The option is option 11- Add inactive Products to Budget files on the Budget and Sales Analysis Menu.
  2. Enter the budget year.
  3. Press Enter and then F7 to return to the Budget & Sales Analysis Menu.

It is important to note that once inactive inventory is added to a budget year it cannot be removed.

This report gives you better visibility into inventory that is not selling, but is still in your warehouse. You can take corrective action to reduce inactive inventory such as:

  • Place inactive inventory on a Specials List (RPL 7) and distribute the list to your customers.
  • Run an Inventory Mass Update (INV 8) using the same parameters used for the Specials List. This feature allows you to apply a mass update to status code to S for specials.
  • Develop a promotion via the Promotional Pricing File (FIL 30) to discount the price.

If inventory is in a warehouse with a code that doesn't correspond to a Branch value, the quantity is omitted from the report.