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Find inventory, serials and kit information

Locate stock records and distinguish quantities, serials, recorded availability and kit flags.

Written by Alex Merkin

Question numbers match their folders: folder 01 contains 01-01, 01-02 and so on. The starter dashboard uses 01-05, 01-08 and 01-02; process filter values come from 01-20. OBP identities and SQL filenames remain stable.

Choose a question for the decision you need to make. Find the equivalent saved question by its number in your supplied collection. If it has not been prepared, ask your administrator to create it from the linked English SQL definition before adding it to a dashboard. Filters act on existing output columns and do not override the source conditions.

The headings below match the English SQL variants in this guide. Use the stable question number to find its equivalent in your supplied collection; names can vary by language and environment.

03-01 · Inventory records by stock and production status

Count inventory records by the combination of stock status and production status.

Recommended display: Bar chart with value labels

Available filters: Stock status, Production status.

What the columns mean

  • Stock status: Status stored on the stock record, separate from that record's production status.

  • Production status: Production status stored on a stock record. Do not substitute stock, run or order status for it.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

When checking a discrepancy: This is a record count, not SUM(quantity). One record can represent one unit, a batch or material quantity.

03-02 · Recorded available inventory by SKU and revision

Compare the availablequantity field summed by SKU and item revision.

Recommended display: Table

Available filters: SKU, Workflow version.

What the columns mean

  • SKU: The part identifier recorded on the order, run or stock record, according to the question. It is not an individual-unit identifier.

  • Workflow version: Product/item revision stored on stock in 03-02–03-03, not the workflow version.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

  • Recorded available quantity: The stock availablequantity field summed by SKU and revision. Does not guarantee allocation or availability for a particular work order.

When checking a discrepancy: No restriction to a particular stock status and no allocation calculation for a specific work order.

03-03 · Inventory, serial and run details

Locate individual stock records by SKU and serial and inspect their recorded links.

Recommended display: Table

Available filters: SKU, Serial, Workflow version, Order, Stock status, Production status, Run ID.

What the columns mean

  • SKU: The part identifier recorded on the order, run or stock record, according to the question. It is not an individual-unit identifier.

  • Serial: The serial number stored on a stock record. Search together with SKU; the same serial can occur under different SKUs.

  • Workflow version: Product/item revision stored on stock in 03-02–03-03, not the workflow version.

  • Order: The same kind of identifier as the work-order-number column; different questions use different localized headings.

  • Stock status: Status stored on the stock record, separate from that record's production status.

  • Production status: Production status stored on a stock record. Do not substitute stock, run or order status for it.

  • Stock quantity: Quantity stored on the stock record. Not necessarily available quantity; can represent batch or material quantity.

  • Run ID: The internal production-run/session identifier, not the work-order number. Displayed as a value rather than a built-in report link.

When checking a discrepancy: Serial alone is not guaranteed unique. Run IDs are values, not built-in report links.

03-04 · Inventory without a run identifier

Find stock records with workflowsessionitemid IS NULL.

Recommended display: Table

Available filters: SKU, Serial, Order, Stock status, Source, Created date.

What the columns mean

  • SKU: The part identifier recorded on the order, run or stock record, according to the question. It is not an individual-unit identifier.

  • Serial: The serial number stored on a stock record. Search together with SKU; the same serial can occur under different SKUs.

  • Order: The same kind of identifier as the work-order-number column; different questions use different localized headings.

  • Stock status: Status stored on the stock record, separate from that record's production status.

  • Source: Recorded source of an order or stock record. Questions 01-12 and 03-06 display missing source as local;03-04 shows the stored value.

  • Created date: Record creation: work order in 01-09, run in 02-04 and stock record in 03-04. This is not the work-start timestamp.

When checking a discrepancy: Does not detect a non-NULL ID pointing to a deleted run. Raw material without a run may be legitimate.

03-05 · Inventory records created by month

See when stock records were created.

Recommended display: Line chart over time

Available filters: Creation month.

What the columns mean

  • Creation month: Creation month of runs in 02-10 or stock records in 03-05. These questions count different record types.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

When checking a discrepancy: This is not inventory movement or the change in inventory quantity during the month.

03-06 · Inventory records by source

Count stock records by recorded source.

Recommended display: Bar chart with value labels

Available filters: Source.

What the columns mean

  • Source: Recorded source of an order or stock record. Questions 01-12 and 03-06 display missing source as local;03-04 shows the stored value.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

When checking a discrepancy: NULL becomes local; empty text remains empty. Question 03-04 displays source without this substitution.

03-07 · Serial inventory management

Count records with isserial=true versus other records.

Recommended display: Bar chart with value labels

Available filters: Inventory management.

What the columns mean

  • Inventory management: Classification by isserial: serial-managed or other. Other also includes a missing flag and does not prove batch management.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

When checking a discrepancy: False and NULL both enter the other group. This does not check whether the serial field itself is populated.

03-08 · Recorded kit completeness by SKU

Compare stock records marked kit complete with other records.

Recommended display: Table

Available filters: SKU.

What the columns mean

  • SKU: The part identifier recorded on the order, run or stock record, according to the question. It is not an individual-unit identifier.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

  • Marked kit complete: Stock records whose saved kit-complete flag is true. Components and quantities are not recalculated.

  • Not marked kit complete: Stock records with a false or missing kit-complete flag. Do not assume every one has a component shortage without checking.

When checking a discrepancy: False and NULL are grouped together. No kit-component join or shortage recalculation is performed.

03-09 · SKUs found in inventory

Find SKUs present in stock and an observed description for each.

Recommended display: Table

Available filters: SKU, Observed description.

What the columns mean

  • SKU: The part identifier recorded on the order, run or stock record, according to the question. It is not an individual-unit identifier.

  • Observed description: An item description obtained from stock records for the SKU. Descriptions can differ and this is not necessarily the latest catalog description.

  • Stock records: Count of stock records, not summed stock quantity. One record can represent a unit, batch or material quantity.

When checking a discrepancy: Description is selected with MAX(skudesc), not by latest update. Different records can have different descriptions.


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