Stock Projected Qty

Overview

Stock Projected Qty – Business Overview

What business information this report provides

The Stock Projected Qty report shows the future availability of items by combining current stock with all known incoming and outgoing commitments. It does not only tell you what you have today, but what you are expected to have after considering purchase orders, sales orders, manufacturing, and material requests.

This report helps businesses answer a critical question:
“Will we have enough stock to meet future demand?”

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When and why to use this report

Use the Stock Projected Qty report when you need to: - Plan purchases and replenishment - Avoid stockouts that could delay sales or production - Prevent overstocking and excess inventory cost - Review stock readiness for confirmed customer orders - Support production planning and material availability

It is especially useful for: - Daily or weekly inventory reviews - Purchase planning meetings - Sales commitment checks - Pre-production material verification

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Key columns and what they mean for business

• Item Code / Item Name
  Identifies the product or material being reviewed.

• Warehouse
  Shows where the stock is stored. Helps assess availability by location.

• Actual Qty
  The quantity physically available in stock right now.

• Ordered Qty
  Quantity expected to arrive from suppliers (confirmed purchases not yet received).
  Indicates incoming stock.

• Reserved Qty
  Quantity already committed to customer orders.
  This stock is not freely available for new orders.

• Projected Qty
  The most important column.
  Formula (conceptual):
  Actual Qty + Ordered Qty – Reserved Qty

  This shows what the stock level is expected to be after fulfilling existing commitments.

• Reorder Level / Reorder Qty (if applicable)
  Business-defined thresholds that signal when replenishment is required.

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Available filters and their business purpose

• Item / Item Group
  Focus on specific products or categories for targeted analysis.

• Warehouse
  Review stock at a particular location or branch.

• Company
  Useful for organizations managing multiple legal entities.

• Item Brand or Variant Attributes
  Helps analyze availability by brand, size, model, or other attributes.

These filters allow managers to view only what is relevant for a specific decision, saving time and improving accuracy.

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How to interpret the results for business decisions

• Positive Projected Qty
  Stock is sufficient to cover upcoming demand. No immediate action needed.

• Zero or Low Projected Qty
  Indicates tight stock. Monitor closely and consider replenishment.

• Negative Projected Qty
  A clear warning sign. Demand exceeds expected supply.
  Action required:

  • Place purchase orders
  • Expedite existing orders
  • Adjust sales commitments
  • Reschedule production

• High Actual Qty but Low Projected Qty
  Suggests that current stock is already reserved. Avoid accepting new orders without checking availability.

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Common use cases and scenarios

1. Purchase Planning
   Procurement teams use this report to decide what items need to be ordered and in what quantity.

2. Sales Order Confirmation
   Sales teams check projected stock before committing delivery dates to customers.

3. Production Readiness
   Operations teams ensure raw materials will be available when production starts.

4. Multi-Warehouse Review
   Inventory managers compare projected stock across warehouses to plan transfers.

5. Inventory Optimization
   Management uses the report to balance service levels with carrying costs.

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Business Value Summary

The Stock Projected Qty report provides forward-looking inventory visibility. It enables proactive decision-making, reduces operational surprises, and ensures that sales, purchasing, and production teams are aligned around realistic stock availability.

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Report Information

• Module: Stock
• Related DocType: Item
• Report Type: Script Report
• Standard: Yes