Exercise - Use the ABC classification report

  • 16 minutes

You are asked by your manager at the USMF company to do some test ABC classification scenarios on inventory for January 2016. You are asked to run two ABC classification reports that will show different scenarios, with the following details:

  • Revenue classifications, with 80 percent (A), 15 percent (B), and 5 percent (C)
  • Value classifications, with 20 percent (A), 60 percent (B), and 20 percent (C)

Before you begin

To get the most benefit from this and other exercises in this module, we recommend that you have the standard sample data available in Dynamics 365 Supply Chain Management that is installed by using Lifecycle Services.

To run the ABC classification report that uses Revenue classifications; 80 percent (A), 15 percent (B), and 5 percent (C), follow these steps:

  1. Go to Inventory management > Inquiries and reports > Inventory value reports > ABC classification.
  2. In the From date field, type 01/01/16.
  3. In the To date field, type 01/31/16.
  4. In the A: Highest field, type 80.
  5. In the B: Middle field, type 15.
  6. In the C: Lowest field, type 5.
  7. In the ABC Models field, select the arrow, and then select Revenue.
  8. Select OK. The ABC classification report prints to the screen.
  9. Close the report.

To run the ABC classification report that uses Value classifications; 20 percent (A), 60 percent (B), and 20 percent (C), follow these steps:

  1. Go to Inventory management > Inquiries and reports > Inventory value reports > ABC classification.
  2. In the From date field, type 01/01/16.
  3. In the To date field, type 01/31/16.
  4. In the A: Highest field, type 20.
  5. In the B: Middle field, type 60.
  6. In the C: Lowest field, type 20.
  7. In the ABC Models field, select the arrow, and then select Value.
  8. Select OK.
  9. The ABC classification report prints to the screen.
  10. Close the report.