How to Run the Stock on Hand Report in EDGEBIC

Where inventory tracking is in use, EDGEBIC by User Solutions can produce a stock on hand report from the Reports hub: a point-in-time snapshot of every stocked part with its current on-hand, cost, value, safety stock, and reorder level, sorted shortages first. It answers "what do we have on the shelf right now, and what is running short", straight from the inventory ledger.

This report reads the same ledger that the inventory ledger audit drills into for a single part, and it pairs with projected stock for the forward view. If a new product shows nothing at all, its opening balance was probably never posted: see how to set a starting on-hand quantity. Every task in this library is mapped on the EDGEBIC how-to hub.

Before You Start

• Inventory is being tracked, and the ledger is being posted. On-hand is summed from ledger movements, so an unmaintained ledger produces an unreliable snapshot.
• Parts you want to see are flagged as stocked. Make-to-order parts not held in inventory are left off by design.
• Safety stock and reorder levels are set where you want shortage flagging to mean something.

Step 1: Open the Report

Open Reports from the main navigation and click the Stock on Hand card. There is no date prompt: the report is a snapshot of the current moment and loads immediately. Rows arrive sorted shortages first, and the total inventory value shows on the subtitle bar.

Step 2: Read a Part Row

Each row is one stocked part:

• On-hand quantity, summed from the inventory ledger.
• Unit, cost per unit, and total value, so the snapshot doubles as a valuation.
• Safety stock and reorder level, the thresholds that drive shortage flagging.
• Last transaction and days since transaction, which surface parts that have gone quiet.

Step 3: Work the Shortage Band

Because the grid sorts shortages first, the parts below their reorder level sit at the top. Read down that band and, for each part, decide whether a purchase or a replenishment run is needed before the day's jobs consume it. This turns the report into a daily shortage worklist rather than a static inventory dump.

Step 4: Use It as a Daily Check

Run the report each morning. It is instant, and it already ranks the parts that need attention. Combined with the last-transaction column, it lets you catch both parts that are short now and parts that have stopped moving and may surprise you soon.

Where the Numbers Come From

On-hand is the running sum of every posted receipt and issue in the ledger, not a stored field. Summing the ledger is deliberate: the ledger is the authoritative record of movement, while a stored on-hand value is a cache that can drift out of step. When the cache and the ledger disagree, a consistency check flags it, but this report always shows the ledger sum, so it is the number to trust.

How to Check It Worked

The report is read-only, so nothing is saved. Confirm it worked by checking a part whose recent movement you know: post a receipt, re-run the report, and the on-hand should rise by that quantity. If it does not, confirm the receipt actually posted to the ledger and that the part is flagged as stocked.

Common Mistakes

• Expecting non-stocked parts to appear. Only stocked parts are listed. A missing make-to-order part is correct behavior, not a gap.
• Trusting a stored on-hand over the ledger. The report sums the ledger for a reason. If a stored value looks different, the ledger is the authority.
• Ignoring a negative on-hand. A negative quantity is an over-issue to investigate in the transaction history, not a state to leave alone.
• Setting no reorder levels. Without thresholds, the shortage sort has nothing to rank against and the daily worklist loses its point.

Related Reading

• How to set safety stock: the threshold that drives shortage flagging.
• How to audit the inventory ledger for a part: drill into the movements behind a single on-hand figure.
• EDGEBIC platform overview: where inventory visibility fits in the wider system.