Stratification
Description
In this window, an inventory sampling can be carried out for inventory documents using the stratification procedure.
Functionality
Stratification
In the upper area of the window, the various possible stratifications for an inventory sampling are displayed for the previously selected physical inventory items. In the tab windows Layers, Full inventory and Count below, the layers defined by a stratification and those for a full inventory as well as the inventory items selected by sample are listed.
| Symbol | Description |
|---|---|
 | The parameters and the permissibility of stratification are checked (for the stratification selected in the upper list) |
 | Display document history (for the stratification selected in the upper list) |
 | Print the final report of the extrapolation of the inventory sampling (for the stratification selected in the upper list). |
 | Production of the stratification report (for the stratification selected in the top list). |
| Menu item | Description |
|---|---|
| Edit | - |
| : New layering | A new stratification is carried out after any parameter changes. The status of the construction of a new stratification is displayed in the window header. If the start parameters are unfavourable, e.g. because strata are very large and thus a large number of samples are to be determined, the programme run may take longer. In this case, it is advisable to abort the programme run with the key combination "Ctrl F12 |
| : Check layering | The parameters and the permissibility of stratification are checked |
| : Accept layering | The stratification selected in the upper list is permanently assigned to the inventory items. Each physical inventory item is linked to the stratum assigned to it as a follow-on document. In addition, the stratification (header document of the shifts) is linked as a successor document to the physical inventory header document. For all inventory items assigned to a shift but not selected as samples, the counted quantity is set equal to the target quantity. All other inventory items, i.e. also those that have not been assigned to a shift (full inventory area), must be counted. If the stratification has been carried out transiently, it is automatically transferred to the database persistently. Before taking over a stratification - and thus the further processing of an inventory - it must be checked whether the stratification with its number of samples is permissible and correct (to be checked with the button in the toolbar) |
| : Extrapolate actual count | In contrast to the start extrapolation, the final extrapolation is now carried out with the counted quantities. The prerequisite for this is an adopted stratification |
| : Delete layering | The stratification selected in the upper list is deleted. If a transfer (see above) has already taken place, all links are deleted. However, this is only possible if the physical inventories included in the cost component split have not been posted |
| Settings | Opens the settings of the inventory sampling |
If a stratification is selected, the individual strata belonging to this stratification are output in the lower list. Each stratification thus consists of different strata. A description of the upper "stratification" and the lower "strata" list can be found below.
| Symbol | Description |
|---|---|
| Transfer of the displayed list of stratifications to the application for copying to the clipboard |
| Field | Description |
|---|---|
| Stratification | If the stratification has been created transiently, the word "transient" appears here, otherwise (in case of persistent creation of the stratification) the sequence number of the stratification (of the stratification document) is output. If the stratification has already been adopted, this is indicated by the symbol |
| Status | Status of the stratification within the business process with the identifier "STOCK_STRATIFICATION". A transferred cost component split is indicated in the previous field with the symbol  it has already been extrapolated with the symbol  displayed |
| Total positions | Number of all inventory items selected for stratification. This number corresponds to the sum of the items of all physical inventory documents selected for a cost component split |
| Total value | Target value of all selected inventory items |
| Positions full shot | Number of physical inventory items that were allocated to a complete inventory, i.e. which were either excluded in advance from a sampling (by identifier or because the book value is negative) or which were not allocated to any (sampling) stratum. The latter can happen if the value of a physical inventory item becomes greater than the required upper limit of the last stratum |
| Value full recording | Target value of the physical inventory items which were allocated to a complete inventory, i.e. which were either excluded in advance from a sampling (by identifier or because the book value is negative) or which were not allocated to a (sampling) stratum. The latter can happen if the value of a physical inventory item becomes greater than the required upper limit of the last stratum |
| pro rata | percentage of the number of these full inventory items in relation to the total number of inventory items |
| given by it | Value of physical inventory items that were previously excluded from a sampling (by identifier) and therefore have to be counted |
| Positions | Number of physical inventory items that were previously excluded from a sampling procedure (by identifier) and must therefore be counted |
| thereof negative | Value of physical inventory items that were previously excluded from sampling (because the book value is negative) and therefore have to be counted |
| Positions | Number of physical inventory items that were previously excluded from sampling (because the book value is negative) and therefore have to be counted |
| Positions Samples | Number of physical inventory items to be counted as a sample. If the inventory type 'Article storage bin overlapping ' has been selected (see the options under Inventory), the number of (sample) items to be actually counted is increased by the number of inventory items grouped by parts but distributed over different storage bins (see also column: Items sampling (item storage bin overhang)). |
| Value Samples | Value of physical inventory items to be counted as a sample |
| pro rata | the percentage of the number of these inventory items in the total number of inventory items |
| Positions Total count | Number of all inventory items to be counted. This results from the number of inventory items to be fully counted (column "items full count") plus the number of inventory items allocated to a sample (column "items samples"). If 'Article storage bin overlapping ' has been selected as the inventory type (see in the options under Inventory), then this number can be increased by the number of inventory items grouped by parts across storage bins (see also column: Items Sampling (Article Storage Bin Overhang)). |
| pro rata | percentage of the total number of inventory items to be counted in relation to the total number of inventory items |
| Inventory Type | Output of the type of inventory selected. Particular attention should be paid to the type 'Article storage bin overlapping '. |
| Value Layers | Sum of the total values of the strata |
| Initial extrapolation | Sum of the initial extrapolation values of all shifts |
| Deviation | Percentage deviation of the value of the start extrapolation to the value of all shifts. This deviation is 95% (or according to the statement probability) below the sampling error (default 1%). |
| Positions Samples (article storage space overhang) | If the inventory type 'Article across storage bins ' has been selected, the number of items that have to be counted additionally is output here. These are items that have been included in the sample, occur in several storage bins and should therefore be counted across all storage bins. |
| Items Samples (calculated) | Result of the calculation of the total number of samples. This value depends on the total number of items and the values of the desired sampling error and the statement probability specified under the options . The actual number of samples is calculated as the sum of the samples in the individual strata. Due to rounding, the actual number of samples can therefore be greater than the calculated number of samples. |
| Final extrapolation | Sum of the final extrapolation values of all layers |
| Deviation | Percentage deviation of the value of the final extrapolation from the value of all strata |
| Start/end deviation | Percentage deviation of the value of the start extrapolation over all shifts from the value of the final extrapolation over all shifts. This deviation is approximately equal to the difference between the deviation of the final extra polation and the deviation of the start extrapolation. This value should not be greater than 2% after counting. If a physical inventory is posted where this value is greater than 2%, a corresponding warning is issued |
| End value full recording | Is the value of the counted inventory items that were assigned to a full inventory |
| Deviation | Percentage deviation of the value of the final value full shot from the value full shot |
| Sampling errors | Output of the sampling error as it was specified as a parameter when the stratification was created (see options). |
| Probability of statements | Output of the statement probability as it was specified as a parameter when the stratification was created (see options). |
| Upper limit 1st layer | Output of the upper limit of the 1st stratum, as it was specified as a parameter when the stratification was created (see options). |
| Upper limit last layer | Output of the upper limit of the last stratum, as it was specified as a parameter when the stratification was created (see options). |
| Editor | Abbreviation of the processor who carried out the layering |
| Date | Date on which the stratification was created |
| Time | Time at which the stratification was created |
the stratification is correct and can be adopted 
the stratification is not correct, i.e. it contains warnings, but could be adopted 
the stratification contains termination criteria and cannot be accepted
Layers" tab window
If a stratum is selected, the inventory item samples belonging to this stratum are output in the lower list. It is also possible to select several strata at the same time.
| Symbol | Description |
|---|---|
| The displayed list of layers (a stratification) is transferred to the application for copying to the clipboard |
| Field | Description |
|---|---|
| Shift | Consecutive number of the layer within the selected stratification |
| Lower limit | Lower value limit of the layer |
| Upper limit | Lower value limit of the layer |
| Frequency | Number of inventory items that have been assigned to this stratum on a value basis. If the inventory type 'Article across storage bins ' has been selected (see options under inventory), this number can be smaller than the actual number of inventory items assigned to this stratum. The frequency specified here then corresponds to the frequency of articles, regardless of their different storage bins. |
| relative | percentage, relative frequency, i.e. percentage of the number of inventory items in this stratum as a proportion of the total number of inventory items |
| cumulated | percentage, cumulative frequency, i.e. the percentage of the number of inventory items assigned (in terms of value) up to this stratum in relation to the total number of inventory items |
| Total value | Value of the inventory items allocated by value to this stratum |
| relative | percentage, relative value of the stratum, i.e. percentage of the value of this stratum in relation to the total value of the inventory items |
| cumulated | percentage, cumulative value of the sum of the values of the preceding strata up to and including that stratum in relation to the total value of the inventory items |
| mean value | Mean value of the stratum(total value of the stratum divided by frequency of the stratum) |
| Variance | stratum variance (corrected sample variance) |
| Standard deviation | Standard deviation of the layer (square root of variance, see above) |
| to count | Calculated number of samples to be counted in this stratum. If the inventory type is 'Article storage bin comprehensive ' (see the options under Inventory), this number can be smaller than the actual number of inventory items to be counted in this shift. The number specified here then corresponds to the number of items to be counted, regardless of their different storage locations. |
| of total | Output of the sum of the samples over all strata (without number of inventory items to be fully taken) |
| Start mean sample | Mean value of the stratum (value of the sample - calculated using the target quantities - divided by the number of samples in the stratum) |
| Initial extrapolation | Extrapolation from the starting mean value of the sample multiplied by the frequency of the stratum (unbound extrapolation) |
| Deviation | Percentage deviation of the value of the initial extrapolation of the shift from the total value of the shift |
| End-mean value Sample | Mean value of the stratum (value of the sample - calculated using the counted actual quantities - divided by the number of samples in the stratum). If, after counting the quantities, no differences between the target and actual quantities were found, this value is identical to the starting mean value of the sample |
| Final extrapolation | Extrapolation from the final mean of the sample multiplied by the frequency of the stratum |
| Deviation | Percentage deviation of the value of the final extrapolation of the stratum from the total value of the stratum |
| Start/end deviation | Percentage deviation of the value of the shift start extrapolation from the value of the shift end extrapolation |
Tab window "Full inventory
The inventory items of the full inventory selected by a stratum are displayed in this list.
Count" tab window
All inventory items selected by a stratification for a count (sample and full inventory area) are displayed in this list. For a sample inventory item, the stratum number is displayed in the first column, for an inventory item of the full inventory area the word "full inventory". If a count result was recorded for a random sample inventory item, the column after the valuation difference shows whether the inventory item has become a shift jumper or not as a result of the count. Stratum jumpers are those items whose value no longer matches the original value stratum after counting, i.e. the new value is smaller than the lower value limit of its stratum or the new value is larger than the upper value limit of its stratum.
| Button | Description |
|---|---|
| Stratifications | - |
| : settings | Opens the settings of the inventory sampling |
| : Number of counting items | Graphical preparation of the items to be counted as a pie chart. |
| : stratification report | Output of the stratified inventory sampling report. |
| Action | - |
| : Back | The window is closed |
| : Apply layering | The currently selected stratification is adopted. This button is greyed out if the stratification selected in the upper list has already been adopted. |
| Create count list | Opens the context menu for printing or exporting the count list. If you are in the "Count" tab window, you can also open the submenu "Check stock quality". Here you can find the calls to print out only individual, selected items of the count and to have an intermediate extrapolation of the sample carried out. In this way, for example, only the count items of a sample can be printed out, recorded and extrapolated. This makes it possible to check the stock quality in the low-value warehouse area during the year. The extrapolation can also be carried out here if not all count items were counted. For the items from random samples that have not yet been counted, the target quantity is taken as the actual quantity: these items - as long as they have not yet been counted - are thus treated as if they had no quantity difference. This makes it possible to perform a "running" extrapolation, so to speak. |
List window
This window is used to list samples.
| Icon | Description |
|---|---|
| Call up report window |
| button | Description |
|---|---|
| Back | The window closes. |
| Select | The selected stratification is displayed in the input window. |
Related topics
Technical documentation
"Module" basic module
Module name
"module".mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
"Module" editing module
Module name
"module".mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
"Module" selection module
Module name
"module".mod
Classes
Security
In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.
| Message | Parameters | Function | Security |
|---|---|---|---|
| Message | Parameters | Function | Receiver module |
|---|---|---|---|
;){kind=link}
;){kind=link}
;){kind=link}