Create a report in 1C for automated calculation of procurement needs

The task is to create a report in 1C for automated calculation of procurement needs considering:

- stock balances

- sales since August 2023

- goods in transit (unposted receipts, these can be converted into standard capabilities, just so that stock balances do not "appear in the warehouse" for sales managers and warehouse staff)

- product photos

- grouping of products by supplier

- warehouse filter

- flexible variables (delivery time in days, USD/UAH exchange rate, weekly budget for all suppliers in $)

The report must account for exceptions - (days without product availability)

- non-standard customer behavior (bulk purchases) - add note to such items "pay attention"

Report columns:

1. *Supplier* — supplier name

2. *Product Code* — unique article number (product code + product SKU, in separate columns)

3. *Product Name*

4. *Photo* — button/link to open product image, available in 1C

5. *Stock at Warehouse* — calculated based on selected warehouses

6. *In Transit (unposted receipts, current)* — based on unposted invoices, not included in stock balances for sales managers and warehouse staff

7. *Sold Since 08.2023* — sales from selected warehouses since August 1, 2023

8. *Average Daily Sales* = Sold / (number of days since 01.08.2023 minus days when product was absent from warehouse)

9. *Delivery Time (days)* — variable, set manually per supplier

10. *Forecast until Delivery* = Average daily sales × delivery time

11. *To Order* = Forecast – Stock – In Transit

12. *Purchase Price (\$)* — can be taken from the latest receipts from the supplier, if the same product has different suppliers, take the higher value

13. *Purchase Amount (\$)* = To Order × purchase price

14. *Amount in UAH (₴)* = Amount in \$ × exchange rate

15. *Comment / Note*: if the product is mainly sold to 1–2 clients in large volumes, or quick sales deplete all stock → "Sold to wholesale client, non-standard behavior"

---

Variables (in report header):

1. *Delivery Time (in days) - per supplier* — affects forecast

2. *Weekly Budget (\$)* — guideline for order limits

3. *USD/UAH Exchange Rate* — for converting amounts to hryvnia

4. *Warehouses (filter)* — select one or multiple warehouses to pull data from:

   * stock balances

   * sales

   * goods in transit (unposted invoices)

---

Accounting for goods in transit:

* Use unposted receipt invoices (can use basic capabilities)

* Show goods in a separate "In Transit" column

* Do not include in physical stock, do not display to sales managers

* Can use standard forms for posting such receipts, with the ability to switch to a regular receipt invoice after goods arrive.

---

Features of calculating average sales:

* Exclude from the sales period **all days when the product was zero** across all selected warehouses

* Use stock history from 01.08.2023 to the current date

---

Output data:

* Universal report grouped by suppliers

* Table suitable for export to Excel

* Report can be run manually, setting variables upon opening