U9cloudCostingIntermediateContent quality · 94/100

U9 cloud Inventory Ageing: From Age Buckets to Slow-Moving Action

Use consistent receipt batch, last-movement date and availability status to classify ageing and turn risk into cross-functional action.

Learning objective

Create traceable analysis for inventory quantity, value, age source and disposition result.

Roles

Inventory, planning, purchasing, finance, quality, sales, IT and consultants

Prerequisites

Confirm item, warehouse, lot, unit and status masters.
Set analysis date, ageing basis and cost source.
Prepare normal, return, blocked and transfer test data.

Completion checks

Every age quantity and value traces to source lot.
Rules reproduce on identical data.
Actions retain owner, approval and outcome evidence.

Common errors

Mixing first receipt and last movement date.
Ignoring blocked and inspection status.
Exporting reports without a disposition loop.

Thailand project note

Thai implementations should confirm Thai/English masters, THB and foreign currencies, Asia/Bangkok time, segregation of duties and local retention. VAT, WHT, BOI, customs and statutory-accounting conclusions require qualified Thai professional review.

Related modules

inventory-cost-controlslow-moving-inventorymanagement-accounting

Steps

01Confirm item, warehouse, lot, owner, unit and inventory-status masters.

02Define age origin, distinguishing first receipt, last movement and production date.

03Freeze the analysis date and account for transfer, return, inspection and blocked status.

04Calculate quantity, value and age bucket by item, warehouse, lot and availability.

05Separate no-demand, slow-moving, excess, safety-stock and quality-blocked causes.

06Assign material items to sales, planning, purchasing, engineering or quality with actions.

07Monthly, review consumption, transfer, supplier return, substitution or disposal and retain approval.

01
Confirm item, warehouse, lot, owner, unit and inventory-status masters.
02
Define age origin, distinguishing first receipt, last movement and production date.
03
Freeze the analysis date and account for transfer, return, inspection and blocked status.
04
Calculate quantity, value and age bucket by item, warehouse, lot and availability.
05
Separate no-demand, slow-moving, excess, safety-stock and quality-blocked causes.
06
Assign material items to sales, planning, purchasing, engineering or quality with actions.
07
Monthly, review consumption, transfer, supplier return, substitution or disposal and retain approval.

Implementation notes

Pilot one warehouse and product family.
Retain source, owner and closure evidence for exceptions.
Menus and fields depend on current release and blueprint.

References

用友 U9 cloud 产品与核心场景 ↗用友 U9 cloud · Accessed: 2026-08-21 · Applicable version: 官方公开范围；具体菜单以客户版本为准
U9 cloud 全球产品介绍 ↗用友 · Accessed: 2026-08-21 · Applicable version: 用于核对精细核算与分析能力