IRS Monitoring Unassigned and Unstarted Inventory

4.1.2.5  (10-24-2006)
Monitoring Unassigned and Unstarted Inventory

  1. The PSP Territory Manager is responsible for monitoring unassigned inventories (Status 08), assigned-no time applied (Status 10), and work-in-process inventories. The monitoring responsibility should be accomplished through the use of the following reports:

    1. Table 36— Campus generated monthly report

    2. Table 37— Monthly report MCC generated

    3. AIMS Database Tables

    4. Inventory and Delivery Reports

    5. Centralized Files and Scheduling Tables

    6. Examination Returns Control System (ERCS)

    7. Statistical Sampling Inventory Validation Listing (SSIVL)

  2. Unassigned inventories (Status Code 08) should be maintained throughout the fiscal year. Generally, inventory levels should not exceed needs for 3–4 months.

  3. Unassigned inventories in Status Code 10 should be kept to a minimum to allow for a quicker change of direction to meet program needs.

  4. Non-DIF returns may be stored either in centralized files at the campus, or in the Area office.

  5. Returns are generally assigned to examination groups in a manner that will facilitate compliance with examination cycle limitations.

  6. Monitoring allows the review of group return orders in PODs and the comparison to status 10 in other groups in the POD. It also is needed to compare with group surveys to determine if groups are in need of inventory or have poor survey practices.


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