Inventory (Physical Counts, Cycle Counts, Current Balance Adj.)
Description
Inventory is a view designed for transferring inventory items to different bins, lots, locations, and sites.
Work Flow
Fields
Below is a listing of the fields included in this view.
| Field Name | Description |
|---|---|
| Item | The identification number of the item being issued. |
| Description | The item description. |
| New Count | Used to enter the value for physical counts. |
| Last Count | The value of the last physical count. |
| Current Balance | The current on-hand quantity in stock. |
| Count Date | The date of the last count. |
| Storeroom | The storeroom location of the item. |
| Bin | The bin location within the storeroom. |
| Issue Unit | Unit of Measure for issues of the item. |
| Catalog Code | Typically vendor part number. |
| Manufacturer | The item manufacturer. |
| Model Number | The manufacturer's part/model number. |
| Vendor | Company the item was purchased from. |
| Min Level | Minimum stock level. |
| Max Level | Maximum stock level. |
| Category | Item category (Stock, Non-stock, Obsolete, etc...) |
| Rotating | Specifies if the item is a rotating equipment spare. |
| Reconciled | Specifies if the item's last count has been reconciled. |
| Count Frequency | The number of days scheduled between each physical count. |
| ABC Type | Used in conjunction with count frequency. Determines how often to count the item. |
| Days Until Count | Calculated value. Shows how many days before an item is due to be counted. |
| Item Type | The type for this record (ITEM, TOOL, STDSERVICE). |
Using the View
Inventory View List
To access the Inventory screen, double tap on the name with the stylus, or select the name and hit the "Enter" key.
Searching for Records
The Inventory screen initially displays a predefined filter for searching for inventory items. Key in, or scan, the desired values to search on then hit the "Enter" key.
Display Modes
Optionally, you can tap on either of the display mode toolbar buttons.
- Display results in data grid mode.
- Display results in single record mode.
| Data Grid Display | Single Record Display |
|---|---|
 |
 |
Entering a Physical Count
To enter a physical count, edit the New Count field by entering the quantity of the count into the value cell.
Tap on the Filter 
button to return to the filter screen to search for more items.
Adjusting Current Balance
To adjust the current balance, edit the Current Balance field by entering the desired quantity into the value cell.
Tap on the Filter
button to return to the filter screen to search for more items.
Navigation Associated With the View
- Cycle Count - Allows the user to search for items by ABC Type, Days Until Count, and Storeroom.
- Issue Item - A link to a view that allows the user to issue the selected item to a work order, asset, location, and/or GL account.
- Return Item - A link to a view that allows the user to return the selected item from a work order, asset, location, and/or GL account.
- Search Inventory - Returns the user to the default search screen.
- Transfer Item - A link to a view that allows the user to transfer the selected item to another storeroom and/or bin location.
Last modified 2008-11-10 04:16 PM
