Stock Mgmt |
The Stock Mgmt tab enables you to specify how a part's inventory is managed at this location. The Location Information screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
Information on this tab is accessible only if the Manage parts ordering and Economic Order Quantity (EOQ) values field on the General tab of the Data -> Parts Items -> Setup -> Options screen is set to BY LOCATION or ENTERPRISE. If the field is set to CENTRALLY, use the Stock Mgmt tab on the Data -> Parts Items -> Primary Information screen to manage part inventory.
Tip: You can use the filter to restrict the information that displays to a specific part ID, part suffix, inventory location, keyword, short description, product category, or part classification, among others. If you specify a cross-reference part ID that cannot be found, the applicable part ID is searched for and displayed.
Detail View Header
Data in the fields in the top section of this tab are display only from the Basic Info tab.
Part ID
Identifier of the part currently selected in the grid. This field has
a zoom button
(to the Data -> Parts Items ->
Cross references
screen, which defines cross-references of part IDs) and a list box. The part description
displays to the right of the ID.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.
Inventory location ID
Identifier of the location where the part inventory is stored. This field has a list box. The location name displays to the right of the ID.
Detail View
Data in the fields on the bottom section of this tab define how part stock is managed at this location. Unless otherwise indicated, these fields are required.
Inventory month
Inventory month for the part at the location. You can use this for annual inventories or any other periodic inventory with a frequency of at least once a year.
If you are inserting a new record, this field auto-populates with the inventory month that is the location default inventory month. Changes in the inventory month do not change the part primary record.
This field has a list box:
NONE: No inventory scheduled. This is the default. This value is specified when the part ID/part suffix is automatically inserted because there is a check in the Verified valid part ID field on the Line Items tab of the Data -> Purchasing -> Quick Orders screen.
Various combinations of months: Inventory scheduled during the specified month or months.
ALL: Inventory scheduled every month.
Note: If the part is an unassembled kit, select the inventory month NONE. (It is not valid to perform inventory counts for unassembled kits.)
Tip: If a part location record is added automatically by the Data -> Purchasing -> Quick Orders screen, the inventory month is set to NONE when inventory is managed BY LOCATION.
Count group
Count group for inventory. Free-form text field to be used in conjunction with the Inventory month field. Enables you to granulate your cycle counts by more than just a count month. For example, you could split your counts by week, by person, or by usage.
Stock status
Current status of the stock of this part at the location. If you are inserting a new record, this field auto-populates with the part primary stock status. Changes in the stock status do not change the part primary record stock status.
You can use the filter to restrict the information on this screen to those that pertain to specific stock statuses. This field has a list box:
STOCKED: Normally kept on hand at the location. Inventory of the part is actively managed and included on reorder lists and automatically generated purchase orders.
ON DEMAND - PROMOTABLE: Inventory of this part is not managed at the location, but reorders are permitted. The part is automatically promoted to STOCKED if and when it satisfies the criteria for promotion. See the Criteria for conversion of parts from ON DEMAND - PROMOTABLE to STOCKED field on the Inventory tab of the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen.
ON DEMAND - NOT PROMOTABLE: Inventory of this part is not managed but reorders are permitted.
PROHIBITED: Part reorders are prohibited.
Note: If the part is an unassembled kit, select the stock status PROHIBITED. (It is not valid to purchase, reorder, receive stock for, or adjust unassembled kits.)
Put-away process
This setting supports the ability to automate the stocking of parts. In order to automate the movement of parts from the staging area to stocking area, the serial numbers need to be entered at the time of receipt.
STAGED: Select this option to ensure that the receiver always enters the serial number for the stock part.
AUTOMATIC: Automatic put-away parts always require serial numbers.