Inventory - More Info |
The Inventory – More Info tab enables you to define additional information about how the parts inventory at the location is handled, as well as warranty claim generation. To specify how parts data is handled at the system level, use the Setup -> Parts Items -> Options screen.
The field in the top section of this tab defines the data that displays.
Location ID
Identifier of the location currently selected in the grid or that you are defining. This field has a list box. The location name displays to the right of the ID.
Data in the fields in the bottom section of this tab define the additional information. Unless otherwise indicated, these fields are required.
Automatically create warranty claims when part under warranty is replaced
If this field has a check, warranty claims for parts issued from this location are automatically generated when you replace the parts within the warranty period.
This option applies to parts issued from the following screens:
Data -> Setup -> Organization Structure -> Locations -> Primary Information
Data -> Shop Activity -> Work Order Center
Data -> Shop Activity -> Work Order - Short Form
Data -> Shop Activity -> Parts Issues and Returns
Data -> Parts Activity -> Bar Code Issues
Data -> Purchasing -> Quick Orders
Data -> Parts Activity -> Receipts
Data -> Enterprise Purchasing -> Requisitions
Data -> Enterprise Purchasing -> Purchase Orders
Data -> Enterprise Purchasing -> Receipts
Warranty periods for parts are specified on the Warranty tab of the Data -> Purchasing -> Vendor/Part Information screen. To view and edit warranty claims, use the Data -> Warranty -> Reimbursement Claims screen.
Automatically create core claims when part with a core is replaced
If this field has a check, core claims for parts issued from this location are automatically generated when you issue a part that has a check in the Has a core field on the Data -> Parts Items -> Setup -> Part Classifications screen and the screen from which you issue the part does not have a value in the Core unit value field. For a list of screens from which you can issue parts, refer to the information on parts charges.
You can display and edit such claims on the Claim Data tab of the Data -> Warranty -> Reimbursement Claims screen.
Binning instructions message when a part is received into stock
If this field has a check and the location receives parts and adds them to inventory, a message prints on the location’s print queue regarding the bin location in which to store each part. If there is a check in the Message when a part is received for use on a specified work order field, separate messages are generated for parts received that were ordered for specific work orders. This field is optional.
Message when a part is received for use on a specified work order
If this field has a check, a message displays on the location’s print queue regarding the location’s receipt of parts that were designated for use on a specific work order. This field is optional.
Requested quantity defaults to committed
If this field has a check, the part quantity requested defaults to the part quantity committed. Applies to all part requests, whether generated manually or automatically. Also applies to part requests generated externally.
Committed quantity not available to issue
If this field has a check, the part quantity committed is subtracted from the quantity available to issue to work orders other than the work order for which the part has been requested.
Default bin ID for automatically generated part location records
Default bin ID for automatically generated part location records. This list box is restricted to STOCK AREA bins only.
Bin IDs are assigned on the Setup -> Parts Items -> Bins screen.
Required match between inventory part and task ID
Indicates whether parts IDs specified on the Parts tabs of the Data -> Shop Activity -> Work Order Center and Work Order - Short Form screens must be linked to the task IDs with which they are associated. This field is optional.
The choices are:
NONE: The part IDs do not need to be linked to the task IDs.
EXACT TASK: The part IDs must be linked to the task IDs.
ANY TASK IN REPAIR GROUP: If the task ID is part of a repair group, the part IDs can be linked to any task ID in the repair group.
Parts IDs are listed on the Parts tabs of the Shop Activity -> Work Order Center and Work Order - Short Form screens. Task IDs are linked to part IDs on the Repair tab of the Data -> Parts Items -> Primary Information screen.
Default inventory month for new parts added during ordering
The month (or months) during which the part is inventoried. This field has a list box.
Tip: If you are managing inventory BY LOCATION, define inventory months on this screen. If you are managing inventory CENTRALLY, define inventory months on the General tab of the Setup -> Purchasing -> Options screen.
Require vendor contract entry if part defined on a current contract
This option allows you to set if a vendor contract entry is required on a current contract. This is a location level setting.
NEVER: Never require a vendor contract entry.
WARNING: Warn the user that an active vendor contract - part price record is available.
REQUIRE: Requires the entry of the vendor contract when the vendor contract - part price record exists. This option works for the Request, Requisition, and Enterprise Purchasing Purchase Order screens.
Require issuing employee must support this location
When issuing parts from anywhere in the system, the system validates that the issue location is the same as the issuing employee's assigned shop location's default part inventory location for shop. If these two locations do not match, the following occurs depending on the setting:
Never: Do not validate if the locations match.
Warning: Warn users when they are saving if the locations do not match. This option allows users to save or cancel the part issue.
Always: Do not allow users to save when the locations do not match.
Post standard parts to tasks generates part request
If this field has a check and you process a check in the Post standard parts to tasks field on the Standard Jobs tab of the Data -> Shop Activity -> Work Order Center screen, charges for the parts associated with each task of the standard job are automatically posted to the work order. The parts are automatically issued from the location ID specified as the default parts issue location for the location ID (determined by the first part of the work order ID).
If you leave this field blank, a parts request is generated but not posted to the work order.
Automatically receive parts transferred to this location
If this field has a check, transferred parts may be automatically received at your location, which means that parts can be transferred in one step instead of requiring a minimum of two steps (send out and receive). When a SEND PARTS OUT status is processed on the Basic Info tab of the Data -> Parts Activity -> Stock Transfers screen, a RECEIVE PARTS IN status is automatically processed on the parts transfer.
If you leave this field blank, a separate step is required to receive parts in.
Allow issues from stock with insufficient inventory
If this field has a check, parts issues may be posted to work orders even if the receipt has not been recorded yet.
Note: You may not issue insufficient inventory for parts that are tracked by LIFO or FIFO.
If this option is set for the issue location, no message displays when a part with insufficient inventory is issued to the work order. The issue is allowed at the last known unit price.
If you are processing a receipt or a transfer in of a part that requires quantity to be reconciled, you must specify the work order ID that applies to this receipt. If the receipt price is different from the issue price, the original issue is automatically returned from the work order and the part is reissued to the work order at the correct price. Any residual value that may still need to be averaged into the unit issue price is taken into account.
If you are returning parts from a work order to stock and this field has a check, any inventory for that stocking location that was issued but not received is reconciled.
Tip: Serialized parts are currently not supported by this functionality.
Do not require reconciliation of parts issued from insufficient inventory
If this field has a check, you can close a work order even if there are pending issues to reconcile, and also receive items without specifying a work order to reconcile the receipt to an issue.
Note: If there was a price adjustment between the time the part was issued to the work order and the time the receipt is recorded, the adjustment cannot be made if this option is active.
Require one count entry across all bins if part is stored in multiple bins
If this field has a check, all the bins for a part in the stockroom are counted as one bin instead of separate bins. You may only update this option (either to checked or blank) for a location whose inventory count is COMPLETED.
When you add a part with multiple bins to a count activity on the Parts Activity -> Inventory Counts -> Inventory Count Management screen, one row is normally added for each bin, the expectation being that each bin will be counted separately. All bins must be counted before the counts can be analyzed. If this option is selected, one count row is created for each part regardless of how many bins the part is stored in.
Tip: If this option is activated and there is a large discrepancy between your count and the quantity on hand, you may want to determine whether all bins were counted.
Enable use of Inventory Count Management screens
This field indicates whether you use the Parts Activity -> Inventory Counts screen or the Inventory Count Management, Count Entry, and Count Analysis screens.
When your stock location is ready to use the additional functionality, analyze and adjust any pending counts that were entered using the Inventory Counts screen and then place a check in this field. From that point forward, you should disable access to the Inventory Counts screen and enable access to the Inventory Count Management, Count Entry, and Count Analysis screens.
The Inventory Counts screen is still available for use, but the counts use the same data columns on the part location record as the Inventory Counts Management screen. If you are using both screens to enter and manage counts for the same part at the same location, this can cause problems.
Prohibit request of parts with stock status PROHIBITED
If this field has a check, technicians cannot request parts with a stock status of PROHIBITED. You may want to activate this option if the application is not the system of record for part master records or you want to prevent technicians from requesting parts that are no longer available. This option also prohibits requests for parts that are not at the location.
Default check part request notify flag upon receive/issue from receipt
If this field has a check, the Notify Requests tab lists the requests to notify, receive, or issue from receipt. The technician can then be notified that the part is ready for pick up.
Note: This option is triggered by an immediate issue from purchase order receipts and transfer receipts generated from the Parts Activity -> Requests screen.
Part request ORDER action does not complete the request
Note: This capability is available only if you manage BY ENTERPRISE and have installed Release 6.2.0 or higher.
If this field has a check, the part request line is not completed when the action is set to ORDER. The item is also not automatically issued upon receipt. The storekeeper is expected to update the part request line item action to ISSUE once the part is in stock.
You can also receive a part but not issue it against a work order that has a status of PENDING. The part can be put into stock before the work order is opened.
When a part request line item is first entered, the status is set to PENDING. If the action is set to ORDER, the status is set to ORDERED. If part of the purchase order line item is received, the status is set to PARTIALLY RECEIVED. Once the entire purchase order line item is received, the status is set to RECEIVED. Once the part is in stock and the action is updated to ISSUE, the status is set to COMPLETED.
Note: This affects the Storekeeper portal when looking at requests. In the Storekeeper portal, in the Part Requests Gadget, there is a Requests button. When you click Requests, the Request Management page opens. There are several tabs displayed with tables, but this option affects whether the Notify Requests tab displays or not. :
If this box is checked, the Notify Requests tab will displays, and you will be able to view the table of parts with notifications.
If this box is not checked, the Notify Requests tab does not display.
Allow delete of part request line items
If this field is blank, part request line items may not be deleted from the location. Users may choose the DELETE option in the Parts request action field on the Parts Information tab of the Parts Activity -> Requests screen, but the action will not be processed.
Parts request requires entry of task ID
Check this box to require a part request to have a task ID.
Warning message if similar part already requested
If this field has a check, a warning message displays if the same part ID and suffix are pending on another PENDING, ORDERED, or RECEIVED line item for the equipment unit. The pending line item may be for the specified location or another one; the same work order or a different one. This option helps prevent duplicate part orders for a single equipment unit. Users can choose to continue processing the request or cancel it.
Automatically defer transfer quantity that cannot be fulfilled on send out
Check this box to allow a portion of a stock transfer to be deferred if the quantity is not available. Part stock transfers support deferring partial line quantities or entire lines to new part stock transfers when parts are currently unavailable. This allows the remaining parts on the current stock transfer to be sent to this location.
Allow multi-asset work orders to request parts or commercial work
Check this box to allow multi-asset work orders to request parts or commercial work. Part request lines cannot be issued directly to multi-asset work orders. Once the request is fulfilled, complete the request line and use the multi-asset work order parts screen to directly issue the part. You will be able to specify which child work orders the parts were issued to on the mutli-asset work order parts screen.
Parts request requires entry of Department ID for direct posting
Check this box to require the entry of Department ID for direct posting. When this box is checked, the Request screen will require the Department ID to be set for a request line when it is a direct request.