Stock Mgmt

The Stock Mgmt tab enables you to specify how a part's inventory is managed.

Tip: You can use the filter to restrict the information that displays to a specific part ID, part suffix, inventory month, keyword, stock status, product category, or part classification, among others. The list of searchable fields on the filter is extensive; use the scroll bar to view them all. If you specify a cross-reference part ID that cannot be found, the applicable part ID displays.

Detail View Header

The fields in the top section of this tab define the data that displays.

Part ID

Identifier of the part currently selected in the grid or that you are defining.

Note: If there is a check in the Enable automatic part numbering field on the Data -> Parts Items -> Setup -> Product Categories screen, the part ID is assigned automatically. Its characteristics, if any, are based on information entered in other fields on that screen.

The part ID may only consist of valid bar code characters. This field has a zoom button to the Data -> Parts Items -> Cross-references screen, which defines cross-references of part IDs. It also has a list box. The part description displays to the right of the ID. This field is required.

The combination of this part ID and the part suffix must be unique for each part.

To delete a part and all its data from inventory, refer to how to delete a part from inventory.
To delete a part from a specific location, use the Basic Info tab on the Data -> Parts Items -> Location Information screen.

Note: You cannot delete a record that has part quantities to be reconciled.

Part suffix

Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID.

This applies only if the part ID is a valid part ID.

New part/location/inventory

If you are entering a new part, you can click the New part/location/inventory button to launch the Add New Part wizard. The wizard will walk you through specifying the required data for the Part Primary, Part Location, and Inventory Adjustment screens.

Note: The wizard must be activated before it will launch. Refer to Add New Part Wizard for more information.

Detail View

Data in the fields on the bottom section of this tab define how the stock of the part is managed. Unless otherwise indicated, these fields are required.

Inventory month

Inventory month for the part. 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 value in the Default inventory month for new parts added during ordering/Inventory months field on the General tab of the Setup -> Purchasing -> Options screen.

This field has a list box:

NONE: No inventory scheduled. This is the default. This value is used 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 primary record is added automatically by the Data -> Purchasing -> Quick Orders screen, the inventory month is set to NONE when inventory is managed CENTRALLY.

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.

Part and Transfer Requests

Max order quantity validate: Select the option to choose whether to validate. Options are NEVER, WARNING, and ALWAYS for validation.

Never: Do not validate if the order maximum is surpassed.
Warning: Warn users when they are saving if the order quantity is more than the max order quantity allowed. This option allows users to save if the amount it over the limit.
Always: Do not allow users to save when the order quantity is more than the max order quantity allowed.

Max order quantity: Set the maximum order quantity for the part ID.

Stock status

Current status of the stock of this part. If you are inserting a new record, this field auto-populates with the value in the Default stock status for new parts added automatically to inventory field on the General tab of Setup -> Parts Items -> Options screen. If you are copying a record, the copied value of Stock Status will match the copied record and not change to the default.

This field has a list box:

STOCKED: Normally kept on hand. Part inventory is managed actively and included on reorder lists and automatically generated purchase orders.
ON DEMAND - PROMOTABLE: Part inventory is not managed but reorders are permitted. The part's status is automatically converted to STOCKED if and when the criteria for promotion are satisfied. See the Criteria for conversion of parts from ON DEMAND - PROMOTABLE to STOCKED. When you manage parts ordering and Economic Order Quantity CENTRALLY, the system uses the Stock Promotion tab of the Data -> Parts Items -> Setup -> Options screen to check the conversion criteria.
ON DEMAND - NOT PROMOTABLE: Part inventory is not managed but reorders are permitted.
PROHIBITED: Reorders of this part are not permitted.

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.