Inventory Unit Change

This screen allows you to adjust the Unit of Measure of a selected Item from its current unit to another Unit held against the Item record.

 

List Tab

 

Display fields

 

Item Code: This is display only that shows the Item Number.  Initially only Active Items are displayed but you can show all Items by ‘checking’ the checkbox at the bottom of this panel

 

Description: Description of the Item taken from the Item record

 

Unit: Basic Unit of Measure of the Item taken from the Item record

 

Status: Current status of the Item taken from the Item record

 

Data Display Options

 

Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

Filtering and Sorting - If you ‘check’ the checkbox then the displayed data is available for filtering and sorting:

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To sort the data in a selected column simply click on the column heading.  Clicking against will sort in descending order.

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Click on the black ‘down arrow’ to the right of your selected column heading and you can either select a specific entry to display all records containing that entry, or you can select (Custom…) to enter detailed selection criteria.

 

Include Inactive Status - By default the display will only show Items that are ‘Active’   If you wish to see all Items then ‘check’ this checkbox.

 

Searching - If you enter some text into the ‘Search’ field and click on the ‘binoculars’ Icon then all records will be interrogated and those records that contain the entered text will be displayed.  To revert back to displaying all records click on the ‘Eraser’ Icon

 

Buttons

 

Close: This will close the Inventory Unit Change screen. 

 

 

Detail Tab

 

This tab enables you to make restock a current Item in another Unit of Measure that is valid for the Item. 

 

Entry and Display fields

 

Item Code: Display only field showing the Item selected in the ‘List’ screen

 

Unit: Display only field showing the base Unit of Measure of the selected Item.

 

Description: Display only field showing the description of the selected Item.

 

Barcode: Display only field showing the Barcode of the selected Item.

 

Status: Display only field showing the current status of the selected Item.

 

On-Hand Qty: Display only field showing the current calculated on-hand quantity of the Item across all Warehouses and Locations.

 

(button) Inventory Details Inquiry: Clicking on this button will display more details about the selected Item.  These include:

 

Re-Order Level: This is used in the Inventory Replenishments Routine to define the stock level at which the program generates a Planned Supply order.  

 

Minimum Re-Order Quantity: This is used in the Inventory Replenishments Routine to define the minimum quantity to order when the stock is at, or below, the Re-Order Level.  The Replenishment Routine will generate a Planned Order based on the greater of the actual demand or the Re-Order Quantity.

 

Lead Time: The number of days that it normally takes from placing the order to obtaining the Item.  This lead-time will be applied to both Purchase Orders and Assembly Orders to determine when the order should be placed. 

 

Default Supply Method: This defines whether the Item is:

Supply From Stock - Supply to Sales Orders, Assembly Issues, Job Orders will come from stock.   In this instance Inventory will normally be maintained using the Inventory Replenishment routine.

Source On Demand - Whenever a demand (Sales Order, Assembly Issue, Job Order) is made then Ostendo will immediately create a matching ‘Planned’ Supply Order (Assembly Order or Purchase order)

 

Sourced By: This is the normal method by which this Item is sourced and will allow Ostendo to generate planned orders in the area where it is sourced (Assembly or Purchase).  These are:

Purchasing - fully purchased Item

Assembly - Assembled in-house

Supplier Assembled - Components sent to Supplier for Assembly

 

Default Supplier: This is used by the Replenishment routine, or Source on Demand function to generate a planned Order linked to a preferred Supplier.  

 

Default Issue Warehouse: The default Warehouse from where this Item is normally issued.   This will prefill any Issue transaction for this Item but can be changed before physical issue.

 

Default Issue Location: The default Location within the selected issue Warehouse.  This will prefill any Issue transaction for this Item but can be changed before physical issue.

 

Default Receipt Warehouse: The default Warehouse into where this Item is normally received.  This will prefill any receipt transaction for this Item but can be changed before physical receipt.

 

Default Receipt Location: The default Location within the selected receipt Warehouse.   This will prefill any receipt transaction for this Item but can be changed before physical receipt.

 

Alternate Item Available: If this is ‘Checked’ then an alternative Item is available when this Item cannot be supplied.  The next field shows the Alternative Item Code.

 

(Button) Change Unit of Measure for Selected Record: If you highlight a current stock record in the lower panel then click on this button a panel will appear for you to amend the Unit of Measure as follows:

 

From Unit: Display only field showing the Unit of measure of the selected stock

 

From Qty: Enter the quantity that you are going to convert

 

To Unit: From the drop-down list select the Unit to which the above quantity is being converted.  The displayed units are those that are valid for this Item

 

To Qty: Display only field showing the quantity of the Item that will be stocked using the new Unit of Measure

 

(Button) Update: Click this button to amend the Unit of Measure for the selected quantity

 

(Button) Cancel: Click this button to exit this panel without taking any action

 

 

Lower Panel

 

Warehouse: If the Warehouse is being adjusted then, from the drop-down list select the Warehouse against which the change is being made.

 

Location: If the Location is being changed then, from the drop-down list of Locations within the above Warehouse select the location where the change is being made.

 

On-Hand Quantity: This is for information only and cannot be adjusted

 

Unit: This is for information only and cannot be adjusted

 

Variables: If the Item has variables (Serial Number, Batch Number, Colour, Revision Level, etc) then these fields will be displayed.  You can amend the content as required

 

Buttons

 

Close: This will close the Inventory Unit Change screen.  If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made to the current record being changed or the last time the ‘Save’ Button was pressed will be lost.