Edit Inventory Item Screen - Revision history

Claudefeistel2 at 23:43, 31 October 2009

2009-10-31T23:43:09Z

Claudefeistel2: /* Physical Inventory Variance */

2009-10-31T23:36:14Z

‎Physical Inventory Variance

Claudefeistel2: /* Inventory Item Reservations */

2009-10-31T21:48:47Z

‎Inventory Item Reservations

Claudefeistel2 at 21:43, 31 October 2009

2009-10-31T21:43:17Z

JRZeitlin at 19:59, 11 January 2008

2008-01-11T19:59:32Z

JRZeitlin: /* Edit Inventory Item */

2008-01-11T19:51:53Z

‎Edit Inventory Item

JRZeitlin at 19:51, 11 January 2008

2008-01-11T19:51:40Z

JRZeitlin at 19:51, 11 January 2008

2008-01-11T19:51:15Z

JRZeitlin at 06:11, 11 January 2008

2008-01-11T06:11:43Z

JRZeitlin: Protected "Edit Inventory Item Screen": Sysop page [edit=sysop:move=sysop]

2008-01-11T06:10:44Z

Protected "Edit Inventory Item Screen": Sysop page [edit=sysop:move=sysop]

@@ Line 8: / Line 8: @@
   * Click: [Find Inventory Item] to search and list the results.
   * Click: the Inventory Item ID (first column) of the item you need to edit.
-      The Edit Inventory Item screen opens.
+      The Edit Inventory Item screen opens to the first page (with access to page two).
 This screen allows you to manage and edit information about an inventory item and includes the following three sections:
@@ Line 37: / Line 37: @@
 * '''"Select a Facility"''' [Drop Down Button] with your list of Warehouses and Stores to select from, in case editing this item requires access to a different facility.
 * '''[Transfer Item]''' - Clicking this button will take you to the [[Transfer Inventory Screen]] where you can move inventory among your warehouses and stores.
-* '''[Inventory Details]''' - Clicking this button will take you to the screen where you can view inventory details and shipment receipts for the item.
+* '''[Inventory Details]''' - Clicking this button will take you to the Edit Inventory Item page two screen where you can view inventory details and shipment receipts for the item.
 ==Inventory Item Reservations==

@@ Line 64: / Line 64: @@
 * '''Variance Reason Id''' - Select the appropriate reason for the adjusting the inventory quantities for the item (for example, "Damaged" or "Integration") from the drop down menu.
 * '''Available To Promise Var''' - This is the positive or negative adjustment of the current quantity available to promise.  Entering a positive integer (for example: "5") or negative integer (for example: "-5") will increase or decrease the "ATP" total by that number of units.
-* '''Quantity On Hand Var''' - This is the positive or negative adjustment of the current quantity on hand.  Entering a positive integer (for example: "5") or negative integer (for example: "-5") will increase or decrease the "QOH" total by that number of units.   * '''Comments''' - This optional field allows you to enter any relevant notes about the inventory variance.
+* '''Quantity On Hand Var''' - This is the positive or negative adjustment of the current quantity on hand.  Entering a positive integer (for example: "5") or negative integer (for example: "-5") will increase or decrease the "QOH" total by that number of units.
-A history of physical inventory variances is displayed below including the internal variance ID, date and time of the adjustment, user login who processed the variance, and the variance details.
+A history of physical inventory variances is displayed below, including these data items:

@@ Line 1: / Line 1: @@
- To open this screen from the Main Navigation page:
+To open this screen from the Main Navigation page:
   *  Click: Warehouse > Inventory Tab > [Find Inventory Item] button
      The Find Inventory Item screen opens.  This screen allows you to search for an inventory
@@ Line 55: / Line 55: @@
 * '''Sequence Id''' -
 * '''Old Pick Start Date''' - This is the original date the inventory item was scheduled to be pulled for the order.
 ==Physical Inventory Variance==

@@ Line 1: / Line 1: @@
-This screen allows you to manage and edit information about an inventory item and is divided into the following sections:
+ To open this screen from the Main Navigation page:
 __TOC__
@@ Line 5: / Line 16: @@
 ==Edit Inventory Item==
-This section displays the inventory item ID (which cannot be changed without re-creating the inventory item) and the Available To Promise/Quantity On Hand (which can be changed by doing a physical inventory variance in the [http://www.opentaps.org/docs/index.php/Edit_Inventory_Item_Screen#Physical_Inventory_Variance physical inventory variance section]below).
+This section displays the Inventory Item ID first, then a full set of data about it (most of which can be edited) including these elements:
 * '''Inventory Item Type ID''' - Select the type for the ID (either "Non-Serialized" or "Serialized") from the drop down menu.
-* '''Product ID''' - Enter the product ID for the inventory item.
+* '''Product ID''' - The Product ID for the inventory item, which cannot be changed.
-* '''Party ID''' - This is the internal ID of the relevant party associated with the product.  You may enter the party ID manually or search for it using the [[lookup widget]].
+* '''Party ID''' - This is your internal ID of a relevant party associated with the product.  You may enter the party ID manually or search for it using the [[lookup widget]].
 * '''Owner''' - This is the owner of the product in the inventory.  By default this will be set as your company, however you may enter an alternate owner by entering the party name manually or by searching for it using the [[lookup widget]].
 * '''Date Received''' - This is the date and time the item was received into your inventory.  You may enter the date and time manually or by using the [[calendar widget]].
 * '''Expire Date''' - This is the date date and time the item will expire in your inventory (if applicable).  You may enter the date and time manually or by using the [[calendar widget]].
-* '''Facility/Container''' - You may select the facility using the drop down menu, or a specify a container by entering the internal container ID.
+* '''Facility/Container''' - You may select the facility using the drop down menu, or specify a container by entering the internal container ID.
 * '''Facility Location''' - This is the item's location within the facility.  Enter the location ID manually or search for it using the [[lookup widget]].
 * '''Lot ID''' - This is the internal ID for the lot to which the inventory item belongs.  Enter the lot ID manually or search for it using the [[lookup widget]].
@@ Line 28: / Line 31: @@
 * '''Per Unit Price''' - Enter the value of one unit of the inventory item.  The per unit price is in the currency of your organization.
 * '''Comments''' - This optional field allows you to enter any notes relevant to the inventory item.
 ==Inventory Item Reservations==

@@ Line 23: / Line 23: @@
 * '''Facility/Container''' - You may select the facility using the drop down menu, or a specify a container by entering the internal container ID.
 * '''Facility Location''' - This is the item's location within the facility.  Enter the location ID manually or search for it using the [[lookup widget]].
-* '''Lot ID''' - This is the internal ID for the lot in the facility where the item is located.  Enter the lot ID manually or search for it using the [[lookup widget]].
+* '''Lot ID''' - This is the internal ID for the lot to which the inventory item belongs.  Enter the lot ID manually or search for it using the [[lookup widget]].
 * '''Uom Id''' - Enter the internal ID for the unit of measurement relevant to the inventory item.
 * '''Bin Number''' - Enter the bin number for the inventory item.
@@ Line 44: / Line 44: @@
 * '''Current Promised Date''' - This is the current date and time the order fulfillment is promised to the customer.
 * '''Sequence Id''' -
-* '''Old Pick Start Date''' -
+* '''Old Pick Start Date''' - This is the original date the inventory item was scheduled to be pulled for the order.
 ==Physical Inventory Variance==

@@ Line 5: / Line 5: @@
 ==Edit Inventory Item==
-This section displays the inventory item ID (which cannot be changed without re-creating the inventory item) and the Available To Promise/Quantity On Hand (which can be changed by doing a physical inventory variance in the [http://www.opentaps.org/docs/index.php/Edit_Inventory_Item_Screen#Physical_Inventory_Variance physical inventory variance section] below).
+This section displays the inventory item ID (which cannot be changed without re-creating the inventory item) and the Available To Promise/Quantity On Hand (which can be changed by doing a physical inventory variance in the [http://www.opentaps.org/docs/index.php/Edit_Inventory_Item_Screen#Physical_Inventory_Variance physical inventory variance section]below).
 This section contains the following buttons:

← Older revision	Revision as of 06:10, 11 January 2008
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