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Chapter 3. Inventory Module

Table of Contents

3.1. Transfer Order
3.1.1. New Transfer Order
3.1.2. List Transfer Orders
3.2. Physical Inventory
3.2.1. Create Count Tags
3.2.2. Create Cycle Count Tags by Site
3.2.3. Enter Count Slip
3.2.4. Enter Count Tag
3.2.5. Enter Miscellaneous Inventory Count
3.2.6. Zero Uncounted Count Tags by Site
3.2.7. Thaw Item Sites by Class Code/Site
3.2.8. Post Count Slips
3.2.9. Post Count Tags
3.2.10. Purge Posted Count Slips
3.2.11. Purge Posted Count Tags
3.2.12. Reports
3.3. Receiving
3.3.1. Enter Receipt
3.3.2. List Unposted Receipts
3.3.3. Purchase Order Return
3.3.4. Forms
3.4. Shipping
3.4.1. Issue to Shipping
3.4.2. Maintain Shipping Contents
3.4.3. Ship Order
3.4.4. Recall Orders to Shipping
3.4.5. Forms
3.4.6. Reports
3.5. Transactions
3.5.1. Miscellaneous Adjustment
3.5.2. Scrap
3.5.3. Expense Transaction
3.5.4. Material Receipt
3.5.5. Transform
3.5.6. Reset QOH Balances
3.5.7. Inter-Site Transfer
3.5.8. Relocate Inventory
3.6. Forms
3.6.1. Print Item Labels by Class Code
3.7. Reports
3.7.1. Item Sites
3.7.2. Valid Locations by Item
3.7.3. Quantities on Hand
3.7.4. Location/Lot/Serial # Detail
3.7.5. Expired Inventory
3.7.6. Slow Moving Inventory
3.7.7. Inventory Availability
3.7.8. Substitute Availability by Root Item
3.7.9. Inventory Status
3.7.10. Inventory History
3.7.11. Detailed Inventory History
3.7.12. Usage Statistics
3.7.13. Time-Phased Item Usage Statistics by Item
3.8. Site
3.8.1. Sites
3.8.2. Site Locations
3.9. Item Site
3.9.1. Enter Item Site
3.9.2. Item Sites
3.9.3. Item Availability Workbench
3.10. Lot/Serial Control
3.10.1. Location/Lot/Serial # Detail
3.10.2. Detailed Inventory History by Lot/Serial #
3.10.3. Reassign Lot/Serial Number
3.11. Master Information
3.11.1. Site Types
3.11.2. Cost Categories
3.11.3. Expense Categories
3.11.4. Characteristics
3.12. Utilities
3.12.1. Unbalanced QOH by Class Code
3.12.2. Update Item Controls
3.12.3. Summarize Transaction History by Class Code
3.12.4. Create Item Sites by Class Code
3.12.5. Purge Shipping Records
3.12.6. Maintain External Shipping Records

In this chapter, we describe the Inventory module. This module is responsible for defining and maintaining the following key components:

The module is also responsible for generating General Ledger (G/L) transactions that record and track Physical Inventory movements throughout the production environment.