Current Stock |
The Current Stock tab displays information about current stock of a part at a location and suggests how to satisfy a requirement for the part. You can also generate parts requests from this tab.
Tip: To display stock and other information for a part, you must specify the part ID, location ID, and quantity required in the filter. If you specify a cross-reference part ID and the system cannot find it, it searches for and displays the applicable system part ID.
The Stock Check screen supports location level access control, so you must belong to a user group with the applicable authorizations to make changes or updates.
You must use the filter to specify values for the fields in the top section of this tab. All fields are required.
Part ID
Valid identifier for the part specified in the filter. The ID is associated with the part suffix. Display only (from the filter). This field has a list box. The part description displays to the right of the ID.
Note: If you enter a valid cross-reference entry for the part ID/suffix in the filter, it is automatically converted to the appropriate part ID/suffix. If more than one valid part ID/suffix is associated with the cross-reference part ID, a list box of valid part ID/suffixes appears.
Part suffix
Number associated with the part in the Part ID field, which distinguishes it from other parts with the same part ID. Display only (from the filter).
Location ID
Identifier of the location specified in the filter. Display only (from the filter). This field has a list box. The location name displays to the right of the ID.
Note: No records will be returned if you do not have access rights to the specified location. Only applies if inventory is managed either BY LOCATION or ENTERPRISE.
Requested quantity
Quantity of the part specified in the filter and that you want on hand. Must be greater than zero. Display only (from the filter).
Fields on the bottom section of this tab reflect the inventory on hand for the part and suggest the action to take in order to increase the inventory. All the fields are display only.
On hand
When you process an automatic adjustment to inventory counts from the Data-> Parts Activity -> Inventory Counts screen, the following three fields update automatically.
Quantity: Quantity of this part that is on hand at this location, in units of issue.
Unit price: Price per issue unit of the part.
Value: Value of the quantity of this part that is on hand at this location.
Reorder point
Stock level at which an order is to be placed for this part. This field is display only.
Suggested action
List of suggested actions that you can take to increase the part's inventory. The selected item is the recommended action. Display only.
USE CURRENT STOCK
EXPEDITE PENDING ORDERS (To display pending orders, use the Pending Orders tab)
TRANSFER FROM ANOTHER LOCATION (Data -> Parts Activity -> Stock Transfers)
PLACE NEW PURCHASE ORDER (Data -> Purchasing -> Quick Orders)
TRANSFER FROM ANOTHER LOCATION (Data -> Parts Activity -> Stock Transfers) OR PLACE NEW PURCHASE ORDER (Data -> Purchasing -> Quick Orders)
Refer to how the system selects suggested actions to take in order to increase stock.
Generate request for this part
If this field has a check and the Basic Info tab of the System Mgmt -> Setup -> Access Rights -> Users screen specifies an employee ID associated with your user ID, a parts request is generated for the requested quantity specified in the filter. The employee ID associated with the logged-in user is included on the part request.
The request displays on the Data -> Parts Activity -> Requests screen. If the Printer Info tab on the Data -> Setup -> Organization Structure -> Locations -> Primary Information screen specifies a printer ID for the location ID, a message about the request is sent to that location.
Bin ID
Identifier of the bin in which the part is stored. This field has a list box. The bin description displays to the right of the ID.