MKMS Help

Warehouse Inventory

This Help File Page was last Modified on 10/30/2013

Warehouse Inventory

This Help File Page was last Modified on 10/30/2013

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Warehouse Inventory

This Help File Page was last Modified on 10/30/2013

Previous topic Next topic  
Warehouse Inventory (see the illustration below) provides a list of all Inventory Items and has several special purpose buttons available.
There are two ways to access the Warehouse Inventory Form:

1.  From the Main Menu, Select the Maintenance Menu and Choose Inventory Tracking.

HelpFilesWarehouseInventoryButton

Warehouse Form - Inventory button

 

a)Select the Warehouse option to open that Form.

 

HelpFilesWarehouseLocationInventoryForm

Warehouse Inventory Form - Opened using the Warehouse Form

 

b)Click the Inventory button at the bottom of the Warehouse Form to open the Warehouse Inventory Form.

 

HelpFilesWarehouseInventoryFormSearchIcon

c)Use the Search Icon on the Warehouse Inventory Form to locate the desired Inventory Item (see the Advanced Search Dialog chapter for special instructions).

 

2.  From the Main Menu, Select the Maintenance Menu and Choose Sale-Purchase Items

HelpFilesSale-PurchaseiItemSearchIcon

Sale-Purchase Item Form - Search Icon

 

a)Select the Search Icon and locate the desired Inventory Item (see the Advanced Search Dialog chapter for special instructions).

 

HelpFilesWarehouseInventoryIcon

b)When the desired Inventory Item is displayed on the Sale-Purchase Item Form, Click the Warehouse Inventory Icon.

 

HelpFilesWarehouseInventory

Warehouse Inventory Form - accessed through the Sale-Purchase Item Form

 

c)The Warehouse Inventory Form will be displayed with a special Header describing the desired Inventory Item.

 

Understanding the Warehouse Inventory Form:
Column Headings - Regardless of which method was used to open the Warehouse Inventory Form, these are the fields that are displayed on the Form:
Item - The Sale-Purchase Item Code for the Inventory Item.
Description - The description of the Sale-Purchase Item.
ReOrder Level - If the Available On Hand level is at or below this value, this Inventory Item will be included on the Inventory Re-Order Report.
Max Level - When a Re-Order is required, the difference between the sum of the Available On Hand plus the Available Pending and the Max Level will be the recommended Re-Order quantity on the Inventory Re-Order Report.
Total Pending - The quantity that has been Ordered, but not yet Received.
Committed Pending - Those quantity of items that have been Ordered and Reserved specifically for a Job.
Available Pending - The quantity that has been Ordered for "stock" but not yet Received.
Total On Hand - The quantity that is physically in the Warehouse.
Committed On Hand - The quantity that is physically in the Warehouse but is committed to a specific Job.
Location - Enter the specific Location where this Inventory Item is stored within the Warehouse.
Click the Location field of the Inventory Item for which you want to add specific location information.
Click the Ellipse button HelpFilesEllipseButton(it will appear to the right of the Location field when that field is Clicked).

HelpFilesLocationFieldOnWarehouseFrom

Enter a specific Location where this item may be found.
Click OK to write this information into the Location field of the Warehouse Inventory Form.
Kit Components tab - When an Inventory Item is displayed that is actually a User Defined Kit, the Kit Components tab will be displayed at the bottom of the Warehouse Inventory Form.

 

HelpFilesKitComponentsTab

 

To view the Inventory Items that make up this Kit, and the required Quantity and number Available of these, Click the Kit Components tab.

 

HelpFilesKitComponentsList

Kit Components tab lists the Inventory Items that make up the selected Kit

 

Special Purpose Buttons on the Warehouse Inventory Form:

 

HelpFilesWarehouseInventoryFormSpecialButtons

Search - Click the Search Icon to open the Sale-Purchase Item Search dialog to locate an Inventory Item from among all of those that are entered in th Sale-Purchase Items Form.
Search By - Use the Drop-Down Selection List to Choose the field (either the Sale Item ID or Description) on which to perform the Search.
Search Value - Enter the characters with which to perform the search.
Selecting - As you type the Search Value, the Sale-Purchase Item closest to what you've typed will be identified with a right arrow u pointer.
Click OK when the appropriate Inventory (Sale-Purchase) Item is pointed out.

 

HelpFilesSalePurchaseItemSearchForm

Sale-Purchase Item Search Form

 

Adjust - Click the Adjust Icon to change the Inventory Count(s) displayed on the Warehouse Inventory Form.

 

HelpFilesInvemtoryAdjustConfirmation

Confirm that you want to Adjust Inventory Values

 

You must Confirm that this is what you want to do.
Use the Edit Warehouse Inventory Values dialog to re-set the counts, as needed.

 

HelpFilesAdjustWarehouseInventory

Edit Warehouse Inventory Values

 

Click on the specific Inventory Count field(s) that need to be revised:
'Max Level' Value: - The maximum Quantity of this Inventory Item that should be in-stock (Available 'On Hand') at any time.
'ReOrder' Value: - The Quantity of this Inventory Item which is in-stock (Available 'On Hand') that triggers a Re-Order Request (which is documented in the Inventory Reorder Report).
Available 'On Hand': - The Quantity of this Inventory Item that is in-stock at any time.

 

HelpFilesAdjustUpDownArrows

oRight-Click this Available 'On Hand' field to (re-)set the Increment in which the Up/Down Arrows will change the current Quantity and display the resultant Quantity.

 

HelpFilesInventoryAdjustmentIncrements

oThe choices are 1.0, 0.5, and 0.1
oOnce the field is (re-)set, this Increment setting will become the default.
Available 'Pending': - The quantity of this Inventory Item which has been ordered but is not already committed to a Job, but has not been received (Also see Reserved Inventory and Purchase Orders).
Adjust these quantities, as required.
For General Ledger System Users only:
Department - Use the Drop-Down Selection List to Choose the Department that normally uses this Inventory Item.
Authorization - Enter the Reason for Change
Click OK to save the change or Cancel to abort the revisions.
See the Defining Inventory and Job Costing Items chapter for more information.
Transfer - Move Inventory Item(s) from one Warehouse to another.

 

HelpFilesWarehouseInventoryTransformForm

Warehouse Inventory Transform dialog

 

Sale Item - The Inventory Item you want to relocate.
From - Click the Warehouse Search Icon to locate the appropriate Warehouse Location FROM which to move this item from.
Search By - Use the Drop-Down Selection List to Choose the search method which may be by Name or by Warehouse ID number.
Search Value - Enter the characters with which to perform the search.
Click on the desired Warehouse.
Click the OK button to close the Warehouse Search dialog which will also insert the selected record into the From field.

HelpFilesWarehouseSearchForm

Warehouse Search dialog

 

To - Click the Warehouse Search Icon to locate the appropriate Warehouse Location TO which to move this item.
Search By - Use the Drop-Down Selection List to Choose the search method which may be by Name or by Warehouse ID number.
Search Value - Enter the characters with which to perform the search.
Click on the desired Warehouse.
Click the OK button to close the Warehouse Search dialog which will also insert the selected record into the TO field.
Quantity - Enter the Quantity to be Transferred. The default value will be 1.
Transfer - Click the Transfer button to execute the move.
Close - Click the Close button to exit the Form.
Hide 0 Vaues - Click the Hide 0 Values button to eliminate all Inventory Items, with no values in any columns, from the Warehouse Inventory display.
Show All Values - If the Hide 0 Vaues has been Clicked, the button name changes to Show All Values, which may be Clicked to do just that.
Refresh - For those Users operating MKMS on a network with multiple users that may also be accessing this data, Click the Refresh Icon to pull the most current data set from your SQL Database.
Print - Click the Print button to Preview or Print (to a File or a Printer) the Inventory By Warehouse report specifically or this Warehouse Location..
Close - Click the Close button to exit the Form.