Enter Slide Title Here

Document Sample
Enter Slide Title Here Powered By Docstoc
					                            Inventory Module



Dirk Krueger
dkrueger@commandalkon.com
630-515-0200 ext 5547
                                   Session Objective

• Learn about the features and latest enhancements
  that come standard with the Integra Inventory
  Module. Entering in receipts, adjustments, transfers
  and physical counts has never been easier. Viewing
  transactions for any given time frame has been
  simplified. Sorting, grouping, viewing and reporting
  throughout the Inventory Module is fast and
  efficient.




INTEGRA Inventory
                                                         2
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    3
                                              Features

• Create your own transaction types.
• Multiple product codes can point at one control area.
• The same product at multiple locations can point at
  one control area.
• Get real inventory adjustments using batch weights.
• Receipts entered on the batch panels can be loaded.
• Theoretical batch weights can be used.
• Manual tickets entered in the back office can adjust
  inventory.
• Grids allow unlimited searches and worksheets.



INTEGRA Inventory
                                                      4
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    5
                                                                                      Setup
 If the ProductVisibiltyRule* is set to 0 or blank
 - All products will be shown on the product search.

 If the ProductVisibilityRule is set to 1:
 - Only those products that are available at the ship location will be displayed in the product
     search (location is checked on the availability tab of the product). The quantity on hand
     from inventory will be displayed.
 - Any product may be entered on the order whether it is available or not.

 If the ProductVisibilityRule is set to 2:
 - If product is available for that location then that product will be displayed in the product
      search. Products that have not been made available will not appear on the product
      search.
 - A product cannot be added to the order if it is inventoried and the quantity on hand is less
      than or equal to 0. An error message will be returned.

 * An Integra rep will have to change the Product Visibilty Rule.




INTEGRA Inventory
                                                                                                  6
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    7
                    Inventory Module




INTEGRA Inventory
                                  8
                                                           Setup

• Transaction codes – Types of transactions that occur within
    your Inventory Maintenance. Allow user to better organize the
    transactions in the search grids.




INTEGRA Inventory
                                                                9
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    10
                                      Setup
                        Product Maintenance

• An Inventory Item
  must be created for
  this product.

• Click the ‘Create
  Inventory Item’
  button.




 INTEGRA Inventory
                                        11
                                      Setup
                        Product Maintenance

• An Inventory Item
  must be created for
  this product.

• Click the ‘Create
  Inventory Item’
  button.




 INTEGRA Inventory
                                        12
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    13
                    Inventory Item Maintenance




INTEGRA Inventory
                                            14
                            Inventory Item Maintenance

• The Item should be modified if the UM is different than the
  sales UM in product maintenance.
• The UM is not unique by location.




 INTEGRA Inventory
                                                                15
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    16
                              Inventory Item Maintenance
                                             Control Area

                                  Sand
                                    or
                               Sand1 Sand1
                                  Sand1




                    Plant 1                  Plant 9




INTEGRA Inventory
                                                       17
                           Inventory Item Maintenance
                                          Control Area
 • Control Areas are references used to determine where inventory
   items are stored for control purposes.




INTEGRA Inventory
                                                              18
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    19
                                            Inventory Maintenance
                    Used for daily inventory maintenance and
                    reporting.




INTEGRA Inventory
                                                               20
                     Inventory Maintenance
                                     Items
• Displays all
  inventory
  items for
  selected
  location.

• Application
  uses grids to
  display data.




 INTEGRA Inventory
                                        21
                     Inventory Maintenance
                                     Items
• Quantity on
  Hand
• Control
  Area
• Component
  Behavior




 INTEGRA Inventory
                                        22
                              Inventory Maintenance
                                        Transactions
   How is the inventory changed?

• Batch Panel
  Interface –
  Batch results
  and inventory
  entries.
• Dispatch ticket
  – Theorectical
• Ticket
  Maintenance
• Inventory
  Maintenance




 INTEGRA Inventory
                                                 23
                                   Inventory Maintenance
                                                  Receipt
• Receipts are entered when receiving inventory.
• A receipt can be entered through the Inventory Module or
  loaded through the batch interface.




 INTEGRA Inventory
                                                             24
                                     Inventory Maitenance
                                               Adjustment
• Adjustments are used for any miscellaneous transactions to
  change the inventory quantity.




INTEGRA Inventory
                                                               25
                                      Inventory Maitenance
                                             Physical Count
 • Physical Count transactions are date/time sensitive.
 • The original quantity is adjusted off and the new qty is added.




INTEGRA Inventory
                                                                 26
                                    Inventory Maintenance
                                                  Transfer
• Transfer transactions will remove the inventory from one
  location/control area and add the inventory to the selected
  location/control area.




INTEGRA Inventory
                                                                27
                                    Inventory Maintenance

• Set the default Transaction codes for each transaction type.




 INTEGRA Inventory
                                                                 28
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    29
                                                             Grids


• Grids allow searching, sorting, filtering and report on data you
  need.
• Save/name screen layouts and filters for convenient reporting
• Export the grids to a spreadsheet or xml file.
• Run reports from grid.
• Function the same way as grids used in Sales Manager and
  Credit Manager.




INTEGRA Inventory
                                                                     30
                                                         Grids
 • Drag a column header to any where in the blue box to group
   by that column.




INTEGRA Inventory
                                                                31
                                                          Grids
  • Drag a column header to any where in the blue box to group
    by that column.




INTEGRA Inventory
                                                                 32
                                                            Grids

• Multi-tier grouping can help you better organize your grids.




INTEGRA Inventory
                                                                 33
                                                       Grid
                                                  Filtering
  • Filtering the grid limits the visible data.




INTEGRA Inventory
                                                         34
                                                 Grids
• Layouts can be saved for future reporting.
                                               Layouts




INTEGRA Inventory
                                                    35
                                                      Grids
                                              Customization
• You can select what columns you want displayed using the
  customize tab.




 INTEGRA Inventory
                                                             36
                                                        Grid
                                               Customization
• Footers can also be added to the bottom of the grid to calculate
  totals.




INTEGRA Inventory
                                                                37
                                                             Grid
                                                          Footers
• Making group footers visible is a quick way to see totals
  without having to do additional filters.




 INTEGRA Inventory
                                                               38
                    Grids




INTEGRA Inventory
                       39
                               Summary

• Features
• Setup
      – Product Visibility
      – Transaction Codes
      – Products
• Inventory Item Maintenance
      – Control Areas
• Inventory Maintenance
      – Transactions
• Grids




INTEGRA Inventory
                                    40
                     Please Complete Your Evaluation

• Be sure to circle the session you are evaluating on the
  back of your card
      – INTEGRA
      – INT-010
      – INTEGRA Inventory

All breakout session materials can be accessed at:
   www.commandalkon.com/cc2010/update/index.htm


                       Thank You!



INTEGRA Inventory
                                                      41

				
DOCUMENT INFO
Shared By:
Categories:
Tags:
Stats:
views:6
posted:2/26/2012
language:English
pages:41