Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

In any Inventory operation, the core of the system is the entry and maintenance of Inventory information. This program allows you to create new stock records as well as change information.

Note: For related documentation and workflows, see OR - Order Analysis and Adjustments.

Usage

Use this job to:

• Make Adjustments to Lot balances
• Alter Lot information (damages, weight, etc.)
• Place new Lots in the file; e.g., during conversion to the computer system
• Correct Receiving errors or allow for Grade re-classification, by permitting the reassignment of a Lot from its current Product to another Product, and the transfer of all the Lot's information (including history)
• Transfer Lot balances and history/activity to another Product code
• Transfer Lot balances and history/activity to another Client and Product code
• Identify a previously unidentified Unit ID (aka a serial number)
• Change the weight of an identified Unit ID
• Modify the zone status of a lot tracked in a Foreign Trade Zone.

Print: There is no option in this program to print the values that are displayed on the screen. This must be done in program OR.23 [Inventory Adjustment Report].

Preconditions

Client codes must have been set up in program CR.06 [Client Names and Addresses] and additional information in program CR.18 [Client Arrangements].

Default values are assigned in program WP.90 [Client Definitions] or WP.96 [Order Processing Profiles].

Measuring Unit codes are set up in program CR.10 [Measuring Units].

Storage Schema codes are set up in program CR.14 [Storage Billing Schemas].

Charge codes are set up in program CR.22 [Storage, Handling, Other Rates].

During Pre-Installation the TC, TS, and TW Action codes must have been set up in program WP.74 [Mandatory Charge Codes].

Other codes and systems that must be set up:\

CR.56 [Hold Categories],
CR.58 [Inventory Adjustment Codes],
SL.90 [Locations],
WP.11 [Warehouses], and
CR.11 [Conveyances].

Additional Set-Up requirements:

• See documentation on the FZ - Foreign Trade Zone system.
• Major jobs and important Fields for Unit ID Products definitions are as follows:
  • CR.62 [Client's Inventory Products]
    • Field # 11 Product Type = "IS" (Unit ID)
    • Field # 61 - Control Type (1 = Mandatory 3/4 = Optional identification)
    • Field # 62 - Secondary Unit ID (M = Mandatory, O = Optional, N = Not Used)
    • Field # 63 - Weight Data - Variable for each Unit? (Y/N)

Subsequent Actions

The transaction information entered in this program (option A) can be printed in program OR.23 [Inventory Adjustment Report].

Note: If a Unit ID Product is adjusted negatively (minus 1), the status of that Product is set to "Shipped" (no longer in the Warehouse), even though the Product may never have been in the Warehouse or was lost, etc. In lookups showing Unit ID Products and "status", this should be kept in mind, that "Shipped" may in some cases reflect a negative Adjustment rather than an actual shipment.

Program Fields and Functions

To review a text version of the field help, click here. Click thebutton (or press F5) to invoke field help at any time from within the job panel itself.