Displays

This chapter contains the following topics:

Item Reference List

Item Masters

Branch Warehouse Items

Item Material Control Data

Inventory Availability

On Hand Detail

Inventory History

Lot Track

Lot/Serial Number History

Purchase Order Items

Purchase Commitments

Shop Orders

S.O. Material Requirements

S.O. Material Availability

Period Quantity Sold History

 

Item Reference List

This program displays a quick reference list of Item Master records in either Item Number, Description or Type sequence. After you select the desired Sequence (I or D or T), you will be prompted to enter the Starting and Ending values for the range of Item Numbers or Item Descriptions or Item Type Codes. Press <F1> at the Starting entry for "All".

Select

Item reference list from the Displays menu.

A screen list the following displays:

Data listed includes:

Item #

Item Number.

Description

Item Description.

Type

Item Type Code.

P/M

Purchased, Manufactured, Transient, or Super Bill

UM

Inventory Unit of Measure.

Pur UM

Purchase Unit of Measure.

Prim whse

Primary Warehouse Code.

Eng rev

Engineering Revision Level.

Item Masters

This program displays partial information or all information in a selected Item Master record.

Select

Item masters from the Displays menu.

A screen similar to the following will display:

Enter the Item Number , enter spaces at Item Number to search for the item by entering any portion of the first 30 characters of its description.

Material Control information for the Item Number is displayed after which the program will ask "Display item cost data ?". Answer Y to view the second screen of information about the item.

If you display the second screen of data for the item and if the answer to "Is this item sold ?" is Y, the program will next ask "Display sales data ?". If the item is not sold or you do not elect to view item sales data, the program returns you to the Item Number entry position on the first screen.

If the third screen of item sales data is displayed, the program subsequently returns you to the Item Number entry position on the first screen.

Branch Warehouse Items

This program displays a list of Branch Warehouse Item records in Item Number, or in Branch Warehouse and Item Number, sequence.

Select

Branch warehouse items from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

After you select the desired Sequence (I or W), you will then be prompted to enter the Starting and Ending range. Press <F1> at the Starting entry for "All".

Data listed includes:

Item #

Primary warehouse

Item description

Branch warehouse

Stock location

Reorder level

Order up to quantity

Count frequency

Estimated average daily usage

Item Material Control Data

This program displays all Material Control information in a selected Item Master record.

Select

Item material control data from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Enter the Item Number, or enter spaces to select by description to search for an Item Number by entering any portion of the first 30 characters of its description.

Inventory Availability

Use this program to display the inventory availability status of selected items. Inventory summary data displayed for a requested item includes the On Hand, Allocated, On Order and Available, and Reorder Level quantities for each warehouse where the item is stocked or manufactured.

Quantity Available is defined as On Hand less Allocated plus On Order. The item Allocated, On Order, and Available balances are shown in two ways; the Lead Time quantities and the Total quantities.

Lead Time quantities are most important since they indicate the short term inventory supply vs. demand status. The total Allocated, On Order, and Available figures are also shown, but may include some Allocations (customer orders or shop order material requirements) or some supply Orders (purchase orders or shop orders) that are dated beyond the current date plus the item's replenishment lead time. For example, assume a saleable item has a two week replenishment lead time. A customer order Allocation for that item which is scheduled to ship four weeks from today would be excluded from the Lead Time Quantity Allocated, but included in Total Quantity Allocated.

You may optionally ask the program to also display a detail list of Allocations or of supply Orders for the item.

Select

Inventory availability from the Displays menu.

A screen similar to the following will display:

Insert screen.

Enter the following field:

Item #

Enter the Item Number, or press <F1> for the next Item Number on file, or enter spaces to select by description to search for an Item Number by entering any portion of the first 30 characters of its description. Select <F2> for the previous item.

If a matching Item Master record is found, the program displays the item's Description, Primary Warehouse, Stock Unit of Measure, Purchased or Manufactured code, and Lead Time Days. All subsequent balances listed are in the Stock Unit of Measure. Inventory status data displayed for the item's Primary Warehouse, and each of it's Branch Warehouses, are:

Whse

Primary or Branch Warehouse Code.

Qty on hand

Inventory quantity on hand, in a stocking area.

LT qty alloc

Quantity allocated, for Customer Orders and/or for Shop Order Material Requirements, that is scheduled within the item's Lead Time.

Tot qty alloc

Total quantity allocated for Customer Orders and/or for Shop Order Material Requirements, including quantities that are due beyond the item Lead Time.

LT qty on order

Supply quantity on order, as open Purchase Orders and/or Shop Orders, that is scheduled for receipt within the item's Lead Time.

Tot qty on order

Total supply quantity on order, as open Purchase Orders and/or Shop Orders, including quantities that are due beyond the item Lead Time.

LT qty available

The availability of the item through its Lead Time, calculated as (Quantity On Hand - LT Quantity Allocated + LT Quantity On Order).

Tot qty available

The total availability of the item, calculated as (Quantity On Hand - Total Quantity Allocated + Total Quantity On Order).

Reorder level

The reorder level quantity of the item at the designated warehouse.

Flag

An asterisk (*) will appear in this column if the Lead Time Quantity Available is not above the Reorder Level, indicating the need to schedule or reschedule the item's supply or demand orders.

If more than one warehouse is listed for the item, grand total quantities for all warehouses are also displayed. After the item availability summary information is displayed, press <F1> if you want to view detail of the item allocations or orders.

If you chose to display detail, after viewing the item availability summary, the data you enter are:

Display detail for whse

Enter up to 2 alphanumeric characters.

Allocations or supply orders

A for Allocations, or O for Orders.

If you request Allocations, the following data is listed for each detail open allocation on file:

Alloc type

Customer (Customer Order) or Shop ord (Shop Order).

For this

Customer Order Number or Shop Order Number.

order #

Total qty

Customer Order quantity, or Shop Order Material

required

Requirement Quantity.

Qty shipped

Portion of the total requirement that has been

or issued

satisfied or completed.

Qty allocated

The requirement balance; Total Quantity Required minus Quantity Shipped or Issued.

Required date

Schedule date for shipment or issue of the allocation.

If you request Orders, the following data is listed for each detail open supply order on file:

Order type

Purch (Purchase Order) or Shop (Shop Order).

Qty ordered

Total quantity ordered.

Qty received

Portion of the total order that has been received.

Qty on order

The supply order balance; Quantity Ordered minus Quantity Received.

Due date

Schedule date for receipt of the on order quantity.

On Hand Detail

If you use Multiple Stock Locations, or you have installed and used item Lot/Serial Control features, this program allows you to display item On Hand Detail records. This shows the Location and/or Lot or Serial Number detail of the item's total Quantity On Hand at a warehouse or plant site.

Select

On hand detail from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Item #

Up to 15 alphanumeric characters, or enter spaces to look up the Item Number by entering a portion of its description.

Warehouse

Up to 2 alphanumeric characters.

Information displayed from the item's On Hand Detail records includes:

Lot # (or Serial #)

"Undefined" if not a Lot or Serial control item, or if unspecified when transacted.

Locn

Location Code within warehouse. "Undefined" if Multiple Stock Locations not used, or if unspecified when transacted.

Qty on hand

Quantity on hand.

1st recvd

First received date for this Lot (or Serial) Number and/or Location Code.

The following three fields are displayed only if they contain data:

Ref:

Reference. Can be a Vendor Name.

Vend #:

Vendor Number.

Unit cost:

Purchase unit cost.

Inventory History

This program displays inventory transaction history by Item Number and Date/Time for a specific Warehouse, or by Warehouse and Date/Time for all Item Numbers.

Select

Inventory history from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

You are prompted to enter the desired sequence (I= Item # or W = Warehouse & Time).

If you select I as the sequence, you are prompted to enter:

Item #:

Up to 15 alphanumeric characters, or use <F1> to search for the Item Number by entering its description or any portion thereof.

Warehouse

Enter up to 2 alphanumeric characters.

Start Date

6 numeric digits in MMDDYY format.

If you select W as the sequence, the data you enter are:

Warehouse

Up to 2 alphanumeric characters.

Start Date

6 numeric digits in MMDDYY format.

If matching records are found, the historical transactions are listed on the screen. Transaction data displayed are:

Trans date

Per user entry.

Time

System time in HH:MM:SS format when transaction was posted.

Item #

This column heading and column values display only if the inquiry Sequence

is W (Warehouse).

Type

Inventory Transaction Type per user entry.

Trans. qty

In the Item's Stock Unit of Measure.

UM

Stock UM.

Purchase qty

Only displayed if quantity entered was in a Purchase UM differing from the Stock UM.

Purchase UM

Only displayed if quantity entered was in a Purchase UM differing from the Stock UM.

Order #

Displayed if pertinent to the Transaction Type. Order Type prefix and Release Number suffix (if a non-zero value) are also displayed.

To whse:

or, If Transaction Type = T (Transfer) this code of the other Warehouse

From whse:

involved in the transfer is displayed instead of Order Number.

Doc #

Transaction Document Number, if entered.

ID

User initials per entry.

Qty on hand before

Before and after values in the Stock UM.

Qty on hand after

Est unit cost

In the Item's Stock Unit of Measure. This is the estimated actual unit cost entered for R (Receipt) or RV (Return To Vendor) transactions pertaining to Purchase Orders. For other Transaction Types, it is the item's Total Average Unit Cost or Total Standard Unit Cost.

New avg cost

In the Item's Stock Unit of Measure. Is only displayed if Average Costing is used.

If the transaction represents a purchase Receipt or Return To Vendor of outside processing work, the words "Outside cost" are displayed here to indicate that the above Estimated Unit Cost is an Outside cost, rather than Material Cost.

Acct #

Only displayed for Order Type M ("Misc").

Lot Track

Use this selection to view lot history information including customer, order number, quantity sold and date sold.

Select

Lot track from the Displays menu.

A screen similar to the following will appear:

Warehouse

Enter a specific warehouse

Item #

Enter the item number or use the lookup. Select <Enter> to lookup the item by description.

(Item description)

Locate the item by description. Enter the item description or use the Lookup.

Lot #

Enter a Lot Number of up to 15 alphanumeric characters. You may also use the lookup.

List boxes

After you have selected the fields, if there is any information for the item and lot entered, then the Where used and Sold to list boxes will fill in with data.

Exit

Select the Exit button or Alt+x to exit the screen.

Lot/Serial Number History

If you have installed the Lot/Serial Control features, you may use this program to display transaction history by Lot or Serial Number for items and transaction types that you request.

Select

Lot/serial number history from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Lot or serial # history

L = Lot #, or S = Serial #

Item #

Up to 15 alphanumeric characters, or enter spaces to search for the item by entering any portion of the first 30 characters of its description in the adjacent description field.

Warehouse

<F1> = "All", or enter a specific Warehouse Code.

Starting lot #

<F1> = "All", or enter a Lot or Serial Number up to 15 alphanumeric

Starting ser-# characters.

Trans types I = Issues/transfers/returns to stock, or

R = Receipts/vendor returns, or

S = Shipments/credits, or

<F1> = "All"

If you select "Shipments/credits", you enter:

Cust #

Up to 12 alphanumeric characters, or <F1> = "All", or enter spaces to search for the customer by name by entering any portion of the customer's name in an adjacent field.

For any combination of preceding selections, you also enter:

Start date

<F1> = "Earliest", or enter a starting transaction date in MMDDYY format.

Item inventory transaction history, within the selected range, is then displayed by Lot or Serial Number.

If you wish to trace the usage of a particular Lot or Serial Number for a purchased material to its end product use, you may have to perform a series of retrievals. For example, first find the Issue transactions for the material item to determine which parent Shop Orders used the material Lot (or Serial) Number. If that manufactured parent item is Lot controlled, its Lot Number will start with the Shop Order Number used to produce it. You can then find the Issue or Shipments history for that parent Lot Number. If a parent is controlled by Serial Number, you will have to analyze Receipt transactions for the parent Serial Numbers to find the Shop Order used to make each serialized unit; then determine the material Lot or Serial Number(s) issued to that Shop Order. Similarly, you can trace an end product Lot or Serial Number back to purchased material lots if all component items in the product's bill of material path are Lot controlled.

Purchase Order Items

Use this program to display a list of Purchase Order Items.

Select

Purchase order items from the Displays menu.

A screen similar to the following will display:

You are prompted to select the list sequence and range as follows:

List sequence

I for Item Number, or P for Purchase Order Number, or

S for Shop Order Number.

Include closed P.O. items ?

Y or N.

Item #

If I sequence was requested.

<F1> = "All", or enter spaces to select by description to search for an Item Number by entering any portion of the first 30 characters of its Description.

P.O. # and Rls #

If P sequence was requested.

<F1> = "All", or enter a specific P.O. Number, enter the Release #, if any.

S.O. #, Rls #, If S sequence was requested.

and Item #

You must enter a specific S.O. Number, space or a numeric value for Rls Number, and the shop order Item Number. Press <F1> to search for the shop order Item Number.

Information displayed from each record is:

P.O.-#

Purchase Order Number.

Rls

Release Number, if not spaces.

Whse

Warehouse.

Item-#

Our Item Number.

Description

Item Description.

Vendor-item-#

Vendor's Item Number.

Vend-#

Vendor Number.

OP

OP in this column means Outside Processing.

Qty-order

Quantity Ordered, in Purchase Unit of Measure.

Qty-recvd

Quantity Received, in Purchase Unit of Measure.

O/C

Receiving O= Open or C = Closed status code.

Due-date

Requested delivery date.

Promised

Promise date, if not spaces.

For S.O. #

S.O. Number, Rls Number, and S.O. Item Number are displayed only if Shop Order is specified in the P.O. Item record.

Purchase Commitments

This program displays the total dollar commitment amount of open Purchase Order Items, for a specific warehouse or "All" warehouses and for a range of due dates that you specify.

Select

Purchase commitments from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Warehouse

Enter a specific Warehouse Code, or <F1> = "All".

Starting date

Enter in MMDDYY format, or <F1> = "Earliest".

After you make your entries, a "Processing occurring - please wait" message is displayed. After this processing is completed the following information is displayed for the requested range of P.O. Items:

Total commitment amount in dollars

Number of total P.O. items in range

Number of P.O. items with no unit cost

A non-zero value for P.O Items with no Unit Cost indicates that the Total Commitment Amount displayed is probably understated.

Schedule Exception Dates

Use this selection to display the list of exception dates entered in the Schedule exception dates menu under Master information.

See Schedule Exception Dates.

Select

Schedule exception dates from the Displays menu.

The exception dates display on the screen.

Shop Orders

Use this program to display a list of Shop Orders by Item Number or by Shop Order Number.

Select

Shop orders from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

List Sequence ?

I = Item Number, or S = Shop Order Number.

Include closed orders ?

Y or N.

Item #

If I sequence was requested.

<F1> = "All", or enter spaces to select by description to search for an Item Number by entering any portion of the first 30 characters of its Description.

S.O. # and Rls #

If S sequence was requested.

<F1> = "All", or enter S.O. Number.

If you enter a specific S.O. Number, enter a Release Number, if any.

Information displayed from each record is:

SO-#

Shop Order Number.

Rls

Release Number, if any.

Whse

Warehouse.

Item-#

Item Number.

Description

Item Description.

Sales-ord

Sales Order Number, if any.

Qty-ord

Quantity Ordered, in Inventory Unit of Measure.

Qty-rec

Quantity Received to date.

UM

Inventory Unit Of Measure.

ST

Status code: O = Open, E = Exploded, C = Closed, I = Components Issued

Due-date

Order due date.

Start-date

Order start date.

S.O. Material Requirements

Use this program to display the issue status of component material requirements for parent Shop Orders. You may request a screen listing of all requirements for a specific Component Item Number, which may originate from several parent orders. You may alternatively request a list of all component requirements for a specific parent Shop Order.

Select

S.O. material requirements from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

List Sequence

I to list all requirements for a specified component Item Number, or

S to list all components required for a specified Shop Order.

Component item #

If I was entered above, you are prompted to enter a specific component Item Number.

Enter spaces to select by description and search for an Item Number by entering any portion of the first 30 characters of its description.

S.O. # and Rls #

If S was entered above, you are prompted to enter S.O. Number, Release Number, and Item Number.

After you enter a specific S.O. Number, you are requested to enter Release Number.

Item #

Enter the Shop Order parent Item Number, or press <F1> to search. If you use <F1>, the program will display the Item Number from the first Shop Order on file that matches the S.O. Number and Release Number you entered and ask "Right Item #?". If your answer is N, the program looks for a another matching Shop Order for a different Item Number. A Y answer means the Item Number entry is completed.

Whse

The default is either the Primary Warehouse for the requested Component Item or the Warehouse in the Shop Order record, depending on the List Sequence selected.

Information listed from Shop Order Material Requirements records is:

SO # & Rls #

Parent Shop Order identification, only displayed

Parent item #

When listing all requirements for a specified Component Item Number.

Comp item #

Component Item Number, only displayed when listing all records for a specific Shop Order.

Qty-per

Component quantity per parent.

SA-pct

Component Scrap Allowance Percent, if not zero.

Qty-reqd

Component total Quantity Required for the parent Shop Order.

WIP-scrap

Component Quantity Scrapped on the parent order.

Qty-issued

Component Quantity Issued to the parent order.

Reqt-bal

Quantity Required minus Quantity Issued.

Due-date

Due date of the component requirement quantity.

PL

Y or N, indicating if component item is printed on Pick Lists.

C

Item Control Method (N = No control, R = Regular control, L = Lot # control, S = Serial # control). If not controlled, issues will not be reported.

S.O. Material Availability

This program displays the inventory availability status of component material items required for a specified Shop Order, or for a "Pending order" Item Number and quantity that you request.

For an existing Shop Order, you may optionally elect to display only those requirements with shortages, or only those components for which there is insufficient on hand inventory to cover the unissued component requirement.

You may also display time-phased allocation and supply order detail for selected components.

Select

S.O. material availability from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Shop order #

Enter an existing Shop Order Number, or <F1> = a "Pending order".

Rls #

Enter a specific Release Number, if any. Entry is bypassed for a "Pending order".

Item #

Enter the parent Item Number. If you are inquiring about an existing Shop Order Number press <F1> to search, or press <F2> for "All" parent items to be made on that order.

If you use <F1>, the program displays the parent Item Number from the first matching Shop Order on file and asks "Right item ?". Answer Y or N, or press <F1> again to find the next parent Item, if any, for the same S.O. Number and Release Number.

Warehouse

Enter a valid Warehouse code.

If you are inquiring about an existing Shop Order, enter:

Shortages only

Checked is Yes or unchecked is No. A checked answer will restrict the component material requirements displayed to those items for which On Hand inventory does not cover the requirement for the specified Shop Order. This test does not consider requirements of other Shop Orders that require the same component.

If you leave it unchecked to the above question, the program asks:

Unissued components only

Checked is Yes or unchecked is No. A checked answer will restrict the components displayed to items with unissued requirement balances.

For a "Pending order" you enter:

Order quantity

Parent order quantity to explode.

Drill down

This allow up you to drill into the lower level requirements. This allows you to drill down to the lowest available level; up to thirty levels.

Drill up

After selecting Drill down, this allows you to move up to higher levels.

Show detail

After selecting this button, the information listed for each component requirement is:

Seq-#

A sequence number, assigned by this program, to each component item listed.

Comp-item-#

Component Item Number.

Description

Component Item Description.

SO-reqt-bal

Shop Order Requirement Balance. This is the total component Quantity Required less the Quantity Issued for an existing Shop Order, or the extended bill of material quantity for a "Pending order".

UM

Component Inventory Unit of Measure.

Total-required

Warehouse Total Required Quantity for the component, for all orders including this Shop Order or this "Pending order".

Qty-on-hand

Component Quantity On Hand at Warehouse.

Qty-on-order

Component Quantity On Order at Warehouse.

For an existing order, the following displays in the right column:

Ord-on-hand-short

Shop Order Requirement Balance less Quantity On Hand, if a positive value.

Tot-on-hand-short

Total Required less Quantity On Hand, if a positive value.

For a "Pending order", the following displays in the right column:

Tot-avail-short

Total Required less Quantity On Hand less Quantity On Order, if a positive value.

For all calculated shortage values displayed, negative On Hand balances are treated as zero values for those calculations.

If there are more components than can be displayed on one screen, the program asks if you want to "Display more ?".

A prompt at the bottom of the screen indicates that you may use <F2> to "Display component detail". If you then press <F2>, you are prompted to enter the "Seq #" for a component displayed on this screen. Time-phased on hand availability information, reflecting both detail demand allocations and supply orders, are displayed for that component in a screen "window".

The component detail window includes the Component Item Number, Description, Lead Time Days, and current Quantity On Hand followed by a detail list of the component's time-phased allocations and open supply orders in Due Date sequence. The component "Running OH balance" displayed for each detail line indicates how the current On Hand balance for the component will be changed by each demand allocation or supply order. Allocations reduce the Running On Hand Balance and supply orders increase that value.

For a "Pending order", the component Pending Quantity and Available Shortage values are also displayed at the end of the windowed detail list.

Period Quantity Sold History

This inquiry allows you to display sales quantity history by Item Number, Warehouse, and Period. This history is created by the "Close period" program, if "Use item qty sold history by period ?" is Y in I/M Control Information.

Select

Period quantity sold history from the Displays menu.

A screen similar to the following will display:

Enter the following fields:

Item #:

Up to 15 alphanumeric characters, or use <F1> to search for the Item Number by entering its description or any portion thereof.

Warehouse

Enter up to 2 alphanumeric characters, or <F1> for "All".

Start date

Enter in MMDDYY format, or press <F1> for "Earliest".

The following information is displayed:

Period-end

Ending date of the period.

Whse

Warehouse Code.

P or B

Indicates Primary or Branch Warehouse.

Qty-sold

Sales quantity for the warehouse and period.

Period-total

Total item sales quantity for all warehouses in the period; displays only when more than one warehouse listed for the Item Number and period.