Warehouse Inventory System Menus

Inventory Transactions

Displays the Inventory Transactions page. You can use this page to generate a list of records on transactions related to requests, receiving, filling, back orders, and stock returns. You can then select a record and display the Detail Inventory Transaction page, which provides complete information on the transaction.

For details, refer to Detailed Displays.

Batch Inventory Transactions

Displays the Batch Inventory Transactions list page, which lists batch files containing records of physical inventory counts. From here, you can access pages for creating batch files, entering inventory counts, comparing batch data with existing inventory levels, and posting adjustments.

For details, refer to Batch Inventory Transactions Pages.

Process General Ledger Charges

Displays the Process General Ledger Charges page, which enables you to interface Warehouse Inventory charges to Fund Accounting as batch journal entries.

For details, refer to Process General Ledger Charges Page.

Purge Requests

Displays the Purge Requests page, where you can delete request line items that have unfilled, reserved quantities. You can also use this page to purge back orders.

For details, refer to Purge Requests Page.

Year End Procedures

Displays the Year End Procedures page, which lets you prepare your system for a new fiscal year. This option allows you to delete transaction records from the prior year, except for unfilled stock item requests. It also carries forward your current inventory figures and resets year-to-date usage values to zero.

For details, refer to Year End Procedures Page.

Approve Requests

Displays the Request Approval page, where you can list, review, and approve or deny requests. You can also use this page to process approvals for individual line items.

For details, refer Request Approval Page.

Batch Requests

Displays the Batch Requests page, which is used to create and maintain batch files of stock item requests for the current or new year. Posting a batch creates standard request records.

For details, refer to Batch Requests.

Warehouse Administration

Displays the Warehouse Administration page. From this page, you can access most of the major functions used in maintaining inventory records.

For details, refer to the next section, Warehouse Administration Page Overview, and to Warehouse Administration Page.

Back Ordered Items

Generates a report on request line items that include unfilled back orders.

For details, refer to Back Ordered Items.

Departmental Charge Summary

Lists inventory charges posted to the Fund Accounting System. You can also obtain a report on unposted charges.

For details, refer to Departmental Charge Summary.

Inventory Catalog Detail

Provides complete information for selected Inventory Catalog records.

For details, refer to Inventory Catalog Detail.

Inventory Catalog Summary

Generates a concise report showing information on the inventory levels for selected stock items.

For details, refer to Inventory Catalog Summary.

Inventory Count Report

Produces worksheets for taking physical inventories. Two forms are available, one organized by warehouse area and the other by stock number. You can also select whether to include the stock item price, quantity, and extended amount.

For details, refer to Inventory Count Report.

Inventory Obsolescence Report

Generates a report to help you decide whether to discontinue stock items based on usage.

For details, refer to Inventory Obsolescence Report.

Inventory Status Report

Provides information on the availability of stock items at specified warehouse locations.

For details, refer to Inventory Status Report.

Inventory Transactions

Produces either a summary or detail report on warehouse activities such as receiving stock, issuing and filling requests, creating back orders, and returning requested items to stock.

For details, refer to Inventory Transactions.

Reorder Recommendations

Lists stock items whose inventory levels have reached their reorder points.

For details, refer to Reorder Recommendations.

Request Status

Lists the approval status of selected request line items, along with details about the quantities requested, filled, and back ordered.

For details, refer to Request Status.

Stock Item Labels

Generates labels for storage areas in either a 3.5 or 4 inch-wide format. The labels identify stock items and provide inventory control information.

For details, refer to Stock Item Labels.

Unfilled Requests

Provides details on unfilled request line items.

For details, refer to Unfilled Requests.

Usage Reports

Produces history reports on the number of stock items issued by your warehouses. Options are provided for generating different monthly and yeartodate comparisons between current and prior years.

For details, refer to Usage Reports.

Warehouse Transactions Report

Lists inventory transactions associated with sites defined as shipping locations.

For details, refer to Warehouse Transactions Report.

Shipping Code Table

Identifies locations for delivering stock items from your main storage sites. This table is shared with the Purchasing System.

For details, refer to Shipping Code Table.

Stock Number Table

Sets and maintains pricing, ordering, and physical inventory levels.

For details, refer to Stock Number Table.

Warehouse Code Table

Identifies locations for receiving and storing stock items.

For details, refer to Warehouse Code Table.