lesson 9: managing inventory viewing and adjusting the inventory contents of locations in icbs-r

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Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

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Page 1: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Lesson 9: Managing Inventory

Viewing and adjusting the inventory contents of locations in ICBS-R

Page 2: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

2

Objectives

After completing this unit, you should be able to:– View inventory at Node or location level– View Inventory details using the Mobile Console– Modify inventory attributes– Define Inventory Statuses and Inventory Transition Rules– Query Inventory Adjustment Reasons

Page 3: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

3

Inventory Control Features

Yantra provides the following inventory control features:– Comprehensive synchronous control between

inventory movements and system inventory information

– Inventory tracking at a detailed attribute level

Trackable ID

Tag Attributes (date last tested, manufacturers name and model etc.)

– Comprehensive inventory audit trail– Industry standard count processes

Page 4: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

4

Viewing Location / Node Level Inventory

Select the Location Inventory Console from the Inventory Menu

Click View Details to see the Location’s Inventory

Page 5: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

5

Location Inventory Details

Page 6: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

6

Adjusting Location Inventory

Click ‘Adjust Location Inventory’ from the Inventory Menu

Select Location and Item ID to adjust

Page 7: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

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Adjust the Inventory

– Note that the Adjustment Reason Code is required– Document # is pre-populated along with node specific

adjustment account code but may be edited– Incident/Other Order # (not mandatory) - If entered, the

accounting information and incident information will populate.

Page 8: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

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Inventory Attributes

Inventory Attributes specify the characteristics of inventoried units that uniquely define the inventory

Inventory tag attributes for trackable items include:– Manufacturer’s name– Manufacturer’s serial number– Manufacturer’s model– Manufactured date– Date last tested– Owner unit ID #

Page 9: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

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Tag Attributes for Trackable Inventory

Required fields for adjusting inventory for trackable items. Note: Only one trackable item can be adjusted at a time.

Page 10: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

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Unit 9 Summary

In this lesson, you learned:– Location Inventory Console reflects current inventory details

at a given location – Inventory attributes specify the characteristics of stocked

units that uniquely define the inventory– Inventory status is an attribute associated with a stocked

item or container. It is defined for an Enterprise/Node combination and is linked to Supply Types

Page 11: Lesson 9: Managing Inventory Viewing and adjusting the inventory contents of locations in ICBS-R

Copyright 2002 Sterling Commerce, Inc. All rights reserved.

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Questions