LOGISTICS INVENTORY CARD USER S MANUAL

Transcription

1 LOGISTICS USER S MANUAL 1/17

2 - Contents - Involved AMASIS releases... 3 Table of modifications... 3 Tracking... 3 Introduction: Inventory card... 4 Process: Inventory card... 5 Main access: Inventory card... 5 Prerequisite: Inventory card... 6 Services involved... 6 STK-ST-P1 Create inventory card... 7 STK-ST-P2 Create inventory card from reference... 8 STK-ST-P3 Stock value... 8 STK-ST-P4 Work with Shelf Time... 9 STK-ST-P5 Stock provisioning levels STK-ST-P6 Display resources STK-ST-P7 Display inventories STK-ST-P8 History of inventory card movements STK-ST-P9 More data STK-ST-P10 Delete inventory card STK-ST-P11 Pool STL-ST-P12 Main reports /17

3 Involved AMASIS releases This document applies from the following A.M.A.S.I.S release: A.M.A.S.I.S R9.30 Table of modifications RELEASE DATE DESCRIPTION R1.0 12/08/2014 Application of document Tracking WRITTEN BY VALIDATED BY AUTHORIZED BY Service Service Service 3/17

4 Introduction: Inventory card This procedure presents the full process to be followed with A.M.A.S.I.S for managing the inventory card. Each reference has one or several inventory cards according to the number of storage locations (the number of stores of a Part Number is indicated on the reference card), that will used as information by the storekeeper and the logistician. Each card includes, for the related store, information in quantity (in stock, in transfer, ordered) and in value (unit and total value of stock in WAPP, last purchase price) store position, and data necessary for provisioning release (min., max. stock, order point). Available resources will be the synthesis of the information mainly supplied by the inventory cards for a same Part Number and its alternates. Receipt form Reference Automatic creation STK-NM-P2 Rapid creation STK-NM-P2 Store Manual creation STK-ST-P1 INVENTORY CARD(S) Stock value STK-ST-P4 Qty = 0 + no movement? Shelf time management STK-ST-P5 Resources STK-ST-P6 Ye TL deletion STK-ST-P6 Deleted TL 4/17

5 Process: Inventory card The origin of the creation of an inventory card can be: Manual creation Manual from a Manufacturer reference Automatic creation further to Receipt form Automatic creation further to a Removal form (Operation form) Automatic creation further to a Purchase order Automatic creation further to a Rental order The creation, when not manually made by the first movement in the corresponding store, and all the default values come from the Part Number and document. The store location only is left at «SP» (store position) and shall be carefully introduced for storage stores. Main access: Inventory card Logistics module Stock menu 5/17

6 Prerequisite: Inventory card - The user must have the authorizations to access Inventory card management (see Work with then Work with users and rights). - The company code and store code must be created, and the store defined as a logistics center and allowed to manage entries/issues (see Background data menu of Common module, Environment and Locations submenu, Companies/Stores/Services submenu). - The Part Number of the selected inventory card must be defined in the manufacturer reference cards. Services involved The store for inquiry of its stocks and equipment positions 6/17

7 STK-ST-P1 Create inventory card To create an Inventory card: - Click icon or press F9 function key - Fill in the screen, taking into account the following instructions: Field description 1 Header Store P/N Company code (store owner) / store code corresponding to storage space. Defined in Background data / Environment & Locations Part reference. Defined in manufacturer references Possibility to enter specific P/N. AMASIS will automatically put manufacturer P/N at the time of validation. 2 P/N data ATA Account unit Packaging Position Storage space Displayed field corresponding to material type of reference card. Displayed field corresponding to unit used for storing P/N, introduced on reference card. Displayed field corresponding to packaging unit of reference card. Mandatory alphanumeric field of 7 characters, corresponding to position in the store during storage. Each position must be unique. SP = No Position Alphanumeric field specifying a particular place where stock is located. 7/17

8 Shelf time 1 Shelf time 2 Pool code Max. Length on shelf (in months) as indicated on reference card Storage length specific to inventory card and limits linked to storage space Displayed field corresponding to pool codes introduced on reference card 3 Value (see STK-ST-P3) - Click to validate the selection or to cancel. It is possible to create an inventory card copying an existing one with icon. STK-ST-P2 Create inventory card from reference On Manufacturer references menu, select icon to create an inventory card for selected P/N. P/N is automatically filled in in the creation window of the inventory card (see above), just enter the company, store and location. STK-ST-P3 Stock value All the data concerning stock status are introduced here, as well as: - store value: Total value of stored material for rotable, except material of type 4 (consumable reparable) which quantity under repair or pending quantity is also taken into account. - unit purchase price: Last purchase price recorded in AMASIS in the basic currency. Field filled in either manually in change mode, or automatically when introducing an order or an invoice. If this field is not introduced when inventory card is changed, the price will correspond to the highest price of supplier catalog of reference card. - WAPP: Weighted Average Purchase Price in the basic currency. Unit value calculated by AMASIS. It corresponds to actual value of the store divided by quantity in stock. Any consumable issued from the store will have WAPP value, contrary to rotable which has the same unit price as the one stated on its accounting sheet ( last accounting value ). Any consumable issued from the store has WAPP value, contrary to rotable which has the same unit price as the one stated on its accounting sheet ( last accounting value ). 8/17

9 STK-ST-P4 Work with Shelf Time Some parts have a shelf limit. Thus, a shelf time is defined. Two shelf times by inventory card can be defined: - Shelf Time 1 Max. length on shelf (in months) as specified on P/C reference card Shelf time 1 is systematically linked to a work code (test, calibration, check, inspection, etc). Shelf-time 1 is automatically written down on any inventory linked to P/N: - Shelf Time 2 Max. length of storage specific to inventory card and to limits linked to storage area. Shelf times of consumables are indicated for information only and do not appear on Task schedule. However, for rotable, shelf time start date must be initialized in calendar ageing tab of each Equipment card linked to P/N to emphasize limit at Task schedule level. Receipt form parameter settings option can be used to introduce shelf time date on equipment receipt. Otherwise, storage date is by default receipt date. 9/17

10 The management of shelf time for received parts, further purchase order by instance, can be the following: Generation Purchase Order Receipt Form Equipment card Access * Shelf time start date is receipt date is by default receipt date, but it can be changed. Calendar ageing tab * Update of shelf time start date 10/17

11 STK-ST-P5 Stock provisioning levels This tab serves to define the stock levels that will trigger ordering point alerts. There are three determining thresholds: - Minimum stock: Point below which actual inventory shall not be. Thus, replenishment lead-time would impede answering current consumption needs or remaining quantity would impede supplying parts qualified as No go. - Ordering point: Point from which an order is triggered, delivery lead-time allowing a delivery before inventory shortage ( ) - Maximum stock: point above which there is an excess inventory. If these three points are at 0, AMASIS considers that these thresholds are not managed. The settings of these values are described in Automatic Provisioning User s manual. 11/17

12 STK-ST-P6 Display resources This screen gives a global view of all the inventory cards of a P/N and the ones of its alternates. To display data, click «Search». A total on the list bottom gives the total quantities for each situation (in stock, in workshop serviceable, in transfer ). 12/17

13 STK-ST-P7 Display inventories This tab is used to display the inventories related to the P/N of the inventory card. The inventory display screen includes two parts: 1 Inventory data Coefficient In progress Last Theoretical calculated time necessary for performing P/N count in the store. This time depends on an average count length called «weighted average for position count» and a multiplier coefficient for increasing count time. Number of the inventory in progress (generated from Perpetual Inventory menu, see Inventory doc) Number of last performed inventory 2 History To change data, click «Search» level.. You can see the changes at store position level and/or stored quantity 13/17

14 STK-ST-P8 History of inventory card movements This tab is used to display all the entry/issue movements linked to stock: receipts, issues, transfers, repairs, rentals To display the history, click «Search». Depending on the line onto which you put the cursor, an icon corresponding to the movement is displayed enabling viewing this movement. Use icon to make sorts on movements. 14/17

15 STK-ST-P9 More data «More» tab enables to access to additional data: S/N or Kit number in Stock For P/Ns of types 2, 3, 5 and 6 Usable S/Ns For P/Ns of types 5 and 6 P/N received with «not accepted» situation Stock consumption Requisition form Current order Unconfirmed ISs WAPP history List of purchase and repair quotations SBs/ADs/CNs linked to P/N of inventory card List of transfers in List of transfers out STK-ST-P10 Delete inventory card To be able to delete an inventory card, this one must have no quantity known and no movement history in the concerned store. To delete an inventory card, click «Delete» on the right tool bar. 15/17

16 STK-ST-P11 Pool The new «Pool» tab is used to display the pool(s) linked to inventory card via P/N. The system displays two tables: 1. One for pools which store is the supplier of P/N: 2. One for pools which store is the client of P/N: Suppliers and Clients tables are not modifiable but they remind data entered at Pool level. 16/17

17 STL-ST-P12 Main reports Access to summary reports is made with «Print» icon of toolbar. Expired equipment report gives the list of material of type 2 near to expiry and the rotable (type 5 and 6) near to shelftime end. 17/17