ADPICS Advanced Purchasing and Inventory Control System INVENTORY MAINTENANCE

Transcription

1 ADPICS Advanced Purchasing and Inventory Control System INVENTORY MAINTENANCE n:\servdesk\trndocs\invmaint.ppt

2 ADPICS Inventory Module Performs Maintenance Functions Initial Set-Up Stocks & Re- Stocks Receives Shipments Receives Requests for Supplies Issues Supplies to Requestors

3 What is Inventory Maintenance? On Day 1 of Inventory Maintenance we will: Create a Warehouse Create Rows and Bins in a Warehouse Assign Commodity Locations in a Warehouse Enter Details about Commodities on a Master Table Load Initial Inventory into a Warehouse Create an ABC Table Create Part Numbers for Commodities

4 What is Inventory Maintenance? On Day 2 of Inventory Maintenance we will: Process an Adjustment Process a Stock Transfer Create and Process a Count Sheet Reconcile a Count Review Inventory Reports that are available through the Adpics Guide to Standard Reports

5 INVENTORY MAINTENANCE Setting up the Warehouse 5300 Screen-Warehouse Table Maintenance Set up warehouse and default accounting

6 INVENTORY MAINTENANCE Setting up Rows & Bins Bin 0001 Bin 0302 Row 005 Bin 0200 Screen 5600-Warehouse Location Table Maint. Set up rows and bins

7 INVENTORY MAINTENANCE Setting up Commodity Descriptions & Locations Bin 0001 Bin 0302 Row 005 Bin 0200 Commodity A Commodity A Commodity B Commodity C Screen 5610-Commodity Location Maint. By Whse. Set up Commodity Locations Screen 5100/4600-Inventory Master Table Maint. Set up Commodity Descriptions

8 INVENTORY MAINTENANCE Enter Commodity Info on Master Table Detailed Information About the Commodity 4600-Inventory Master Table Maintenance Contains detailed information on the commodity

9 INVENTORY MAINTENANCE Setting up Starting Values Bin 0001 Bin 0302 Row 005 Bin 0200 Commodity A Commodity A Commodity B Commodity C 4,100 BX $ % 500 BX $9.75 0% 200 EA $ % Screen 4100-Inventory Adjustment Set up Starting Values 11,000 PK $2.50 0%

10 HELPFUL HINTS! Be careful and do accurate data entry. Make sure your screens match the trainer s screens.

11 ADPICS Advanced Purchasing and Inventory Control System

12 ADPICS Advanced Purchasing and Inventory Control System INVENTORY MAINTENANCE WITH PART NUMBERS

13 INVENTORY MAINTENANCE Setting up the Warehouse 5300 Screen-Warehouse Table Maintenance Set up warehouse and default accounting

14 INVENTORY MAINTENANCE Assign Part Description for Each Part Number Commodity, Part #, & Description 5310 Screen-Inventory Parts Maintenance Assign a Part Description to each Part Number

15 INVENTORY MAINTENANCE Setting up Rows & Bins Bin 0001 Bin 0302 Row 005 Bin 0200 Screen 5600-Warehouse Location Table Maint. Set up rows and bins

16 INVENTORY MAINTENANCE Setting up Commodity Descriptions & Locations Bin 0001 Bin 0302 Row 005 Bin 0200 Commodity A Part A Commodity A Part B Commodity B Part C Commodity C Part D Screen 5610-Commodity Location Maint. By Whse. Set up Commodity and Part Number Locations Screen 5100/4600-Inventory Master Table Maint. Set up Commodity Descriptions

17 INVENTORY MAINTENANCE Enter Commodity Info on Master Table Detailed Information About the Commodity 4600-Inventory Master Table Maintenance Contains detailed information on the commodity

18 INVENTORY MAINTENANCE Setting up Starting Values Bin 0001 Bin 0302 Row 005 Bin 0200 Commodity A Part A Commodity A Part B Commodity B Part C Commodity C Part D 4,100 BX $ % 500 BX $9.75 0% 200 EA $ % Screen 4100-Inventory Adjustment Set up Starting Values 11,000 PK $2.50 0%

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20 QUICK TIPS Do a physical layout of your warehouse on paper first. Prepare a listing of all commodity Ids that are currently used in your warehouse. Attempt to find commodities with the same Inventory U/M as Purchase U/M.

21 QUICK TIPS Pay special attention to the Conversion Factor field on Inventory Master Table Maintenance (4600 screen). If a mistake is made when setting up your warehouse screens, mark the mistake for deletion using the F3-DELETE key. Adpics Standard Reports are a useful tool to assist you in checking your warehouse set up.

22 QUICK TIPS Choose a commodity name on the 4600 screen that is familiar to most users, using the field: SEL ALT COMM ID NAME: (D,1,2,3,4) When creating adjustments, use the comment field for audit purposes. If an error is made after an adjustment is posted, you will have to create another adjustment to correct the initial adjustment.

23 QUICK TIPS A physical count should be done prior to loading inventory on the Inventory Adjustment (4100) screen. Part numbers are optional, but can be used to further define a commodity id. At year end close, run Adpics Standard Report 410 as close to the end of June as possible.