Inventory Transfer. User Press F5? Yes. End Transaction. Enter To. Location. Yes. Item Serial Controlled? Enter Quantity

Transcription

1 Inventory Transfer Begin Transaction Enter Reservation Enter Reservation Line Enter To Warehouse Enter To Inventory Abbrev Enter From Warehouse Enter Part User Press F5? No Revision Control Enabled? Yes Enter Revision Yes No End Transaction Enter From Inv Abbrev Enter From Location Enter To Location Item Lot Controlled? Yes Enter Lot Number No Display On Hand Quantity Enter Quantity Item Serial Controlled? Yes Enter Serial Numbers No RFgen Software 1101 Investment Boulevard, Suite 250 El Dorado Hills, CA

2 License Agreement All information contained in this document is the intellectual property of RFgen Software, a division of the DataMAX Software Group, Inc. This document may not be published, nor used without the prior written consent of RFgen Software. Use of the RFgen Software Open Source code is at all times subject to the DataMAX Software Group Open Source Licensing Agreement, which must be accepted at the time the source code is installed on your computer system. For your convenience, a text copy of the DataMAX Software Group Open Source Licensing Agreement is also loaded (and may be printed from) your RFgen-based system. Requirements RFgen Version 5.0 or later 1

3 Table of Contents INVENTORY TRANSFER... 1 FGINMPAISS INVENTORY TRANSFERS... 3 VALIDATIONS... 4 FUNCTION KEYS... 4 CONSIDERATIONS... 5 DELTEK COSTPOINT WEB INTERFACE REFERENCE... 6 COSTPOINT ENTER INVENTORY TRANSFERS SCREEN... 6 HOW DELTEK COSTPOINT PROCESSING OPTION AFFECTS RFGEN... 7 AFFECTED RFGEN FORMS AND TRANSACTION MACROS... 7 SETUP AN RFGEN MENU... 7 BASIC TEST SCRIPT... 8 TEST SCRIPT DESCRIPTION: INVENTORY TRANSFER... 8 RFGEN INPUT REQUIREMENTS... 8 EXECUTION PROCEDURES... 9 OVERALL TEST CASE RESULTS

4 FGINMPAISS Inventory Transfers This mobile app moves material between inventory abbreviations, warehouses and locations. An Inventory Transfer transaction record is recorded in Costpoint. The following conditions apply to the RFgen implementation for the Inventory Transfers mobile app within the Costpoint environment. Note: any of these parameters may be easily adjusted to meet the unique requirements of your company. 3

5 Validations Prompt Costpoint Field Table Field To Whse: Warehouse WHSE WHSE_ID ToInvAb Inventory Abbrev INVT_ABBRV_CD INVT_ABBRV_CD Fm Whse: Warehouse WHSE WHSE_ID Part: Part PART PART_ID Rev: Rev PART PART_RVSN_ID FmInvAb: Inventory Abbrev INVT_ABBRV_CD INVT_ABBRV_CD Frm Loc: From Location WHSE_LOC INVT_LOC_ID To Loc: To Location WHSE_LOC INVT_LOC_ID Lot: Lot Number INVT_WHS_LOC_SR_LT LOT_ID Qty: Transfer Qty Serial: Serial Number INVT_WHS_LOC_SR_LT SERIAL_ID Function Keys Key F1 F4 F5 Function Search Data for Current Field Exit the mobile app Submit the mobile app 4

6 Considerations 1. Is Revision control turned on at the company level? 2. Will lot control be used? 3. Are serialized items in use? 5

7 Deltek Costpoint Web Interface Reference Costpoint Enter Inventory Transfers Screen 6

8 How Deltek Costpoint Processing Option Affects RFgen Affected RFgen Forms and Transaction Macros Description Form Name Transaction Macro Name Inventory Transfers FGINMLOXFR TINMPAXFR Setup an RFgen Menu To implement an RFgen Form enter the form name and the description. Form/Menu FGINMLOXFR -TYPE=INV Description to Display 1- Inventory Transfer 7

9 Basic Test Script 1. Record quantities on hand for the from warehouse, inventory abbreviation, location, part numbers and their associated lots and serial Numbers that you will perform the Inventory Transfer on. 2. Create and document the following scenarios: a. Transfer an amount within the quantity on hand for a part. b. Transfer a negative amount for a part. A quantity must be positive error should appear. c. Transfer more than the quantity on hand for a part. Transaction quantity exceeds location quantity for this part error should appear. d. Attempt to transact on parts that are not available in particular warehouse. Invalid part error should appear. 3. Review the View Inventory Transaction History screen in Costpoint for the proper issue information, and that the quantity on hand updated to the correct amounts on the processed transactions. Test Script Description: Inventory Transfer RFgen Input Requirements Before you begin testing, ensure, for the combination of warehouse, inventory abbreviation, location and part(s) you will be testing, that the following is setup in Deltek Costpoint. a. Part b. Quantity On Hand c. Quantity Available 8

10 Execution Procedures ID Test Case Expected Result Pass Fail Type in a valid to inventory abbreviation Type in a valid To warehouse Type in a valid from warehouse Type in a valid part Type in a valid revision Type in a valid from inventory abbreviation Type in a valid from location Type in a valid to location Type in a valid lot number Type in a valid quantity Type in a valid serial number Type in an invalid to inventory abbreviation Type in an invalid to warehouse Type in an invalid from warehouse to inventory abbreviation entered. warehouse entered. warehouse entered. part entered. revision entered. from inventory abbreviation entered. from location entered. to location entered. lot number entered. quantity entered serial number entered. 9

11 Type in an invalid part Type in an invalid revision Type in an invalid from inventory abbreviation Type in an invalid from location Type in an invalid to location Type in an invalid lot number Type in a quantity greater than the on hand quantity. Type in an invalid serial number Press the F1 key with the to inventory abbreviation field Press the F1 key with the cursor in the to warehouse field Press the F1 key with the cursor in the from warehouse field Press the F1 key with the cursor in the part field Press the F1 key with the cursor in the revision field Press the F1 key with the from inventory abbreviation field RFGEN will display a list of active inventory abbreviations for the current company RFGEN will display a list of warehouses for the current company RFGEN will display a list of warehouses for the current company RFGEN will display a list of active, inventory parts that are not in a status of P or E for the current company RFGEN will display a list of revisions for the part entered RFGEN will display a list of active inventory abbreviations for the 10

12 Press the F1 key with the cursor in the from location field Press the F1 key with the cursor in the to location field Press the F1 key with the cursor in the lot number field Press the F1 key with the cursor in the serial number field Press F5 at the part prompt current company RFGEN will display a list of locations and on hand inventory quantities for the part entered RFGEN will display a list of locations and on hand inventory quantities for the part entered RFGEN will display a list of lot numbers for the item and location entered RFGEN will display a list of serial numbers for the item and location entered RFGEN will call the Costpoint web service to submit the Inventory Transfer transaction Overall Test Case Results Pass/Fail Tester/Date RE-Tester/Date Actual Results Comments 11