2.2.5.� Item Availability Workbench

The Item Availability Workbench is designed to consolidate on one screen the functions performed by personnel who manage and track Inventory. To access the Item Availability Workbench, select the "Item Availability Workbench" option. The following screen will appear:

Running Availability on Workbench

When displaying Running Availability, you are presented with the following options:

Item Number: Enter the Item Number of the Item whose Running Availability you want to display.
UOM: Inventory Unit of Measure.

Note

When quantity appears in the "Ordered" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)--regardless of the Vendor UOM used on the Purchase Order.

Warehouse: Specify Warehouse whose Running Availability you want to display.
Show Planned Orders: Select to show Planned Orders in the display. Planned Orders will display in blue type.
QOH: Displays Quantity on Hand for specified Item.
Order Multiple: Displays Order Multiple specifying the increments the Item must be ordered in. Order Multiple is maintained in the Item Site master.
Reorder Level: Displays the Reorder Level specifying the minimum Quantity on Hand allowed before an Item must be reordered. Reorder Level is maintained in the Item Site master.
Order Up To Qty: Indicates the quantity level that MRP Planned Replenishment Orders will order up to.
Running Availability: Display lists Running Availability for the selected Item, using the specified parameters. Red lettering indicates the due date has passed or Running Availability has dropped below 0.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.

Right-clicking on a Work Order in the Running Availability display enables you to select from the following options:

View Work Order Details: Select to view details for the specified Work Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

If you right-click on a Planned Order, the following additional option will also be available:

Firm Order: Select to firm the specified Order.
Release Order: Select to release the specified Order.
Delete Order: Select to delete the specified Order.

To view Inventory Availability for the specified Item, select the "Inventory" tab. The following screen will appear:

Inventory Availability on Workbench

When displaying Inventory Availability by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Inventory Availability you want to display.

UOM

Inventory Unit of Measure.

Show Availability as of

Show Availability using one of the following criteria:

Item Site Lead Time: Select to show projected Availability based on the Lead Time specified in the Item Site master.
Look Ahead Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 1000. Future Availability for the specified Item will be displayed based on the value entered here.
Cutoff Date: Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.
Dates: Display will show projected Inventory Availability for the date range entered.

Show Reorder Exceptions

Select to show Reorder Exceptions in display. Reorder Exceptions are an indication that an Item Site's projected Availability will drop below the Reorder Level for the Item Site.

Ignore Reorder at 0

Select to ignore Reorder Exceptions in cases where both the Item Site Reorder Level and Planned Availability are equal to zero ("0"). If selected, Item Sites matching these criteria will not be displayed.

Show Shortages

Select to only show Inventory shortages in display. Shortages are always shown in the report, if they exist. However, using this option simply separates shortages out so you can see only them. A shortage exists if Availability is less than zero, as in

QOH - Allocated + Ordered < 0

All Warehouses

Select to display Inventory Availability for all Warehouses.

Selected

Specify Warehouse whose Inventory Availability you want to display.

Availability

Display lists Inventory Availability by Item, using the specified parameters. If Planned Availability displays in the color orange, this means the actual or projected Quantity on Hand is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.

Note

When quantity appears in the "On Order" column, this refers to quantity that is on order through either a Work Order or Purchase Order. In the case of Purchase Orders, the quantity will always be represented in the Inventory Unit of Measure (UOM)--regardless of the Vendor UOM used on the Purchase Order.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Item in the Availability list enables you to select from the following context-sensitive menu options:

View Inventory History: Select to view Inventory history for the specified Item Site.
View Allocations: Select to view Orders the specified Item Site is allocated to.
View Orders: Select to view all the pending Orders for the specified Item.
Running Availability: Select to view Running Availability for the specified Item Site.
Issue Count Tag: Select to create a Count Tag for the specified Item Site.
View Substitute Availability: Select to view availability of substitute Items, if any.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

The following additional options are available for purchased Items:

Create P/R: Select to create a Purchase Request for the specified Item.
Create P/O: Select to create a Purchase Order for the specified Item.

The following additional option is available for manufactured Items:

Create W/O: Select to create a Work Order for the specified Item.

To view a Costed Indented Bill of Materials for the specified Item, select the "Costed Indented BOM" tab. The following screen will appear:

Costed Indented BOM on Workbench

Tip

Costed Indented BOM information will be displayed only if the specified Item is a manufactured Item.

When displaying Costs for an indented Bill of Materials, you are presented with the following options:

Item Number: Enter the Item Number of the manufactured Item whose associated Costs you would like to view using an indented Bill of Materials.
UOM: Inventory Unit of Measure.
Use Standard Costs: Select to display Standard Costs for component Items in the specified Item's Bill of Materials. Both the Unit Cost and Extended Cost for each component Item, expressed in terms of Standard Cost, will display—assuming Standard Costs have been defined for each component Item.
Use Actual Costs: Select to display Actual Costs for component Items in the specified Item's Bill of Materials. Both the Unit Cost and Extended Cost for each component Item, expressed in terms of Actual Cost, will display—assuming Actual Costs have been defined for each component Item.

Note

In the Costed Indented Bill of Materials, the totals displayed on the screen are derived as follows:

Total Cost: This total is pulled from the Extended Cost column. The total may vary, depending on whether "Use Standard Costs" or "Use Actual Costs" is selected.
Actual Cost: This value represents the Actual Cost for the parent Item whose Costed Indented BOM is being displayed.
Standard Cost: This value represents the Standard Cost for the parent Item whose Costed Indented BOM is being displayed.

Costed Bill of Materials: Display lists Costed Indented Bill of Materials components, using the specified parameters. The difference between the indented view and the single level view is that the indented view displays all subcomponents if there is a manufactured component listed on the Bill of Materials. The Total Cost, Actual Cost, and Standard Cost will be calculated automatically at the bottom of the display.

To the far right of the display are the following buttons and display fields:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.

Right-clicking on a component in the Costed Bill of Materials list enables you to select from the following menu options:

Maintain Item Costs: Select to maintain Costs for the specified Item.
View Item Costing: Select to view detailed Costing information for the specified Item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

To view Inventory History for the specified Item, select the "History" tab. The following screen will appear:

Inventory History on Workbench

When displaying Inventory history by Item, you are presented with the following options:

Item Number

Enter the Item Number of the Item whose Inventory history you want to display.

UOM

Inventory Unit of Measure.

Trans. Types

Select one of the available transaction types:

All Transactions: Displays all Inventory transactions.
Receipts: Displays receipts into Inventory from Manufacturing, purchases, or miscellaneous receipts.
Issues: Displays issues from Inventory to Manufacturing.
Shipments: Displays shipments to customers.
Adjustments and Counts: Displays Inventory adjustments and counts.
Transfers: Displays Inter-Warehouse Transfers and Location and Lot/Serial Number reassignments.
Scraps: Displays Scrap removed from Inventory.

Note

The system prefixes Order Numbers with letters indicating the Order type. For example, Work Orders are prefixed with "WO", Purchase Orders with "PO", and Sales Orders with "SO". These letters are for display purposes only and are not considered part of the Order Number.

All Warehouses: Select to display Inventory history by Item for all Warehouses.
Selected: Specify Warehouse whose Inventory history by Item you want to display.
Start Date: This is a required field. Inventory transactions conducted on and after this date will be displayed.
End Date: This is a required field. Inventory transactions conducted on and before this date will be displayed.
Inventory History: Display lists Inventory history by Item, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display next to each transaction that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Order. To the far right of the screen, the following buttons are available:
CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters. Start date and end date must be entered for calculation to proceed. Results will be displayed in the "Inventory History" list.
PRINT: Runs the report associated with this screen.

Right-clicking on a transaction in the Inventory History list enables you to select from the following menu options:

View Transaction Information: Select to view details for the specified transaction.
Edit Transaction Information: Select to edit information related to the specified transaction.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

When editing transaction information, you may choose to exclude a transaction from Inventory analysis. Not including a transaction in this manner means the following Inventory analyses will ignore the transaction: Item Usage Statistics displays, Update Reorder Levels, and Update Order Up To Levels.

If the Order Number is associated with a Work Order, the following additional menu option will also be available:

View Work Order Information: Select to view information about the specified Work Order.

To view Lot/Serial and/or Location information for the specified Item, select the "Lot/Serial/Location" tab. The following screen will appear:

Lot/Serial/Location on Workbench

When displaying detailed Location and Lot/Serial Number information, you are presented with the following options:

Item Number: Enter the Item Number of the Item whose detailed Location/Lot/Serial Number information you want to display.
UOM: Inventory Unit of Measure.
All Warehouses: Select to display detailed Location/Lot/Serial Number information for all Warehouses.
Selected: Specify Warehouse whose detailed Location/Lot/Serial Number information you want to display.
Locations: Display lists Location/Lot/Serial Number detail, using the specified parameters. Items will display in red type if the quantity in question has expired.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

To view where the specified Item is used for manufacturing, select the "Where Used" tab. The following screen will appear:

Single Level Where Used on Workbench

When displaying a single level Bill of Materials, you are presented with the following options:

Item Number: Enter the Item Number of the manufactured Item you would like to view a single level Bill of Materials for.
UOM: Inventory Unit of Measure.
Show Expired Components: Select to cause expired components to be listed in the "Bill of Materials" display.
Threshold Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Components that have been expired from the Bill of Materials within the specified number of days will be included in the display.
Show Future Components: Select to cause future components to be listed in the "Bill of Materials" display.
Threshold Days: Select a number using the arrow buttons, or manually enter a value up to a maximum of 999. Components that will be added in future to the Bill of Materials within the specified number of days will be included in the display.
Bill of Materials: Display lists single level Bill of Materials components, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on an Item in the Bill of Materials Items list enables you to select from the following menu options:

Edit BOM: Select to edit the BOM for the specified Item.
Edit BOO: Select to edit the BOO for the specified Item.
Edit Item Master: Select to edit the Item master for the selected Item.
View Item Inventory History: Select to view Inventory history for the specified Item.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.