5 Reviewing Item and Quantity Information
X- Ref Type
3. Calculation Date
Specify a date that the system uses to calculate the remaining number of days until a lot expires. If you leave this processing option blank, the system uses today's date.
5.3.5 Locating Summary Quantity Information
Access the Work With Item Availability form.
Figure 5–5 Work With Item Availability form
5.3.5.1 Item Availability
Select the Item Availability tab.
Summary Only
Select this check box to indicate that the system will display information that is summarized by item, company, currency code, and cost rule. If you do not select this check box, the system displays individual receipt records.
Omit Zero Quantities
Select this check box to indicate that the system does not display information with zero on-hand quantities. If you do not select this check box, the system displays
information with zero on-hand quantities.
Note: The system does not display decimal quantities if the Display Decimals field in the Quantity On Hand-Primary Quantity (PQOH) data item has no display decimals specified (default).
Locating Quantity Information
On Hand
Enter the number of units that are physically in stock. The system displays the quantity on-hand in the primary unit of measure.
Committed
Enter the total quantity that is committed to a specific location. The total quantity is the sum of all quantities that have been sold, soft committed, or hard committed to sales orders and work orders.
Available
Enter a number that indicates the quantity that is available. For example, the available quantity might consist of the on-hand quantity minus commitments, reservations, and backorders.
Availability is user-defined. You can set up availability in the Branch/Plant Constants (P41001) program.
On Receipt
Enter the total number of items that are on receipt for a specific location. The total is the sum of all quantities of an item that are on order and in route for a location.
SO/WO Soft Commit (sales order/work order soft commitment)
Enter the number of units that are soft committed to sales orders or work orders in the primary units of measure.
SO Hard Commit (sales order hard commitment)
Enter the number of units that are committed to a specific location and lot.
Future Commit
Enter the quantity on sales order for which the requested shipment date is beyond the standard commitment period that has been specified in the branch/plant constants for that branch. As an example, if you normally ship most orders within 90 days, then an order for an item with a requested ship date a year from now would have its quantity reflected in this field.
Backorder
Enter the number of units that are backordered in primary units of measure.
WO Hard Commit (work order hard commitment)
Enter the number of units that are hard committed to work orders in the primary unit of measure.
On SO Other 1 (on sales order other 1)
Enter the first of two quantities that can be specified as additional offsets (subtractions from on-hand) in the determination of quantities available for sale (primary unit of measure).
On SO Other 2 (on sales order other 2)
Enter the second of two quantities that can be specified as additional offsets (subtractions from on-hand) in the determination of quantities available for sale (primary unit of measure).
On PO (on purchase order)
Enter the number of units specified on the purchase order in primary units of measure.
On PO Other 1 (on purchase order other 1)
Enter the quantity that appears on documents such as bid requests, which are not formal commitments to buy on the part of the organization.
Locating Quantity Information
In Transit
Enter the quantity that is currently in transit from the supplier.
In Inspection
Enter the quantity that is currently being inspected. This quantity is received, but is not considered on hand.
In Operation 1 and In Operation 2
Enter the quantities that are currently at a user-defined operation within the
dock-to-stock process. The quantity is received, but may or may not be considered to be on hand.
5.3.5.2 Additional Selections 1
Select the Additional Selections 1 tab.
Figure 5–6 Work With Item Availability form.
Grade Range
Enter a code from UDC table (40/LG) that indicates the minimum grade that is acceptable for an item.
The system displays a warning message if you try to purchase or issue items with grades that do not meet the minimum grade acceptable. The system does not enable you to sell items with grades that do not meet the minimum acceptable level.
Potency Range
Enter a number that indicates the minimum potency or percentage of active ingredients that is acceptable for an item.
The system displays a warning message if you try to purchase or issue items that do not meet the minimum acceptable potency. The system does not enable you to sell items that do not meet the minimum acceptable potency.
5.3.6 Reviewing Detailed Quantity Information
Access the Detail Availability form.
Locating Quantity Information
Figure 5–7 Detail Availability form
SO/WO Soft Commit (sales order/work order soft commitment)
Enter the number of units that are soft committed to sales orders or work orders in the primary units of measure.
SO Hard Commit (sales order hard commitment)
Enter the number of units that are committed to a specific location and lot.
Future Commit
Enter the quantity on sales order for which the requested shipment date is beyond the standard commitment period that has been specified in the branch/plant constants for that branch. As an example, if you normally ship most orders within 90 days, then an order for an item with a requested ship date a year from now would have its quantity reflected in this field.
Backorder
Enter the number of units that are back ordered in primary units of measure.
WO Hard Commit (work order hard commitment)
Enter the number of units hard committed to work orders in the primary unit of measure.
On SO Other 1
Enter the first of two quantities that can be specified as additional offsets (subtractions from on-hand) in the determination of quantities that are available for sale (primary unit of measure).
On SO Other 2
Enter the second of two quantities that can be specified as additional offsets
(subtractions from on-hand) in the determination of quantities that are available for sale (primary unit of measure).
Locating Quantity Information
On PO (on purchase order)
Enter the number of units that are specified on the purchase order in primary units of measure.
On PO Other 1
Enter the quantity that appears on documents such as bid requests, which are not formal commitments to buy on the part of the organization.
In Transit
Enter the quantity that is currently in transit from the supplier.
In Inspection
Enter the quantity that is currently being inspected. This quantity is received, but is not considered on hand.
In Operation 1 and In Operation 2
Enter the quantities that are currently at a user-defined operation within the
dock-to-stock process. The quantity is received, but may or may not be considered to be on hand.
5.3.7 Setting Processing Options for Segmented Item Availability (P41206)
Processing options enable you to specify the default processing for programs and reports.
5.3.7.1 Defaults
1. Template
Enter a template name that you can use when entering items in the Item Master Revisions (P4101) program. The name is case sensitive.
5.3.7.2 Versions
1. Summary Availability (P41202)
Specify the version of the P41202 program to use. If you leave this processing option blank, the system uses version ZJDE0001.
5.3.8 Reviewing Segmented Item Availability
Access the Work With Segmented Item Availability form.
Locating Quantity Information
Figure 5–8 Work With Segmented Item Availability form
You can view item availability from the Work With Segmented Item Availability form:
■ Select Item Availability from the Row menu to access the Work With Item Availability form, which displays the item availability by segment with access to Item Availability.
■ Shipping availability
Select Shipping Avail. from the Row menu to access the Work With Shipping Availability form, which displays the unit of measure structure for the warehouse and the quantity that you have available to ship for each unit of measure.
If you have many different segmented items with different templates, you might want to set up different versions of the Segmented Item Availability program (P41206) with a different template identified in each version. You can set the processing options in the Item Master program (P4101) to use a default template. You can also override the default template.
If you leave the On Hand Primary U/M field blank, the system selects the primary unit of measure for the first item found.
5.3.9 Setting Processing Options for Location Segment Inquiry (P4100142)
Processing options enable you to specify the default processing for programs and reports.
5.3.9.1 Mode
Mode
Specify the mode in which to run the program. Values are:
Blank: Client mode 1: Web mode
The system displays only the item and location information that is related to you based on the user ID and address book number. If you are signed into the system using the web, Item Availability is disabled.
5.3.10 Reviewing Quantities in Locations with Segments
Access the Location Segment Inquiry form.
Locating Quantity Information
Figure 5–9 Location Segment inquiry form
You can review the inventory balances for items that are assigned to locations with segments by:
■ Product
You can view the balance for the current product in any or all of the segments in the location.
■ Segment
You can select specific segments and view the balance for all owners within that segment of the location.
■ Address book number
If you have set one of the segments as an address book record, you can view all balances for all locations and products by the specified owner or address book number.
Summary Only
Select this check box to display individual receipt records. If you do not select this check box, the system displays information that is summarized by item, company, currency code, and cost rule.
Omit Zero Quantities
Select this check box to display information with zero on-hand quantities. If you do not select this check box, the system does not display information with zero on-hand quantities.
5.3.11 Setting Processing Options for Lot Master Availability (P41280)
Processing options enable you to specify the default processing for programs and reports.