43 Inventory Availability Mobile Applications

This chapter discusses these topics:


Important Note:

Before using the mobile applications, Oracle strongly recommends that users have a complete understanding of how to use the associated processes and applications in the JD Edwards EnterpriseOne base software.

For additional information about the processes and applications associated with the mobile applications discussed in this chapter, see:


43.1 Inventory Availability Mobile Applications Overview

You use the Inventory Availability mobile applications to review inventory information including item, lot/serial number, location, unit of measure and quantity information.

You use Inventory availability information to determine the current and future inventory needs. Using the Inventory Availability mobile applications, you can:

  • Review information about items including lot/serial number, location and unit of measure.

  • Access summary information about on-hand, committed, and available items.

  • Access and monitor supply-and-demand information to help you plan for future stocking needs.

This table lists the types of quantity calculations the system performs:

Calculation Description
On-hand Reflects the total number of items in a particular branch/plant.
Commitments This calculation includes soft commitments, hard commitments, and quantities on work orders.
On receipt Reflects quantities that are on open purchase orders.
Available Defines how the system performs this calculation. Typically, it includes on-hand quantities minus any outstanding commitments, reservations, and backorders.

This table lists the applications that are available to review inventory availability information:

Type of Application Additional Information
Base EnterpriseOne application Use these applications in the JD Edwards EnterpriseOne system to review inventory availability:
  • Work With Item Availability (P41202)

  • User Defined Codes (P0004A)

  • Default Location & Printers (P400951)

  • Item Branch (P41026)

  • Location Search and Select (P41LOCN)

Tablet application Inventory Availability (M41205)

To download the application to your tablet, search on the following text in the application store:

  • JD Edwards Inventory Availability

Smartphone application Inventory Availability (M41207)

To download the application to your device, search on the following text in the application store:

  • JD Edwards Inventory Availability



Note:

The Inventory Availability mobile applications do not support apparel/attribute style items. For more information on inventory availability for apparel/attribute style items, see "Reviewing Item Availability for Style Items" in the JD Edwards EnterpriseOne Applications Apparel Management Implementation Guide.

Before using the Inventory Availability tablet or smartphone application, you must perform the following setup tasks:

  • Set the processing options for both applications.

    Complete this task in the EnterpriseOne system.

43.1.1 Differences and Limitations: Inventory Availability

Mobile applications are intended to be a simplified version of the applications that are available in the base software. In most cases, these applications provide a subset of the functionality available in the base software.

Inventory Availability Information Displayed

While the Inventory Availability mobile applications do not function differently than base EnterpriseOne applications, they do offer the mobile user a subset of availability information. Not all availability information available in the base software is available in the mobile applications.

Barcode Scanning (Release 9.1 Update)

The Inventory Availability mobile applications are designed to scan data for item number, location, and lot/serial number. To scan barcode data, you can use the native camera on your device or a third-party handheld Bluetooth-enabled scanning device. To use this functionality, you must create barcodes that represent a single field in the JD Edwards EnterpriseOne system. These applications do not accept barcodes that consist of data for multiple fields.

You can generate barcodes using services such as those offered by Barcodes Inc.


Note:

Barcode scanning using the Inventory Availability tablet application (M41205) is supported only for Android devices. You cannot scan barcodes if you are using the Inventory Availability tablet application in an iOS device.


Note:

Oracle is not affiliated with Barcodes, Inc. and does not require or recommend that you use this service to create your barcodes.

43.2 Setting Up the Inventory Availability Mobile Applications

Before using the Inventory Availability mobile applications, you

  • Set processing options for the Inventory Availability mobile applications (M41205 and M41207).

    Setting processing options for these applications is a task that should be completed by the system administrator before the mobile applications are made available to end users.

  • (Release 9.1 Update) Disable the Bluetooth option in your device's settings if you want to use the native device camera to scan barcodes of item number, location, and lot/serial number. Enable the Bluetooth option if you want to use a Bluetooth-enabled scanning device to scan the barcodes. To scan barcodes using a Bluetooth scanning device, you must configure the scanning device on the mobile device.

43.2.1 Setting Processing Options for the Inventory Availability Tablet Application

You use processing options to specify default processing information for a program.

43.2.1.1 Versions

1. Item Branch (P41026) Version

Use this processing option to specify the version of the Item Branch program (P41026) that the mobile application uses to process inventory availability information. If this option is left blank, the system uses version ZJDE0001.

2. Item Availability (P41202) Version

Use this processing option to specify the version of the Item Availability program (P41202) that the mobile application uses to process inventory availability information. If this option is left blank, the system uses version ZJDE0001.

43.2.2 Setting Processing Options for the Inventory Availability Smartphone Application

You use processing options to specify default processing information for a program.

43.2.2.1 Versions

1. Item Branch (P41026) Version

Use this processing option to specify the version of the Item Branch program (P41026) that the mobile application uses to process inventory availability information. If this option is left blank, the system uses version ZJDE0001.

2. Item Availability (P41202) Version

Use this processing option to specify the version of the Item Availability program (P41202) that the mobile application uses to process inventory availability information. If this option is left blank, the system uses version ZJDE0001.

43.2.3 Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes

You can use the Item Number, License Plate Number, Location, and Lot/Serial Number fields to filter warehouse records. To enter data in these fields, you have three options. You can:

  • Use the keyboard on your mobile device to manually enter the data.

  • Use the camera application on your mobile device to scan the data. To use this option, you must disable the Bluetooth option in your device settings.

  • Use a Bluetooth-enabled scanning device to scan the data. To use this option, you must:

    1. Enable the Bluetooth option in your device settings.

    2. Configure the third-party scanning device to connect to your mobile device.

    Note that when you enable the Bluetooth option in your device settings, the system locks the keyboard; you can use the keyboard only after you disable the Bluetooth option.


Note:

Barcode scanning using the Inventory Availability tablet application (M41205) is supported only for Android devices. You cannot scan barcodes if you are using the Inventory Availability tablet application in an iOS device.

43.3 Reviewing Inventory Availability Using a Mobile Tablet Application

The Inventory Availability tablet application enables you to review inventory availability information about each item based on the item number and branch/plant.

Before you can use the application, you must download and install the application from the application store on your device.

To open the application, tap the INV AVAIL icon and log in.

43.3.1 Reviewing Inventory Availability Using a Mobile Tablet Application (M41205)

To review inventory availability:

  1. Open the application by tapping the INV AVAIL icon on your device, and then log in.

    See Chapter 3, "Logging Into Mobile Enterprise Applications"

  2. Enter a value in the Enter Item Description field, and tap the Search button.

  3. To filter records by branch plant and item number, tap the filter icon.

    Branch Plant

    To add a branch plant to your search criteria, enter the address book number of the branch plant in the field.

    Item Number (Release 9.1 Update)

    Enter data in the Item Number field using one of these options:

    • Use the keyboard on your mobile device to manually enter the data.

    • Use the camera application on your mobile device to scan the data.

      To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the equipment.

    • Use a Bluetooth-enabled scanning device to scan the data.

      To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.

    See Section 43.2.3, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes"

  4. In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of items that are displayed based on your filter values.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of items associated with the last saved filter values, if applicable.

    To delete all filter values you specified, and to enter new filter values, tap the Clear button.

  5. The system displays inventory availability information in five tabs: Basic, Commit, Soft Commit, Hard Commit and In Process.

    Figure 43-1 Inventory Availability: Basic tab - Tablet

    Description of Figure 43-1 follows
    Description of ''Figure 43-1 Inventory Availability: Basic tab - Tablet''


    Note:

    If you search for inventory availability for a dual item, the system displays only four tabs when you select the secondary unit of measure: Basic, Commit, Soft Commit and Hard Commit.

    The system displays location, lot, available quantity, on hand quantity and committed quantity values on the Basic tab.

  6. You review committed quantity information on the Commit tab. The system displays back order, future commit and on receipt quantity information.

  7. To review soft committed quantity information, tap the Soft Commit tab. The system displays sales/work order, work order and on-purchase order quantity information.

  8. To review hard committed quantity information, tap the Hard Commit tab. The system displays sales order, work order and project quantity information.

  9. To review in-process quantity information, tap the In Process tab. The system displays in-inspection, in-routing and in-transit quantity information.

  10. To define filter criteria, tap the Filter button in the top right of the screen.

    Figure 43-2 Inventory Availability: Availability Filters - Tablet

    Description of Figure 43-2 follows
    Description of ''Figure 43-2 Inventory Availability: Availability Filters - Tablet''

    You can filter records based on location, a range of lot/serial numbers and lot/serial status code.

    (Release 9.1 Update) To filter by location and range of lot/serial numbers, you populate data in the Location and Lot/Serial Number fields using one of these three options:

    • Use the keyboard on your mobile device to manually enter the data.

    • Use the camera application on your mobile device to scan the data.

      To use this option, tap the QR Code button next to the Location and the Lot/Serial number field. The system launches the device camera and you can scan the barcode of the location and the lot/serial number.

    • Use a Bluetooth-enabled scanning device to scan the data.

      To use this option, tap the Location and the Lot/Serial number field to activate the scanning device. Then, scan the barcode of the location and lot/serial number using the scanning device.

    You can review only the summary quantity information by selecting the Summary Only option. You can omit zero quantities by selecting the Omit Zero option.

  11. To view item photos, tap the Photos button.

  12. To log out of the application, tap the Menu button in the bottom left of the screen, and then tap Logout.

43.4 Reviewing Inventory Availability Using a Mobile Smartphone Application

To review inventory availability:

  1. Open the application by tapping the INV AVAIL icon on your device, and then log in.

    See Chapter 3, "Logging Into Mobile Enterprise Applications"

  2. Enter a value in the Enter Item Description field, and tap the Search button.

  3. To filter records by branch plant and item number, tap the filter icon.

    Branch Plant

    To add a branch plant to your search criteria, enter the address book number of the branch plant in the field.

    Item Number (Release 9.1 Update)

    Enter data in the Item Number field using one of these options:

    • Use the keyboard on your mobile device to manually enter the data.

    • Use the camera application on your mobile device to scan the data.

      To use this option, tap the QR Code button next to the Item Number field. The system launches the device camera and you can scan the barcode of the equipment.

    • Use a Bluetooth-enabled scanning device to scan the data.

      To use this option, tap the Item Number field to activate the scanning device. Then, scan the barcode of the item using the scanning device.

    See Section 43.2.3, "Setting Up the Bluetooth Option in the Mobile Device to Scan Barcodes"

  4. In the Filters pane, to continue the search using the specified filter values, tap the Apply button. When you tap the Apply button, the system:

    • Takes you to the list of items that are displayed based on your filter values.

    • Saves the filter values that you entered. The system displays the saved filter values the next time you open the filter screen.

    To discontinue the use of filter values in your search, tap the Cancel button. When you tap the Cancel button, the system:

    • Takes you to the list of items associated with the last saved filter values, if applicable.

    To delete all filter values you specified, and to enter new filter values, tap the Clear button.

  5. The system displays a list of items depending on your search criteria.

    Tap a record to view availability information.

  6. The system displays summary availability information.

    Figure 43-3 Inventory Availability: Availability Details - Smartphone

    Description of Figure 43-3 follows
    Description of ''Figure 43-3 Inventory Availability: Availability Details - Smartphone''

    The system displays available quantity for different location-lot combinations and also the total quantity available.

  7. To define filter criteria, tap the filter icon in the top right of the screen.

    Figure 43-4 Inventory Availability: Availability Filters - Smartphone

    Description of Figure 43-4 follows
    Description of ''Figure 43-4 Inventory Availability: Availability Filters - Smartphone''

    You can filter records based on location, a range of lot/serial numbers and lot/serial status code.

    (Release 9.1 Update) To filter by location and range of lot/serial numbers, you populate data in the Location and Lot/Serial Number fields using one of these three options:

    • Use the keyboard on your mobile device to manually enter the data.

    • Use the camera application on your mobile device to scan the data.

      To use this option, tap the QR Code button next to the Location and the Lot/Serial number field. The system launches the device camera and you can scan the barcode of the location and the lot/serial number.

    • Use a Bluetooth-enabled scanning device to scan the data.

      To use this option, tap the Location and the Lot/Serial number field to activate the scanning device. Then, scan the barcode of the location and lot/serial number using the scanning device.

    You can review only the summary quantity information by selecting the Summary Only option. You can omit zero on-hand quantities by selecting the Omit Zero Quantities option.

  8. To review inventory availability information, tap a location on the Availability Details screen.

    The system displays item availability information including unit of measure, lot/serial status code, on hand quantity, committed quantity, available quantity and backordered quantity.

    Figure 43-5 Inventory Availability: Inventory Details - Smartphone

    Description of Figure 43-5 follows
    Description of ''Figure 43-5 Inventory Availability: Inventory Details - Smartphone''

  9. To view total quantity information, tap the Total row on the Availability Details screen.

    The system displays totals of all quantities for the item, including on hand quantities, committed quantities, available quantities and backordered quantities.

    Figure 43-6 Inventory Availability: Total Availability - Smartphone

    Description of Figure 43-6 follows
    Description of ''Figure 43-6 Inventory Availability: Total Availability - Smartphone''

  10. To view item photos, tap the Photos button.

    To go back to the list of item locations, tap the List button.

  11. If you search for inventory availability for a dual item, the system displays a toggle switch at the bottom of the screen.

    If you use the toggle switch and select the Secondary option, the system displays availability information using the secondary unit of measure.

    Figure 43-7 Inventory Availability: Dual Item Availability - Smartphone

    Description of Figure 43-7 follows
    Description of ''Figure 43-7 Inventory Availability: Dual Item Availability - Smartphone''

  12. To log out of the application, tap the Menu button at the bottom left of the screen, and then tap Logout.