Chapter 80: Using Inventory Inquiry (DINI)
Purpose: Inventory inquiry allows you to review on hand quantities in each warehouse and in each location in a warehouse. This function can be used by several departments within your organization and provides a way to display item/SKU information quickly.
Other options: You can use the following additional menu options for inventory inquiry:
• Inventory Inquiry by SKU (DSQI): to review inventory information for all SKUs of an item
• Inventory Inquiry by Item (IIQI): to review item information organized by the base item and the first SKU element
• Inventory Status Inquiry (ISIQ): to review order activity for any item or SKU broken out by offer
In this chapter:
• Inventory Quantity Inquiry Prompt Screen
• Display Item/Warehouse Information Screen
• Display Inventory Warehouses Screen
• Display Inventory Locations Screen
• Inventory On Hand by Location Selection Screen
• Inventory On Hand by Location Screen
• Display Open Purchase Orders Screen
• Display Item Warehouse History Screen
• Display SKU (Base Information) Screen (Non-SKU’ed Item)
• Display SKU - 1 of 2 (With Overrides) Screen
• Display SKU - 2 of 2 (With Overrides) Screen
Inventory Quantity Inquiry Prompt Screen
Purpose: Use this screen to enter information for the Item/SKU/Warehouse that you want to review.
How to display this screen: Enter DINI in the Fast Path field at the top of any menu.
INR0229 ENTER Inventory Quantity Inquiry Prompt 6/19/97 16:21:26 The Mail Order Company
Type the Item, SKU, and Warehouse to inquire on and press ENTER ...
Warehouse . . . . . . . . 3 TAN CATALOG WAREHOUSE ITEM/COLR SIZE OTHR . .
------------------------------------------------------------------------------ Or type the following criteria for a list of Item/SKUs to select.
Class . . . . . . Item Status . . . Description Buyer . . . . . . Department . . . Vendor . . . . . SKU Status . . . Description Compatibility . . Category . . . .
F3=Exit F12=Cancel |
Using this screen:
• Use the top portion of the screen to enter warehouse, item and SKU information for inquiry. You advance to the Display Item/Warehouse Information Screen. The Default Warehouse (A04) defined in the System Control file defaults.
• If you enter only the base item code and not a specific SKU for a SKU’ed item, the quantity information you see will be the sum of all SKUs for the item.
• Use the lower portion of the screen to scan quickly for items by class, item status, item description, buyer, department, vendor, SKU status, SKU description, compatibility, or category, or a combination of these fields. You advance to the Item/SKU Selection Screen.
Field |
Description |
Class |
A code to identify a group of items. Item class codes are used as a high- level method to sort inventory, define information templates at the item class level, assign city/state restrictions, apply promotion discounts, and assign customer class restrictions, and are defined in and validated against the Item Class file; see Chapter 5: Working with Item Classes (WICL). Alphanumeric, 3 positions; optional. |
Item Status |
A code that represents an item's status, such as obsolete, discontinued, etc. You can define this code at the item or the SKU level. Item status codes are defined in and validated against the Item Status file; see Chapter 7: Working with Item Status (WIST). Alphanumeric, 1 position; optional. |
Item description |
The description of the item. You can enter any portion of the description. Alphanumeric, 40 positions; optional. |
Buyer |
A person authorized to make purchases. Buyer codes are defined in and validated against the Buyer file; see Chapter 17: Working with Buyers (WBUY). Alphanumeric, 3 positions; optional. |
Department |
The department to which the item belongs. Department codes are defined in and validated against the Long SKU Department file; see Chapter 9: Working with Long SKU Departments (WLSD). Numeric, 4 positions; optional. |
Vendor |
The supplier of an item. Vendor numbers are defined in and validated against the Vendor file; see Chapter 19: Working with Vendors (WVEN). Numeric, 7 positions; optional. |
SKU Status |
A code that represents a SKU’s status, such as obsolete, discontinued, etc. You can search for an item through either its item or SKU status. The status might differ at the item and SKU level if, for example, you discontinue the "Green" SKU for the base item "Sweater." All other SKUs will have the status you defined at the base item level, but you assign the green sweater a discontinued SKU status in addition to the defined item status. This SKU status now overrides the base item status throughout the system. SKU status codes are defined in and validated against the Item Status file; see Chapter 7: Working with Item Status (WIST). Alphanumeric, 1 position; optional. |
SKU description |
The description of the SKU. You can enter any portion of the description. Alphanumeric, 40 positions; optional. |
Compatibility |
A code assigned to items/SKUs to identify them as compatible items. You might assign a compatibility code of IBM, for example, to all IBM products such as a PC, printer, tape drive, etc., to indicate that these items work together. The compatibility code is a user-defined code that is not validated by the system. Alphanumeric, 3 positions; optional. |
Category |
A category assigned to the item to classify and group similar items. The Item Category is a level below the Item Class. Validated against the Item Category file; see Chapter 4: Working with Item Category Codes (WITG). Alphanumeric, 4 positions; optional. |
Purpose: Use this screen to select a specific item/SKU for inventory inquiry.
How to display this screen: Complete scanning information on the lower portion of the Inventory Quantity Inquiry Prompt Screen.
INR0242 DISPLAY Item/SKU Selection 6/19/97 16:27:05 The Mail Order Company
Warehouse: 3 ------------------------------------------------------------------------------ Class: Buyer: BLJ Dept.: Vendor: Compatibility: Cat: Item Status: Description: SKU Status: Description:
Type options, press Enter. 1=Select 5=Item details 7=SKU details
FLIP FLOPS BLUE LRGE FLIP FLOP SANDALS FLIP FLOPS BLUE MEDM FLIP FLOP SANDALS FLIP FLOPS BLUE SMLL FLIP FLOP SANDALS FLIP FLOPS GRN LRGE FLIP FLOP SANDALS FLIP FLOPS GRN MEDM FLIP FLOP SANDALS FLIP FLOPS GRN SMLL FLIP FLOP SANDALS FLIP FLOPS RED LRGE FLIP FLOP SANDALS FLIP FLOPS RED MEDM FLIP FLOP SANDALS +
F3=Exit F12=Cancel |
Selecting an item: You can use the fields in the top portion of this screen to scan further for an item, or you can select an item by entering 1 beside it. See Inventory Quantity Inquiry Prompt Screen for field descriptions.
Screen Option |
Procedure |
Select an item |
Enter 1 next to an item to advance to the Display Item/Warehouse Information Screen. |
Display item details |
Enter 5 next to an item to advance to the Display Item Screen. |
Display SKU details |
Enter 7 next to a non-SKU’d item to advance to the Display SKU (Base Information) Screen (Non-SKU’ed Item); or enter 7 next to a SKU’d item to advance to the Display SKU - 1 of 2 (With Overrides) Screen. |
Display Item/Warehouse Information Screen
Purpose: Use this screen to review information for an item/SKU in the warehouse.
How to display this screen:
• Enter 1 next to an item at the Item/SKU Selection Screen
• Enter a valid item and warehouse number at the Inventory Quantity Inquiry Prompt Screen
• Press F14 at the Display Inventory Warehouses Screen, the Display Inventory Locations Screen, the Inventory On Hand by Location Selection Screen, or the Inventory On Hand by Location Screen
All fields are display-only.
INR1526 DISPLAY Display Item/Warehouse Information 11/12/02 15:57:06 EZK Mail Order SOLID PREMIUM MILK CHOCOLATE BUNNY Item . : BU001 CHOC LRGE 16 OZ U/M . . : EA EACHES Item status: I IN-STOCK Whse . : 2 MAIN WAREHOUSE Location . : A010101 Buyer . : EZK ELISE Cube . . . : .0 Offer . : ISQ H91 R27 QDC OFFER Page: 32 Offer price : 20.00 Vendor : 10 SWEETS AND THINGS Weight . . : 1.500 Kit type: C S/O Control: IN INCLUDE ON ORDER QTY On hand . . : 98 On order . . : Next exptd delivery 2/06/03 Reserved . : 98 All Whses . : 107 Last receipt date 11/10/02 Backorder : 7 S/H reserved : Out of stock date Protected : SKU : Open . : 105 Out of stock freq 1 Available. : 7- Future : Open D/S . . . : Pickable . : 92 Recv'd Issued Retn'd Adjustd MTD 136 38 3 1 YTD 136 38 3 1 LTD 136 38 3 1
F3=Exit F12=Cancel F15=Whses/Item F16=Locs/Item F17=On hand by Loc F18=Open POs F19=Display Components F20=History F24=More Keys |
Field |
Description |
Item description (unlabeled field) |
The description of the item. Alphanumeric, 40 positions; display-only. |
Item |
A code to identify a unit of inventory. Alphanumeric, 12 positions; display-only. |
SKU (unlabeled field to the right of the item) |
The item’s unique characteristics, such as its color and size. Alphanumeric, three 4-position fields (split SKU) or one 14-position field (full SKU); display-only. |
SKU description (unlabeled field below the item description) |
The description of the SKU, if this is a SKU’ed item. Alphanumeric, 40 positions; display-only. |
U/M (Unit of measure) |
The multiples in which you buy the item from the vendor. See Chapter 10: Working with Units of Measure (WUOM). Alphanumeric, 3 positions; display-only. |
The Status for the SKU, if any; otherwise, the Status for the item, if any. The description displays to the right. Alphanumeric, 1 position; display-only. |
|
Whse (Warehouse) |
A code that represents the warehouse where the item is stored. Warehouse codes are defined in and validated against the Warehouse file; see Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
Location |
The “primary primary” location, which is stored in the Primary loc (Primary location) field in the SKU file. The location code represents the area within the warehouse that contains the item/SKU. Typically, the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 See Warehousing Chapter 43: Creating and Maintaining Locations (WLOC). Alphanumeric, 7 positions; display-only. |
Buyer |
This code identifies the person who purchased this item from the vendor. This field is validated against the Buyer file (see Chapter 17: Working with Buyers (WBUY)), and used primarily for reporting purposes. It does not default on POs. Alphanumeric, 3 positions; display-only. |
Cube |
The Cube factor for the SKU, if any; otherwise, the Cube factor for the item, if any. Numeric, 3 positions; display-only. |
Offer |
The code for the offer (catalog) where the item currently appears. You use the Create Item Offer Screen or the Create SKU Offer Screen to assign an item or SKU to an offer. This field defaults from the SKU/offer, if any; otherwise, it defaults from the item/offer. If there is more than one SKU/offer or item/offer, the most recent record displays based on the Effective date. If there is no item/offer defined, the system displays following message:
NO CURRENT OFFER
Alphanumeric, 3 positions; display-only. |
Page |
The Page number for the displayed SKU/offer or item/offer, as specified at the Create Item Offer Screen or the Create SKU Offer Screen. Numeric, 5 positions; display-only. |
Offer price |
The price at which you are selling the item or SKU in this offer before applying any discounts. The price defaults from the offer. Numeric, 7 positions with a 2-place decimal; display-only. |
Vendor |
The primary vendor or supplier of the item, as defined in the Item file. Vendor codes are defined in and validated against the Vendor file; see Chapter 19: Working with Vendors (WVEN). Numeric, 7 positions; display-only. |
Weight |
The Ship weight for the SKU, if any; otherwise, the Ship wgt. (Shipping weight) for the item, if any. Numeric, 7 positions with a 3-place decimal. |
Kit type |
Identifies a type of kit or set item. Defaults from the Kit type for the item. The description displays to the right. Alphanumeric, 1 position. |
S/O control |
The S/O control (Soldout control) code, if any, assigned to the item or SKU. The description displays to the right. Soldout control code: alphanumeric, 2 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
The number of units of this item in all locations in this warehouse. Numeric, 7 positions; display-only. |
|
On order |
The total quantity of this item in this warehouse that is due to be received on open purchase orders. This quantity increases when you enter a purchase order and decreases when you receive a purchase order. If you receive purchase orders into suspense, the suspended quantity remains in this total until you place the suspended stock. Numeric, 7 positions; display-only. |
Next exptd delivery (Next expected delivery) |
The date when you next expect to receive this item from your vendor in this warehouse, based on the date entered during PO Entry or calculated using the value in the Lead days field in the Vendor/Item record. This is the date of the next purchase order you can use for new orders (that is, if there are earlier backordered orders already awaiting a purchase order that you expect to receive in the shorter term). The next expected purchase order date is cleared once you receive the purchase order through Purchase Order Receipts. No date is displayed for backordered items that are not on open purchase orders, regardless of the setting of the Calculate Expected Date in OE if No PO (J61) system control value. If you receive purchase orders into suspense, run Batch Purchase Order Layering to update this field. Once you place the suspended stock, run Batch Purchase Order Layering again in order to clear this field. See Customer Service Chapter 116: Purchase Order Layering and Backorder Notifications. Finished goods: For finished good items created through the work order process, this field indicates when the finished good will be ready for sale, and is derived from the date entered on the work order header. See Warehousing Finished Good Work Order Processing (WWOR) for more information on work orders. Drop ships: This date is included for drop ship items only if the Assign Drop Ship Expected Ship Date (I59) system control value is set to Y. See that system control value for more information. Numeric, 6 positions (MMDDYY format); display-only. |
The quantity of this item/SKU in this warehouse that is reserved for existing orders. This total increases through immediate, batch, and interactive reservation, and decreases through confirmation or pick void/reprint. Numeric, 7 positions; display-only. |
|
All whses (All warehouses) |
The total number of units of this item across all warehouses. Numeric, 7 positions; display-only. |
Last receipt date |
The most recent date when you received the item into the warehouse. This field does not update when you receive the item into a different warehouse. Numeric, 6 positions (MMDDYY format); display-only. |
The quantity of the item/SKU in this warehouse that is currently on open orders but not available in your warehouse. Numeric, 7 positions; display-only. |
|
The quantity of this item/SKU in this warehouse that is reserved and flagged for some type of special handling, such as monogramming, hemming, etc. This total increases through reservation of items/SKUs assigned a special handling code in order entry or maintenance, and decreases through confirmation or pick void/reprint. Numeric, 7 positions; display-only. |
|
Out of stock date |
The last date the on hand level for this item went to zero. Numeric, 6 positions (MMDDYY format); display-only. |
Protected |
The quantity of this item or SKU that is protected from immediate or batch reservation across all locations in this warehouse. The system reserves this inventory only through Working with Interactive Reservation (MIRV), which is used for the manual disbursement of large wholesale orders or preferred mail order customers. Numeric, 7 positions; display-only. |
The total units remaining to be shipped for all open order detail lines. Quantity open includes quantity reserved and quantity backordered. Reset: You can use the Reset SKU Open Order Quantity (MRSO) option to reset this quantity if the total in the SKU table is incorrect. Numeric, 7 positions; display-only. |
|
Out of stock freq (Out of stock frequency) |
This field is incremented whenever the on-hand level for this item or SKU reaches zero. Numeric, 7 positions; display-only. |
The quantity of this item or SKU currently available to sell in this warehouse. This quantity includes only reservable locations, not locations defined as defective or return to-vendor. Item availability is calculated as follows:
On hand - Protected - Reserved - Reserve Transfer - Backordered = Quantity available
Numeric, 7 positions; display-only. |
|
SKU future |
The number of units needed to fulfill future orders. Normally, you would run the Evaluate Future Orders periodic function daily to evaluate each order detail line marked as a "future order." This function calculates arrival date as described below and determines if orders should be moved to open and reserved (Immediate Reservation) or open and backordered. Arrival Date calculation:
Arrival date - Reservation Lead Days (from system control value) = Date
If the resulting date is today's date or earlier, the system attempts to reserve inventory. See the Reservation Lead Days (B27) system control value. Numeric, 7 positions; display-only. |
Open D/S |
The total quantity on open drop-ship orders. Reset: You can use the Reset SKU Open Order Quantity (MRSO) option to reset this quantity if the total in the SKU table is incorrect. Numeric, 7 positions; display-only. |
Pickable |
The total quantity of pickable stock in this warehouse. The pickable quantity is equal to the sum of all on hand quantity in all pickable locations in the warehouse. Numeric, 7 positions; display-only. |
SKU - susp (SKU suspended) |
The total quantity received but not yet placed into a specific location. This field increases through purchase order receiving and decreases through purchase order suspense placement. Numeric, 7 positions; display-only. |
Recv’d (Received) |
The number of units received in this warehouse. MTD = Month to date YTD = Year to date LTD = Life to date These totals increase through receiving (not suspense placement). Numeric, 7 positions each; display-only. |
Issued |
The total number of units shipped from this warehouse. MTD = Month to date YTD = Year to date LTD = Life to date These totals increase through billing. Increases occur for drop ship, variable sets, continuity items, and sets. Returns do not decrease this number. If you ship merchandise without affecting inventory (e.g., express bill), this field does not update. Numeric, 7 positions each; display-only. |
Retn’d (Returned) |
The total number of units that have been returned by customers into this warehouse. MTD = Month to date YTD = Year to date LTD = Life to date. These update through order or return authorization processing. Numeric, 7 positions each; display-only. |
Adjusted |
The total number of inventory adjustments that have been made through A type inventory transactions only. MTD = Month to date YTD = Year to date LTD = Life to date. The net value displays. For example, if you adjust one location up 10 units, and another location down 3, the total adjusted quantity is 7. Numeric, 7 positions each; display-only. |
Screen Option |
Procedure |
Display inventory warehouse information |
Press F15 to advance to the Display Inventory Warehouses Screen. |
Display inventory location information |
Press F16 to advance to the Display Inventory Locations Screen. |
Display inventory on hand by location |
Press F17 to advance to the Inventory On Hand by Location Selection Screen. |
Display open purchase orders |
Press F18 to advance to the Display Open Purchase Orders Screen. |
Display components |
Press F19 to advance to the Work with Set (Variable, Finished good, etc.) screen. If this is a set item, you advance to the appropriate screen based on the type of set: • Work with Set Component Items Screen • Work with Variable Set Components Screen |
Display item warehouse history |
Press F20 to advance to the Display Item Warehouse History Screen. |
Review pending putaway details |
Press F21 to advance to the Display Pending Putaway Details Screen (PO Warehouse View). An error message displays if the warehouse is not defined as a pending putaway (PP) or pending transfer (PT) warehouse in the Working with Default Warehouse Locations (WWDL) menu option: No Pending Putaway Details associated with Warehouse. |
Call a user exit point or a user defined calling program |
Press F22. |
Display Inventory Warehouses Screen
Purpose: Use this screen to review quantity information for an item/SKU across all warehouses.
How to display this screen: Press F15 at the Display Item/Warehouse Information Screen, the Display Inventory Locations Screen, the Inventory On Hand by Location Selection Screen, or the Inventory On Hand by Location Screen. All fields are display-only.
INR0206 DISPLAY Display Inventory Warehouses 2/13/98 14:28:46 The KL Mail Order Company
Item : RE847 BLACK MARBLE ROLLING PIN
Whs Description On Hand Available Pickable On order 3 MAIN WAREHOUSE 75 8 75 10 30 THE STAGING WAREHOUSE 3 3
F3=Exit F12=Cancel F14=Buyer info F16=Locs/Item F17=On hand by location F18=Open POs F19=Display Components |
Field |
Description |
Item |
A user-defined code that represents a unit of inventory. Alphanumeric, 12 positions; display-only. |
Warehouse |
A code that represents the warehouse. Warehouse codes are defined in and validated against the Warehouse file. See Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
On hand |
The number of units of this item across all locations in this warehouse. Numeric, 7 positions; display-only. |
Available |
The quantity of this item currently available to sell in the designated warehouse. This value takes into account only reservable locations (not locations defined as defective or return to-vendor). Item availability is calculated as follows:
On hand - Protected - Reserved - Reserve Transfer - Backordered = Quantity available
Numeric, 7 positions; display-only. |
Pickable |
The total quantity of pickable stock in this warehouse. The pickable quantity is equal to the quantity on hand minus the quantity printed. Numeric, 7 positions; display-only. |
On order |
The total quantity of this item in this warehouse that is due to be received on open purchase orders. This quantity increases when you enter a purchase order and decreases when you receive a purchase order. If you receive purchase orders into suspense, the suspended quantity remains in this total until you place the suspended stock. Numeric, 7 positions; display-only. |
Screen Option |
Procedure |
Display buyer information |
Press F14 to return to the Display Item/Warehouse Information Screen, where buyer information is displayed. |
Display inventory location information |
Press F16 to advance to the Display Inventory Locations Screen. |
Display inventory on hand by location |
Press F17 to advance to the Inventory On Hand by Location Selection Screen. |
Display open purchase orders |
Press F18 to advance to the Display Open Purchase Orders Screen. |
Display components |
Press F19 to advance to the Working with Set (Variable, Finished good, etc.) screen. See Part E: Working with Sets. Note: Select this option only for items identified as a set, finished good, variable set, or continuity program. |
Display Inventory Locations Screen
Purpose: Use this screen to review item location information for the specified item or SKU and warehouse.
How to display this screen: Press F16 at the Display Item/Warehouse Information Screen, Display Inventory Warehouses Screen, the Inventory On Hand by Location Selection Screen, or the Inventory On Hand by Location Screen. All fields are display-only.
I INR0205 DISPLAY Display Inventory Locations 10/15/98 10:11:42 EZK Mail Order
Item BEA1234 DACHSHUND BEAN BAG DOLL
Warehouse 2 FRAMINGHAM WAREHOUSE Kit type
- Item Location - Location Typ Maximum Minimum On Hand Printed Pending Pickable Placement Dt BULK B 0 0 2 0 20 N 6/05/98 PRIM3 P 0 0 0 0 0 Y PRIM4 P 100 10 202 34 20 Y 11/25/97
F3=Exit F12=Cancel F14=Buyer info F15=Whses/Item F17=On hand by location F18=Open POs F19=Display Components |
Field |
Description |
Item |
A code that represents a unit of inventory. Item codes are defined in and validated against the Item file. Alphanumeric, 12 positions; display-only. |
Warehouse |
The code and description of the warehouse. Warehouse codes are defined in and validated against the Warehouse file. See Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Code: numeric, 3 positions; display-only. Description: alphanumeric, 30 positions; display-only. |
Kit type |
If a kit/set type was defined when the item was created, this field displays that information. Valid values are: C = Continuity program F = Finished good S = Set V = Variable set blank = Item is not a kit or set See Part E: Working with Sets. Alphanumeric, 1 position; display-only. |
Location |
A code representing the area within the warehouse that contains the item/SKU. Typically, the location code is composed of a single alphanumeric character for Zone, and two numbers each for Aisle, Shelf, and Bin. For instance, the location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Alphanumeric, 7 positions; display-only. |
Location type |
A code that defines the type of location. Valid values are: P = Primary. The primary, or main location where the item is picked. The system does not delete a primary item/location record when the on-hand quantity equals zero. S = Secondary. Typically, you would use a secondary location for storage when the primary location is full. The system allocates from a secondary location when the total order quantity cannot be filled from the primary location. The system allocates from both the primary and secondary locations when neither location contains enough stock to fulfill the entire order. You can use secondary locations to replenish primary locations. B = Bulk. Typically, you would use a bulk location to store unbroken lots or cartons. Bulk locations serve as the replenishment source for primary locations. |
|
T = Temporary. Typically, you would use a temporary location to place merchandise that you want recognized as received before you have assigned a permanent location. A temporary location cannot exist without at least one item/location record associated with it. When stock is moved into a temporary location, the system creates an item/location record. When the on-hand in the item/location reaches zero, the system will delete the location and the item/location record. Note: CWDirect will not allocate merchandise from a temporary location even if the location is defined as pickable. In order to allocate stock, you must move the merchandise to a non-temporary, pickable location. Alphanumeric, 1 position; display-only. |
Maximum |
The total unit quantity of the item to keep in this location. The system considers this maximum during purchase order receiving and replenishment. Numeric, 7 positions; display-only. |
Minimum |
The least amount of inventory on hand for this item/SKU. The system uses this minimum during warehouse replenishment to determine when inventory should be transferred from one warehouse to another. Numeric, 7 positions; display-only. |
On hand |
The number of units of this item in this location. Numeric, 7 positions; display-only. |
Printed |
The total quantity printed on an open (unconfirmed) pick slip for the item in this location. Numeric, 7 positions; display-only |
Pending |
The total quantity of the item in this location with a pending batch inventory transaction or work order. Numeric, 7 positions; display-only. |
Pickable |
A code indicating whether inventory can be picked from the location. Y = Inventory can be picked from the location. N (or blank) = Inventory cannot be picked from the location. Bulk locations, or locations where you keep defective merchandise, might be defined as non-pickable. Alphanumeric, 1 position; display-only. |
Placement dt (Placement date) |
The date when you first placed the item in this location through purchase order receiving, a customer return, physical inventory, or an adjustment. Numeric, 6 positions (MMDDYY format); display-only. |
Screen Option |
Procedure |
Display buyer information |
Press F14 to return to the Display Item/Warehouse Information Screen, where buyer information is displayed. |
Display inventory warehouse information |
Press F15 to advance to the Display Inventory Warehouses Screen. |
Display inventory on hand by location |
Press F17 to advance to the Inventory On Hand by Location Selection Screen. |
Display open purchase orders |
Press F18 to advance to the Display Open Purchase Orders Screen. |
Display components |
Press F19 to advance to the Working with Set (Variable, Finished good, etc.) screen. See Part E: Working with Sets. |
Inventory On Hand by Location Selection Screen
Purpose: Use this screen to review the locations that are available for inquiry.
How to display this screen: Press F17 at the Display Item/Warehouse Information Screen, the Display Inventory Warehouses Screen, or the Display Inventory Locations Screen. All fields are display-only.
INR0249 DISPLAY Inventory On Hand By Location Selection 2/13/98 14:35:54 The KL Mail Order Company
Warehouse : 3 MAIN WAREHOUSE
Select a location and press Enter for On Hand By Location inquiry. 1=Select ------- CAPACITY -------- Location Type Zone Aisle Shelf Bin# Units Weight Volume B010101 P B 01 01 01 0 .000 0 B020202 P B 02 02 02 0 .000 0 B030303 P B 03 03 03 0 .000 0 B040404 P B 04 04 04 0 .000 0 B050505 P B 05 05 05 0 .000 0 C010101 P C 01 01 01 0 .000 0 C020202 P C 02 02 02 0 .000 0 C030303 P C 03 03 03 0 .000 0 C040404 P C 04 04 04 0 .000 0 C050505 P C 05 05 05 0 .000 0 D010101 P D 01 01 01 0 .000 0 +
F3=Exit F12=Cancel F14=Buyer info F15=Whses/Item F16=Locs/Item |
Field |
Description |
Warehouse |
A code that represents the warehouse, validated against the Warehouse file. See Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
Location |
A that represents a warehouse location where merchandise is stored. The warehouse location code can consist of a zone/aisle/shelf/bin combination, or it can be any user-defined code. The location code prints on picks slips and reports. Example: The location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Alphanumeric, 7 positions; display-only. |
Type |
A code that defines the type of location. Valid values are: • P = Primary. The primary, or main location where the item is picked. The system does not delete a primary item/location record when the on-hand quantity equals zero. • S = Secondary. Typically, you would use a secondary location for storage when the primary location is full. The system allocates from a secondary location when the total order quantity cannot be filled from the primary location. The system allocates from both the primary and secondary locations when neither location contains enough stock to fulfill the entire order. You can use secondary locations to replenish primary locations. • B = Bulk. Typically, you would use a bulk location to store unbroken lots or cartons. Bulk locations serve as the replenishment source for primary locations. |
|
• T = Temporary. Typically, you would use a temporary location to place merchandise that you want recognized as received before you have assigned a permanent location. A temporary location cannot exist without at least one item/location record associated with it. When stock is moved into a temporary location, the system creates an item/location record. When the on-hand in the item/location reaches zero, the system will delete the location and the item/location record. Note: CWDirect will not allocate merchandise from a temporary location even if the location is defined as pickable. In order to allocate stock, you must move the merchandise to a non-temporary, pickable location. Alphanumeric, 1 position; display-only. |
Zone/Aise/Shelf/Bin # |
If your warehouse locations consist of a warehouse zone, aisle, bin number, and shelf number combination, separate fields are provided for these values. • Zone: Identifies the warehouse zone where the location is situated. Assigning zone codes allows you to perform a physical inventory for selected zones only and provides for inventory analysis reporting by zone. Zone codes are also used to sort pick slips when the Cart Bin Picking method is used. • Aisle: Identifies the warehouse aisle of the location. Assigning aisle codes allows you to perform a physical inventory for selected zones and aisles. • Shelf: Identifies the location's shelf number within the aisle. • Bin: Identifies the location's bin number on the shelf. Example: The location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Alphanumeric, 7 positions; display-only. |
Units |
The total number of units that can fit in the location. Suggest Warehouse Placement (MSLO), Replenish Warehouses and Replenish Primary Locations consider the location filled to capacity when it reaches this number of units. Numeric, 7 positions; display-only. |
Weight |
The total weight the location can hold, expressed in pounds. Suggest Warehouse Placement (MSLO), Replenish Warehouses and Replenish Primary Locations consider the location filled to capacity when the total weight of the items in the location reaches this weight. Numeric, 7 position with a 3-place decimal; display-only. |
Volume |
The cubic capacity of the location. The volume calculation multiplies the height, by the length, by the width of the location. Numeric, 7 positions; display-only. |
Screen Option |
Procedure |
Display on hand information |
Enter 1 next to a location to advance to the Inventory On Hand by Location Screen. |
Display buyer information |
Enter F14 to return to the Display Item/Warehouse Information Screen, where buyer information is displayed. |
Display inventory warehouse information |
Enter F15 to advance to the Display Inventory Warehouses Screen. |
Display inventory location information |
Enter F16 to advance to the Display Inventory Locations Screen. |
Inventory On Hand by Location Screen
Purpose: Use this screen to review on hand inventory for items in a particular location.
How to display this screen: At the Inventory On Hand by Location Selection Screen, enter 1 beside a location. All fields are display-only.
INR0246 DISPLAY Inventory On Hand By Location 2/13/98 14:47:58 The KL Mail Order Company
Warehouse : 3 TAN CATALOG WAREHOUSE Location : T010101 Type: Item SKU On Hand Printed MIT87 WHTE MEDM 108 6 HOMEMADE WOOL MITTENS MIT88 WHTE SMLL 100 0 HOMEMADE WOOL MITTENS MIT21 YELW LRGE 159 9 HOMEMADE WOOL MITTENS MIT22 YELW MEDM 102 2 HOMEMADE WOOL MITTENS MIT24 YELW SMLL 93 8 HOMEMADE WOOL MITTENS NAP98 GRN 0 0 4 LINEN TABLE NAPKINS NON832 10 0 COUNTRY TABLECLOTH +
F3=Exit F12=Cancel F14=Buyer info F15=Whses/Item F16=Locs/Item |
Field |
Description |
Whse (Warehouse) |
A code that represents the warehouse, validated against the Warehouse file. See Warehousing Chapter 41: Creating and Maintaining Warehouses (WWHS). Numeric, 3 positions; display-only. |
Location |
A code that represents a warehouse location where merchandise is stored. The warehouse location code can consist of a zone/aisle/shelf/bin combination, or it can be any user-defined code. The location code prints on picks slips and reports. Example: The location A010201 indicates: Zone Aisle Shelf Bin A 01 02 01 Alphanumeric, 7 positions; display-only. |
Type |
A code that defines the type of location. Valid values are: • P = Primary. The primary, or main location where the item is picked. The system does not delete a primary item/location record when the on-hand quantity equals zero. • S = Secondary. Typically, you would use a secondary location for storage when the primary location is full. The system allocates from a secondary location when the total order quantity cannot be filled from the primary location. The system allocates from both the primary and secondary locations when neither location contains enough stock to fulfill the entire order. You can use secondary locations to replenish primary locations. • B= Bulk. Typically, you would use a bulk location to store unbroken lots or cartons. Bulk locations serve as the replenishment source for primary locations. |
|
• T = Temporary. Typically, you would use a temporary location to place merchandise that you want recognized as received before you have assigned a permanent location. A temporary location cannot exist without at least one item/location record associated with it. When stock is moved into a temporary location, the system creates an item/location record. When the on-hand in the item/location reaches zero, the system will delete the location and the item/location record. Note: CWDirect will not allocate merchandise from a temporary location even if the location is defined as pickable. In order to allocate stock, you must move the merchandise to a non-temporary, pickable location. Alphanumeric, 1 position; display-only. |
Item |
A code that represents a unit of inventory. Alphanumeric, 12 positions; display-only. |
SKU |
The code that represents the special characteristics of the item (e.g., color, size, width). Alphanumeric, one 14-position field (full SKU) or three 4-position fields (split SKU); display-only. |
On hand |
The number of units of this item in this location in the warehouse. Numeric, 7 positions; display-only. |
Printed |
The number of pick slips printed for this item in the specific location. Numeric, 7 positions; display-only. |
Screen Option |
Procedure |
Display buyer information |
Press F14 to return to the Display Item/Warehouse Information Screen, where buyer information is displayed. |
Display inventory warehouse information |
Press F15 to advance to the Display Inventory Warehouses Screen. |
Display inventory location information |
Press F16 to advance to the Display Inventory Locations Screen. |
Display Open Purchase Orders Screen
Purpose: Use this screen to obtain information about the unreceived or partially received purchase orders for an item. This screen includes the purchase order numbers, vendors, quantities and expected delivery dates for the item.
How to display this screen: Press F18 at the Display Item/Warehouse Information Screen, the Display Inventory Warehouses Screen, or the Display Inventory Locations Screen
POR0112 DISPLAY Display Open Purchase Orders 2/13/98 14:55:08 The KL Mail Order Company
Item/SKU: RE847 BLACK MARBLE ROLLING PIN
Whs PO# Ln# Vendor# Name Qty Due Date
3 323 1 101 MAIN VENDOR 10 2/30/98
F3=Exit F12=Cancel |
Field descriptions: The Item, SKU and Description fields are described at the Display Item/Warehouse Information Screen. The remaining fields on this screen are:
Field |
Description |
Whs (Warehouse) |
The warehouse where the item will be delivered. Numeric, 3 positions; display-only. |
PO# |
The number of the purchase order on which you ordered the item from the vendor. Numeric, 7 positions; display-only. |
Ln# |
The line number of item on the purchase order. Numeric, 3 positions; display-only. |
Vendor # |
A code to identify the supplier of the item. Vendor codes are defined in and validated against the Vendor file; see Chapter 19: Working with Vendors (WVEN). Numeric, 7 positions; display-only. |
Name |
The name of the vendor associated with the vendor number. Note: Note: This field is blank if the Vendor Name Display (D41) field in the System Control file is set to N. Alphanumeric, 30 positions; display-only. |
Qty due (Quantity due) |
The number of units of the item expected in the shipment. Numeric, 7 positions; display-only. |
Date |
The date when the shipment of the item is expected. Numeric, 6 positions (MMDDYY format); display-only. |
Display Item Warehouse History Screen
Purpose: Use this screen to review sale and return information for an item in the specified warehouse.
How to display this screen: Press F20 at the Display Item/Warehouse Information Screen.
INR0749 DISPLAY Display Item Warehouse History 12/30/02 9:24:44 KAB Co.
Item . : FR6G GREEN PEEPER FROG TOY Warehouse: 20 WAREHOUSE 20 SPRINGFIELD
Sales Value Sales Returns Value Returns Today . : 51 273.99 27 39.00
Year Period
2 5 14 .00 11 4.00 2 6 18 117.99 16 35.00 2 7 8 50.00 0 .00 2 8 3 30.00 0 .00 2 10 5 40.00 0 .00 2 12 3 36.00 0 .00
F3=Exit F12=Cancel |
Field |
Description |
Year (Accounting period year) |
The year when the activity occurred. Numeric, 2 positions (YY format); optional. |
Period (Accounting period number) |
The accounting period within the specified year. Accounting periods are defined in and validated against the Accounting Period file; see Accounts Payable Chapter 7: Working with Accounting Periods (WACP). Numeric, 2 positions; optional. |
Item |
A code that represents a unit of inventory. Alphanumeric, 12 positions; display-only. |
Whse (Warehouse) |
A code that represents the warehouse; defined in and validated against the Warehouse file. Numeric, 3 positions; display-only. |
Today |
Total Sales, Value sales, returns, and Value returns for the current date. These totals are updated during billing and are cleared by the Daily Clear Process periodic function (program name MSR0574). |
Sales today |
The number of sales for this item/SKU in this warehouse for today. Numeric, 11 positions with a 2-place decimal; display-only. |
Value sales today |
The actual dollars sold (shipped and billed) for this item/SKU for today. This total is updated during billing with the actual merchandise dollars billed on the shipment. Numeric, 11 positions with a 2-place decimal; display-only. |
Returns today |
The number of units of this item/SKU in this warehouse returned for today. This total is updated when you receive a returned item through order entry, order maintenance, or return authorizations. Numeric, 11 positions with a 2-place decimal; display-only |
Value returns today |
The dollar value of all returns that have been received today for this item/SKU in this warehouse. This total is updated when you receive the return through order entry, order maintenance, or return authorizations, using the actual price from when you shipped the item/SKU. Numeric, 11 positions with a 2-place decimal; display-only. |
Purpose: Use this screen to review information for an item.
How to display this screen: Enter 5 next to an item at the Item/SKU Selection Screen.
INR0357 DISPLAY Display Item 4/05/99 8:08:38 EZK Mail Order
Item . . . : TO12345 Desc : DELUXE CLASSIC TOASTER Second Language Desc . . . . . :
SKUs . . . : N (Y,N) SKU group : Default cost Vendor . . : 20 Buyer . . : HEB Drop ship N (Y,N) Mfg Vendor : 0 Exclude FPO (Y,N) Membership (Y,N) L/S Dept. . : L/S Class : Class . : Unit/measure EA Kit type . : C/S/F/V Status . : Ship wgt . : Sell wgt . : 4.500 Ship alone S/M/L/U
Height . . : Length . . : Width . : Cube factor Serial #'s : N (Y,N) Sell qty : Discountable Y (Y,N) Non/inv . : N (Y,N) Oversize : N (Y,N) Cycle . . : Hazard code Loc class Pieces/case 10 L/S Style : L/S Vendor Last Chg Date 12/08/98 Royalty : N Entity : Ship via . : Carton . . : Inv G/L # User fields
F3=Exit F12=Cancel F14=Supporting file maint |
For more information: See Create Item Screen for field descriptions.
Display SKU (Base Information) Screen (Non-SKU’ed Item)
Purpose: Use this screen to display SKU-level detail information for a non-SKU’ed item.
Non-SKU’ed items: Although a non-SKU’ed item does not contain SKU elements such as color and size, every non-SKU’ed item has one SKU record. This SKU record contains the type of detail information that is kept at the SKU level for SKU’ed items, such as warehouse, location, and costing information.
How to display this screen: Enter 7 beside a non-SKU’d item at the Item/SKU Selection Screen.
INR0758 DISPLAY Display SKU (Base Information) 2/02/99 14:50:32 EZK Mail Order
Item . . . . : BEANDOG DACHSHUND BEAN BAG DOLL
Sort seq# . : 0 Cost . . . : 4.2095 Short SKU: 1392
Primary Whs : 2 Whs max . . : 0 Whs min . . : 0 Primary Loc : PRIM4 Loc max . . : 100 Loc min . . : 10 Reserve qty : 0 Zone rsrv cd Coordinate grp 0 Itm category: Compatibility 2nd Compatblty Sup B/O Card: N (Y/N) Restrict . . : (Y/N) S/O Control : Sale credit : (Y/N) VAT Exempt . : (Y/N) Hidden tax amt Hidden tax pct .00 Gift cert . : (Y/N) Subscription: (Y/N) Low price . : .00 Frequency . : ABC/Velocity: List price : .00 Reference # : 0 Prj'd Retrns: 0 Harmonize . : Returnable . : N (Y/N) Prep Code . : Cntry Of Origin L/S Color . : 0 L/S Size . : 0 L/S Width . : 0 User fields : BDSKU
F3=Exit F12=Cancel F23=Comments |
For more information: See Create Item (Base Information) Screen for information on each field and option on this screen.
Display SKU - 1 of 2 (With Overrides) Screen
Purpose: Use this screen to review information about a specific SKU.
How to display this screen: Enter 7 beside a SKU’d item at the Item/SKU Selection Screen.
INR1273 DISPLAY Display SKU - 1 of 2 (With Overrides) 2/01/99 7:56:58 EZK Mail Order Item . . . . : BRUSH HAIR BRUSH GREN LRGE LARGE GREEN VENTED BRUSH Second Language Description . . . .
Sort seq# . . 0 Cost . . . . . .0000 Short SKU: 1405 Drop Ship . : N (Y/N) Primary Whse 2 Whs max . . . . 99999 Whs min . . . 5 Primary Loc . PRIM1 Loc max . . . . 9999 Loc min . . . 1 Reserve qty . 0 Zone resrv cd : Coordinate grp 0 Itm category . Compatibility 2nd Compatblty Sup B/O Card . N (Y/N) VAT Exempt . (Y/N) Hidden tax amt Hidden tax pct Restrict . . (Y/N) S/O Control . . Sale credit . (Y/N) Gift cert . . (Y/N) Subscription . (Y/N) Low price . . .00 Frequency . . ABC/Velocity . List price . .00 Reference # . 0 Prj Retrn . . 0 Harmoniz . . Returnable . (Y/N) Prep Code . . . Cntry Of Origin User fields . F3=Exit F12=Cancel F14=Supporting file maint F15=Offers F16=Item base info F23=Comments |
For more information: See Create SKU 1 of 2 (With Overrides) Screen for information on each field and option on this screen.
Display SKU - 2 of 2 (With Overrides) Screen
Purpose: Use this screen to review additional information about a specific SKU.
How to display this screen: Press Page Down or Shift/Roll at the Display SKU - 1 of 2 (With Overrides) Screen.
INR1273 DISPLAY Display SKU - 2 of 2 (With Overrides) 2/01/99 7:56:58 EZK Mail Order Item . . . . : BRUSH HAIR BRUSH GREN LRGE LARGE GREEN VENTED BRUSH Second Language Description . .
L/S Class . . 0 L/S Vendor . . L/S Style . . L/S Color . . 0 L/S Size . . . 0 L/S Width . . 0
OVERRIDES Carton . . . . 0 Height . . . 0 Length . . . . 0 Width . . . . . . . . 0 Ship weight . .000 Sell wgt . .000 Lst pur cost .0000 Cube factor . .0 Unit/measure . Status . . . . . . . .
F3=Exit F12=Cancel F14=Supporting file maint F15=Offers F16=Item base info F23=Comments |
For more information: See Create SKU 2 of 2 (With Overrides) Screen for information on each field and option on this screen.
| Part L: Performing Inventory Analyses | Contents | SCVs | Search | Glossary | Reports | XML | Index | Chapter 81: Printing Item Sales Analysis Reports (MISA) |
ME12_01 CWDirect 18.0 August 2015 OTN