Maintaining Stock Items

The Stock Item portal is used to display and maintain a stock item record.

You can access the portal from Menu, select Inventory, then select Stock Item. You are brought to a query portal with options for searching for a specific stock item. Once a stock item has been selected, you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

  • Stock Item: This zone displays information about the selected stock item.
  • Stock Item Availability: This zone enables broadcasting of stock item availability per storeroom for the stock item record.
  • Unlink Specification: This zone removes the specification from the stock item record.
  • Link Specification: This zone links the specification to the stock item record which enables the stock item to be used to track the associated asset.
  • Attachments: This zone enables users to manage all types of attachments for the stock item record.
  • Standard Notes: This zone lists the standard notes associated with the stock item record and enables the viewing of standard note information.
  • Notes: This zone displays any notes associated with the stock item record.
  • Referencing Compatible Units: This zone lists the compatible units that reference the current compatible unit.

The following zones may appear as part of the portal’s Bill of Materials tab page:

  • BOM Tree: This zone displays a hierarchy tree view of the stock item.
  • Bill Of Materials: This zone displays information about the bill of material associated with the selected stock item record.
  • Referencing BOM’s: This zone enables broadcasting of referenced parts for the stock item.
  • Attachments: This zone enables users to manage all types of attachments for the stock item record.
  • Notes: This zone displays any notes associated with the BOM associated with this stock item record.