Item Inquiry by Warehouse (BIIQ003)

 

It is also found on the Billing Inquiry menu, 2-3, Inventory Inquiry menu, 2-2, and the Order Entry menu, 2-6. The same inquiry is also found on the Purchase Order and Service Inquiry menus.  The inquiry allows the operator to view the current inventory status of an item in one specific warehouse at a time.  The inquiry provides information to an operator without the ability to change any of the data.  The ability to directly access the Stock Status Inquiry from the Item Inquiry By Warehouse is available.

 

Following are the functions available within the Item Inquiry By Warehouse.

 

All valid items are accessible.  Items can be accessed by item number, item association item number, and alpha or description search.

 

The inquiry provides information on the inventory status of an item per individual warehouse.  Only one warehouse can be accessed at a time.  The information provided on the inquiry is always on line up to date.  This includes the current inventory on hand, on order, allocated, back ordered, and available quantities of an item.  Also provided is the total quantity and dollar amount month and year to date sales and last year figures.

 

Various information from the Item and Item Warehouse Files is included.  This includes list price, sur. price or broken pack price, item pack multiple and unit of measure, minimum and maximum levels, bin location, product class number, and substitute item number.  The 5 possible quantity breaks from the Item File display.  The average and last cost also display if cost lockout is not activated.

 

For more detailed inventory and serial number information, you can access the Stock Status Inquiry directly from within the Item Inquiry By Warehouse.

 

 

 

Enter Data

 

Entering The Items

 

Item No.

 

 

To exit the inquiry type in END or a / slash.  There are four ways to access the desired item number.  They are input the item number, item alpha search, item description search and item association search.

 

Input The Item Number

 

Enter the item number that is desired.  If the item number that is entered is not found in the Item File, the item alpha search is accessed.

 

Item Association Search

If an item record has been converted to another item number through the Item Conversion or Merge program, an input of the old item number automatically displays the new item number.  After the input of the old item number, a prompt Association Item Number displays.  The new item number appears and the program continues on.

 

 

 

Enter Data  (Cont’d)

 

Entering The Items  (Cont’d)

 

Item Alpha Search

To access an item number by an item alpha search, input the beginning numbers or letters at the Item No. prompt.  Item number is an 18 character field.  Any item record that matches exactly what was input appears.  A computer assigned line number corresponds with each selection.  The full item number, item description, and the product class print per selection.  Sixteen selections per page appear.

 

 

Item Description Search

To activate the item description search at the Item No. prompt, input a \ left pointing slash followed by the desired description.  It is the \ slash that activates the description search.  Description may be 32 alphanumeric characters.  Any item record with a description exactly matching the input display.  For each item, a computer assigned line number appears.  Also printing is the full item description and product class.  Sixteen selections per page appear.

 

 

 

Enter Data  (Cont’d)

 

Entering the Items  (Cont’d)

When the item alpha or description search is activated at the Item No. prompt, one of the following two prompts appear.

 

Select Item Choice, Or E'nd:

Display N'ext, Select Item Choice, Or E'nd: N

 

The first prompt appears when there is only one screen of item selections.  The second prompt appears when there is more than sixteen item selections.  Enter an E to exit the item selections.  The cursor returns to the Item No. prompt.  Enter the computer assigned line number that corresponds with the desired item selection.  To view the next screen of items, enter N for next or carriage return to accept the default of N for next.

 

When entering N for next, the next screen of possible items displays.  One of the following two prompts appears.

 

Display N'ext, P'revious, Select Item Choice, Or E'nd: N

Display P'revious, Select Item Choice, Or E'nd:

 

The first prompt appears until the last screen is reached.  The second prompt appears on the last screen of selections.  Enter N for next to view the next screen.  Enter an E to exit the item selections. The cursor returns to the Item No. prompt.  Enter the computer assigned line number that corresponds with the desired item selection.  Enter a P to go back one screen of items.  You may go back and forward as many screens as exist.

 

If a line number is entered that does not exist, the prompt Selection Is Out Of Range appears.  The cursor returns for reinput.  An existing line number from a previous screen can be entered.

 

 

 

 

Enter Data  (Cont’d)

 

Warehouse No.

 

 

An up arrow key ^ returns to the Item No. prompt.  Entering END or slash / exits the program.  Enter the number of the warehouse that you desire to access for the item.  The inventory counts of the item are reflected for the inputted warehouse.  If an invalid warehouse is input, the prompt Invalid Warehouse appears.  The cursor returns for re-input.  Warehouse must be between 1 and 9999.  It the item is not stocked in the entered warehouse, the prompt Item Is Not Stocked In This Warehouse appears.  The cursor returns to the Item No. prompt.  (1 - 9999)

 

Once a valid item and warehouse are entered, the cursor is at the following prompt.

 

Additional Inquiries Y’es N’o S’tock Status Inq

 

 

Enter N for no to exit the program.  Enter Y for yes to return to the Item No. prompt.

 

 

 

Enter Data  (Cont’d)

 

Additional Inquiries Y’es N’o S’tock Status Inq

 

You may chain directly to the Stock Status Inquiry.  The Stock Status Inquiry provides greater detail and access to other inquiries.  Enter S to access the Stock Status Inquiry.  Upon entry to Stock Status Inquiry, the printer selection screen appears to select a printer to use if the Stock Status Inquiry is printed.  The item that was accessed in Item Inquiry By Warehouse automatically appears as the item in Stock Status Inquiry.

 

 

The cursor is at the D’etail Or S’ummary prompt.  Operation within the Stock Status Inquiry is the same as when accessing the inquiry from the menu.  See Section III, page 442 for complete operating instructions of Stock Status Inquiry.  When you are ready to exit Stock Status Inquiry, type in END at Item No., and the cursor returns to the Item Inquiry By Warehouse program.  The original item is displayed.

 

 

 

 

Results

 

Following is the information that is included per item.  The selected warehouse is included in the heading.

 

 

Item No.  The complete item number.

 

Desc  The complete item description defined in the Item File.

 

Sub Item  The substitute item defined in the Item File, if one exists.

 

PC  The product class of the item.

 

Price:  The list price of the item defined in the Item File.

 

Avg Cost:  The average cost of the item defined in the Item File.  If the feature of cost lockout is activated, the average cost and the heading Avg Cost do not appear.  Cost lockout is activated in Global Record 2.

 

Last Cost:  The last cost of the item defined in the Item File.  If the feature of cost lockout is activated, the last cost and the heading Last Cost do not appear.  Cost lockout is activated in Global Record 2.

 

PM:  The pack multiple of the item defined in the Item File.  This is the pack multiple used in selling the item.

 

 

Results  (Cont’d)

 

 

UM:  The unit of measure of the item defined in the Item File.

 

Sur. Price  The sur. price of the item defined in the Item file.  This is the price for one unit when a broken pack is sold.

 

Qty-1-5  Percent Or Price  Up to five quantity breaks per item can be stored in the Item File.  The breaks correspond with a price or a percentage.  This is also defined in the Item File.  If an item has been selected to have list price adjusted by a percentage, Percent appears.  If an item has been selected to have list price adjusted to an actual price, Price appears.  The corresponding figures display.

 

Last Sale  The date of the last sale of the item in the accessed warehouse.  This is stored in the Item File.  Date of last sale is updated by Invoice Entry, Credit Memo Entry, Service Ticket Entry, (chargeable and no charge parts entry), Order Entry, and Order Release.  The sales analysis item numbers used on contracts billed through Contract Billing are also updated with a last sale in warehouse 1.

 

Wh 1 Last: Receipt  The date of the last receipt of the item in the accessed warehouse.  The date is from the Item File for warehouse 1 and the Item Warehouse File for all other warehouses.  Date of last receipt is updated by P.O. Receipts and Inventory Receipts.

 

Bin Loc  The bin location of the item in the accessed warehouse.

 

 

 

Results  (Cont’d)

 

 

On Hand  The quantity on hand.  On hand is the physical count of the item.

 

Allocated  The quantity allocated to customers on orders generated through the Order Entry module.

 

Back Order  The quantity back ordered to customers on orders generated through the Order Entry module.  This is not back ordered from vendors.

 

Avail  The calculated amount available.  This is on hand minus allocated and back ordered.

 

On Ord  The quantity on order to the vendor.

 

All inventory quantities include any broken pack units.  Broken pack units are designated by the letters EA.

 

Minimum  The minimum quantity to stock in the designated warehouse defined in the Item File for warehouse 1 and the Item Warehouse File for all other warehouses.

 

Maximum  The maximum quantity to stock in the designated warehouse defined in the Item File for warehouse 1 and the Item Warehouse File for all other warehouses.

 

 

Results  (Cont’d)

 

 

MTD Units $Sales $Cost  The total month to date quantity sold and dollar amount.  The End Of Month Field Clearing program that is run with the Billing/AR End of Month Procedures clears the figures out.  Cost does not appear if cost lockout is activated.

 

YTD Units $Sales $Cost  The totol year to date quantity sold and dollar amount.  The End Of Year Field Clearing program that is run with the Billing/AR End of Year Procedures clears the figures out.  Cost does not appear if cost lockout is activated.

 

Last Year Units $Sales $Cost  The quantity sold and dollar amount for the prior year.  The End Of Year Field Clearing program that is run with the Billing/AR End of Year Procedures updates these figures.  Cost does not appear if cost lockout is activated.

 

All the sales and cost figures reflect the designated warehouse.  The programs that update the month and year to date sales are Invoice Entry, Credit Memo Entry, Invoice/C/M Void, Order Release, Service Ticket Entry - Chargeable Tickets, and Contract Billing and Void.  The sales figures are stored in the Item File for warehouse 1 and the Item Warehouse File for all other warehouses.