Stock Status Inquiry (BIIQ004A) (BIIQ004C)

 

Stock Status Inquiry is found on the Inventory Inquiry menu, 2-1.  The same inquiry is also found on the Purchase Order, Billing, Order Entry, Service, and Tele-Sales Inquiry menus.  The Stock Status Inquiry is also accessible when an item is added to a purchase order through the Purchase Order programs Enter Direct P.O., Generate P.O. From Worksheet, and P.O. File Maintenance.  This is the main inquiry to check the current inventory status of an item in all warehouses.  The inquiry provides extensive information to an operator without the ability to change any of the data.  There is a summary and detail option.  The inquiry can also be printed.

 

Following are the functions available within the Stock Status Inquiry.

 

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

 

The inquiry provides extensive information on the inventory status of an item per individual warehouse.  The information provided on the inquiry is always on line up to date.  This includes the current inventory onhand, on order, allocated, back ordered and available quantities of an item.  Also provided is the total quantity and dollar amount for month and year to date sales.

 

Various information from the Item and Item Warehouse Files is included.  This includes list price, item and vendor pack multiple and unit of measure, vendor number, minimum and maximum levels, bin locations, product class number, and substitute item number.  The average and last cost also display if cost lockout is not activated.

 

 

 

Introduction  (Contd)

 

There is a detail option that provides additional information.  The detail option provides the ability to specify which warehouses per item to include, either a range, all or input of up to 10 specific warehouses.  An option to include the serial numbers in the warehouse is available on serial numbered items.  Each serial number includes the date received, Serial File cost (if cost lockout is not activated), ID Number, warranty expiration date, initial meter and whether it is a used machine.  Also included are custody and rental contract information.

 

The summary option provides the last sale, receipt and transfer date made in warehouse 1.  The detail option provides the last sale date for all included warehouses.  Also provided on the detail option, per item, and included warehouse is the last receipt, onhand adjustment, transfer, back order adjustment, allocated adjustment, on order adjustment, and physical and remote posting entered.  This includes the date and quantity.  The last inventory transactions are from the Imwactd File and therefore remain until the Imwactd File is purged.

 

There is also the ability to access other inquiries directly from Stock Status Inquiry.  After exiting the other inquiries, you automatically return to the Stock Status Inquiry and original item.  Thus, you enter Stock Status Inquiry, enter an item, and go directly to other inquiries that provide even more extensive information about the item without ever having to exit Stock Status Inquiry.  The other inquiries include the Detail Sales History by Item Inquiry, which provides information on customer purchases of the item.  A Summary Sales History Inquiry is also accessible, which provides the total quantity, sales, and cost amount for each month within the last 12 months in a specific or all warehouses.  The Purchase Order Serial Number Receipts Inquiry is also accessible which provides information linking the purchase order to the receipt of the serial number.  From the Purchase Order Serial Number Receipts Inquiry, the Accounts Payable Invoice Inquiry is accessible allowing viewing of the A/P invoice.  The Purchase Order Inquiry By Item is also accessible allowing the display of all purchase orders with that item.  From the Purchase Order Inquiry By Item, the Individual Purchase Order Inquiry can be accessed allowing a detail view of a specific purchase order.

 

 

 

 

Enter Data

 

Entering The Items

 

The printer selection screen displays to allow selection of a printer to use if the print option is selected.  The printer is not considered used until the print option is selected.

 

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  (Contd)

 

Entering The Items  (Contd)

 

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.  Fifteen selections per page appear.

 

 

Item Description Search

 

To activate the item description search input a \ left pointing slash followed by the desired description at the Item No prompt.  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 displays.  For each item a computer assigned line number appears.  Also printing is the full item description and product class.  Fifteen selections per page appear.

 

 

 

Enter Data  (Contd)

 

Entering the Items  (Contd)

 

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 fifteen 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 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  (Contd)

 

Entering the Items  (Contd)

D'etail Or S'ummary  S

 

There is a detail and a summary version of the inquiry.  When entering the item, the default is S for summary.  Enter a carriage return or S to access the summary version.  Enter D for detail to access the detail inquiry.  Once you are in the summary, you may enter the detail version of the inquiry and vice versa.  This is just a starting point.  A / slash exits the inquiry.  An up arrow key ^ to go back one space returns the cursor to the Item No. prompt.

 

 

 

Enter Data  (Contd)

 

Summary Stock Status Inquiry

The summary Stock Status Inquiry produces the following information for each item.

 

 

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.

 

Item Type:  The item type defined in the Item File.

 

Bin Wh 1:  The bin location of the item in warehouse 1 defined in the Item File.  This is always the bin location for warehouse 1.  Bin locations for other warehouses are viewed with the detail option.

 

PC:  The product class of the item.

 

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

 

 

 

Enter Data  (Contd)

 

Summary  

 

 

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.

 

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

 

Vendor No.:  The vendor number defined in the Item File.  This is the primary vendor.

 

Vendor PM:  The vendor pack multiple defined in the Item File.  This is the pack multiple used in ordering the item from the primary vendor.

 

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

 

 

 

Enter Data  (Contd)

 

Summary  

 

 

Wh 1 Last: Sale  The date of the last sale of the item.  This is stored in the Item File and is always for warehouse 1.  The detail option shows the last sale in other warehouses.  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.  The date is from the Imwactd File and is always for warehouse 1.  If there is no date in the Imwactd File, the Item File is checked and that date is displayed.  The detail option shows the last receipt in other warehouses.  Date of last receipt is updated by P.O. Receipts and Inventory Receipts.

 

Wh 1 Last: Transfer To Or From  The date of the last transfer of the item.  The date is from the Imwactd File and is always for warehouse 1.  If the last transfer involving warehouse 1 was a transfer to warehouse 1, the heading is Transfer To.  If the last transfer involving warehouse 1 was a transfer from warehouse 1, the heading is Transfer From.  The other warehouse involved in the transaction is also included.  The detail option shows the last transfer in other warehouses.  Date of last transfer is updated by Inventory Transfer and Automatic Inventory Transfer.

 

Wh 1 Min:  The minimum quantity to stock in warehouse 1 defined in the Item File.

 

Wh 1 Max:  The maximum quantity to stock in warehouse 1 defined in the Item File.

 

 

Enter Data  (Contd)

 

Summary  

 

 

Wh  All warehouses that the item is stocked in are included on the Summary Stock Status Inquiry.  For each warehouse the following quantities are included.  All quantities correspond with the items defined pack multiple and unit of measure not the Vendors PM and UM.  Broken pack unit quantities are designated with EA following the count.

 

Onhand  The quantity onhand.  Onhand is the physical count of the item.

 

Onord  The quantity on order to the vendor.

 

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

 

Bord  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.

 

 

 

Enter Data  (Contd)

 

Summary  

 

 

MTD Sales - Units  Dollars  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.

 

YTD Sales - Units  Dollars  The total 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.

 

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.

 

There is a grand total of all quantities and sales for all warehouses combined.

 

 

 

 

Enter Data  (Contd)

 

Detail Stock Status Inquiry 

 

Detail Or Summary

 

When the detail Stock Status Inquiry is run, the following prompt appears.

 

Display Range Of Warehouses, Specific Warehouses, Or All

 

 

The detail option allows the operator to choose the warehouses to include in the inquiry.  An up arrow key ^ returns the cursor to the Detail Or Summary prompt.  A slash / exits the program.  Entering R prompts for a range of beginning to ending warehouses.  The prompt is as follows.

 

Beginning Warehouse

Ending Warehouse   

 

 

Enter the desired beginning warehouse and ending warehouse.  Whatever was entered as the beginning displays as the default ending warehouse.  A carriage return accepts the default ending warehouse.  If an ending warehouse number is entered that is less than the beginning, the prompt Beginning Warehouse Greater Than Ending appears.  The cursor returns for reinput.  An up arrow key ^ to go back one space is allowed at both prompts.  A slash / exits the program.  (1-9999 Only)

 

 

 

Enter Data  (Contd)

 

Detail  

 

Display Range Of Warehouses, Specific Warehouses Or All

 

Enter A to include all warehouses the item is stocked in.  You may also include up to 10 warehouses per item without them being in a numeric range.  Enter S to specify up to 10 warehouses.  The following prompt appears.

 

Enter Up To 10 Warehouses, 'CR' To End

 

 

An up arrow key ^ goes back one space.  A slash / exits the program.  Enter the first warehouse to include and carriage return.  The warehouse is displayed.  The cursor returns for the next warehouse.  If a warehouse number is input that the item is not stocked in, the prompt Item Is Not Stocked In Warehouse # displays.  If the same warehouse number is input more than once, the prompt Warehouse # Was Already Entered displays.  In both cases the warehouse number that was entered displays.  The cursor returns for reinput.

 

 

Once you have completed the entry, enter a carriage return and the data is displayed.  When 10 warehouses are entered, the prompt is exited and the data is displayed.

 

 

 

Enter Data  (Contd)

 

Detail  

When the specific warehouse option is selected, the Detail Stock Status Inquiry displays the information for each warehouse that was selected for the item.  The warehouses display one at a time in numeric order, smallest number to largest, regardless of the order the warehouse numbers were entered.  A range or all warehouses display the same way, smallest to largest warehouse number.

 

The following information is displayed for each included warehouse.

 

 

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.

 

Item Type:  The item type defined in the Item File.

 

PC:  The product class of the item.

 

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

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

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.

 

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

 

Vendor No.:  The vendor number defined in the Item File.  This is the primary vendor.

 

Vendor PM:  The vendor pack multiple defined in the Item File.  This is the pack multiple used in ordering the item from the primary vendor.

 

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

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

Wh  For each included warehouse the following quantities are included.  All quantities correspond with the items defined pack multiple and unit of measure not the Vendors PM and UM.  Broken pack unit quantities are designated with EA following the count.

 

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

 

Onord  The quantity on order to the vendor.

 

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

 

Bord  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.

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

Min:  The minimum quantity to stock in the displayed warehouse defined in the Item or Item Warehouse File.

 

Max:  The maximum quantity to stock in the displayed warehouse defined in the Item or Item Warehouse File.

 

NS:  A Y appears if the item is designated a non-stock item in the displayed warehouse.  A N appears if the item is not a non-stock item in the warehouse.  A D displays if the item is a dead stock item in the warehouse.

 

Bin The bin location of the item in the displayed warehouse defined in the Item or Item Warehouse File.

 

Ord Qty:  The order quantity of the item in the displayed warehouse defined in the Item or Item Warehouse File.

 

Note:  The Item File always corresponds with warehouse 1.  The Item Warehouse File corresponds with all other warehouses.

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

MTD Units/Sales  The total month to date quantity sold and dollar amount in the displayed warehouse.  The End Of Month Field Clearing program that is run with the Billing/AR End of Month Procedures clears the figures out.

 

MTD Cost:  The total month to date cost of goods sold amount in the displayed warehouse.  The End Of Month Field Clearing program that is run with the Billing/AR End of Month Procedures clears the figures out.  If cost lockout is activated, this does not display.

 

YTD Units/Sales  The total year to date quantity sold and dollar amount in the displayed warehouse.  The End Of Year Field Clearing program that is run with the Billing/AR End of Year Procedures clears the figures out.

 

YTD Cost:  The total year to date cost of goods sold amount in the displayed warehouse.  The End Of Year Field Clearing program that is run with the Billing/AR End of Month Procedures clears the figures out.  If cost lockout is activated, this does not display.

 

Last Year Units/Sales  The quantity sold and dollar amount for the prior year in the displayed warehouse.  The End Of Year Field Clearing program that is run with the Billing/AR End of Year Procedures clears the figures out.

 

Last Yr Cost:  The total cost of goods sold amount for the prior year in the displayed warehouse.  The End Of Year Field Clearing program that is run with the Billing/AR End of Month Procedures clears the figures out.  If cost lockout is activated, this does not display.

 

 

Enter Data  (Contd)

 

Detail  

 

 

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.  No charge service tickets update cost.  The sales and cost figures are stored in the Item File for warehouse 1 and the Item Warehouse File for all other warehouses.

 

Last: Sale  The date of the last sale of the item in the displayed warehouse.  This is stored in the Item or Item Warehouse File.  Date of last sale is updated by Invoice Entry, Credit Memo Entry, Service Ticket Entry, (chargeable and no charge parts entry), Order Entry, Order Release, and Contract Billing.

 

Last: Receipt  Qty  The date of the last receipt of the item in the displayed warehouse.  Also included is the quantity received.  The date and quantity are from the Imwactd File.  If there is no receipt found in the Imwactd File, the Item File is checked and that date is displayed.  Note:  No quantity displays when information is from the Item or Item Warehouse File.  Last receipt date and quantity are updated by P.O. Receipts and Inventory Receipts.

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

Last: OH Adj  The date of the last on hand adjustment of the item in the displayed warehouse.  Also included is the quantity adjusted.  The date and quantity are from the Imwactd File.  Last on hand adjustment is updated by On Hand Adjustments.

 

Last:Transfer To Wh  Qty  From Wh  The date of the last transfer of the item to the displayed warehouse.  The quantity that was transferred and the warehouse that the quantity was transferred from.  The information is from the Imwactd File.  Transfers are updated by Inventory Transfer and Automatic Inventory Transfer.

 

Last:Transfer From Wh  Qty  To Wh  The date of the last transfer of the item from the displayed warehouse.  The quantity that was transferred and the warehouse that the quantity was transferred to.  The information is from the Imwactd File.  Transfers are  updated by Inventory Transfer and Automatic Inventory Transfer.

 

Last: B/O Adj  The date of the last back order adjustment of the item in the displayed warehouse.  Also included is the quantity adjusted.  The date and quantity are from the Imwactd File.  Last back order adjustment is updated by Back Order Adjustments.

 

 

 

Enter Data  (Contd)

 

Detail  

 

 

Last: Alloc Adj  The date of the last allocated adjustment of the item in the displayed warehouse.  Also included is the quantity adjusted.  The date and quantity are from the Imwactd File.  Last allocated adjustment is updated by Allocation Adjustments.

 

Last: Phys Posting  The date of the last Physical Posting adjustment of the item in the displayed warehouse.  Also included is the quantity posted.  The date and quantity are from the Imwactd File.  Last physical posting is updated by Physical Posting and Remote Physical Posting.

 

Last: On Ord Adj  The date of the last on order adjustment of the item in the displayed warehouse.  Also included is the quantity adjusted.  The date and quantity are from the Imwactd File.  Last on order adjustment is updated by On Order Adjustments.

 

Note:  All information remains in the Imwactd File until a purge is run.  Also note that the system time the transaction was updated into the Imwactd File is stored in the Imwactd File.  So if there is more than one transaction for the same item, day, warehouse and type of transaction, the record with the latest time in hours and minutes is considered the last transaction.  Seconds are not stored, just hour and minutes.

 

 

 

Enter Data  (Contd)

 

Detail  

 

There is a combined grand total of all quantities and sales for all included warehouses.

 

 

Serial Numbered Items

 

When the detail inquiry is selected and the item is designated a serial numbered item in the Item File, an additional prompt appears.

 

Include Serial Numbers (Y/N)

 

 

Enter a Y to include the serial numbers that are assigned to the included warehouses.  Enter N for no not to include the serial numbers assigned to the included warehouses.  An up arrow key ^ to go back one space is allowed.  A slash / to cancel exits the program.

 

 

 

Enter Data  (Contd)

 

Detail  

Serial Numbered Items  (Contd)

 

Additional information may appear on the warehouse information screen of the detail inquiry when serial numbers are included.

 

*Total Serial Numbers = ####

 

 

This appears when the number of actual serial numbers assigned to the displayed warehouse does not equal the quantity on hand.  If the on hand quantity and actual serial numbers assigned to the warehouse equal, the heading does not appear.  This is to alert you to an imbalance between the on hand amount and the actual number of serial numbers.

 

The rest of the information that displays for each included warehouse is the same as described earlier, beginning on page 453.

 

 

 

Enter Data  (Contd)

 

Detail  

Serial Numbered Items  (Contd)

 

After the display of the information for each included warehouse, the screen which displays all the serial numbers appears.  The serial numbers appear after the screen for their warehouse.  After the display of the serial numbers, the next included warehouse appears.

 

 

The information that displays per serial number is as follows.  All information is from the Serial File.

 

Serial No.  The complete serial number.

 

Date Rec  The date received.

 

Cost  The Serial File cost.

 

ID No.  The ID number.

 

Warr Exp.  The manufacturers warranty expiration date.

 

Used a N for no or a Y for yes if this is a used machine.

 

 

Enter Data  (Contd)

 

Detail  

Serial Numbered Items  (Contd)

 

 

Int Met  The initial meter reading.

 

If the serial number is placed on custody through the LMS Custody program, the message Custody To Customer or Sales Rep ###### appears.  The customer or sales rep number that the machine is on custody to displays.  If the serial number is on a Rental Contract through the LMS Contract module, the message Rental Contract No. ### appears.  The ship to customer number the contract is assigned to displays.

t

 

 

 

Enter Data  (Contd)

 

Once an item is entered, the possible prompts that appear within the summary inquiry are as follows.

 

Options, Detail Inquiry, PRint, Or End

Display Next, Options, Detail Inquiry, PRint, Total, End N

Display Next, Previous, Options, Detail Inquiry, PRint, Total, End N

Display Previous, Options, Detail Inquiry, PRint, Or End

 

The first prompt appears when there is only one screen for the item.  The second prompt appears when there is more than one screen for the item.  The third prompt appears when a N for next is entered to access the next screen.  The fourth prompt appears when there is more than 1 screen and the last screen is accessed.  Entering a D for detail displays the item in the detail inquiry format.  The prompt to include serial numbers (if the item is a serial numbered item) appears.  The prompt to select which warehouses to include appears.  The item is accessed in the detail inquiry format.

 

Once an item is entered, the prompts that appear within the detail inquiry are as follows.

 

Options, Summary Inquiry, PRint, Or End

Display Next, Options, Summary Inquiry, PRint, Total, End N

Display Next, Previous, Options, Summary Inquiry, PRint, Total, End N

Display Previous, Options, Summary Inquiry, PRint, Or End

 

The first prompt appears when there is only one screen for the item.  The second prompt appears when there is more than one screen for the item.  The third prompt appears when a N for next is entered to access the next screen.  The fourth prompt appears when there is more than 1 screen and the last screen is accessed.  Entering an S for summary displays the item in the detail inquiry format.  The item is accessed in the summary inquiry format.

 

 

 

Enter Data  (Contd)

 

Options, Detail Inquiry, PRint, Or End

Display Next, Options, Detail Inquiry, PRint, Total, End N

Display Next, Previous, Options, Detail Inquiry, PRint, Total, End N

Display Previous, Options, Detail Inquiry, PRint, Or End

Options, Summary Inquiry, PRint, Or End

Display Next, Options, Summary Inquiry, PRint, Total, End N

Display Next, Previous, Options, Summary Inquiry, PRint, Total, End N

Display Previous, Options, Summary Inquiry, PRint, Or End

Entering an E to end exits the item.  The cursor returns to the Item No. prompt.  Entering N for next accesses the next screen.  Entering P for previous goes back one screen.  You may go back and forward as many screens as exist.  Entering PR prints the inquiry.  Note:  All screens of the item are printed not just the displayed screen.  The same information that displays on the screen is printed.  After the printing is completed, the cursor returns to the prompt and screen that was accessed when the print command was made.  When the data for the item exceeds one screen or warehouse, entering T produces the total for the item.  The total always includes all the included warehouses for each item not just the displayed screen.  The prompt Press CR To Continue appears.  A carriage return removes the total and the cursor returns to the prompt and screen that was displayed when the total command was given.  Note: The total automatically displays when the last screen is accessed.

 

 

 

 

Enter Data  (Contd)

 

Options, Detail Inquiry, PRint, Or End

Display Next, Options, Detail Inquiry, PRint, Total, End N

Display Next, Previous, Options, Detail Inquiry, PRint, Total, End N

Display Previous, Options, Detail Inquiry, PRint, Or End

Options, Summary Inquiry, PRint, Or End

Display Next, Options, Summary Inquiry, PRint, Total, End N

Display Next, Previous, Options, Summary Inquiry, PRint, Total, End N

Display Previous, Options, Summary Inquiry, PRint, Or End

 

Entering O displays the option prompt.  This prompt allows the operator to go directly to other inquiries without having to exit the item or the Stock Status Inquiry.  After exiting the selected inquiry, the Stock Status Inquiry is returned to redisplaying the item that was originally entered.

 

Access 1) Detail Sales History, 2) Summary Sales History,               

3) P.O. Serial No. Receipt Inquiry, 4) P.O. Inq By Item, Or E'nd 

 

 

Enter an E to exit the optional inquiry prompt and redisplay the original prompt and screen from which the option prompt was accessed.

 

 

 

Enter Data  (Contd)

 

Detail Sales History Inquiry

 

Access 1) Detail Sales History, 2) Summary Sales History,               

3) P.O. Serial No. Receipt Inquiry, 4) P.O. Inq By Item, Or E'nd 

 

Enter 1 to access the Detail Sales History Inquiry.  This is the Sales History By Item Inquiry.  The file that produces the information in this inquiry is the SHHist file.  The file stores the customer sales information of the items.  Upon entry to the Detail Sales History Inquiry, the cursor is at the following prompt.

 

Enter Item No. Or E'nd To Return To Stock Status ######  

 

 

Entering an E or slash / exits the Sales History Inquiry and returns to the Stock Status Inquiry.  The original item is displayed and the cursor is at the screen and prompt that the O for options was input.  The current item that is accessed in Stock Status Inquiry displays as the default.  A carriage return accepts the default.  This can be overridden to a valid item.  If an invalid item is entered, the prompt Invalid Item appears.  The default returns.  (18 Alphanumeric)

 

At all the following prompts a slash to cancel or the escape key exits the Sales History Inquiry and returns to the Stock Status Inquiry.  The original item is displayed and the cursor is at the screen and prompt that the O for options was input.  An up arrow key ^ to go back one space is allowed.

 

 

 

Enter Data  (Contd)

 

Detail Sales History Inquiry  (Contd)

 

Beginning Customer Or All:

 

Enter an A for All to include all customers that have a sales record of the selected item.  Enter a specific or beginning range of customer numbers.  (8 Digits Or A)

 

Ending Customer

 

If an A for All was input, the cursor does not stop at this prompt.  Whatever was input as the beginning customer appears as the default ending.  A carriage return accepts the default.  This can be overridden.  Entering an ending customer number that is less than the beginning, produces the prompt Beginning Customer Number Greater Than Ending.  The cursor returns for reinput.  When specifying customers, only records assigned to those customers within the designated range appear.  (8 Digits)

 

Beginning Date Or All:

 

Enter an A for All to include all transaction or invoice dates assigned to sales record of the selected item.  Enter a specific or beginning range of dates.  An invalid date produces the prompt Invalid Date -- Enter Again.  The cursor returns for reinput.  (MMDDYY Or A)

 

Ending Date

 

If an A for All is input, the cursor does not stop at this prompt.  Whatever is input as the beginning date appears as the default ending.  A carriage return accepts the default.  This can be overridden.  Entering an ending date that is less than the beginning produces the prompt Beginning Date Greater Than Ending.  The cursor returns for reinput.  When specifying dates, only records assigned a transaction date within the designated range appear.  (MMDDYY)

 

 

 

Enter Data  (Contd)

 

Detail Sales History Inquiry  (Contd)

 

Detailed Or Summary:

 

Enter D to view the detailed version of the inquiry.  Enter S to view the summary version of the inquiry.

 

Print Voided Records (Yes Or No)

 

Enter a Y to include sales history records that are voids.  Enter a N for no not to include voided records.

 

The sales history information is displayed.  The cursor is at one of the two following prompts.

 

Display Next, Or End: N

Enter 'E' To End:  

 

 

The first prompt appears when there is more than one screen of data.  The second prompt appears when there is only one screen.  Enter N to view the next screen.  Enter E to return to the Enter Item No. Or End To Return To Stock Status Inquiry prompt.

 

 

 

Enter Data  (Contd)

 

Detail Sales History Inquiry  (Contd)

 

When a N for next is entered, the cursor is at one of the two following prompts.

 

Display Next, Previous, Or End: N

Display P'revious, Or E'nd:    

 

The first prompt appears until the last screen is accessed.  The second prompt appears when the last screen is reached.  Enter N to view the next screen.  Enter a P to go back one screen.  You may go back and forward as many screens as exist.  Enter E to return to the Enter Item No. Or End To Return To Stock Status Inquiry prompt.

 

The detail version of the inquiry produces the following information per sales history record.  Information is from the Sales History File, SHHist.  The data is displayed in customer number order.  Each separate transaction for each included customer is displayed.  Note:  Only sale history records assigned to the current product class for the item are displayed.  To view records for all product classes of an item when there has been a product class change, access the Sales History Inquiry By Item off the Billing and Order Entry Inquiry menus.

 

P.C.  The current product class of the item designated in the Item File.

 

Item Number  The complete item number.

 

Cust  The ship to customer number.

 

Tran Date  The transaction date of the record.

 

Qty Ship  The quantity invoiced or entered on a no charge service ticket.

 

Our Sell  The price the item was invoiced on that transaction.  This is the extended price.

 

There is a total quantity shipped and sales amount for each customer.  There is a total quantity shipped and sales amount for the item and the same total for the item in the current product class.

 

 

 

Enter Data  (Contd)

 

Detail Sales History Inquiry  (Contd)

 

The summary version of the inquiry produces the total quantity shipped and selling price for each included customer combined on one line per customer.  The item and product class total is included.

 

Summary Version

 

 

Detailed Version

 

 

 

 

Enter Data  (Contd)

 

Summary Sales History

 

Access 1) Detail Sales History, 2) Summary Sales History,               

3) P.O. Serial No. Receipt Inquiry, 4) P.O. Inq By Item, Or E'nd 

 

Enter 2 to access the Summary Sales History Inquiry.  The inquiry allows viewing of the units, sales, and cost amount for the last 12 months regardless of when the current year has started.  If you are in the middle of your current fiscal year, the figures reflect the current year and part of last year.  The file that produces the information in this inquiry is the SAHist file.  The month to date units, sales, and cost figures that are stored in the Item and Item Warehouse Files are written to the SAHist File during the End Of Month Field Clearing purge.  The End Of Year Field Clearing program takes the 12 months of data stored in the SAHist File for the current year and transfers them to last year fields.  The SAHist File stores total units, sales and cost amount, and product class per item per warehouse per fiscal month.  There is current and last year data.

 

Upon entry to the Summary Sales History Inquiry, the cursor is at the following prompt.

 

Enter Specific Warehouse Or All Warehouses Combined:

 

 

 

 

Enter Data  (Contd)

 

Summary Sales History  (Contd)

 

Enter Specific Warehouse Or All Warehouses Combined:

 

The item that is accessed in the Stock Status Inquiry automatically displays.  The items description and current product class number are also included.  Enter an E or a slash / to exit the inquiry and return to the Stock Status Inquiry.  The original item is displayed and the cursor is at the screen and prompt that the O for options was input.  The Summary Sales History Inquiry allows input of one specific warehouse at a time or all warehouses combined.  When entering 1 warehouse and no SAHist record is found for that item and warehouse, the message Record Not Found appears.  The cursor returns for reinput.  When entering A for All warehouses, all the warehouses found in the SAHist File for the item have the monthly figures combined into one total per month.  If there are no SAHist records found for the item in any warehouse, the prompt No Records Found appears.  The cursor returns for reinput.

 

After the data is displayed, the following prompt appears.

 

Do You Want A Printed Copy (Y/N)

 

Enter Y for yes to print the Summary Sales History Inquiry.  Enter N for no not to print the inquiry.  After the printing is completed or a N for no is entered, the cursor returns to the Enter Specific Warehouse Or All Warehouses prompt for input of another warehouse or to exit and return to the Stock Status Inquiry.

 

There are normally 13 months displaying in the inquiry.  However, only 12 months produce data.  The last or 13th month is the month and year of the transaction date that was entered at the menu prompt when entering the Stock Status Inquiry.  Because the SAHist File does not update the current month until the End Of Month Field Clearing purge is run.  When the last month is the current month and the current months data has not gone through the End Of Month Field Clearing program, the message Current Month Not Updated Until EOM Processing Completed appears in the field for that month.  Each month is labeled with the month name and the year.  When the 12 month time period goes back into last year, the last year fields in the SAHist File are used.

 

Product class is stored in the SAHist File.  The monthly figures always reflect only the figures assigned with the items current product class.  If there has been a product class change, figures for the item in the other product classes are not included.  The Sales History reports reflect all product classes.

 

 

 

Enter Data  (Contd)

 

Summary Sales History  (Contd)

 

The following information is included on the inquiry and when the inquiry is printed.  All information is from the SAHist File which is created during End Of Month Field Clearing from the Item and Item Warehouse Files.

 

Month  The month and year are designated.

 

$ Sales  The total dollar amount of sales for each month.

 

$ Cost  The total cost of sales amount for each month.  If cost lockout is activated no cost appears.

 

Units Sold  The total number of units sold per month.  The quantity corresponds with the current pack multiple.  Any broken packs are designated with EA after the quantity.

 

Total:  A grand total is provided for sales, cost, and units sold.

 

Avg Per Month:  An average sales, cost, and units sold is calculated.  These are the total figures divided by 12.

 

 

 

 

Enter Data  (Contd)

 

P.O. Serial No. Receipt Inquiry

 

Access 1) Detail Sales History, 2) Summary Sales History,               

3) P.O. Serial No. Receipt Inquiry, 4) P.O. Inq By Item, Or E'nd 

 

Enter 3 to access the P.O. Serial Number Receipt Inquiry.  The purpose of the inquiry is to provide the receipt information of serial numbers received into inventory through P.O. Receipts.  Serial numbers received into inventory through Inventory Receipts are not included.  You are able to view or print out all serial numbers by received dates, vendor numbers, or purchase order numbers.  You are also able to view or print out all received serial numbers by item or serial number.  The Serial Number Receipts Inquiry/Report uses the information from the APHist File not the Serial File.  Information remains in the APHist File and so is accessible in the inquiry until it is purged from the system.

 

When 3 is entered to access the P.O. Serial Number Inquiry and the item displayed in Stock Status Inquiry is not a serialized item, the prompt Item Is Not A Serialized Item appears.  The cursor returns for reinput.  A serialized item that is displayed in Stock Status Inquiry appears automatically as the item on the P.O. Serial Number Inquiry.

 

 

 

 

Enter Data  (Contd)

 

P.O. Serial No. Receipt Inquiry  (Contd)

 

Upon entry to the P.O. Serial No. Receipt Inquiry, the cursor is at the following prompt.

 

Print To Terminal, Printer, Or End

 

Entering E to end exits the Serial Number Receipts Inquiry and the Stock Status Inquiry is returned to.  A slash to cancel at any of the prompts or a no for Additional inquiries exits the Serial Number Receipts Inquiry and returns to the Stock Status Inquiry.  In the Stock Status Inquiry, the original item is redisplayed, and the cursor is at the screen and prompt that the O for options was input.  The item that is accessed in Stock Status Inquiry is the only item that can be viewed in the Serial Number Inquiry when coming from the Stock Status Inquiry.  The cursor bypasses the item number prompt.  Other than this difference, the operation and results within the Serial Number Inquiry are no different than accessing the inquiry from the Purchase Order menu.  From within the Serial Number Receipts Inquiry, you may go to the A/P Invoice Inquiry and Individual P.O. Inquiry to access more information.  For complete operating instructions of the Serial Number Receipts Inquiry, see Section III of the Purchase Order manual.

 

 

 

 

Enter Data  (Contd)

 

P.O. Inquiry By Item

 

Access 1) Detail Sales History, 2) Summary Sales History,               

       3) P.O. Serial No. Receipt Inquiry, 4) P.O. Inq By Item, Or E'nd 

 

Enter 4 to access the P.O. Inquiry by Item inquiry.  The inquiry allows entry of a specific item number.  The item that is accessed in Stock Status Inquiry always appears as the default, however, other item numbers can be entered.  Purchase orders that include the inputted item are then displayed.  Quantity and cost information relating to the item is displayed.  You may also select to view only purchase orders that are partially received, open purchase orders, which are orders with no items received, or closed purchase orders, which are orders with all items received.  A date range option is included.  While viewing the item, you may input a specific purchase order number and access the Individual Purchase Order Inquiry.  From there you can see the header and line item details of the purchase order.  You then exit the Individual Purchase Order Inquiry and return to the Purchase Orders By Item inquiry.  The inquiry may also be printed.  Once the P.O. Inquiry by Item is exited, the Stock Status Inquiry is returned to.

 

 

 

 

Enter Data  (Contd)

 

P.O. Inquiry By Item  (Contd)

 

Upon entry to the P.O. Inquiry by Item, the cursor is at the following prompt.

 

Enter Item Number Or E'nd    ###### 

 

Entering E to end exits the P.O. Inquiry by Item and the Stock Status Inquiry is returned to.  A slash to cancel at any of the prompts or a no for Additional inquiries exits the P.O. Inquiry by Item inquiry and returns to the Stock Status Inquiry.  In the Stock Status Inquiry, the original item redisplays, and the cursor is at the screen prompt that the O for options was input.  The item that is accessed in Stock Status Inquiry is the default item that displays at the above prompt.  This can be changed to another item.  However, every time the prompt is returned to, the default item redisplays.  Other than the difference of only being able to view one item at a time, the operation and results within the P.O. Inquiry by Item are no different from accessing the inquiry from the Purchase Order menu.  From within the P.O. Inquiry by Item, you may go to the Individual P.O. Inquiry to access more detailed information on a specific purchase order.  For complete operating instructions of the P.O. Inquiry by Item see Section III of the Purchase Order manual.