3.9 Inventory Usage Flashcards
Describe Inventory Usage
- Issue items directly from inventory
- Transfer items between storerooms
Does issuing items require a work order?
Not always - can be done with or without a Work Order
What occurs as items are transferred between storerooms?
Balances are adjusted accordingly
What is listed on the Inventory Usage screen?
All inventory transactions that move items:
- In or out of inventory, or
- From one warehouse to another
Why must inventory materials be moved between storerooms?
With the daily use of inventory items and tools, this enables inventory materials to supply the different areas of a site
What is the Inventory Usage application used for?
Hint: What records are created, and what do they track?
Create inventory usage records that track the issue, transfer, and return of inventory items:
- within organizations
- across organizations
True/False: Inventory usage records can have multiple lines
True
Function of each line in an inventory usage record
Tracks each individual line item’s movement into and out of storerooms and bins
True/False: Lines can be added or removed from inventory usage records quickly and easily
True
How to pick items associated with an inventory usage line?
Manage Inventory Work Center > Pick and Stage feature
If items are associated with a pick list, the pick list information and status can be viewed in the line detail
Inventory usage types
Issue
Transfer
Mixed
Define inventory usage type
Issue
All usage lines are for issue or return only
Define inventory usage type
Transfer
All usage lines are for transfer only
Define inventory usage type
Mixed
Combination of issue, transfer, and return lines
Purpose of inventory usage status changes
Initiate transactions that adjust inventory balance information
List the statuses of inventory usage records
Entered
Shipped
Staged
Complete
Cancelled
What is the default status for an inventory usage record when it is created?
Entered
What are restrictions on an inventory usage record in Entered status?
Some default fields cannot be modified
What does a Shipped inventory usage status indicate?
The item has been removed from the inventory storeroom and is in transit to its final destination
What does a Staged inventory usage status indicate?
Inventory items are ready and waiting to be issued or transferred
What must be chosen when changing an inventory usage record to status Staged?
Stage bin
In what scenarios can the status of an inventory usage record not be changed to Staged?
- Record contains 1 or more usage lines of type return, or
- Status is Shipped, Cancelled, or Complete
Do Staged items count towards an inventory balance?
Yes, if the balance is being reconciled
What does a inventory usage record of status Complete indicate?
Issue, transfer, or return of items is complete
What occurs when the status of inventory usage record is changed to Complete?
The appropriate transactions are generated to adjust the balance of inventory storerooms
In what scenario(s) can the status of an inventory usage record be changed to Cancelled?
Current inventory usage status is:
- Entered, or
- Staged
What are restrictions on Canceled inventory usage records?
Cannot be edited
What occurs when an inventory usage record is changed to status Canceled?
Any staged balances are reversed
Describe the Split Usage Quantity feature
Split inventory usage line across multiple bins to meet the required quantity
When is the split usage quantity feature used?
If the quantity of items required exceeds the amount that is stored in a single storage bin
What can be done when the default bin does not have the sufficient quantity of items specified on the inventory usage line?
A single inventory usage line can be used to request items from multiple storage bins
Split Usage Quantity initiates:
a) 1 transaction
b) multiple transactions
c) no transactions
d) status change
b)
Once the Inventory usage record is complete, multiple transactions are initiated
Split Usage Quantity feature operates differently depending on if the items are [specify] vs [specify]
Rotating
Non-rotating
When is the Split Usage Quantity feature activated for non-rotating items?
Criteria
When the quantity in the storage bin does not meet the required quantity on the inventory usage line
What triggers the Split Usage Quantity feature for non-rotating items?
Status of the inventory usage record changes to one of these:
- Staged
- Shipped
- Complete
What does Split Usage Quantity prompt the user to specify, once the feature is triggered (for non-rotating items)?
Additional bins to source the items
Other options, once Split Usage Quantity is triggered for a non-rotating item
- Can modify original usage line quantity
- Can cancel process
True/False: each inventory usage line can have only 1 rotating asset
True
What must happen if the quantity of rotating items > 1 on an inventory usage line?
Usage line must be split
What is done to meet the required quantity on an inventory usage line (Split Usage Quantity, rotating items)?
Select additional rotating items from a list
Split Usage Quantity > Rotating Items
The total quantity must be [specify] the quantity on the corresponding usage line
a) less than or equal to
b) greater than or equal to
c) less than
d) greater than
b)
Split Usage Quantity
How to bypass the manual process of selecting multiple storage bins or individual rotating assets?
Split Usage Quantity window > Auto-Split feature
What does the Auto-Split feature do?
Checks item attributes and assigns available stocked items accordingly
3 categories for Auto-Split feature
Requesting:
- Lotted item
- Non-rotating or non-lotted item
- Rotating item (quanity > 1)
Auto-Split feature for lotted item - describe
Inventory balances are sorted by USEBY date, and closest expiring lot items are selected
Subsequent expiring lots are allocated to the inventory usage line until the quantity is met
Auto-Split feature for non-rotating or non-lotted item - describe
If the quantity of the default bin is insufficient, Split Usage quantity window opens and the bins are listed by the balance in ascending order
The listed bins are sourced in order until the quantity is met
Auto-split feature for rotating item with quantity > 1 - describe
Searches for all available rotating items and sorts the list in ascending order
The first available item is assigned to the first split line, and the second is assigned to the second, until the quantity of the inventory usage line is satisfied
