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MAS > 3.9 Inventory Usage > Flashcards

3.9 Inventory Usage Flashcards

1
Q

Describe Inventory Usage

A
  • Issue items directly from inventory
  • Transfer items between storerooms
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2
Q

Does issuing items require a work order?

A

Not always - can be done with or without a Work Order

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3
Q

What occurs as items are transferred between storerooms?

A

Balances are adjusted accordingly

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4
Q

What is listed on the Inventory Usage screen?

A

All inventory transactions that move items:
- In or out of inventory, or
- From one warehouse to another

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5
Q

Why must inventory materials be moved between storerooms?

A

With the daily use of inventory items and tools, this enables inventory materials to supply the different areas of a site

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6
Q

What is the Inventory Usage application used for?

Hint: What records are created, and what do they track?

A

Create inventory usage records that track the issue, transfer, and return of inventory items:
- within organizations
- across organizations

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7
Q

True/False: Inventory usage records can have multiple lines

A

True

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8
Q

Function of each line in an inventory usage record

A

Tracks each individual line item’s movement into and out of storerooms and bins

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9
Q

True/False: Lines can be added or removed from inventory usage records quickly and easily

A

True

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10
Q

How to pick items associated with an inventory usage line?

A

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

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11
Q

Inventory usage types

A

Issue
Transfer
Mixed

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12
Q

Define inventory usage type

Issue

A

All usage lines are for issue or return only

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13
Q

Define inventory usage type

Transfer

A

All usage lines are for transfer only

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14
Q

Define inventory usage type

Mixed

A

Combination of issue, transfer, and return lines

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15
Q

Purpose of inventory usage status changes

A

Initiate transactions that adjust inventory balance information

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16
Q

List the statuses of inventory usage records

A

Entered
Shipped
Staged
Complete
Cancelled

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17
Q

What is the default status for an inventory usage record when it is created?

A

Entered

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18
Q

What are restrictions on an inventory usage record in Entered status?

A

Some default fields cannot be modified

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19
Q

What does a Shipped inventory usage status indicate?

A

The item has been removed from the inventory storeroom and is in transit to its final destination

20
Q

What does a Staged inventory usage status indicate?

A

Inventory items are ready and waiting to be issued or transferred

21
Q

What must be chosen when changing an inventory usage record to status Staged?

A

Stage bin

22
Q

In what scenarios can the status of an inventory usage record not be changed to Staged?

A
  • Record contains 1 or more usage lines of type return, or
  • Status is Shipped, Cancelled, or Complete
23
Q

Do Staged items count towards an inventory balance?

A

Yes, if the balance is being reconciled

24
Q

What does a inventory usage record of status Complete indicate?

A

Issue, transfer, or return of items is complete

25
Q

What occurs when the status of inventory usage record is changed to Complete?

A

The appropriate transactions are generated to adjust the balance of inventory storerooms

26
Q

In what scenario(s) can the status of an inventory usage record be changed to Cancelled?

A

Current inventory usage status is:
- Entered, or
- Staged

27
Q

What are restrictions on Canceled inventory usage records?

A

Cannot be edited

28
Q

What occurs when an inventory usage record is changed to status Canceled?

A

Any staged balances are reversed

29
Q

Describe the Split Usage Quantity feature

A

Split inventory usage line across multiple bins to meet the required quantity

30
Q

When is the split usage quantity feature used?

A

If the quantity of items required exceeds the amount that is stored in a single storage bin

31
Q

What can be done when the default bin does not have the sufficient quantity of items specified on the inventory usage line?

A

A single inventory usage line can be used to request items from multiple storage bins

32
Q

Split Usage Quantity initiates:
a) 1 transaction
b) multiple transactions
c) no transactions
d) status change

A

b)

Once the Inventory usage record is complete, multiple transactions are initiated

33
Q

Split Usage Quantity feature operates differently depending on if the items are [specify] vs [specify]

A

Rotating
Non-rotating

34
Q

When is the Split Usage Quantity feature activated for non-rotating items?

Criteria

A

When the quantity in the storage bin does not meet the required quantity on the inventory usage line

35
Q

What triggers the Split Usage Quantity feature for non-rotating items?

A

Status of the inventory usage record changes to one of these:
- Staged
- Shipped
- Complete

36
Q

What does Split Usage Quantity prompt the user to specify, once the feature is triggered (for non-rotating items)?

A

Additional bins to source the items

37
Q

Other options, once Split Usage Quantity is triggered for a non-rotating item

A
  • Can modify original usage line quantity
  • Can cancel process
38
Q

True/False: each inventory usage line can have only 1 rotating asset

A

True

39
Q

What must happen if the quantity of rotating items > 1 on an inventory usage line?

A

Usage line must be split

40
Q

What is done to meet the required quantity on an inventory usage line (Split Usage Quantity, rotating items)?

A

Select additional rotating items from a list

41
Q

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

A

b)

42
Q

Split Usage Quantity

How to bypass the manual process of selecting multiple storage bins or individual rotating assets?

A

Split Usage Quantity window > Auto-Split feature

43
Q

What does the Auto-Split feature do?

A

Checks item attributes and assigns available stocked items accordingly

44
Q

3 categories for Auto-Split feature

A

Requesting:
- Lotted item
- Non-rotating or non-lotted item
- Rotating item (quanity > 1)

45
Q

Auto-Split feature for lotted item - describe

A

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

46
Q

Auto-Split feature for non-rotating or non-lotted item - describe

A

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

47
Q

Auto-split feature for rotating item with quantity > 1 - describe

A

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

MAS (50 decks)

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