diff --git a/docs/8.0/ayanova/docs/inv-part-inventory.md b/docs/8.0/ayanova/docs/inv-part-inventory.md index 06ada881..ed550824 100644 --- a/docs/8.0/ayanova/docs/inv-part-inventory.md +++ b/docs/8.0/ayanova/docs/inv-part-inventory.md @@ -1,12 +1,8 @@ # Part inventory -The Inventory data table and edit form are used to overview the state of inventory for each part and warehouse. +The Inventory data table and edit form are used to provide an overview the state of inventory for each part and warehouse. -- inventory on hand -- minimum quantity required to be in stock setting -- reorder quantity required to meet currrent needs -- On order quantity showing amount ordered on purchase orders that is not yet received -- Committed quantity showing the portion of each on order quantity that is committed to existing workorder part requests +In addition it can be used to drive a variety of reports for inventory reconciliation / stock taking or other purposes. ## Authorization Roles required @@ -45,6 +41,10 @@ The Inventory [data table](ay-start-form-data-tables.md) is an overview of the c Inventory is listed by Part / Warehouse combination individually. +### Point in time snapshot + +The values shown in this data table are a **snapshot**, that is, they represent the current values that were valid at the point in time that this table was last fetched / refreshed from the AyaNova server. + ### Inventory data table columns #### Part name @@ -119,9 +119,11 @@ The Tags selected for this [Part](inv-parts.md). ## Part inventory adjustment edit form -When a record is added from the inventory table the part inventory adjustment form opens for making a manual inventory adjustment. +When a record is added from the inventory table the part inventory adjustment form opens for making a manual part inventory transaction adjustment. -The adjustment form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields: +Adjustments made can be viewed in the [Inventory transactions](inv-part-inventory-transactions.md) form as well as updated in the values showing in this inventory table on refresh. + +The adjustment form has all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields: #### Description diff --git a/docs/8.0/ayanova/docs/inv-part-requests.md b/docs/8.0/ayanova/docs/inv-part-requests.md index d5d83916..30c3ee84 100644 --- a/docs/8.0/ayanova/docs/inv-part-requests.md +++ b/docs/8.0/ayanova/docs/inv-part-requests.md @@ -1,3 +1,108 @@ -# INV-PART-REQUESTS +# Part requests -![THIS PAGE UNDER CONSTRUCTION](img/underconstruction.svg) +The Part requests data table shows [Work order part requests](svc-workorders.md#part-requests) in AyaNova. + +Part requests are made on a work order when a service technician enters a part on a work order and selects a quantity greater than the amount currently in stock. They are prompted if they want to request the balance and if they choose a work order item part request record is made. + +Part requests are used by the Purchase order [Part requests](inv-purchase-orders.md#part-requests) feature to populate a new purchase order with the required quantity to fulfil the service technician's required quantity specified on each work order. + +This list is provided to give the Inventory users an overview of the state of requested parts and is also helpful when receiving inquiries about the state of parts requested. + +Actual fulfillment is done via the Purchase order's [Part requests](inv-purchase-orders.md#part-requests) feature. + +## Authorization Roles required + +This form is available to User's with the following [roles](ay-biz-admin-roles.md): + +Full access + +- Accounting +- Business administration +- Inventory + +Read only access + +- Business administration - restricted +- Inventory - restricted +- Service manager +- Service manager - restricted + +## How to access Part requests + +Part requests are accessed in the following ways: + +- From the `Inventory` navigation pane `Part Requests` item to open the Part requests [data table](ay-start-form-data-tables.md) + +## Part requests data table + +The Part requests [data table](ay-start-form-data-tables.md) is an overview of the current state of [Work order part requests](svc-workorders.md#part-requests) and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options). + +### Part requests data table columns + +#### Part + +The part requested. + +#### Work order + +The [Work order](svc-workorders.md) the request was made on. Links directly to the [Work order item part request](svc-workorders.md#part-requests) entry. + +#### Customer + +The Work order's Customer selected. + +#### Quantity + +The quantity required to fulfil the needed quantity on the work order. + +#### Request date + +The date the work order item part request was created. + +#### Purchase order + +Once the part is ordered via the Purchase order [Part requests](inv-purchase-orders.md#part-requests) feature, the Purchase order number will display here. + +#### Ordered date + +The Purchase order's [ordered date](inv-purchase-orders.md#ordered-date) once ordered. + +#### Expected + +The Purchase order's [expected date](inv-purchase-orders.md#expected-date) once ordered. + +#### Received + +The Purchase order's [received date](inv-purchase-orders.md#received-date) when received. + +#### Part description + +The value entered into the [Part's](inv-parts.md) `Description` field. + +#### Warehouse + +The [Part warehouse](inv-part-warehouses.md) selected on the [Work order item part request](svc-workorders.md#part-requests). + +#### UPC + +The value entered into the [Part's](inv-parts.md) `UPC` field. + +#### Ordered from + +The value entered into the [Purchase order's](inv-purchase-orders.md#vendor) `Vendor` field. + +#### Wholesaler + +The [Vendor](vendors.md) selected on the [Part's](inv-parts.md) `Wholesaler` field. + +#### Alternative Wholesaler + +The [Vendor](vendors.md) selected on the [Part's](inv-parts.md) `Alternative wholesaler` field. + +#### Manufacturer + +The [Vendor](vendors.md) selected on the [Part's](inv-parts.md) `Manufacturer` field. + +#### Work order status + +The [Work order status](svc-workorders.md#status) of the Work order that contains the [Work order item part request](svc-workorders.md#part-requests) for this record.