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@@ -28,7 +28,7 @@ Part assemblies are accessed in the following ways:
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## How part assemblies work
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Part assemblies are used to select a group of Parts at once. The parts selected are inserted into the form as if they had been selected individually, no link is required to the original Part assembly record so Part assemblies can be edited or removed at any time without affecting existing records.
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Part assemblies are used to select a group of Parts at once. The parts selected are inserted into the form as if they had been selected individually, no link is required to the original Part assembly record so Part assemblies can be edited or removed at any time without affecting existing records.
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## Part assemblies data table
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@@ -44,4 +44,31 @@ The descriptive name used for this part assembly that Users will be looking for
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#### Parts
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This area is a collection of the selected parts for this part assembly. Clicking on the `+` icon above the list opens a dialog entry box to add a part.
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This area is a collection of the selected parts for this part assembly.
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Clicking on the `+` icon above the list opens a dialog entry box to add a part.
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Click on the edit icon at the far right of any part line to change or remove that part.
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#### Active
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Part assemblies set to active can be selected by Users on work orders, quotes and pm's.
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Part assemblies not active remain in the system but are not offered for selection in work orders, quotes and pm's.
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#### Notes
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Notes about this record for internal staff use. Notes can also be reported on if desired.
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These notes are only visible in this form.
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#### Tags
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Optional [tags control](ay-start-form-tags.md) for categorizing and filtering in the data table.
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#### Wiki
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Optional [wiki control](ay-start-form-wiki.md).
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#### Attached files
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Optional [attachments control](ay-start-form-attachments.md).
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@@ -1,3 +1,140 @@
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# INV-PART-INVENTORY
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# Part inventory
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The Inventory data table and edit form are used to overview the state of inventory for each part and warehouse.
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- inventory on hand
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- minimum quantity required to be in stock setting
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- reorder quantity required to meet currrent needs
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- On order quantity showing amount ordered on purchase orders that is not yet received
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- Committed quantity showing the portion of each on order quantity that is committed to existing workorder part requests
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## Authorization Roles required
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This form is available to User's with the following [roles](ay-biz-admin-roles.md):
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Full access
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- Accounting
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- Business administration
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- Inventory
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Read only access
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- Business administration - restricted
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- Inventory - restricted
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- Service manager
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- Service manager - restricted
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## How to access inventory
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Inventory transactions are accessed in the following ways:
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- From the `Inventory` navigation pane `Part Inventory` item to open the Inventory [data table](ay-start-form-data-tables.md)
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## How inventory works
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The inventory tracking system in AyaNova is documented in the [part inventory transactions](inv-part-inventory-transactions.md#how-inventory-works) manual page.
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### Inventory is optional
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AyaNova does not _require_ the use of inventory, if it is not something required for your business you can turn off inventory completely in the [global settings form](adm-global-settings.md#use-inventory)
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## Inventory data table
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The Inventory [data table](ay-start-form-data-tables.md) is an overview of the current state of inventory related data for each part / warehouse combination and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options).
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Inventory is listed by Part / Warehouse combination individually.
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### Inventory data table columns
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#### Part name
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The part name as entered in the Name field of the [Part](inv-parts.md) form.
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#### Part warehouse name
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The part warehouse name as entered in the Name field of the [Part warehouse](inv-part-warehouses.md) form.
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#### On hand
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The quantity on hand / in stock for this Part / Warehouse combination. This value is quantity available for use at the moment this data table was last refreshed.
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#### Minimum quantity
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This value is the re-order level for this part / warehouse combination that was entered in the [Part stocking level](inv-part-stock-levels.md) form for this Part.
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It indicates the point at which parts should be ordered when the on-hand inventory level for this part / warehouse combination goes below this minimum quantity value.
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Minimum quantity is used by the Purchase order [restock list](inv-purchase-orders.md#restock-list) feature to populate a new purchase order with the required quantity to bring the inventory level back to the minimum quantity specified.
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A value of zero means there is no minimum quantity selected for this part / warehouse combination.
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#### Re-order quantity
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This value shows the quantity of this part / warehouse combination that would need to be ordered to bring this part / warehouse on hand quantity back to the [minimum quantity](#minimum-quantity) value set.
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#### On order
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The quantity of this part / warehouse combination that is currently un-received on purchase orders.
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#### Quantity on order committed
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The portion of each on order quantity that is committed to existing workorder [part requests](svc-workorders.md#part-requests) and unavailable for use elsewhere.
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#### Active
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This is the current Active setting for the [Part](inv-parts.md).
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#### Inventory Id
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Last inventory transaction ID for this part.
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This data table doesn't have a natural Id value since it pulls in data from many locations so this field provides a unique id value in order to be able to select individual records for reporting and other bulk operations.
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Clicking on this field will show the history of the transaction represented by this Id.
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#### Part description
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The value entered into the [Part's](inv-parts.md) `Description` field.
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#### Cost
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The value entered into the [Part's](inv-parts.md) `Cost` field.
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#### Retail
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The value entered into the [Part's](inv-parts.md) `Retail` field.
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#### Wholesaler
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The [Vendor](vendors.md) selected on the [Part's](inv-parts.md) `Wholesaler` field.
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#### Alternative Wholesaler
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The [Vendor](vendors.md) selected on the [Part's](inv-parts.md) `Alternative wholesaler` field.
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#### Tags
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The Tags selected for this [Part](inv-parts.md).
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## Part inventory adjustment edit form
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When a record is added from the inventory table the part inventory adjustment form opens for making a manual inventory adjustment.
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The adjustment form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
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#### Description
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A required description of the reason for the transaction.
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#### Part
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The [Part](inv-parts.md) being adjusted.
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#### Part warehouse
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The [Part warehouse](inv-part-warehouses.md) that needs it's inventory adjusted.
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#### Quantity
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Enter the quantity adjustment.
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