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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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#### 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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