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@@ -4,20 +4,20 @@ The Inventory transactions data table and edit form are used to view past invent
## Authorization Roles required
Many roles can *select* this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Many roles can _select_ this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following [roles](ay-biz-admin-roles.md):
Full access
- Accounting
- Business administration
- Inventory
- Accounting
- Business administration
- Inventory
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
## Import / Export
@@ -27,7 +27,7 @@ Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported]
Inventory transactions are accessed in the following ways:
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Inventory transactions` item to open the Inventory transactions [data table](ay-start-form-data-tables.md)
- From the `Inventory` [navigation drawer](ay-start-form-overview.md#navigation-drawer) `Inventory transactions` item to open the Inventory transactions [data table](ay-start-form-data-tables.md)
## How inventory works
@@ -49,11 +49,33 @@ AyaNova does not _require_ the use of inventory, if it is not something required
## Inventory transactions data table
![table](img/inv-part-inventory-transactions.png)
The Inventory transactions [data table](ay-start-form-data-tables.md) is a view into the inventory block chain showing all prior inventory transactions and access to common data table [menu options](ay-start-form-data-tables.md#common-menu-options).
#### Quantity column
Quantity here shows as negative when inventory is consumed and positive when it's added to the inventory blockchain.
#### Transaction source column
This column shows which AyaNova object is the source of this transaction entry. For a manual ajustment there is no source displayed as the source is the inventory blockchain itself.
#### On hand column
This column shows the resulting total inventory for this part and warehouse combination the **moment after** this inventory transaction was made and before any other transactions were made that affected this part / warehouse combination.
This means that this value is not necessarily the **Current** on hand inventory amount but rather the resulting inventory when this transaction was applied.
You can view a snapshot of the current on hand inventory from the [part inventory](inv-part-inventory.md) form.
## Part inventory adjustment edit form
When a record is added from the inventory transaction table the part inventory adjustment form opens for making a manual inventory adjustment.
![edit form](img/inv-part-inventory-transactions-manual-entry.png)
Most inventory transactions happen automatically when entering work orders or purchase orders but when a record is manually added from the inventory transaction table the part inventory adjustment form opens for making a manual inventory adjustment.
Usually this would be used when first using AyaNova and manually entering the opening inventory, move inventory around from one warehouse to another or to correct mistakes.
The adjustment form contains all the [standard edit form](ay-start-edit-forms.md) functionality and contains the following fields:
@@ -71,4 +93,6 @@ The [Part warehouse](inv-part-warehouses.md) that needs it's inventory adjusted.
#### Quantity
Enter the quantity adjustment.
Enter the quantity adjustment. You can enter a positive number to increase inventory or a negative number to decrease inventory.
AyaNova does not permit negative on hand amounts in inventory so you will receive an error if you attempt to remove more inventory than is contained in that warehouse.