129 lines
5.2 KiB
Markdown
129 lines
5.2 KiB
Markdown
# Part inventory
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The Inventory data table and edit form are used to provide an overview the state of inventory for each part and warehouse.
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In addition it can be used to drive a variety of reports for inventory reconciliation / stock taking or other purposes.
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## Authorization Roles required
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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):
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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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## Import / Export
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Inventory can be [imported](adm-import-inventory.md) into AyaNova and [exported](ay-ex-export.md) out of AyaNova.
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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 drawer](ay-start-form-overview.md#navigation-drawer) `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 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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Rows in this table show each unique Part and warehouse combination individually.
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### Point in time snapshot
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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.
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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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Unlike most other tables showing objects in AyaNova, 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 [Description](inv-parts.md#part-description) field.
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#### Cost
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The value entered into the Part's [Cost](inv-parts.md#cost) field.
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#### Retail
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The value entered into the Part's [Retail](inv-parts.md#retail) field.
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#### Wholesaler
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The [Vendor](vendors.md) selected on the Part's [Wholesaler](inv-parts.md#wholesaler) field.
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#### Alternative Wholesaler
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The [Vendor](vendors.md) selected on the Part's [Alternative wholesaler](inv-parts.md#alternative-wholesaler) field.
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#### Tags
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The Tags selected on this Part's [Tags](inv-parts.md#tags).
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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](inv-part-inventory-transactions.md#part-inventory-adjustment-edit-form) opens in order to enter a manual part inventory transaction adjustment.
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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.
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See the [Part inventory adjustment form](inv-part-inventory-transactions.md#part-inventory-adjustment-edit-form) manual topic for details.
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