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2.4.  Item Availability Workbench

The Item Availability workbench is designed to consolidate on one screen the functions performed by personnel who manage and track inventory. To access the Item Availability workbench, go to Item Site Workbench. The following screen will appear:

Item Availability Workbench

The Item Availability workbench displays the following options:

Item Number

Enter the item number of the item whose inventory availability you want to display.

UOM

Inventory unit of measure (UOM).

To view inventory availability for the specified item, select the Availability option on the Availability tab.

When displaying inventory availability by item, you are presented with the following options:

Show Availability as of

Show availability using one of the following criteria:

Item Site Lead Time

Select to show projected availability based on the lead time specified in the Item Site master.

Look Ahead Days

Select a number using the arrows, or manually enter a value up to a maximum of 1000. Future availability for the specified item will be displayed based on the value entered here.

Cutoff Date

Display will show projected inventory availability as of date entered up to a maximum of 1000 days.

Dates

Display will show projected inventory availability for the date range entered.

Availability

Display lists inventory availability by item, using the specified parameters. If planned availability displays in the color orange, this means the actual or projected quantity on hand (QOH) is at or below the reorder level. If the color is red, the current or projected QOH is below zero.

To display running availability, select the Running Availability option on the Availability tab. The following screen will appear:

Item running Availability

When displaying running availability, you are presented with the following options:

Site

Specify site whose running availability you want to display.

Show Planned Orders

Select to show planned orders in the display. Planned orders will display in blue type.

Available QOH

Quantity available immediately to satisfy work order and sales order demand.

Netable QOH

Quantity that is allowed to be used for inventory planning purposes (i.e., MRP).

Reorder Level

Displays the reorder level, which specifies the minimum QOH allowed before an item must be reordered. The reorder level is maintained in the Item Site master.

Order Up To Qty

Indicates the quantity level that MRP planned replenishment orders will order up to.

Order Multiple

Displays the order multiple, which specifies the increments the item must be ordered in. The order multiple is maintained in the Item Site master.

Running Availability

Display lists running availability for the selected item, using the specified parameters. Red lettering indicates the due date has passed or running availability has dropped below zero. The color orange means the actual or projected QOH is at or below the reorder level.

To view lot/serial and/or location information for the specified item, select the Inventory Detail tab. The following screen will appear:

Location/Lot#/Serial# Detail on Item Availability Workbench

When displaying detailed inventory information, you are presented with the following options:

All Sites

Select to display detailed location/lot/serial number information for all sites.

Selected

Specify site whose detailed location/lot/serial number information you want to display.

Locations

Display lists location/lot/serial number detail, using the specified parameters. Items will display in red type if the quantity in question has expired.

To view order details for the item, select the Orders tab. If you want to view purchase order information for the item, select the Purchase Orders option. The following screen will appear:

Purchase Order details on Item Availability Workbench

When displaying purchase orders for the item, you are presented with the following options:

All Sites

Select to display inventory availability for all sites.

Selected

Specify site whose inventory availability you want to display.

All Items

Select if you want to view all purchase orders for the item.

Open Items

Select if you only want to view purchase orders with open items.

Closed Items

Select if you only want to view purchase orders with closed items.

All Purchasing Agents

Select if you do not want to filter on purchasing agents.

Selected

Select if you only want to see purchase orders for a single purchasing agent. You will then need to select an agent from the drop-down menu.

Purchase Order Items

Display lists purchase orders for the item according to the selected criteria.

To view sales order information for the item, select the Sales Orders option on the Orders tab. The following screen will appear:

Sales Order details on Item Availability Workbench

When displaying sales orders for the item, you are presented with the following options:

Starting Order Date

Enter the earliest order date you want to include in the report. By default, the starting order date will be -30 days from the current date.

Ending Order Date

Enter the latest order date you want to include in the report.

Sales Orders

Display lists sales orders for the item according to the selected date range.

To view quote information for the item, select the Quotes option on the Orders tab. The following screen will appear:

Quote details on Item Availability Workbench

When displaying quotes for the item, you are presented with the following options:

Starting Order Date

Enter the earliest quote date you want to include in the report.

Ending Order Date

Enter the latest quote date you want to include in the report.

Show Converted

Select to include quotes that have been converted to sales orders.

Quotes

Display lists quotes for the item according to the specified selections.

To view item pricing by customer, select the Customer Prices option on the Orders tab. The following screen will appear:

Customer Price details on Item Availability Workbench

When displaying item prices by customer, you are presented with the following options:

Customer #

Enter the customer number of the customer whose item prices you want to view. The lookup feature located to the right of the field leads to a searchable customers list. You may also access this list using the keyboard shortcut CTRL + L. Once a customer number is entered, the customer name and billing address will display. Click on the magnifying glass or $ symbol and select Open to view customer information for the specified customer. If a customer's credit is good, the button will feature a black question mark (?) icon. If the customer is on credit warning, the icon will turn into an orange dollar sign ($). A red dollar sign ($) indicates the customer is on credit hold.

Show Expired Prices

Select to display expired prices.

Show Future Prices

Select to display future prices.

Show Costs and Margins

Select to show costs and margins using one of the following costing parameters:

Use Standard Costs

Select to show costs and margins using standard costs.

Use Actual Costs

Select to show costs and margins using actual costs.

Prices

Display lists item prices for the specified customer. Cost and margin columns will also appear if the Show Costs and Margins parameter is selected. If the margin is negative, the value will display in red type.

To view history details for the specified item, select the History tab. The following screen will appear:

Inventory History on Item Availability Workbench

When displaying inventory history for the item, you are presented with the following options:

Filter

Refine your search using the available filter options.

Inventory History

Display lists inventory history by item, using the specified parameters.

To view receiving history for the item, select the Receiving History option on the History tab. The following screen will be displayed:

Receiving History on Item Availability Workbench

When displaying receiving history by item, you are presented with the following options:

All Sites

Select to display inventory availability for all sites.

Selected

Specify site whose inventory availability you want to display.

Show

Select to view all purchase orders for the item.

Unvouchered

Select to include unvouchered receipts in the display.

Costs

Select to include purchasing and receiving costs in the display.

All Purchasing Agents

Select to include all purchasing agents in the display.

Selected Purchasing Agent

Select if you only want to see purchase orders for a single purchasing agent.

Purchasing Agent

Specify the purchasing agent. This option will not be available if the All Purchasing Agents option is selected.

Start Date

Enter the earliest date for which you want to see receiving history.

End Date

Enter the latest date for which you want to see receiving history.

Purchase Receipts and Returns

Display lists receiving history for the item according to the selected date range.

To view sales history details for the specified item, select the Sales History option on the History tab. The following screen will appear:

Sales History on Item Availability Workbench

To view Item master details for the item, select the Item Master tab. The following screen will appear:

Item Master detail on workbench

The information displayed on the Item Master tab is for viewing purposes only. These viewable fields are described in detail in the products chapter under Item.

Tip

Costed indented BOM information will be displayed only if the specified item is a manufactured item.

To view BOM information for the specified item, select the Bill of Materials tab. Then, to view a single level BOM, select the Single Level Bill of Materials option. The following screen will appear:

Single Level BOM on Item Availability Workbench

When displaying a single level BOM, you are presented with the following options:

Revision

If revision control is enabled at your site, specify the BOM revision number you want to view. If none exists, simply enter a value to create one. The status of the revision will also be displayed. The following statuses apply to revisions:

Active

This is the current, default revision used for costing and material requirements planning (MRP). Only one revision can be active at the same time. Active revisions may be modified. However, once a revision becomes inactive, it may no longer be changed.

Show Expired Components

Select to cause expired components to be listed in the Bill of Materials display.

Threshold Days

Select a number using the arrows, or manually enter a value up to a maximum of 999. Components that have been expired from the BOM within the specified number of days will be included in the display.

Show Future Components

Select to cause future components to be listed in the Bill of Materials display.

Threshold Days

Select a number using the arrows, or manually enter a value up to a maximum of 999. Components that will be added in future to the BOM within the specified number of days will be included in the display.

Bill of Materials

Display lists single level BOM components, using the specified parameters.

To view costs for a single level BOM, select the Costed Single Level BOM option. The following screen will appear:

Costed Indented BOM on Item Availability Workbench

When displaying costs for an indented BOM, you are presented with the following options:

Revision

Enter the revision number for the costed indented BOM you want to display. The status (active or inactive) will be displayed beneath the revision number.

Use Standard Costs

Select to display standard costs for component items in the specified item's BOM. Both the unit cost and extended cost for each component item, expressed in terms of standard cost, will be displayed—assuming standard costs have been defined for each component item.

Use Actual Costs

Select to display actual costs for component items in the specified item's BOM. Both the unit cost and extended cost for each component item, expressed in terms of actual cost, will be displayed—assuming actual costs have been defined for each component item.

Costed Bill of Materials

Display lists costed indented BOM components, using the specified parameters. The difference between the indented view and the single level view is that the indented view displays all subcomponents if there is a manufactured component listed on the BOM. Actual cost and standard cost will be calculated automatically at the bottom of the display.

Note

In the costed indented BOM, the totals displayed on the screen are derived as follows:

Total Cost

This total is pulled from the Extended Cost column. The total may vary, depending on whether Use Standard Costs or Use Actual Costs is selected.

Actual Cost

This value represents the actual cost for the parent item whose costed indented BOM is being displayed.

Standard Cost

This value represents the standard cost for the parent item whose costed indented BOM is being displayed.

To view where the specified item is used for manufacturing, select the Where Used option on the Bill of Materials tab. The following screen will appear:

Where Used on Item Availability Workbench

When displaying a single level BOM, you are presented with the following options:

Effective

Enter the effective date.

Bill of Materials

Display lists single level BOM components, using the effective date specified.

To view the dashboard associated with your Item Availability workbench, select the Dashboard tab. The following screen will appear:

Item Availability Workbench Dashboard

The item availability dashboard includes the following pre-loaded dashboard panes, which you can either remove or supplement with additional panes at any time:

Item Sales by Month

Displays sales volume for the item by month.

Dashboard panes are used to contain charts, which are populated using datasources. To create a new dashboard pane, select the ADD button located toward the bottom of the Dashboard window. The following screen will appear:

Add new Pane

When creating a new dashboard pane, you are presented with the following options:

Pane Title

Enter a title to identify the pane.

Pane Description

Enter a brief description to describe the pane.

Datasource

Specify which datasource you want to use as the source for the dashboard pane's chart. The dashboards package includes several stock datasources. You may also create custom datasources on your own. For more information, please see Section 13.1.9, “Datasources”.

Chart Type

Specify which chart type you want the dashboard pane to display. The chart type options will be limited to the types specified on the selected datasource definition.

Layout Grid Width

Specify how many panes you want displayed in a row on the Dashboard screen, from as few as one to as many as three across. The layout grid width options will be limited to the layout options specified on the selected datasource definition.