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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
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, select the "Item Availability Workbench" option. The following screen will appear:
The Item Availability Workbench displays the following options:
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 using one of the following criteria:
Select to show projected Availability based on the Lead Time specified in the Item Site master.
Select a number using the arrow buttons, 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.
Display will show projected Inventory Availability as of date entered up to a maximum of 1000 days.
Display will show projected Inventory Availability for the date range entered.
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 is at or below the Reorder Level. If the color is red, the current or projected Quantity on Hand is below 0.
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:
Specify Site whose Running Availability you want to display.
Select to show Planned Orders in the display. Planned Orders will display in blue type.
Displays the Quantity on Hand for the specified Item.
Displays the Order Multiple, which specifies the increments the Item must be ordered in. The Order Multiple is maintained in the Item Site master.
Displays the Reorder Level, which specifies the minimum Quantity on Hand allowed before an Item must be reordered. The Reorder Level is maintained in the Item Site master.
Indicates the quantity level that MRP Planned Replenishment Orders will order up to.
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 0.
To view Lot/Serial and/or Location information for the specified Item, select the "Inventory Detail" tab. The following screen will appear:
When displaying detailed Inventory information, you are presented with the following options:
Select to display detailed Location/Lot/Serial Number information for all Sites.
Specify Site whose detailed Location/Lot/Serial Number information you want to display.
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:
When displaying Purchase Orders for the Item, you are presented with the following options:
Select to display Inventory Availability for all Sites.
Specify Site whose Inventory Availability you want to display.
Select if you want to view all Purchase Orders for the Item.
Select if you only want to view Purchase Orders with open Items.
Select if you only want to view Purchase Orders with closed Items.
Select if you do not want to filter on Purchasing Agents.
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.
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:
When displaying Sales Orders for the Item, you are presented with the following options:
Enter the earliest Order date you want to include in the report.
Enter the latest Order date you want to include in the report.
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:
When displaying Quotes for the Item, you are presented with the following options:
Enter the earliest Quote date you want to include in the report.
Enter the latest Quote date you want to include in the report.
Select to include Quotes that have been converted to Sales Orders.
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:
When displaying Item Prices by Customer, you are presented with the following options:
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 "$" symbol and select "Open" to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a magnifying glass icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
Select to display expired Prices.
Select to display future Prices.
Select to show Costs and margins using one of the following costing parameters:
Select to show Costs and margins using Standard Costs.
Select to show Costs and margins using Actual Costs.
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:
When displaying Inventory history for the Item, you are presented with the following options:
To view receiving history for the Item, select the "Receiving History" option on the "History" tab. The following screen will be displayed:
When displaying receiving history by Item, you are presented with the following options:
Select to display Inventory Availability for all Sites.
Specify Site whose Inventory Availability you want to display.
Select to view all Purchase Orders for the Item.
Select to include unvouchered Receipts in the display.
Select to include Purchasing and Receiving Costs in the display.
Select to include all Purchasing Agents in the display.
Select if you only want to see Purchase Orders for a single Purchasing Agent.
Specify the Purchasing Agent. This option will not be available if the "All Purchasing Agents" option is selected.
Enter the earliest date for which you want to see receiving history.
Enter the latest date for which you want to see receiving history.
To view Sales History details for the specified Item, select the "Sales History" option on the "History" tab. The following screen will appear:
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.
Costed Indented BOM information will be displayed only if the specified Item is a manufactured Item.
To view Bill of Materials information for the specified Item, select the "Bill of Materials" tab.
When displaying Costs for an indented Bill of Materials, you are presented with the following options:
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.
Select to display Standard Costs for component Items in the specified Item's Bill of Materials. 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.
Select to display Actual Costs for component Items in the specified Item's Bill of Materials. 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.
Display lists Costed Indented Bill of Materials 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 Bill of Materials. Actual Cost and Standard Cost will be calculated automatically at the bottom of the display.
In the Costed Indented Bill of Materials, the totals displayed on the screen are derived as follows:
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.
This value represents the Actual Cost for the parent Item whose Costed Indented BOM is being displayed.
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:
When displaying a single level Bill of Materials, you are presented with the following options: