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inventory [2021/05/20 17:15]
dlm [Unplanned Move] 		inventory [2023/08/14 20:32] (current)
dlm [One Step Material Transfer]
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 Once the lot number has been entered and accepted, the user will be redirected back to the Unplanned Move screen to complete the transaction.   Once the lot number has been entered and accepted, the user will be redirected back to the Unplanned Move screen to complete the transaction.  
  
-**Please Note:**The Unplanned Move function can be launched directly from the Stock Status screen. Please see the **Stock Status - Launch Other Actions** section for details. +**Please Note:** The Unplanned Move function can be launched directly from the Stock Status screen. Please see the **Stock Status - Launch Other Actions** section for details. 
  
 \\ \\
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 This function relies on a location with a custom location type of STAG. Setup for this functionality usually requires customization and consulting.  This function relies on a location with a custom location type of STAG. Setup for this functionality usually requires customization and consulting. 
  
-The Stage Material to Production function can be launched directly from the Stock Status screen. Please see the **Stock Status - Launch Other Actions** section for details. +**Please Note: **The Stage Material to Production function can be launched directly from the Stock Status screen. Please see the **Stock Status - Launch Other Actions** section for details. 
 \\ \\
 =====Stock Status===== =====Stock Status=====
 The Stock Status screen gives immediate, real-time information about part quantities in all locations. The Stock Status screen gives immediate, real-time information about part quantities in all locations.
  
-{{:stock_status_launch_other_actions_3.jpg?400|}}+{{:stock_status.jpg?400|}}
  
 ===Item Number=== ===Item Number===
 Enter the item number and hit <enter>. Enter the item number and hit <enter>.
 +  *Total On Hand of this item for all locations will also display on this screen.  
   *Stock Status will display the locations and quantities for the home facility determined in Set Facility.     *Stock Status will display the locations and quantities for the home facility determined in Set Facility.  
   *If you would like to look up the stock status for an item number in a different facility, enter the item number and facility code separated by the vertical bar character: |     *If you would like to look up the stock status for an item number in a different facility, enter the item number and facility code separated by the vertical bar character: |  
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 The Location Stock Status screen allows users to look at all item numbers within a location. The Location Stock Status screen allows users to look at all item numbers within a location.
  
-{{:location_stock_status.jpg?400|}}+{{:location_stock_status.jpg?350|}}
 ===Location=== ===Location===
 Enter the location and hit <enter>. Enter the location and hit <enter>.
 +
 +The Total On Hand for all items in the location will also display on this screen. 
  
 ====Launch Stock Status from Location Stock Status==== ====Launch Stock Status from Location Stock Status====
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 ===Adjust Reason Code=== ===Adjust Reason Code===
-Enter the adjust reason code. The adjust reason code options are loaded via the schema NEXUS.ADJUST.REASONS.+Enter the adjust reason code. The adjust reason code options are loaded via the schema NEXUS.ADJUST.REASONS.\\ 
 +Entering two periods (..) or two question marks (??) into this field will pop up a list of adjust reason code options.  
 + 
 +{{:ADJUST_REASON_CODES.jpg?400|}}
  
 ===Serial Number Entry=== ===Serial Number Entry===
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 \\ \\
 =====Put Away Inventory===== =====Put Away Inventory=====
-This is a function to put away inventory that will default a To Location to the Client, based on user settings. This function requires additional set up and training beyond standard UNPLANNED MOVE functioning.  +This is a function to put away inventory that will default a To Location to the Client, based on user settings. This function requires additional set up and training beyond standard UNPLANNED MOVE functioning. Please contact NovoRoi Systems for training and set up assistance.
- +
-Clients interested in using this function should contact NovoRoi Systems for training and set up assistance.+
  
 +**Please Note:** The Put Away Inventory function can be launched directly from the Stock Status screen. Please see the **Stock Status - Launch Other Actions** section for details. 
  
 {{:put_away_inventory.jpg?400|}} {{:put_away_inventory.jpg?400|}}
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 =====One Step Material Transfer===== =====One Step Material Transfer=====
 The One Step Material Transfer function moves items from one facility to another in one step.\\ The One Step Material Transfer function moves items from one facility to another in one step.\\
-**Please Note:** This function does not currently support moving items that are lot traced or serial tracked.+ 
 +**Please Note**: The One Step Material Transfer function does not require the user to change/set facility __unless__ the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see [[https://wiki.novoroisystems.net/doku.php?id=inventory#set_facility|Set Facility]] for how to change/set facility. 
  
 {{:one_step_mt.jpg?400|}} {{:one_step_mt.jpg?400|}}
  
 ===Ship From Facility=== ===Ship From Facility===
-Enter the current lfacility of the item number.+Enter the current facility of the item number.
  
 ===Ship To Facility=== ===Ship To Facility===
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 ===Reference (not required)=== ===Reference (not required)===
 Enter reference information to document the One Step Material Transfer.  Enter reference information to document the One Step Material Transfer. 
 +
 +===Serial Number Entry===
 +If the item number being transferred is serial tracked, the Serial Number Entry screen will open after the From Location is entered. \\
 +A valid serial number for an item with a status of On Hand must be entered for each item being transferred. \\
 +Once all serial numbers are entered, the user will be redirected back to the One Step MT screen to complete the transaction. 
 +
 +**Please Note**: The One Step Material Transfer function does not require the user to change/set facility __unless__ the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see [[https://wiki.novoroisystems.net/doku.php?id=inventory#set_facility|Set Facility]] for how to change/set facility. 
 +
 +{{:serial_number_entry.jpg?300|}}
 +
 +\\
 +===Lot Entry===
 +If the item number being transferred is lot traced, the Lot Entry screen will open after the From Location is entered.\\
 +Depending on the Lot Entry Screen Method set in Inventory Constants, one of the following Lot Entry screens will open.
 +
 +**Please Note**: The One Step Material Transfer function does not require the user to change/set facility __unless__ the item number being transferred is serial tracked or lot traced. The validation required for transferring items that are serial tracked or lot traced requires the user to set their current facility in NovoNexus to the Ship From Facility being entered in the One Step MT transaction in order to complete the transaction. Please see [[https://wiki.novoroisystems.net/doku.php?id=inventory#set_facility|Set Facility]] for how to change/set facility. 
 +\\
 +
 +__Standard Lot Entry__: Enter the lot number for the item being transferred. The lot number is entered one time only.
 +
 +{{:lot_entry.jpg?400|}}
 +
 +\\
 +
 +__Serial Lot Entry__: Enter the lot number once for each quantity of the item being transferred. \\
 +For example, if there are 10 items being transferred, the lot number will need to be entered 10 times.  
 +
 +{{:serialized_lot_entry.jpg?400|}}
 +
 +\\
 +
 +Once the lot number has been entered and accepted, the user will be redirected back to the One Step MTt screen to complete the transaction.  
 +
 +\\
 +
  
 \\ \\
 [[novonexus_modules|NovoNexus Modules Menu]] [[novonexus_modules|NovoNexus Modules Menu]]
  
inventory.1621530914.txt.gz · Last modified: 2021/05/20 17:15 by dlm

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