Required Actions

The Required Actions widget displays information based on the matrix selected in the On Your Radar widget.

You can use these options in the widget:

  • View all: To view all categories of tasks in a separate window based on the selected matrix.
  • Review: To view the details of a selected category in a separate window.

Required actions for Unavailable Inventory

When you click the Unavailable Inventory matrix in the On Your Radar widget, the required actions related to unavailable inventory are displayed as slim cards, grouped by warehouse.

You can click Review to access the Unavailable Inventory window and perform these actions:

  • View the list of unavailable product inventory records, with details such as Product Number, Qty Unavailable, Reference, Unit, Reason, Enter Date, and ARP Vendor.
  • Filter the list by Product Number, Reason, and Reference.
  • Use the Search field to filter the list of products.
  • Click a product number to access the details of the product on the Product Inquiry screen in the CloudSuite Distribution (CSD) application.
  • Click a vendor number to access the details of the vendor on the Vendor Inquiry screen in the CSD application.

  • Select a product record and use these options:

    • Move Unavailable to On Hand: To access the Unavailable Inventory Entry-Move Unavailable to On Hand screen in the CSD application.
    • Move On Hand to Unavailable: To access the Unavailable Inventory Entry-Move On Hand to Unavailable screen in the CSD application.
    • Modify Unavailable Reason: To access the Unavailable Inventory Entry-Modify Unavailable Reason screen in the CSD application.

  • Click View in the Details column to access product details window and perform these actions:

    • View the product and the associated sales order information.
    • Click a sales order number to access the details of the order on the Sales Order Inquiry screen in the CSD application.
    • Click a vendor number to access the details of the vendor on the Vendor Inquiry screen in the CSD application.
    • Click Back to list to view the list of unavailable product inventory records.

Required actions for Dead Stock

When you click the Dead Stock matrix in the On Your Radar widget, the required actions related to dead stock are displayed as slim cards, grouped by warehouse.

You can click Review to access the Dead Stock Review window and perform these actions:

  • View the list of products in a warehouse that does not have sales or usage activity within the evaluated period, with details such as Product Number, Description, Product Line, Qty On Hand, Unit Cost, Inventory Value, Annual Usage, Last Sale Date, and Vendor Number.
  • Filter the list by Product Number and Product Line.
  • Use the Search field to filter the list of products.
  • Click a product number to access the details of the product on the Product Inquiry screen in the CSD application.
  • Click a vendor number to access the details of the vendor on the Vendor Inquiry screen in the CSD application.

Required actions for New Products

When you click the New Products matrix in the On Your Radar widget, the required actions related to the newly created products are displayed as slim cards, grouped by warehouse.

You can click Review to access the New Products window and perform these actions:

  • View the list of newly created products, with details such as Product Number, Description, Product Category, Product Line, UOM, Warehouse, Lead Time, Safety Stock, and Vendor Number.

  • Filter the list by Date Range. Possible values:

    • Today
    • Last 7 days (default)
    • Last 30 days
    • Last 60 days
    • Last 180 days
  • Use the Search field to filter the list of products.
  • Click a product number to access the details of the product on the Product Inquiry screen in the CSD application.
  • Click a vendor number to access the details of the vendor on the Vendor Inquiry screen in the CSD application.

Required actions for Product Exceptions

When you click the Product Exceptions matrix in the On Your Radar widget, the required actions related to product exceptions are displayed as slim cards, grouped by product rank.

You can click Review to access the Product Exceptions window and perform these actions:

  • View the list of products exceptions, with details such as Warehouse ID, Product Number, Description, Type, Class, Frozen Reason, Frozen Date, Frozen Reason (Current), Order Point, Line Point, Order Qty, Usage Qty, ABC Rank, and Status.

    Note: You can mention the new frozen reason in the Frozen Reason (Current) column.

  • Filter the list by Warehouse, Product Line, Frozen Reason, and Product Status.

    Note: The Frozen Reason field is only available for Automated record types.
  • Use the Search field to filter the list of products.
  • Click a product number to access the details of the product on the Product Inquiry screen in the CSD application.

  • Select a product exception record and use these options to access the Product Exception Center screen in the CSD application:

    • Mass Update
    • Recalculate Ordering Controls
    • Maintain Warehouse Product