Inventory Control Home - Navigator Tab

Fields

Multi-Site Group: This field allows you to view data in all shared Multi-Site groups including the group logged into by the user. This field is required, and the default value comes from the Multi-Site Group identified on the Users form for the logged-in user.

Source: Use the Purchased, Manufactured, and Transferred check boxes to limit the items that appear on each of the Navigator tabs. The selections you make are compared to the Source field on the Items form.

Tabs

Hot List: This tab shows a list of items that may potentially have an issue with regard to demand vs. quantity on hand. When you click on an item in the grid on the left, the planning detail for that item appears in the grid on the right. When calculating the outstanding demand for items, set the Cutoff Date to look at demand up to this date. The date defaults to the current date.

Transactions: This tab shows material transactions that are of interest to a production planner. Using the information on this tab, a production planner can track down material transactions that affect your day-to-day job. For example, you could use this tab to show if material that was earmarked to be issued to a specific job is no longer available. You can limit transactions that appear by narrowing it down to specific types with the check boxes at the top of the tab. The check boxes are: Adjustments, Misc Issues, Misc Receipts, Cycle Count, and All Types. When All Types is selected, all material transactions are shown, not just those of the types in the other check boxes.

Exceptions: This tab shows MRP and APS Planning exception messages for items with sources that match the options selected by the inventory controller. This information is similar to the information displayed on the Exceptions Report. Select an item in the left grid to see information about that item in the right grid.

Inventory Value: This tab displays the account balance for the current accounting period plus the previous 3 periods for the inventory material account and unit code combination associated with each unique warehouse/product code combination.

Cycle Counting: This tab displays item warehouses that have had a cycle count triggered or have a cycle count currently under way. Use the Warehouse field to limit the records that display. Clear this field to display all warehouses.

Obsolete Item Candidates: This tab displays items that are candidates to be changed to obsolete or slow-moving. Use the Cutoff Date field to select the date to use as the cutoff. All transactions having dates prior to and including this cutoff date are displayed. Clear this field to display all transactions. Use the Included Types field to choose whether to display all types or only preselected types.

Transfers: This tab displays transfers for all warehouses, or a single warehouse. The left grid displays all items being transferred. The right grid displays all scheduled transfer shipments for the selected item and warehouse. Use the Warehouse field to limit the records that display. Clear this field to display all warehouses.

Expiring Lots / Serials: This tab displays lot and serial records that have an expiration date on or before the user-selected cutoff date. Use the Cutoff Date field to select the date to use as the cutoff. All transactions having dates prior to and including this cutoff date are displayed. Clear this field to display all transactions.

Item Quantities: This tab displays general quantity information that is useful to an inventory controller. The data is divided into three grids: Empty Stockroom Locations, Non-Nettable Inventory, and Negative On Hand Quantities.

Item Details: This tab displays inventory that is below the safety stock, as well as zero-cost items.

Standard Cost Analysis: This tab provides your production planner a view of standard cost items and their standard costs as compared to the current unit cost. Choose a planner code from the Planner Code drop-down list to limit the number of items that appear. Leave the Planner Code list blank to return all items.

Reservations: This tab displays key information from the Reservations For Item form.