Inventory Impact Designation

To provide precise material tracking information, an impact inventory column is included on the Material Transactions form. This allows all material transactions that occur in Service Management to be recorded regardless of whether they directly affected inventory values.

When transactions with specified item numbers are processed, a material transaction record is created for auditing purposes. This table details which transactions set the Impact Inventory column in the material transactions table to Yes or No.


Transaction Type	Impact Inventory Value
SRO Material Transaction (Sales order Direct Ship Vendor on) - Impact Inventory Flag Off	No
SRO Material Transaction (Sales order Direct Ship Vendor off)- Impact Inventory Flag On	Yes
Purchase Order Receiving	Yes
Purchase Order Receiving as Direct Ship to Vendor (linked to Sales Order / SRO)	No
Transfer Order Shipping / Receiving	Yes
Miscellaneous Issue / Receipt	Yes
Quantity Move / Adjustments	Yes

Material Transaction Report

Use the Impact Inventory field on the Material Transactions Report to include or exclude transaction detail based on whether inventory was affected.

The output of the report indicates if each individual transaction had inventory impact implications.

Material Transactions Form

The Material Transactions form shows information that is otherwise only available when you run the Material Transaction Report. The form supports filter-in-place functionality to promote real-time data analysis. Any notes that were entered for Miscellaneous Issues, Miscellaneous Receipts, and Quantity Moves can be viewed from this form.