Using Visual Inventory functions

The image below illustrates an example of the Inventory display mode within Visual Inventory. The locations containing item SX-330 have been colored with the selected Filter Color value.

Inventory display mode 50

Mouse
The mouse wheel can be used to zoom in and out. The left mouse button can be used to rotate the model. The right mouse button provides a way to pan up/down/left/right.
Main Toolbar
From the Main Toolbar, you can access:
  • Section: If locations have been placed in different sections, this menu provides a way to switch between them. Only one section can be displayed at a time. This capability can be helpful for large facilities or when locations from multiple buildings are in the same Infor WMS facility.
  • View: This menu is used to switch between the three display modes; Task Age, Task Frequency, and Inventory.
  • Center Display: The Center Display button (shown below) re-centers the 3D model.

    center display button

  • Clear Display Settings: The Clear Display Settings button (shown below) clears any coloring that has been applied using one of the view modes.

    Clear Display

  • Refresh Data: The Refresh Data button (shown below) reloads location and inventory data.

    Refresh data

  • Open New Window: The Open New Window button (shown below) opens a new browser window containing only the Visual Inventory page.

    Open new window

  • Help: The Help button (shown below) opens the Infor Cloud Suite WMS help window and navigates to the Visual Inventory section.

    Help button

Task Frequency
The Task Frequency View allows you to color locations based on task activity. You must either select currently pending tasks or specify a date range of previously completed tasks.

Task frequency settings50

Click Filter to color the locations based on your specified criteria.

task frequency layout50

Task Age
When you switch to the Task Age view, you are prompted for a list of task types you want to view.

task age settings50

The locations are then colored based on the oldest age task found for a location.

Inventory
When you switch to the inventory view, you are prompted to specify a combination of location and inventory criteria. Click Filter to color locations containing material matching the criteria. You can switch the color and run multiple inventory filters at the same time. Click Clear to remove all coloring and clear the filter criteria.

Inventory settings50

Click List View to replace the 3D model with a data grid listing matching inventory records.

Inventory Records Screen50

You can select records to schedule moves, place LPNs on hold, and perform adjustments or transfers. You can click 3D View to switch back to the 3D model display.

Location Details
When you select a location in the 3D model, the Location section in the accordion on the left side of the screen is populated. You can then set the location hold or initiate a replenishment.

Location details

Inventory Details
The Inventory section of the accordion displays each piece of inventory in the selected location. You can schedule moves, place LPNs on hold, and perform adjustments or transfers.

Inventory details 50 percent

Task Details
The Task section displays all tasks for the selected location. You can initiate a cycle count.

Task details50