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n:\servdesk\trndocs\invmaint.ppt
ADPICSAdvanced Purchasing and Inventory Control System
INVENTORYMAINTENANCE
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ADPICSADPICSInventory ModuleInventory Module
Initial Set-Up
Issues Suppliesto Requestors
Performs Maintenance
Functions
Receives Shipments
Stocks & Re-Stocks
WAREHOUSE
Receives Requestsfor Supplies
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What is Inventory Maintenance?
On Day 1 of Inventory Maintenance we will:
Create a WarehouseCreate Rows and Bins in a WarehouseAssign Commodity Locations in a WarehouseEnter Details about Commodities on a Master TableLoad Initial Inventory into a WarehouseCreate an ABC TableCreate Part Numbers for Commodities
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What is Inventory Maintenance?
On Day 2 of Inventory Maintenance we will:
Process an AdjustmentProcess a Stock TransferCreate and Process a Count SheetReconcile a CountReview Inventory Reports that are available through the Adpics Guide to Standard Reports
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INVENTORY MAINTENANCE
Setting up the Warehouse
WAREHOUSE
•5300 Screen-Warehouse Table Maintenance•Set up warehouse and default accounting
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INVENTORY MAINTENANCE
Setting up Rows & BinsWAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
•Screen 5600-Warehouse Location Table Maint.•Set up rows and bins
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INVENTORY MAINTENANCESetting up Commodity
Descriptions & Locations
WAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
Commodity A Commodity A Commodity B Commodity C
•Screen 5610-Commodity Location Maint. By Whse.•Set up Commodity Locations•Screen 5100/4600-Inventory Master Table Maint. •Set up Commodity Descriptions
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INVENTORY MAINTENANCE
Enter Commodity Info on Master Table
WAREHOUSE
Detailed Information About the Commodity
•4600-Inventory Master Table Maintenance•Contains detailed information on the commodity
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INVENTORY MAINTENANCESetting up Starting Values
WAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
Commodity A Commodity A Commodity B Commodity C
4,100 BX$10.00
0%
500 BX$9.750%
200 EA$50.00
1%
11,000 PK$2.500%
•Screen 4100-Inventory Adjustment•Set up Starting Values
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HELPFUL HINTS!
Be careful and do accurate data entry.
Make sure your screens match the trainer’s screens.
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ADPICSAdvanced Purchasing and Inventory Control System
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ADPICSAdvanced Purchasing and Inventory Control System
INVENTORYMAINTENANCE
WITH PART NUMBERS
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INVENTORY MAINTENANCE
Setting up the Warehouse
WAREHOUSE
•5300 Screen-Warehouse Table Maintenance•Set up warehouse and default accounting
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INVENTORY MAINTENANCE
Assign Part Description for Each Part Number
WAREHOUSE
Commodity, Part #, & Description
•5310 Screen-Inventory Parts Maintenance•Assign a Part Description to each Part Number
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INVENTORY MAINTENANCE
Setting up Rows & BinsWAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
•Screen 5600-Warehouse Location Table Maint.•Set up rows and bins
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INVENTORY MAINTENANCESetting up Commodity
Descriptions & Locations
WAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
Commodity APart A
Commodity APart B
Commodity BPart C
Commodity CPart D
•Screen 5610-Commodity Location Maint. By Whse.•Set up Commodity and Part Number Locations•Screen 5100/4600-Inventory Master Table Maint. •Set up Commodity Descriptions
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INVENTORY MAINTENANCE
Enter Commodity Info on Master Table
WAREHOUSE
Detailed Information About the Commodity
•4600-Inventory Master Table Maintenance•Contains detailed information on the commodity
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INVENTORY MAINTENANCESetting up Starting Values
WAREHOUSE
Row 001Bin 0001
Row 001Bin 0302
Row 005Bin 0200
Commodity APart A
Commodity APart B
Commodity BPart C
Commodity CPart D
4,100 BX$10.00
0%
500 BX$9.750%
200 EA$50.00
1%
11,000 PK$2.500%
•Screen 4100-Inventory Adjustment•Set up Starting Values
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QUICK TIPS
Do a physical layout of your warehouse on paper first. Prepare a listing of all commodity Ids that are currently used in your warehouse.Attempt to find commodities with the same Inventory U/M as Purchase U/M.
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QUICK TIPSPay special attention to the Conversion Factor field on Inventory Master Table Maintenance (4600 screen). If a mistake is made when setting up your warehouse screens, mark the mistake for deletion using the F3-DELETE key. Adpics Standard Reports are a useful tool to assist you in checking your warehouse set up.
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QUICK TIPSChoose a commodity name on the 4600 screen that is familiar to most users, using the field:SEL ALT COMM ID NAME: (D,1,2,3,4)When creating adjustments, use the comment field for audit purposes.If an error is made after an adjustment is posted, you will have to create another adjustment to correct the initial adjustment.
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QUICK TIPS
A physical count should be done prior to loading inventory on the Inventory Adjustment (4100) screen.Part numbers are optional, but can be used to further define a commodity id. At year end close, run Adpics Standard Report 410 as close to the end of June as possible.
What is Inventory Maintenance?What is Inventory Maintenance?INVENTORY MAINTENANCESetting up the WarehouseINVENTORY MAINTENANCESetting up Rows & BinsINVENTORY MAINTENANCESetting up Commodity Descriptions & LocationsINVENTORY MAINTENANCEEnter Commodity Info on Master TableINVENTORY MAINTENANCESetting up Starting ValuesHELPFUL HINTS!INVENTORY MAINTENANCESetting up the WarehouseINVENTORY MAINTENANCEAssign Part Description for Each Part NumberINVENTORY MAINTENANCESetting up Rows & BinsINVENTORY MAINTENANCESetting up Commodity Descriptions & LocationsINVENTORY MAINTENANCEEnter Commodity Info on Master TableINVENTORY MAINTENANCESetting up Starting ValuesQUICK TIPSQUICK TIPSQUICK TIPSQUICK TIPS