Lucity's integration with the Eden > Inventory module enables agencies to track inventory use, departmental billing, and stock reorders based on materials used in the Lucity > Work Orders module. Inventory items that are included on a Work Order in the desktop flow through to an Inventory Request document within the EDEN Inventory module.
Components
Inventory Item Update - The Lucity > Work > Work Flow Setup > Materials module is updated with information from the Eden Inventory. This option keeps the two systems in sync.
Inventory Request Import - This function imports inventory-related data from the Lucity Work Order module, which creates Inventory Requests in Eden.
Process
Inventory Item Update
Eden Interface
On the Inventory Control > Items form, click the Update Lucity Materials button. The Inventory Control > Items in Eden will be added to Lucity. Existing items will be updated.
These items can then be associated with default warehouses, resources, categories, and quantities via the Lucity > Work > Work Flow Setup > Materials module.
Eden > Inventory > Item field: Lucity > Work > Work Flow Setup > Material field
Item Number : Material ID (code - marked in orange)
Item short description : Material ID (description - marked in blue)
Unit of Measure : Unit of Measure (marked in green)
Unit Cost : Unit Cost (marked in red)
Note: All of these fields may be modified in the Materials module. See the system administrator for details.
Non-Eden material resources may be used as well.
These resources can be marked as Journal Entry Import (marked in purple) on the Material record.
Marking them as Journal Entry Import enables the associated data to be imported into Eden General Ledger Journal Entries.
Inventory Request Import
Lucity Interface
Create a Lucity Work Order and Task.
Add a Material resource to the task.
Enter the Account # and the Proj No-Acct (optional) to the resource.
Select the Warehouse the material should come from.
Enter the Units and Unit Cost.
Enter the Res Start Date and Res End Date fields.
Change the Work Order Status to > 950 to close the work order.
Users can now import these records into Eden through the Eden > Inventory Control > Issuance > Inventory Requests form.
If the work order requests a larger quantity than is available, the record will not import.
After the import, the Processed by Financials flag is auto-checked on the Lucity Work Order record.
When the import is complete, Eden users can update and create material resource records on the work order and push those changes back to Lucity.
Eden Interface
Go to Inventory Control > Issuance > Inventory Request.
Click the Lucity Import icon on the toolbar.
To import a batch:
Enter the Department making the inventory requests and a description of the batch.
Enter a Warehouse that will process the Inventory requests (marked in orange).
To import a single record:
Enter a WO Number (marked in red).
The import will only consider the Lucity Work Order > Material Resources that are assigned to the selected Warehouse.
The process then checks the inventory item's Quantity On Hand. If the quantity will cover the requested quantity, the resource request will be imported. If the quantity is insufficient, the resource request will not be imported until a sufficient quantity is available.
The system generates an exception report listing records that could not be imported or those that were imported but have problems.
After the import, the Processed by Financials flag is auto-checked on the Lucity Resource record.
Fields imported during this process
