Select one Parts record for which you want to add Quantity in Inventory.
Click the Toolkit and select Add to Inventory | Selected Record. The following window opens:
The Part Number and Part Description fields will be populated based on your selected record.
The Location ID will default to your Default Location for the Part. You can change this field by selecting the Location ID picklist.
You can specify Warehouse Locations at which the Part does not currently exist.
Enter Quantity (required).
Enter Cost Per Unit (required).
Enter Date and Transaction Time (required).
Complete other fields as desired.
Select Ok.
The Parts > Inventory grid will be updated:
If the Location you chose does not yet appear in the Parts > Inventory grid, a newrecord is added to the Parts > Inventory grid.
If the Location you chose already exists in the Parts > Inventory grid, the tool will update the relevant Location with the new Quantity.
After completing Toolkit, some fields will be updated in the Parts form: Qty on Hand and Average Cost.
A Parts > History record is created to document the changes to Quantity and Cost in Parts > Inventory.
A Parts > Transaction record is created to document the increase in Part Quantity.
Attach Material Category | Current Filter
Attaches Work categories to your filterset of Parts records. Categories applied here will be reflected on the linked Work Material as well. Establishing categories for your Parts records will ensure that the Parts will be available to be added to Work Orders of the same category.
Use the Filtertool to create a filter to identify the Parts to which you want to attach a category.
Click the Toolkit and select Attach Material Category | Current Filter. A prompt indicates the number of records that will be affected by the action.
Click OK. A picklist of available Categories appears. Options in this list come from the Work > Administration > Work Flow Setup > Category Setup:
Use CTRL + click to select the desired Category(ies).
Click Select. The tool runs and adds the Categories to the Categories grid for all Part records in the filterset.
Attach Material Category | Selected Record(s)
Attaches Work categories to your selected Part record(s). Categories applied here will be reflected on the linked Work Material as well. Establishing categories for your Part records will ensure that the Parts will be available to be added to Work Orders of the same category.
Select one or more record(s) to which you want to attach a category.
Click the Toolkit and select Attach Material Category | Selected Record(s). A picklist of available Categories appears. Options in this list come from the Work > Administration > Work Flow Setup > Category Setup:
Use CTRL + click to select the desired Category(ies).
Click Select. The tool runs and adds the Category(ies) to the Categories grid for all selected Part records.
Change Cost Method | Current Filter
Changes Cost Method for the Parts records in the current filterset. Provides better tracking and accountability when changing a Part record's Cost Method. The Cost Method field can no longer be changed through the Parts form and must be changed through this toolkit. After this toolkit completes, the Cost Method will be changed for the Part. A new Part Transaction record is also created that tracks the Cost Method Change.
Use the Filtertool to create a filter for the Parts for which you want to change the Cost Method.
Click the Toolkit in the Parts grid and select Change Cost Method | Current Filter. A prompt indicates the number of records that will be affected by the action.
Click OK. The following pop-up appears:
Open the Cost Method picklist and select the Cost Method that you want to change to.
The Fixed Unit Cost field becomes editable if the Fixed Cost Method is selected from the picklist in Step 3.
Click Select.
Add a Description if desired.
Click OK. The Cost Method is changed on the Parts record(s) in the current filterset.
Change Cost Method | Selected Record(s)
Changes Cost Method for the selected Parts record(s). Provides better tracking and accountability when changing a Part record's Cost Method. The Cost Method field can no longer be changed through the Parts form and must be changed through this toolkit. After this toolkit completes, the cost method will be changed for the Part. A new Part Transaction record is also created that tracks the Cost Method Change.
Use the Filter tool to create a filter for the Parts you want to create a Purchase Order for.
Click the Toolkit and select Create Purchase Order | Selected Record(s). You will be prompted to run the Toolkit against the records in the current filter.
Select OK. The following pop-up appears:
Enter a Purchase Date (required).
Open the Vendor picklist to select a Vendor with whom this transaction is occurring (required).
Click OK. The toolkit runs and a new Purchase Order record is created. The Purchase Order view is opened immediately to show the new record.
All parts selected when the toolkit was run are now entered as Purchase Order Parts under the Purchase Order record.
If the Part record is set up at the Vendor that is defined on the Purchase Order, then all the Vendor Part information will be populated in the Purchase Order Part record (i.e. UPC Code, Vendor Part ID, Vendor Units, Ratio, Vendor Unit Cost, Part Units, Part Unit Cost).
Alternately, if the Part record is NOT set up at the Vendor on the Purchase Order, then the resulting Purchase OrderPart record will be blank and will require the user to manually enter the information on the Purchase Order Part record.
Create Purchase Order | Selected Record(s)
Creates a Purchase Order for the selected Parts record(s).
Select one or more Parts for which you want to create a Purchase Order.
Click the Toolkit and select Create Purchase Order | Selected Record(s). The following pop-up appears:
Enter a Purchase Date (required).
Open the Vendor picklist to select a Vendor from where this transaction is occurring (required).
Click Ok. The toolkit runs and a new Purchase Order record is created.
All Parts selected when the toolkit was run are now entered as Purchase Order Parts under the Purchase Order record.
If the Part record is set up at the Vendor that is defined on the Purchase Order, then all the Vendor Part information will be populated in the Purchase Order Part record.
Alternately, if the Part record is NOT set up at the vendor on the Purchase Order, then the resulting Purchase OrderPart record will be blank and will require the user to manually enter the information on the Purchase Order Part record.
Detach Material Category | Current Filter
Detaches Work Categories from your filtered set of Parts records.
Use the Filtertool to create a filter for the Parts whose Categories you want to update.
Click the Toolkit and select Detach Material Category | Current Filter. A prompt indicates the number of records that will be affected by the action.
Click OK. A list of attached categories appears:
Use CTRL + click to select the Categories you want to detach.
Click Select. The system detaches the selected Categories for all Part records in the filterset.
Manual Parts OnHand Count Adjustment | Selected Record
Manually adjusts the Qty on Hand field for an individual Part. This toolkit would be used to correct an inaccurate OnHand Count, if necessary. This toolkit does not change inventory quantity at a WarehouseLocation.
Identify a Part that requires an adjustment to its Qty on Hand. This can be accomplished by running the Parts with Inaccurate Part Counts report .
In the Warehouse Inventory > Parts module, select a Part record you have identified as needing an adjusted Qty on Hand.
Click the Toolkit in the Warehouse Inventory >Parts grid and select Manual Parts OnHand Count Adjustment | Selected Record. The following message appears:
Click OK. The following pop-up appears:
Enter a new count in the Qty on Hand field.
Click OK. A new record appears in the Transactions grid to record the correction.
Note: A value is only recorded in the Qty on Hand field. This action does not impact the Actual Inventory Quantity.
Manual Transaction Count Adjustment | Selected Record
Adds a Transaction record to adjust the Transaction Quantities. This toolkit would be used to correct an inaccurate Transaction Count.
Identify a Part that requires an adjustment to its Transaction Cost. This can be accomplished by running the Parts with Inaccurate Part Counts report .
In the Warehouse Inventory > Parts module, select a Part record you have identified as needing an adjusted Transaction Count.
Click the Toolkit and select Manual Transaction Count Adjustment | Selected Record. The following message displays:
Click OK. A new pop-up appears.
Enter the New Count.
Click OK. A new record appears in the Transactions grid to indicate the needed correction.
Note: This action does not impact the actual inventory quantity.
Update Average Cost | Selected Record
Manually updates the Average Cost field for an individual Part (assuming Average Cost method is used). Updates the Average Cost on all Part History records that have a Current Qty greater than 0.
Select the Parts record for which you want to update Average Cost.
Click the Toolkit and select Update Average Cost | Selected Record. The following form appears:
Current Average Cost - This is a read-only field that displays that shows the current system-calculated average cost. This average cost calculation can be seen here Average Cost Calculation
Average Cost of Current Parts on Hand - This is a read-only field that shows the current average cost of parts based on the current quantity and cost per unit values in the Part History grid. Calculation: (SUM(PC_COSTUNT*PC_CURRQTY)/SUM(PC_CURRQTY) for all records where PC_CURRQTY>0
New Average Cost - This is a user-defined value. This value will overwrite the existing "Average Cost" value on the Parts form.
Reference - This is a user-defined value.
Reference is a required field. If the user tries to execute the toolkit without specifying a value for Reference, then the following message will display: "Please enter a value for reference number."
Enter the New Average Cost.
Enter a Reference Number to track the change.
Click OK. The following are updated:
The new Average Cost is applied to Average Cost field on the Parts form.
All active Part History records (where Current Qty > 0) have their Cost Per Unit values updated with the New Average Cost and their Average Cost are values updated with the New Average Cost value.
A new record is automatically added to the Transactions grid.
How to attach material category | current filter
and select Add to Inventory | Selected Record. The following window opens:
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