Ultriva User’s Conference 2012Inventory Transactions

http://demo.ultrivalms.com/Leansuite/Account.mvc

Presented byLori McNeely

Common Inventory Actions

Issue Inventory

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Move Location

Adjust Inventory

Common Inventory Actions – Buyer Actions

You can perform these transactions via Actions Buyer Actions

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Common Inventory Actions – Buyer Scan

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Scan Buyer Scan

Common Inventory Actions - Windows CE

This presentation will concentrate on Windows CE scanning and standardintegration

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Depending on your scanners, version,and permissions, your screensmay look different

Issue Inventory

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Used when you have items in a stored location and you need to issue/consume inventory to a different location in small lots

• Admin Item set Re-order Cards to Empty Box

Issue Inventory

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• Issue Quantity / Consumed Quantityis subtracted from the card quantity

• The card remains in the original location• When the quantity on the card reaches 0

the card is automatically released

Issue Inventory

• If the Issue Quantity is > the quantity on the card you will receive an error.

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Common Inventory Actions - Integration

Issue Inventory

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• Only one integration point covers all actions

• Look at Transaction_Type to differentiate between them

• Data sent in the file is configurable

Move LocationAdjust Inventory

Issue Inventory - Integration

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Issue Inventory - Integration

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• Transaction_Type field will be “PartsIssued”

• From_Location is the original card Location (Populated Automatically)

• To_Location is the location where you are issuing the inventory

• Quantity is the Issue Qty that was entered in Ultriva

Move Location

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Used to move a card and all of its quantity to a new location

Move Location

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• Card moves to the New Location that was entered

Move Location - Integration

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• Transaction_Type field will be “MoveAndResetQty”• From_Location is the Current Location

(Populated Automatically – normally would not be changed here)

• To_Location is the New Location that was entered• Quantity is populated automatically with the

quantity on this card

Adjust Inventory

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Used to update the quantity on a card at the current location

Adjust Inventory

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• The card value in Ultriva is changed to what was entered in the Adjust Qty box

• If the quantity is set to zero then the card will be released

Adjust Inventory - Integration

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• Transaction_Type field will be “MoveAndResetQty”• From_Location is the original card Location

(Populated Automatically)• To_Location is the Current Location shown above

(Normally would not be changed here)• Quantity is the Adjusted Qty that was entered in

Ultriva

Common Inventory Actions

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What are the benefits?

• Keep better track of inventory

• Keep Ultriva and ERP in sync• Know where the materials are at all times in

Ultriva• The system decides when to replenish the material

and the users don’t have to worry about when to scan the card - if the item is open box or empty box

• End user is just using one system for material replenishment

Common Inventory Actions

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