P02 - Managing Parts Using Stockrooms (MCU)
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This session will cover inventory configuration for stock rooms including an overview of pricing, rotating parts, and Direct Issue vs. Stocked Inventory.
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P02 - Managing Parts Using Stockrooms (MCU)
- 1. MC University P02|Managing Parts Using Stockrooms
- 2. MC University Stock Rooms Defined Adding Stock Rooms Rotating Items Agenda
- 3. MC University Stock Room Overview Stock Room Module Direct Issue vs. Stocked Items Stock Rooms Defined
- 4. MC University Locations tab of each part displays Stock Rooms where part is located Parts can be maintained in multiple Stock Rooms Stock Room Overview
- 5. MC University Quick access to quantity and cost information Green Stock Room names are used to highlight where items needed to be reordered Stock Room Overview (cont’d)
- 6. MC University New Stock Rooms are managed in Stock Room Module Details tab stores identification information Stock Room Module
- 7. MC University Shipping / Billing tab stores Buyer, Shipping, and Billing Info Items tab lists all Inventory maintained in Stock Room Attach tab stores documents Stock Room Module (cont’d)
- 8. MC University Two different types of Inventory: • Direct Issue Items • Stocked Items Direct Issue vs. Stocked Items
- 9. MC University Direct Issue Items: • Defined on Details tab • Typically not kept in Stock Rooms • Orders placed with vendor as needed Direct Issue vs. Stocked Items (cont’d)
- 10. MC University Auto-order feature requires specific details to be established (Direct Issue): • Vendor relationship • Ship To and Bill To info (Repair Center) • Typically no Stock Room association Direct Issue vs. Stocked Items (cont’d)
- 11. MC University Stocked Items: • Stored in Stock Room / warehouse • Frequently used and quantities maintained • Re-ordered as needed Direct Issue vs. Stocked Items (cont’d)
- 12. MC University Auto-order feature requires established Stock Room details (Stocked items): • Reorder quantity > 0 for Item • Vendor relationship • Ship To and Bill To info (Stock Room) Direct Issue vs. Stocked Items (cont’d)
- 13. MC University Adding Stock Room for Part Stock Room Popup Fields and Columns Adding Stock Rooms
- 14. MC University Filters by Stock Room Repair Center Selected Stock Room displays Stock Rooms Popup Item details defined for Stock Room Adding Stock Rooms for Part
- 15. MC University Stock Room Parameters: • Indicators • Bin and Lot information • Order / Issue units Stock Room Popup
- 16. MC University Reorder parameters: • Reorder Point • Maximum Point • Reorder quantity • Required for auto-order Stock Room Popup (cont’d)
- 17. MC University Initial Inventory levels: • On Hand (mandatory) • Available (auto-calculates) • Other fields “read-only” Stock Room Popup (cont’d)
- 18. MC University Additional data fields: • Account • ABC Code • Count Cycle • Last Counted date Stock Room Popup (cont’d)
- 19. MC University Cost Rule and field value: • Enter or modify cost rule for stock room • Average and Last cost can be manually added for reference • Standard (fixed) cost should be entered Stock Room Popup (cont’d)
- 20. MC University Charge Price and Charge Percentage: • Customer or internal chargebacks • Fixed Charge Price • Calculate Charge Price with Charge Percentage Stock Room Popup (cont’d)
- 21. MC University Auto-Update indicators: • Updated estimated costs defined for material on Procedures • Specify cost to be applied • Update estimated charge rates for Procedures Stock Room Popup (cont’d)
- 22. MC University Apply / Close button on Stock Room Popup adds Part to Locations tab Part information added to fields and columns displayed Stock Room Popup (cont’d)
- 23. MC University Filters available by Repair Center (designated at Stock Room level) Stock Room identifying information Fields and Columns
- 24. MC University Part Quantities: • Issue Unit information • Reorder Point Fields and Columns (cont’d)
- 25. MC University • On Hand • Reserved • Available Fields and Columns (cont’d)
- 26. MC University On Order (Approved and All): • Number of items currently on order • Upon PO creation, On Order (All) updates Fields and Columns (cont’d)
- 27. MC University • Upon PO approval, On Order (Aprv) updates • After PO Receipt, On Hand and Available increase and On Order decreases Fields and Columns (cont’d)
- 28. MC University Average Cost Column: • Calculated average cost for items purchased Last Cost Column: • Cost of most recent purchase Standard Cost Column: • Fixed cost of Item Fields and Columns (cont’d)
- 29. MC University What are Rotating Items? Creating Rotating Items Rotating Items
- 30. MC University Serialized Inventory rotated in and out of use as an Asset Corrective and Preventive Work Orders can be created to perform maintenance on Inventory What are Rotating Items?
- 31. MC University Serial Number should be unique for identification (Asset Details Tab) What are Rotating Items? (cont’d)
- 32. MC University Stock Room Folder created in Asset Tree for Rotating Items Two ways to rotate Items: • Work Order costs tab • Drag and drop functionality in Asset Tree What are Rotating Items?
- 33. MC University Inventory in associated Stock Rooms are incremented and decremented Items are never considered consumed (delete or set inactive) What are Rotating Items?
- 34. MC University Created like a standard Inventory item but with Rotating Item Indicator checked Creating Rotating Items
- 35. MC University System generated through Purchase Order or Stock Room Inventory adjustment Assets can be manually associated with Inventory Creating Rotating Items (cont’d)
- 36. MC University In this example Rotating Items will be created, Serial numbers will be added, and Items will be moved to different locations Rotating Items: Example
- 37. MC University Rotating Item? (Serialized) indicator selected: Rotating Items: Example (cont’d)
- 38. MC University Total of five Rotating Assets added between two Stock Rooms: Rotating Items: Example (cont’d)
- 39. MC University Rotating Items are located under Stock Room folders in Asset Tree: Rotating Items: Example (cont’d)
- 40. MC University Serial numbers are added to Details sub-tab of Asset and Assets are moved: Rotating Items: Example (cont’d)
- 41. MC University On Hand quantity has been updated per location changes: Rotating Items: Example (cont’d)
- 42. MC University Transaction is recorded under Rotating Assets tab for Part: Rotating Items: Example (cont’d)