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P03 | Inventory Management Tool (MCUI)
The document discusses various tools for inventory management in MC University's inventory management system. It describes how estimated and actual parts can be added to work orders, and how this interacts with inventory counts. It also explains how the adjust inventory, count inventory, and transfer inventory tools can be used to update inventory quantities, count physical inventory, and move inventory between stock rooms. Notification rules are also discussed as a way to set up alerts about inventory counts.
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P03 | Inventory Management Tool (MCUI)
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- 2. MC University Using Partson Work Orders Tools for Inventory Management Agenda
- 3. MC University Using Partson Work Orders Overview Estimated vs. Actual Parts Types of Parts Using Parts on Work Orders
- 4. MC University Inventory andWork Order interactions: • Complete required Tasks • Estimate potential costs • Manage Inventory counts Using Parts on Work Orders
- 5. MC University Added toCosts tab of Work Order Estimates used to Reserve quantities Actuals will decrease On Hand and Available quantities Using Parts on Work Orders (cont’d)
- 6. MC University Can beadded through Complete / Close Dialog Using Parts on Work Orders (cont’d)
- 7. MC University Estimated Parts: •Typically defined at Procedure level • Reserves quantity from Inventory • Creates Actuals record • Quantity can be converted to Actuals Estimated vs. Actual Parts
- 8. MC University Actual Parts: •Parts used to complete Work Order • Decreases On Hand quantity • Can be used to rotate Assets Estimated vs. Actual Parts (cont’d)
- 9. MC University Estimates canbe transferred to Actuals from Complete / Close Dialog Overwrites manually entered Actual Material records! Estimated vs. Actual Parts (cont’d)
- 10. MC University Three differenttypes of Parts can be added to Work Orders: • Stocked Items • Out of Pocket Items • Direct Issue Items Types of Parts
- 11. MC University Stocked Items: •Maintained in Stock Room • Counts are managed • Added as Estimates and/or Actuals • Can be rotating Assets Types of Parts (cont’d)
- 12. MC University Out ofPocket Items: • Inventory counts are not managed • No Purchase Order activity • Typically added as Actuals Types of Parts (cont’d)
- 13. MC University Direct IssueItems: • Inventory counts are not managed • Add item as estimate (must create Purchase Order) • Can be added as Actuals Types of Parts (cont’d)
- 14. MC University Direct IssueItems added to Estimates flag need to order Once ordered, new Purchase Order added to sub-tab Types of Parts (cont’d)
- 15. MC University Interactive Example1 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • P03 – Adding Estimated and Actual Parts to Work Order
- 16. MC University Adjust Inventory CountInventory Transfer Inventory Transactions Tab Notification Rules Tools for Inventory Management
- 17. MC University Update multipleinventory quantities from single screen Powerful tool for correcting Inventory counts Actions Adjust Inventory… Adjust Inventory
- 18. MC University Filter byRepair Center and Stock Room Row displayed for each Item identifies current Inventory levels Adjust Inventory (cont’d)
- 19. MC University Ability tocorrect or update quantities and information: • On Hand (OH) • Reserve (R) • Available (A) • Reorder Point (RP) • Cost • Charge Adjust Inventory (cont’d)
- 20. MC University Assists in Countsare saved prior to applying Must be applied to adjust Inventory Count Inventory
- 21. MC University Lists allInventory with editable columns Filter to Items With Count Values Only using indicator Count Inventory (cont’d)
- 22. MC University Ability toupdate Physical Count of a Part Difference field will auto-update (read only) On-Hand count is populated from Inventory module (read only) Count Inventory (cont’d)
- 23. MC University Example ofusing Count Inventory tool: Count Inventory (cont’d)
- 24. MC University Interactive Example2 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • P03 – Adjust and Count Inventory
- 25. MC University Transfer inventoryfrom one Stock Room to another Quickly move one or more Items Actions Transfer Inventory Transfer Inventory
- 26. MC University Example ofusing Transfer Inventory tool: Transfer Inventory (cont’d)
- 27. MC University Example (cont’d): TransferInventory (cont’d)
- 28. MC University Interactive Example3 Let’s practice the skill you just learned! Check out the following interactive example, located under the MCU course slides: • P03 – Transfer Inventory Tool
- 29. MC University Transaction Tabmaintains Inventory information for individual Parts Sub-tabs summarize transactions resulting in current Inventory levels Transactions Tab
- 30. MC University Filters areavailable to limit results by: • Repair Center • Stock Room • Transactions after a specific date Transactions Tab (cont’d)
- 31. MC University Default displayincludes smart elements to open associated records Default setup for each sub-tab includes row for transaction grouped by stock room and Item ID Transactions Tab (cont’d)
- 32. MC University Rules attachedto Inventory Items to notify about Counts Enabled on the Attach tab Notification Rules
- 33. MC University Select Ruleto open dialog Specify type of message, Recipients and more Notification Rules (cont’d)
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