IM0500Q Inventory Management Stock Status Inquiry

Stock Status Inquiry

Application Overview 

This function provides you with a wealth of customer service information available by using Function Keys.  For maximum benefit, the users should thoroughly familiarize themselves with the many item inquiry options.  These features are also available in our Sales Desk program. 

The COP Stock Status Inquiry provides for a Customer Number so that when you do an item inquiry for that customer, you have access to pertinent A/R, I/M, and COP data.  Some key features found in this program are:

 1.   Item inquiries listing one or all locations where an item is stocked.  Also included in the item inquiry are stocking totals and Bin numbers.  Being able to view stock status by all locations is extremely useful when you ship from different locations or have the need to transfer from one location to another.  It is also helpful when you have multi locations within your warehouse, (refurbished items, returned goods for resale, factory seconds, inspection, quarantine, etc.), to view stock status totals for that item. 

 2.   Ability to use wildcards to specify the locations you wish to see stock statuses for.

 3.   The option to enter a caller’s name.  This helps the user in remembering who they are talking to, as well as, logging the persons name for future reference.

 4.   After you have entered the customer’s number for an inquiry, and if no caller name was entered, then the caller name will be automatically filled with this customer’s contact name.

 5.   While you are viewing an item’s stock status, you have the following added functions:

a.       View customer price breaks for this customer and item.

b.       Create a quote from the customer’s inquiry.

c.       Create a sales order from the quote.

       d.   View general customer information for the customer.

       e.   View credit & YTD information for the customer.

f.       Perform a Substitute Item Search by location

g.       Perform a Component Available Inquiry to show the stock statuses of all components for a parent item to determine the quantity of the parent that can be built.

h.    Perform an Available To Promise Inquiry to display a listing of future quantity available, (by date), for the inventory item being viewed. 

 

Run Instructions

 Select Stock Status from the pull down COP Inquiry window.  For additional views, see Global Setup Stock Status Inquiry documentation at the end of this manual.

 

 

Stock Status Inquiry Entry Screen

 

Entry Field Descriptions

 

NAME

DESCRIPTION

1.  Caller Name

   Customer No.

The caller name is optional.  It is intended to help you remember whom you are talking with.  If you leave this field blank then it will automatically be filled with the contact name of the customer you choose at the Customer No. prompt.               

This field is mandatory.  You can manually enter the customer number or press [F7] to search by customer number or [F8] to search by customer name.  If you are calling up a previous quote, you can use the F2 key to search for it or the F3 key to enter the quote number.

2.  Item no.

This field is mandatory.  You can manually enter the item number or press [F7] to search by item number or [F8] to search by item description.

3.  Location

Enter the location or leave this field blank for all locations.   For a specific group of locations stocking the item, enter a character and an *, i.e., L* will find all locations starting with the letter “L” such as L1, L2, L3, etc.  A wildcard (*) will only work as the 2nd character, “*L” is invalid and will return the message:  Location Not Found.

 

After completing your entry of Customer No., Item no., and Location, the screen below will display your inquiry information.  Note the Function Keys available at lower menu bar. 

  


 

Stock Status Inquiry Screen for Customer 1500 for Item “CLOCK” at all locations.

 

The field “Your Price” is populated when the customer has a set price code for this item.  “Cust Last Sell Prc” is the price the customer last bought this item for.    “Discount” is the discount set up in the A/R Customer Master file.  This screen contains a wealth of information and the end-user should study the information to see how they can best use it to their advantage, especially for customer service.  The next page details using the Function keys available in lower menu bar.

 Stock Status Inquiry Function Keys

F1: Substitute Item Search:  Allows you to search for a Substitute Item.  This a valuable tool because if you are on the telephone with a customer and you do not want to lose a sale because of price or insufficient quantity available, you can offer the customer a substitute item.

 F2: Component Availability Inquiry:  This option is particularly useful for quickly inquiring on the availability of all items making up a parent item.  By comparing the component Qty Available and the Qty per Parent, it will display the maximum quantity available to make or assemble for the Parent Item. 

 

 


Component Availability Inquiry Screen

Max. Qty Avail: 6.500 means you can immediately make or assemble this quantity for the customer’s sales order.

F3  ATP Inquiry:  Performs an Available To Promise Inquiry displaying a listing of future quantity available, (by date), for the inventory item being viewed.  The locations and sources of quantity, (Sales Orders, Purchase Orders, BOMP Orders, and Shop Floor Orders), are determined in the Available To Promise Setup screen. 

 F5: Prc Break (Price Break):  This function key allows you to view Item Price Breaks that have been setup in COP.  The example below reflects the Customer/Item price code.

 

 


 

Stock Status Inquiry – Price Break Screen (F5)

The Price Break Screen function makes available other [F] keys, lower menu bar, for more effective customer service.  These [F] keys are detailed below.

F1: View Invoice History for the item.  This function key gives a complete listing of all invoices containing the item being inquired on.

F2: View Customer Invoice History by Item.  This function key gives a listing of all invoices, by item order, pertaining to the customer specified in the Stock Status Inquiry.

F3: Customer Acct Summary

                        1.         Open Item Inquiry

a.       Enter = View A/R Open Item Detail

b.       F3 = View A/R Open Item Reference

c.       F4 = View and add Open Item Notes

d.       F5 = View Credit History

e.       F8 = View Multi-Apply-To

2.       History Item Inquiry – For A/R Open Item purged data



F4: Create a Quote.  If you confirm the quote, you can immediately enter it as a sales order type “O”, “I”.  To create a COP sales order, please refer to our Sales Desk documentation.

                        F7: Customer Info.

                       F8: Credit Info.

The function keys in Stock Status Inquiry – Enhanced View are powerful Customer Service functions and the user should thoroughly review these to understand how best to apply them to everyday applications.

 

 

 

 

Inventory Management

  1. Long-Term vs. Short-Term Inventory Quantity Available and Inventory with Time Line
  2. Introduction to Available to Promise (ATP)
  3. Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
  4. Inventory Aging Report Shows Different Age Between Single and All Locations
  5. Multiple Users Entering Physical Count Tag at the Same Time Issue
  6. Expand Item Description 1 and 2 Character Limit
  7. How Different is an IM Kit from a BOMP Kit?
  8. Explanation on Component Availability Inquiry
  9. How Is Shortcut Item Different from Kit Item?
  10. No Privilege to View Location History
  11. How to Calculate EOQ (Economic Order Quantity)
  12. Item Quantity Allocation Is Incorrect
  13. Reorder Advice Custom CSV Export Shows Zero Items
  14. Elliott Physical Count Processing
  15. Feature - Add-On Item Drill Down From Item Search
  16. Feature - Utility to Reset Item PTD Fields from Location History
  17. Feature - Inventory Snapshot
  18. Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
  19. Feature - Item Master Activity Sub-Code
  20. Feature - Add Support for the Update of “Mostly Mfg Flag” in Change Existing Item Import
  21. Feature - Auto Delete BOMP Product Structure When Item Obsolete
  22. Feature - Item Linkage Report/Processing
  23. Feature - Added the Ability to Organize Product Categories by a New Product Category Group
  24. Procedure to Correct Bad Serial Number with Special Symbol
  25. Feature - Additional SY12MONS Updates
  26. Feature - Additional Activity Codes for Item Linkage CSV Report and Item Linkage Processing
  27. Feature - Item Number Wild Card Support for Starting Item Number
  28. Feature - Obsolete Kit Parent When First Component is Obsolete
  29. Feature - Show Items with Qty Variance on Tag Variance Reports
  30. IM01S3 Inventory Management Iten Audit Trail Report
  31. IM04S2 Inventory Management Inventory Transaction Audit Report
  32. IM02S2 Inventory Management Inventory Location Audit Trail Report
  33. IM03S1 Inventory Management Usage Exception Reports
  34. IM06SCN Inventory Management Stock Status Report
  35. IM08S1 Inventory Management Print Cycle Count Worksheet
  36. IM14S1 Inventory Management Item History Report
  37. IM19S1 Inventory Management Serial/Lot Stock Status Report
  38. IM19S2 Inventory Management Serial/Lot Issue History Report
  39. IM20S1 Inventory Management I/M Distribution to G/L Report
  40. IM26SCN Inventory Management Frozen Stock Status Report
  41. IM30S1 Inventory Management Kit Where-Used Report
  42. IM31S1 Create Unreleased POs by Vendor
  43. IM32S1 Inventory Management Kit Gross Requirements Report
  44. IM0201 Inventory Management Location Control File Maintenance
  45. IM0405 Inventory Management Available To Promise Inquiry
  46. IM0500 Inventory Management Stock Status Inquiry
  47. IM0500Q Inventory Management Stock Status Inquiry
  48. IM0700 Inventory Management ABC Analysis Reports
  49. IM0900 Inventory Management Reordering Advice Reports
  50. IM1000 Inventory Management Physical Count Processing
  51. Feature - Utility to Reset Item PTD/YTD Fields from Location History
  52. IM1100 Inventory Management Utilities Setup
  53. IM1201 Inventory Management Location File Maintenance
  54. IM1300 Inventory Management Recalculate Reorder Fields
  55. IM1400 Inventory Management Clear Item Accumulators
  56. IM1501 Inventory Management Product Category File Maintenance
  57. IM1601 Inventory Management Material Cost Type File Maintenance
  58. IM1701 Inventory Management Material Cost Type/Loc File Maintenance
  59. IM1801 Inventory Management Buyer/Analyst Code File Maintenance
  60. IM1901 Inventory Management Initialize Lifo/Fifo File
  61. IM1902 Inventory Management Adjust Item File to Lifo/Fifo
  62. IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
  63. IM1904 Inventory Management Serial/Lot Stock Status Inquiry
  64. Feature - Add Additional Record Types to Reorder Advise User-Defined CSV Export
  65. IM2500 Inventory Management Reset Allocated Quantities
  66. IM2700 Inventory Management Set Trx Audit File Beginning Balances
  67. IM2800 Inventory Management Freeze Inventory
  68. IM2900 Inventory Management Kit File Maintenance
  69. IM3301 Inventory Management Job Code File Maintenance
  70. IM3400 Inventory Management Job Analysis Report
  71. IMACTMNT Inventory Management I/M Account File Maintenance
  72. IMAGESCN Inventory Management Inventory Aging Report
  73. IMATPGSN Inventory Management Generate ATP File
  74. IMATPRSN Inventory Management Available to Promise Report
  75. IMBININV Inventory Management Bin Inventory File Maintenance
  76. IMBINMNT Inventory Management Bin File Maintenance
  77. IMBINTRN Inventory Management Inventory Transfer Processing
  78. IMCHGBIN Inventory Management Change Bin No/Pick Seq
  79. IMEXPTSN Inventory Management Export Item for Take an Order
  80. IMFRMMNT Inventory Management Item Label Form Setup
  81. IMGENMNU Inventory Management Generate Location History
  82. IMIMSITM Inventory Management Item Import Utility
  83. IMITMUDS Inventory Management Item User-Defined Fields Import Utility
  84. IMSUBMNT Inventory Management Substitute Item Class File Maintenance
  85. IMUSRMNT Inventory Management User-Defined Code File Maintenance
  86. IMVESMNT Inventory Management Vessel File Maintenance
  87. IMVLSMNT Inventory Management I/M Serial/Lot History File Maintenance
  88. Feature - Expanded Selection Parameters for Reorder Advise User Defined CSV Export
  89. Change - Update Both Kit Parent and Components Usage
  90. Feature - Create Price Code 1 from Item Minimum Price Utility
  91. Change - Available to Promise by Item Report - Add Item Description 2
  92. Feature - Support AR (Attribute) Type in Reorder Advise User Defined CSV Export
  93. Can System Default Item User-Defined Code?
  94. Feature - Item Label Printing Enhancements
  95. Feature - Ability to Initialize Character Fields During Change Existing Item Import
  96. Understanding Status Code at Inventory Transfer Dispatch Screen
  97. Feature - Support GTIN Based on Two Different UPC Codes
  98. Feature - Update Estimated Date/Time When Printing Transfer Tickets
  99. Feature - Allow Physical Count Tag Import Without Serial Number
  100. Feature - Delete Kit Components When Item Activity Code is Set to 'O'
  101. Feature - New QTYAVAILBYCOMP Attribute Fields
  102. Feature - Allow GTIN Maintenance in I/M Change Bin No/Pick Seq Processing
  103. Feature - Improvements to Reorder Advise Reports
  104. What Is the Difference Between INV_TRX_UN_COST and INV_TRX_NEW_AVG_COST in IMINVTRX Table?
  105. Feature - Added a Function "Create Inventory Trx CSV Import"
  106. Feature - Added Support to “Create I/M Trx CSV Import” for Kit Items
  107. Feature - Improvements to QTYAVAILBYCOMP and QTYAVAILBYCOMP2 Attributes
  108. Feature - Add Desc2 Column to Item Linkage CSV Report
  109. Feature - Numeric Item List Changes
  110. Feature - Added 1C and LD Column Types to Reordering Advise User Defined CSV Export
  111. What's the Difference Between Lead Time & Planning Lead Time?
  112. Explanation of ATP LP Type - Negative Sign (-) vs (*) Symbols
  113. IM0000 Inventory Management Package Overview 7
  114. IM0000 Inventory Management Package Overview 1
  115. IM0000 Inventory Management Package Overview 2
  116. IM0000 Inventory Management Package Overview 3
  117. IM0000 Inventory Management Package Overview 4
  118. IM0000 Inventory Management Package Overview 6
  119. IM0000 Inventory Management Package Overview 5
  120. IM0000 Inventory Management Package Overview 8
  121. IM0000 Inventory Management Package Overview: Index
  122. IM0101 Inventory Management Item File Maintenance 1
  123. IM0101 Inventory Management Item File Maintenance 2
  124. IM0101 Inventory Management Item File Maintenance 3
  125. IM0101 Inventory Management Item File Maintenance 4
  126. IM0101 Inventory Management Item File Maintenance 5
  127. IM0101 Inventory Management Item File Maintenance 6
  128. IM0101 Inventory Management Item File Maintenance 7
  129. IM0101 Inventory Management Item File Maintenance 8
  130. IM0101 Inventory Management Item File Maintenance: Index
  131. IM2400 Inventory Management Inventory Transaction Processing 1
  132. IM2400 Inventory Management Inventory Transaction Processing 2
  133. IM2400 Inventory Management Inventory Transaction Processing 3
  134. IM2400 Inventory Management Inventory Transaction Processing 4
  135. IM2400 Inventory Management Inventory Transaction Processing 5
  136. IM2400 Inventory Management Inventory Transaction Processing 6
  137. IM2400 Inventory Management Inventory Transaction Processing 7
  138. IM2400 Inventory Management Inventory Transaction Processing: Index
  139. How to Run Inventory Stock Status Report for a Certain Date
  140. Feature - Transition to Obsolete
  141. Item Last Received Date Not Updated When Received from I/M Transaction Processing
  142. Feature - Zero Item Weight When Using F3 to Copy Item
  143. Feature - Initialize User-Defined Note, Date and Amount Fields When Using F3 to Copy Item
  144. What Information Is Stored in the Location History (IMLOCHST) Table?
  145. Feature - Prevent Excel from Dropping Leading Zeroes in CSV Item Number Field
  146. Feature - Add User ID to User Defined CSV Export
  147. Feature - User Defined CSV Export Item Batch Support
  148. Feature - Export Inventory TRX Audit Trail to CSV
  149. Feature - Add User-Defined Code Table Support in IM User-Defined CSV Export
  150. Feature - Added “Item 1st Received Date Range” Criteria to Item User Defined CSV Export
  151. How to Get a List of Items That Does Not Have GTIN Code Defined
  152. Feature - User Defined CSV Export Quantity Sold by Customer#, Customer Type or Customer Group
  153. Feature - Added inKit (IK) and inBOMP (IB) Column Types to the User-Defined CSV Report
  154. Feature - Added Phantom Locking to Item File Maintenance
  155. Feature - Added CSV Support to the Physical Count Posting Update Edit List and the Variance Report By Item/Warehouse
  156. Feature - Inventory Transfer Management Batches Using CSV Import
  157. Limitations for Inventory Aging Report
  158. Feature - ATP Inquiry Number of Days from Today
  159. Feature - Added Report to "Set TRX Audit File Beginning Balances"
  160. Feature - Added Product Category Selection Range to ABC Analysis Reports
  161. Feature - Added Days out of stock (DOS) column to the Location History Information, Sales Desk Info - screen.

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