Issuing or Expensing Inventory Items with no Work Order

The following types of items would be covered in the Issue screen:

1.  Issuing to Cost of Goods Sold (Usually Non-taxable)

Such as: Tems with no Bills of Material; Prototypes and Pilot Products for Resale; Items not classified as “Used in Kit”

2. Expensing for In-House Consumption (Usually Taxable)

Such as: Items consumed in the production process but not shipped as a part of product for resale; Items used for calibration or testing of the production process; Items used for samples or prototypes which are not resold.

3.  Return In-store 2 Vendor

If the user has in-store items, which they want to return to the Vendor without any impact on accounting or PO (like obsolete parts) there is a check box available within the issue page  "Return In-store 2 Vendor". (This field will only be visible if the In-store warehouse is selected).  If check-marked no purchase order will be created and there will also be no impact on the GL values.

 

Enter the SQLMANEX.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, select Inventory Management/Inventory Control Management/Inventory Control Management

 

The following screen will be displayed:

 

 

 

Depress the Issue tab and the following screen will be displayed:




To issue inventory items follow these steps.

1. Depress the Add button.
2. Enter your password.
3. Select the Part Source from the pull down menu. (BUY, MAKE, or CONSG).
4. Enter a Part Number, if Part Source is "CONSG" you will need to enter Customer Name from pull down, then you will have a choice to enter in customer PN or Internal PN.
5. Part type, class, and description will default in.
6. Enter the Issued quantity.
7. Select the Issue Account Description from the pull down menu.
8. Enter the Issued To.
9. Select the Manufacturer & manufacturer part number from the pull down list.
10. The warehouse will default in. If the default is not the warehouse you want you may select a different warehouse from the pull down list.
11. Enter the Reference if applicable.
12. Depress the Save button.

This message is a general message that is displayed in Inventory Handling if all locations/AVL's for a part are flagged in a Cycle Count or Physical Inventory and the part has one WHSE and AVL setup.  User must reconcile and post the cycle count or physical inventory for this part and then you will be able to process the records within Inventory Handling.

If the part has more than one WHSE and/or AVL setup and the part number is flagged in a Cycle Count or Physical Inventory the warning is NOT displayed,  but the warehouse drop down is not avaiable for selection within the issuing, receiving, transferring, and MRB screens after you select the AVL.   As shown in the screen below.  





The completed screen will look like this.

 

 

 

 

If issuing parts with Serial Numbers once user has entered the Part number info, etc. Users have the option of selecting the Serial Numbers to be issued two different ways:

 

By highlighting and using the arrows. Select the proper radial "Single Entry" or "Range" and enter in the From and To SN's:

 

 

 

Depress the Save button and the SN's will transfer over into the Inventory Handling issue screen. 

 

 

Below is how the screen will appear If issuing Lot Coded parts: 

 

 

 

 

 

Depress the Save button to save changes, or the Abandon changes button the abandon changes.