Optional Data Entry Default fields are not required for Item Master entries, but are highly recommended to ensure consistency and save time during data entry.They are shown below.

Data Entry Defaults

The same procedure would be used to set up Defaults for all of the fields for each Item Master Class and Type as shown.  The information entered in each of the Default fields will be automatically entered in the corresponding field during data entry of a new Item after selecting the Class and Type.

Defaults should be setup to apply in most cases. If the default in a particular field is not appropriate for a new Item being entered, the User may make another choice on a one-time basis or if the default has changed. Use System Setup Inventory Part Class to change the default.  If too many over-rides are necessary for a particular Type, it may be too general. Consider splitting it into two Types, each with its own set of Defaults. Changed defaults only affect future data entry, not items already entered.  Each existing item must be reassigned to a new Type before the old Type can be deleted from setup.

Information entered and maintained in the Inventory Control Management Module is used in nearly ALL of the ManEx Modules.  Product, assembly and part information that is necessary to plan, purchase, receive, inspect, stock, issue, kit and cost all items can be found and should be maintained in this location.   In particular this information includes:

• Item Master Part and Product Descriptions, Classifications and Revisions
• Purchasing Parameters, Buyer Assignments, Lead Times and Units of Measure
• Inspection, Certification and Specification Data and Notes
• Warehouse Assignments, Inventory and Stocking Locations and Quantities on Hand
• Material Requirements Planning Variables, Re-order Policy and Re-stocking Method
• Internal and Customer Approved Vendor List with Manufacturer Part Numbers
• Our system operates on a "Standard Cost Basis" (for further information see Article #3386 ) and Purchase Price Weighted Averages for Parts and Assemblies
• ABC Classification for Cycle Counts, Buyer Assignment and Inventory Stratification
• Supplier Name and Supplier Part Number
• Manufacturing Specifications with either a .bmp or a .pdf file

The Summary Tab (screen) displays the results of an Inventory Find operation and is the starting point for further sorts, searches and selections based on Part Number, Part Class or a word or string of characters in the Description field. To view detailed information on a particular item, highlight the item and click on the appropriate Tab. An example Summary screen for all Internal Inventory is shown below. 

Note:  To display changes made in other windows or by other Users while this window is open, you must repeat the Inventory Find and refresh the screen data.

If a particular item does not appear on the Summary Screen, it may have been excluded by an Inventory Find that was too specific. Click on the Find a record and broaden the search criteria to display more records. Clicking OK with “Internal Inventory” and both “All Records” boxes checked will display ALL Internal items. Display all Consigned or In-Store records for a selected Customer or Supplier the same way.

Sorting, Searching and Selecting in the Inventory Summary Screen

• To sort the contents of the Summary screen by Part Number, Part Class or Description, click the button at the top of the column.
• It will turn red and the list will automatically sort in ascending alphanumeric sequence per the selection.
• To search for an item by Part Class, click Class and enter the first few characters of the Part Class in the Search by Part Class field.
• The list will scroll down to the first incidence of each character in the sequence entered. If a character is not found in the position typed, the list will scroll to the bottom.
• To Search for an item by Description starting with the 1^st character on the left, click Description and begin entering the first characters in the field. The list will scroll down to the first incidence of each character in the sequence entered. If a character is not found in the position typed, the list will scroll to the bottom.
• To Search for an item by a word or character string anywhere in the Description, click on Description, click on the Left button next to the Search by Description window (changes to “Random”).
• Enter the search word or characters in the window. Hit return and the first match in the list will be highlighted. Click on the window and hit return to highlight the next match in the summary list.  After the last match or if a match is not found, the last item in the summary list will be highlighted.
• To visually search the summary list, use the scroll bar or arrows to the right of the list. The Source (Buy, Make, Consigned or In-Store) and total On Hand quantity is displayed in the last two columns.

 

This button will take the user to a screen, where they can make a selection by what ever criteria needed by choosing (internal part number, mfgr part number, customer part number, supplier part number, or description) to search.

 

The user can enter partial string and search is not case sensitive.  After system finds parts in response to the search (inactive parts will be highlighted in Purple),  the user can make a selection by checking on one of the check boxes located at the left.  If system was unable to find the exact match, a message will appear up in the right hand corner (in red) to let the user know that the part did not exist in the item master but the following are similar parts found. 

 

The user can choose to "Select Without Exit"; "Select & Exit"; or "Exit Without Selection". 

This screen is used to enter, edit and display Warehouse, Location, Manufacturer, and Safety Stock information for an inventory item.   Also, after an item has been entered, complete inventory stock, allocation and usage information by Manufacturer is displayed or available at the click of a button.   All current inventory information about any selected part can be displayed here.

Header Information fields

Clicking on this button will display all Active assemblies and sub-assemblies with this item appearing in their BOM.   This screen allows user to Sort, Search and Drill Down to Selected Records.

Where Part Used field Definitions

Clicking on this button will display Inventory Allocations and Shortages for this item by Work Order number, as displayed:   This screen allows user to Sort, and Search for Selected Records.

Part Shortage and Allocation Field definitions

Clicking on this button will display all Open, Approved Purchase Orders for this item, as displayed:  (The quantity being displayed is the qty scheduled not the qty on order)   This screen allows user to Sort, Search and Drill Down to Selected Records.

On Order Field definitions

This field is read only.  The button will be displayed in Red when there are serial numbers present.  Clicking on this button will display all serial numbers assigned to this item, as display: (only if this item is serialized). This information comes from the PO Receiving module or Inventory Handling (Receiving) module and is not editable.   This screen allows user to Sort, and Search for Selected Records.

 

 

Serial Number Field definitions

 

Serial Number	Is the number assigned to that part
Manufacturer	Is the name of the mfg. specified
Manufacturers Part Number	Is the mfg. part number on order
Warehouse	Is the name of the warehouse the parts are being stored in
Location	Displays where the parts can be found
Lotcode	Lot Code number if part is lot coded
Exp Date	Displays the date the parts can no longer be used.  This field is for reference only.  Manex doesn't act on that date to expire the part.  But it is part of the unique combination users can have LOT code A, exp date 01/10/2005 and LOT code A, exp date 01/01/2010 and the system will consider it as a completely different LOT.
Reference	Is a name/number to identify the Lot.
PO Number	Is the internal number assigned when order is placed.
Reserved

This field is read only and is not editable.  The button will be displayed in Red and will be only displayed if the item is Lot Coded.  Clicking on this button will display all the Lot Code Detail assigned to this item, as display below.   All Lot Codes received by Purchase Order (in the PO Receiving module) will have a PO Number displayed against which they were received.  If received using the  Inventory Handling (Receiving) module the PO Number will be empty.    This screen allows user to Sort, and Search for Selected Records

Lot Detail Field Definitions

AVL Information  This section will define all the AVL, and Safety Stock information assigned to the inventory part.  The user may Add, Delete, or Edit the AVL information here.   When adding new MPN's to the item master, if you do not want the BOM's automatically updated be sure that the "Disable Automatic BOM AVL update" is Enabled.  See article #4010  for more information.     Note:  When deleting an MPN - keep in mind that the MPN will be deleted from the screen but NOT from the tables. The MPN's that have been deleted are retained in the tables for history tracking purposes.

AVL Field Definitions

Manufacturers Part Number	Displays the Mfg. Part Number for an existing highlighted Mfg. Also, Used to enter Mfg. Part Number during data entry.  If no manufacturers Part Number is entered into the Inventory Master during data entry, GENR (Generic) will be automatically entered by the system as the Manufacturer and the Manufacturers Part Number will be left blank. If a Buy item is fabricated by a customer, then the Customers name must be added to the list of Manufacturers and the Customers Part Number entered in the Manufacturers Part Number field.
Manufacturer	Any Manufacturer entered in Part Manufacturer Setup can be selected in this field. If no specific Manufacturer is required, GENR. (Generic) may be used to show that any Manufacturer is usable.  Also displays Manufacturer for an existing inventory record choosen.
Pref	This is a number indicating the preference for use in Work Order Kitting for each Manufacturer shown. The number 1 indicates 1st ranking, 2 is 2nd ranking, etc. User will only be allowed to enter postive numbers (1 through 99).   If no preference code is entered the preference automatically is assigned 99. All items will be at the bottom of the preference list unless the user assigns another number to it.  For further detail on how the preference code is used in MRP see Article #3032 .
Safety Stock	Enter in a qty that you want kept on hand for this specific AVL.  User may have safety stock for more than one AVL for a given part number.  (Safety stock is calculated in MRP at the AVL level NOT the part number level).  This qty is in addition to the MRP demands.  ManEx will ensure that there is always the safety stock qty on hand regardless of the MRP demands.  Please see Article #2331 for more detail.  (This field is calculated off of the Stock UOM).
AVL Material Type	Select from the pull down, Unk, LF-P/N, LF-Date, LF-Mark, RoHS-P/N, RoHS-Date, RoHS-Mark. See Article 2267 for definitions. These choices have been defaulted in.  Customers may establish the logic by which the material type for the parts are established by the material types at the AVL level in Material Type Setup.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned part. If the Inventory Material Type is set to "Auto" (within the Material Type Setup), everytime the user modifies the AVL material type, the program will update the Inventory Material Type automatically, if the control is set to "Manual", then the user will be able to modify the Inventory Material Type from the Material Type pulldown.  Keep in mind that the program will NOT validate if the material type in Inventory and AVL levels are in sync.
AVL Material Value	This field is a text modifier for a given material type.  For example, if the material type was "LF-Date", the text in the field could be a date code.  This value could be different for various AVL with the same Material Code.  This field is optional and does not have to be populated.
	This field is to add the AVL(s) to a consigned part.  Note:  This button is disabled when in Add or Edit mode.
Allow Auto Creating Location at Receiving (Selected AVL)	Note: Users have to have special access in order to modify this checkbox, this access is assigned through Security/User Rights.  If the box is checked (for the highlighted AVL) it will allow the user to create a location when entering the Purchase Order or at PO Receiving. Note:  The "Allow Auto Creating Location at Receiving" box must be checked also in Warehouse Setup.   If the user has the "Remove location with this warehouse from the Inventory when qty on hand gets to zero Box" box checked within the Warehouse Setup Setup module this box MUST be checked also.
	There are situations where the Users customers will allow them to use up non-conforming inventory, but cannot replace the same AVLs. So, at the AVL level, we added two logic fields that would signify that the AVL is NOT to be purchased and/or kitted.   In such a circumstance, it is NOT appropriate to delete the parts, but neither can they be purchased for future requirements.  Likewise, they may want to avoid kitting  so you would check these boxes to "Disallow this part from Purchase and/or Kitting".  For special circumstances,  the user can override the block from kitting if their customer permits it.  For further information on how to use these fields effectively refer to Article #2329.  For information on how these fields affect MRP refer to Article #3211 .  (See the non-nettable function for the warehouse level described below).
AVL Qty on Hand	Total qty on hand for each individual mfg.
Total Qty on Hand	Total qty on hand for all mfg.'s combined
Total Allocated Qty	Total qty allocated to a specific work order or project
Total Available Qty	Total qty available minus the allocated qty
Add	Allows data entry to add Manufacturer record. Enter Manufacturer part number and a drop down list will appear to choose the Manufacturer. Click on the save button and the information entered will be displayed in the screen.
Delete	Deletes the highlighted manufacturer part number record. A ????? screen will appear. Click the NO button to restore the deleted record if this button is clicked in error. Deletion of manufacturer part number records is not allowed if a Warehouse quantity other than zero (0) is shown for that record. Before manufacturer records are deleted, please realize that SOME of the history regarding the manufacturer may also be deleted.
Save	Appears after clicking the Add button. Clicking on this button saves the record
Cancel	Appears after clicking the Add button. Click to abort saving a new record or changes to existing records.

Warehouse Information This section will define all the Warehouse information assigned to the inventory part.  The user may add or edit the Warehouse information here also.

Warehouse Field Definitions

	One of these radials must be checked.   Internal (User owned) or In-Store (supplier owned).  This selection is available only for "BUY" parts.  This selection will not be displayed for "MAKE" or "PHANTOM" parts.
Last Count	Displays the date of the last physical Inventory or Cycle Count for the highlighted item in the Warehouse/Location/Manufacturer display window.
Warehouse	Used to display the stocking Warehouse for an existing item or to select a Warehouse during entry of a new Location or Manufacturers Part Number. Only Warehouses entered in Warehouse Setup may be selected in this field.
Location	Allows entry of any Location code desired. It could be an area assigned for Finished Goods, High Value items, Programmed parts or a Row, Aisle and Shelf Code. Also displays Location for an existing highlighted Warehouse record.  This field is flagged "Read Only" for MRB whse (meaning you can not create a location for an MRB whse).
Netable (box)	If this is checked, any On Hand inventory of the item in the Warehouse location being added or highlighted (if already added) will be used to fill Material Requirements Planning stipulations when processing the MRP.  If you want to exclude this part from MRP, uncheck this box. You Cannot have a netable part that is excluded by MRP.  The only warehouse that is non-netable is the MRB warehouse. Any parts in that warehouse are deemed questionable until the parts are validated and returned to a normal warehouse.  So they will not be considered by MRP.
Validated (box)	This is for reference only and does not affect any other modules in Manex. This is simply to help users keep track of changes and for the users to check that the part being added has been verified as appropriate.
or	If Enabled ManEx will add the new AVL to all existing BOMs and check them as approved.  If Disabled ManEx will add the new AVL to all existing BOMs but will NOT mark them as approved. Then they will not drive any demands or be available for pulling to that kit.  Then you will have to manually go into each individual BOM and Check mark the ones that you do intend to use that new AVL on.  See article #4010  for more information.
On Hand	Shows the total quantity of the Manufacturer Part Number indicated which is currently in the Warehouse and Location shown.
Allocated	Quantity of the item that has been allocated to a Work Order in the Inventory Mgt./ Kitting, Allocating and Shortage Management/ Work Order Allocation screen.
Available	(Calculated field) Equals the quantity On Hand minus the Allocated quantity.
Add	Allows data entry to add a Warehouse, and Location. A drop down list appears to select a warehouse.  Enter in a location if you choose.  Click on the save button and the information entered will appear in the screen.
Delete	Deletes the highlighted Warehouse record.  A reminder screen will appear.  Click the NO button to restore the Deleted record if this button is clicked in error. Deletion of Warehouse records is not allowed if a Warehouse quantity other than zero (0) is shown for that record.Before warehouse records are deleted, please realize that SOME of the history regarding the warehouse may also be deleted.
Save	Appears after depressing the Add button.  Depressing this button saves the record.
Cancel	Appears after depressing the Add button.   Depress to abort saving a new record or changes to existing records.

This Tab displays the screen in which Material Requirements Planning parameters are entered, edited or viewed. Default choices for each of these fields may be selected in System Setup Inventory Part Class Setup.

Header Information fields

Notes are usable for text information relevant to this item that is of interest to Engineering, Purchasing, Stores or Planning. A typical note is shown below. These item notes are viewable from the Material Requirements Planning,  Bill of Material and Purchasing screens. 

 

This screen allows users to connect the customer part number and revision with the internal part number and revision.  Entry of a Customer Part Number creates a Consigned Inventory Record that does several very important functions:

• Serves as the place for selection of each Approved Manufacturers (Customer’s Approved Vendor List) from the list of all Manufacturer Part Numbers for that particular generic part
• Provides a way to cross reference Customer Part Numbers to Internal Part Numbers
• Allows generation of Bills of Material with Customer Part Numbers
• Sets up a Consigned Inventory Warehouse(s) to allow receipt, issue and tracking of this Customer part  
  
  

Header information fields: Displays the Part Number, Class, Type, Description and Material Type selected in the Summary Tab.

This screen is for referencing the supplier(s) of this part and the Supplier’s Part Number.

Header information fields: Displays the Part Number, Class, Type, Description, and Material Type selected in the Summary Tab.

Note:  The system allows you to have multiple suppliers per AVL and one default supplier per AVL.  But each AVL can have a different default supplier and different suppliers.

This screen is used to view or enter a link to a drawing, photograph,image or .pdf file to be used as an on-line reference for engineering, purchasing, quoting or any other item master usage. It can be an assembly drawing, purchased part specification, spec. control drawing, photograph or any other image or .pdf file linkable to Manex. The image or .pdf file is not stored in Manex. The file in which the image or .pdf file is stored is linked to this screen in Manex and can be maintained without access to Manex.

Header Information: Displays the Part Number, Rev, Class, Type and Description selected in the Summary screen. Displayed on the 2^nd line is the manufacturer information selected in the Quantity Info screen. User may enter the Marking, Body and Pitch, and may select the Package configuration from the pull down.  The Package Configuration selections are defaulted in from the Package Configuration module. Package configuration setup is provided so that the user may define a machine’s Units Per Hour.  This definition can then be accessed in the Production Work Centers & Activities setup/Activities Setup & Run tab.

Load Picture or PDF document (Buttons): Used to link the Image Space below to a file on the local hard drive or any other location on the network connected to the Manex Server. To Load a Picture, while in the add or edit mode, the LOAD PICTURE button becomes active. Pressing this button prompts the User to enter the location of a picture file created for this particular inventory part.

Files (pdf.; word; jpeg;, etc.) should be stored in a permanent directory on the server (all users need network security access). The user will define the directory and file for each product in this module, but the information will be available elsewhere throughout the manufacturing module.

After defining the location for the document, the document is available for viewing, as displayed

Scroll bars: The bars at the bottom and side of the picture allow viewing of the parts of the image that are outside the window’s display. This allows detail viewing of large drawings.

As soon as you enter the module, Acrobat will load.The user may load a PDF file to the Mfgr Part Spec tab. This allows users access to whole textbooks from within MANEX.PDF files can be drawings, images, CAD files (as printed to a plotter), and multiple pages of mixed text and graphics.Users may also print these PDF files from MANEX.

PDF and Image files:

PDF and Image files used in the MANEX system should be placed in the server, where all users have access to them. These files are used in the Product Data Management, Inventory, Customer and Supplier Contact programs. We suggest that the users create an additional directory, called "Images" under the MANEX System directory on the server. So then under the Main MANEX system directory, there would be the \apps, \dbfs, \images and \reports subdirectory.

If the user is going to make extensive use of the image capability, they may wish to further provide subdirectories under the Image. These might be called "inventory", "PDM", "photos" etc. These files could, in turn, have further subdirectories. For example, under \manex\images\inventory there might be one for each class of part. Or one for make parts and one for buy parts. Under the PDM group could breakdowns by customer.

Such organization will make it much easier to find files when it is time to update them. MANEX can accommodate file path-names up to 100 characters long.

While viewing a PDF document, the user may scan and zoom throughout the document. Items may be copied from it, and the document can be printed from the MANEX program, as long as there is a default printer assigned to the workstation.

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 Managment/Inventory Control Management.

Inventory Find Prerequistes

In order to Find items with certain characteristics or parameters using the Inventory Find Screen, the items must have been entered in the Item Master with those characteristics. Listed below are the pre-requisites for doing 3 different kinds of Inventory Finds:

• Internal items must be in the system to be found.Searches for parts between a Starting number and Ending Part Number must include the prefix and any dashes or special characters.
• A part cannot be found in an “In-Store part find” unless it has been set up with an In-Store warehouse and supplier in the Item Master Quantity Info. screen.
• A Consigned record cannot be found for an item until the Customer has been entered and the item has been given a Customer Part No. in the Item Master Customer Reference screen.

When the user does an Inventory Find, in order to speed up the process the user may eliminate the quantity display.

 

Depress the Find button. The following screen will display:

 

Note that the default is for the Summary screen to NOT display the quantity.

 

If the user wants to have the quantity display on the Summary screen, highlight the desired part number and right click your mouse. The quantity will display for the one part number:

 

If the user wants the entire summary screen to display all of the quantities, then select the Display Summary Quantity radio button.

Inventory Find Search Field Definitions

• Internal Inventory – Products, Parts and Assemblies purchased, received, stocked, issued and shipped using standard in-house internal item numbers. These numbers are required and serve as the basis for creation of Consigned and In-Store parts. Just clicking on OK with the default selections shown in the preceding Find Screen will bring up all Active internal inventory parts in the Item Master Summary screen.
• Consigned Inventory – these records are created every time a Customer Part Number is entered in the Item Master Customer Reference screen. These records are used to enter Customer requirements (Approved Vendor List) and preferences (choices within the Approved Vendor List) for Manufacturers for a given Part Number.It is also where Customer-owned item inventory levels and locations can be seen.
• In-Store Inventory – any internal item can be setup with an In-Store Inventory for a Supplier under contract to supply that item. In-Store items are setup in the Internal Inventory Item Master Quantity Info screen and can be viewed individually in that screen or as a group by supplier in the Summary Screen as the result of an Inventory Find by In-Store Inventory.
• Starting Part Number and an Ending Part Number
  • Enter all prefixes, dashes, spaces and alpha characters to show the entire number.
  • Enter first and last Part Number of a series for those and all items numbered between.
  • Enter a desired single item in the 1^st box and hit return to select only that record.
• Assigned Buyer will bring up all items assigned to that particular Inventory Buyer.The Buyer assignment is made in Part Class and Type System Setup Defaults or in the Item Master.
• Part Class and/or Part Type will bring up only those items that match all entries made.Both Part Class and Part Type must be specified to bring up any items.
• Do not display Summary Quantity radio will by-pass the quantity calculation.
• Display Summary Quantity radio will open up another selection "Total On Hand Quantities"
  • Total On Hand Quantities will bring up only items with matching inventory quantities.The user may choose from Total Quantity on Hand, Quantity on Hand > 0, or Quantity on Hand = 0.
• Record Status allows selection of All, Active Only or Inactive Only item records.

Tips on Using the Inventory Find Screen

• Selection of at least one parameter will reduce the time to retrieve the information.
• In-Store Inventory searches require that a Contract be entered in order to select a Supplier. (Please refer to Manex / Material Planning / Purchase Setup / Supplier Contract Management and the Supplier Management manual).
• Consigned Inventory searches show Customer-specific information (such as Approved Vendor List information) as well as Consigned Inventory On-Hand Quantities.
• If no information is selected in a Find operation, try using broader or fewer selection criteria.

Combination Searches

 

Combinations of search parameters may be made for further filtering of the Inventory Item Master files to see item(s) of interest. For instance, selecting the items on the example screen will find all ACTIVE, In-Store Inventory for "Little Electronics" with the Class “CABLE”.In-Store Inventory Searches are Supplier specific whereas Consigned Inventory searches require entry of a Customer in order to initiate the search.

 

 

If user selects to find  "Internal Inventory" "All Records" they will get the following message "You must enter a search criteria in addition to "All Records" selected in the "Record Status" radio button.   This is because the inventory file may be very large so the user is encouraged to narrow down their selection.  If they want all they will need to narrow it down by another criteria, or the system will take way too long to to bring the screen up and put a burden on the network and the SQL server.

Inventory Find Example

The screen shown below is to illustrate Inventory Find results from selecting Internal Inventory, a Part Class of CAP-SMT, a type of 0805, Total On Hand Quantities of Qty on Hand = 0, and Record Status of Active Records Only

 

The first tab (Summary Tab) is used to display the results of an Inventory Find. The remaining Tabs will then display detail information for any item selected (highlighted) in the Summary screen. If no items have yet been entered in the system or copying an existing part is not needed, it is not necessary to populate the Summary screen by doing an Inventory Find. 

If user has the internal inventory screen open as well as the customers inventory screen open, the customer name will be displayed at the top of the page.  So when switching between the two screens user will easily be able to determine which screen they are in.

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, enter Inventory Management

 

The following Screen will be displayed:

 

 

 

This button will take the user to a screen, where they can make a selection by what ever criteria needed by choosing (internal part number, mfgr part number, customer part number, supplier part number, or description) to search.

 

The following screen will be displayed: 

The user can enter partial string and search is not case sensitive.  After system finds parts in response to the search (inactive parts will be highlighted in Purple),  the user can make a selection by checking on one of the check boxes located at the left.  If system was unable to find the exact match, a message will appear up in the right hand corner (in red) to let the user know that the part did not exist in the item master but the following are similar parts found. 

The user can choose to Select Without Exit; Select & Exit; or Exit Without Selection. 

To Select user must check the box to the left of the Part Number.  If user Selects a Part Number (Internal or Customer Part Number) then depresses the Select and Exit button, the part will be displayed in the Summary Tab as shown below. 

  

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:

 

Following a logical sequence when adding items into the Inventory Master not only eliminates lost time due to continual back-tracking, but ensures that decisions will be made in a sequence which will support the data entry process.

The sequence shown below is for adding products, parts, assemblies, subassemblies or Phantoms to the Item Master after completion of System Setup.

1. Search whether item already exists.  Use Find an Inventory Control Part to search the existing database along with the archived database, to verify that the items to be added do not already exist. 
2. Verify Available Class and Type.  Use Find an Inventory Control Part by Class and Type to verify that the item to be added will fit into the existing Class and Types . Refer to System Setup, Inventory Part Class if a new Part Class or Type and the corresponding Data Entry Defaults must be added.
3. Is Customer available?  If the items to be entered will have a Customer-Specific Approved Vendor List (Approved Vendor List), then verify that the Customer is in the database using Customer Information.  Add the Customer Information if it is not there.  
4. Does Manufacturer exist?  Use Part Manufacturer Setup to view existing Manufacturers. Enter new Manufacturers for Buy Items as required and enter the Source for Fabricated items being purchased as outside purchased assemblies. Please refer to procedures below.
5. Add a part/product, etc.  Depress the Item Master screen tab. Use the Add button to enter the stand-alone product number or the top level assembly number for a Bill of Material (BOM) MAKE item that must be added.  If the product is purchased complete and has no BOM, enter it as a BUY item.  Enter your Password.
6. Enter information.  Enter all basic item information in the Item Master Screen.

 

Part Source: This field is hard coded in the system. Select BUY for purchased parts and assemblies, MAKE for an item made in-house (assemblies and sub-assemblies) and PHANTOM for a number used to define a collection of items that does not exist as a separate assembly built on a Work Order (ship kits, upgrade packages, spares kits, etc.).

• Phantom/Make: If the Part Source above is a MAKE and this box is checked, the system will treat the part as a Phantom when the sub-assembly components are called up during the Kitting process BUT as a Make part for a stand alone assembly when the part is NOT a sub-assembly.

• Make/Buy: Make/Buy is setup to allow users to have a part in the system that they wished to BUY but also keep documentation within the system (BOM).  If the Part Source is a MAKE and this box is checked, the assembly could also be purchased from an outside source.  If a Part is marked as Make/Buy within Inventory the MRP will only give PO Actions and that product will not be available for selection within the Work Order management module.  If the part souce on a product is originally setup as a MAKE the user will be allowed to edit the record and change the part souce to Make/Buy.  For further details see Article #3289 .

Part Class: This is a general part, product or item classification that must be selected from the drop-down box. If an appropriate choice is not available when entering a new item, see System Setup/Inventory Part Class to add a part class (examples of Part Classes are BATTERY, DIODE, FUSE, FILTER, IC-SMT, CAP-SMT, RES-TH, etc.)

Part Type: Type is a sub-classification of Part Class. If an appropriate choice is not available when entering a new item, see System Setup/Inventory Part Class to add a Part Type (examples of Part Types for the Class CAP-SMT would be 0402, 0603, 0805,1206, 1210, Lot-Coded, etc.)   See Article #214 for further detail.   If the Part Type selected is Lot-Coded, the user will be required to enter a lot number, date code, expiration date (optional) and internal lot number information whenever performing a transaction for the part. If the user wishes to maintain inventory to this level, then they MUST enter information each time a part is moved. This will allow complete traceability by date and lot code for products assembled. The user will be able to determine all work orders or sales orders in which a certain date code was used. Users should use caution when changing the lot code tracking status. When lot code tracking status is change the entire history of the lot code is removed from system. A user does have the option of leaving the Part Type blank, however if this option is selected the prefix for the part number will be omitted.  There is no reason to enforce part type if a user doesn’t want to have that kind of detailed classification.  If the user decides to leave the Part Type blank they will receive the following message:   At this point they have the option to continue or go back and pick a Part Type.

 

Status: All items must be Active in order to buy, receive, issue, Invoice, or ship. Use Inactive Status to remove items from use that have already had transactions against the Part Number. Use the Delete button to delete Items with no transactions for further detail see Article #3143.  Changing from Inactive to Active status can be used to release items from Engineering.  The system will not allow you to change the status from Active to Inactive if there is WIP for that item.  This will prevent the possibility of qty on hand being returned to an inactive part upon dekitting.

Part Number: The item/Part Number is a unique identifier for every Item Master record entered into the database. Part Numbers can be auto-assigned to all items or all items except Make assemblies or all items including Make Assemblies. Use of a 3-digit prefix for each different Part Type may be setup in System Setup Number System to work with auto or manual numbered parts and assemblies.  The user has the option to have the Make and Phantom Parts auto number within the System Setup/Material/General Inventory Setup . 

ABC: This field allows further grouping of items (parts, products or assemblies) into classes according to: 1) the percent of the total inventory their current stock value represents.2) the percent of total inventory their forecasted value will represent.3) a manual classification based upon chosen factors.  If an appropriate choice is not available when entering a new item, see System Setup ABC Types to add a new Type.

Stock/BOM UOM: This is the Unit Of Measure (Foot, Inch, Each, Gallon, Quart, etc.) that is used to specify how much of Item displayed or being entered is issued from Stock or is used in a Bill of Material for an assembly. Note that in ManEx, the Unit of Measure Each is treated as being an integer unit. That is, you can only have one or multiples of an Each, but not a fraction of an each. You can have fractions of inches, feet, pounds, ounces and any other Unit of Measure. Although you can use fractions in the Bill of Material, the User can't kit fractions of each parts. ManEx will round up to the nearest whole number. The proper way to approach the situation where the kit amount is expressed in fractions, is to use any Unit of Measure other than Each. If an appropriate choice is not available when entering a new item, see System Setup/Unit of Measure & Conversion to set up a new Unit of Measure.    See Article #3414 for further detail.

Purchase UOM: This is the Unit Of Measure (Foot, Inch, Each, Gallon, Quart, etc.) that is used to specify how the Item displayed or being entered is purchased from a vendor.  If an appropriate choice is not available when entering a new item, see System Setup/Unit of Measure & Conversion to set up a new Unit of Measure.        See Article #3414 for further detail.

Package: Specifies the way in which the Item is packaged when it comes from a vendor (ie. Reel, Tray, 6-Pak, Ream, Individually, etc.)   If an appropriate choice is not available when entering a new item, see System Setup/Part Package to set up additional part packaging.

Buyer: All items with the same Buyer's initials in this field will be grouped together for display or printout of the Material Requirements Planning Action List when filtered or displayed by Buyer. If an appropriate choice is not available when entering a new item, see System Setup/Inventory Buyer Setup to set up additional buyers.

Last Change	This automatically defaults in the date and time of the last change made to this part number in the item master. Once the change has been saved.
By	This automatically defaults in the initials of the user that made the last change to this part in the item master. Once the change has been saved.
Configuration Charge	This is NOT a part of the standard cost total, as discussed below.It is a specific cost used with the ManEx Order Configurator module and represents any additional cost over and above the standard cost total.
Run Scrap %	This amount is added to the exact quantity used on an assembly to provide an overage to cover losses during running due to predictable machine and human losses.
Setup Scrap Qty	Setup losses may be added to the BOM requirement and Run Scrap for an item.For instance, an auto-insertion machine may use extra parts for alignment checks.

Mgmt Lock:  If locked, all users can access the screen, but will not be able to edit the record until Approved users remove the lock. Lock Date: This automatically defaults in the date and time the lock was implemented to this part number in the item master. By: This automatically defaults in the initials of the user that implemented the lock to this part number in the item master.

	Depressing this button will give the users the ability to scan any related documents directly into the ManEx system and attached the document directly to the item in the ICM Module.  For further detail see Article #2396.  If this button is displayed in Red there is Related documents attached.
Inspection Required/ Quality Spec	Checking the box will cause the item to require inspection to whatever Quality Spec. shows in the Quality Spec box. The Quality Spec appearing in the box is entered in System Setup in the Inventory Part Class & Type Setup. Any Part Type in a particular Part Class can have Inspection Required turned on or off.
First Article	Checking this box will alert the users that the item requires a first article check at receiving inspection.
NC NR	Checking this box, means that this part cannot be cancelled or returned.  NOTE: This field is for reference only.

Certs Required/ Cert Type:  Checking this box will allow selection of Cert Type.  Cert Type choices are Receive, Ship or Both.  A typical Cert would be UL or CSA Certification on wire. Check the box and then depress the down arrow for the types to display.  Select the desired type:  Receive - Requires user to check the "Certificate Required" box has been Done at Receiving.  Ship - Requires user to check the "Certificate Required" box on Packing List/Shipping.  Both - Requires user to check the "Certificate Required" box at both Receiving and Packing List/Shipping.

MRC	This is to inform the users which items are Low Risk, High Risk, etc.This will need to be defined in System Setup Material Risk Code Setup.
EAU/Last EAU Calc	These fields display the Estimated Annual Usage, if applicable and the last date that the EAU was calculated.
PPM	This field is a data entry field and is not currently involved in any calculations or used anywhere else within the system at this point. It is planned to be used in the future to calculate the component level of PPM and then update the assembly PPM within the routing module.

The dimensions such as Length, Width, Depth and Weight are entered in this section

Within Security there is the option to allow users to have access (all or partial) to the Inventory Control Management module.  Then within those Inventory Security settings there is a provision for optional additional privileges, including the ability to make changes to the Standard Costs.  Only a user with these rights will be allowed to change any of the costs listed below.  Also, none of the cost listed below will be editable if there is inventory or WIP on hand.  

Material Cost	This is the purchase price of the BUY part. For MAKE Parts:  The sum of the STANDARD COSTS of BUY parts in the assembly.  Whether or not setup scrap is included is a system setup option.
Labor Cost	If the user wishes to include any preparation labor costs associated with a BUY part, like crimping, tinning testing. etc., those costs may be included here. For MAKE Parts:  The user may include the labor associated with building the assembly.
Overhead Cost	For BUY Parts:  Any additional costs associated with the labor, such as heating, lighting, etc., that the user may wish to include in the cost of the inventory value.  For MAKE Parts:  Any additional costs associated with the labor, such as vacations, sick leave, meeting times, etc., that the user may wish to include in the inventory value.
Other Cost	For BUY or MAKE Parts:  This is up to the user  to decide if there are any other costs that should be absorbed in the inventory value.
User Defined Cost	For BUY or MAKE Parts:  This is a field where a user may define the field name and include any optional costs.
Standard Cost	The STANDARD COST of an item is a calculated value determined by the sum of individual costs.  These individual costs may be in any combination of the Material, Labor, Overhead, Other and User Defined costs.   Each of the individual costs should have their own account number in the Inventory setup, and those accounts will accrue the costs when material is added to inventory. If ManEx Accounting is neither installed nor active, then there is no value other than reference in including values in these fields.
Target Price	NOTE:  To assign prices to products ("MAKE" parts), ManEx suggests using the Sales Price List Information module.  This module allows users to enter prices by product and by customer so different customers can have different prices.  This price will default into the sales order, but is still editable within the Sales Order module.
Weighted Cost	If the Part Source is a BUY,  the weighted cost is calculated by dividing the extended total cost from number of purchase orders (setup in the General Inventory Setup module) by the total qty.    NOTE:  The User has the option of changing the number of (Weighted Cost - Last ( )) purchase orders within the Inventory screen, but, changing this number  within the Inventory screen will NOT change the Weighted Cost it will only change the number of Purchase Orders displayed in the view screen.
Last Changed	This captures the date of the last change to the cost within this module and/or the outside modules such as the Purchase Order module and/or the Cost Adjustment module
Purchase History By:	This field allows the users to select which date "Order Date" or "Edit Date"  on the PO to use when displaying the PO's in the Purchase History. The default is setup within the General Inventory Setup module.
Include PO with Status:	This field allows the user to select the status of the Purchase Orders they would like to have displayed in the Purchase History. "Open and Closed (Approved)" or "New and Editing (Waiting for Appr.)" or "All".  The default is setup within the General Inventory Setup module.  PO;s with a status of Cancelled will NOT be displayed
Show Last __ Purchase Order(s)	This field allows the users to setup the number of Purchase Orders they would like displayed in the Purchase History.  The default is setup within the General Inventory Setup module.

 

 

The completed Item Master screen will appear:

Click on the Quantity Info tab and the following screen will appear. This screen is split. You must enter in the manufacturer information and click save. Then the system will allow you to add the warehouse and location information.

If the Inventory Material Type is set to "Auto" (within the Material Type Setup), everytime the user modifies the AVL material type, the program will update the Inventory Material Type automatically, if the control is set to "Manual", then the user will be able to modify the Inventory Material Type from the Material Type pulldown.  Keep in mind that the program will NOT validate if the material type in Inventory and AVL levels are in sync.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned.

Enter Manufacturers Part Number: Type in the manufacturers part number.

Enter Manufacturer: Choose a mfgr from the pull down.  If no Manufacturer is specified use GENR (Generic). If no information is entered in the Quantity Info screen, GENR will be added by the system automatically when saving the item. System will not allow users to have duplicate AVL/MPN combinations.  If user has same mfgr and mfgr PN but different material types, we suggest that the user create a new AVL with a dash (or any other symbol) and use that designation to transfer to the UNK material type parts or create a different location for the same part, but have it be non-nettable, making it ineligible as a source for MRP.

Enter Pref: Type in the Preference. (Whether this is a preferred manufacturer and if so the ranking or preference).  If no preference code is added, 99 will be assigned automatically.  All items will be at the bottom of the preference list unless the user assigns another number to it. See Article 943 for more information. The Pref Code is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts. If the user later changes the preference code on the internal part, the change is not carried over to the consigned part. 

 

Enter Safety Stock:  Enter in a qty that you want kept on hand for this specific AVL.  (User may have safety stock for more than one AVL in a given part number).  This qty is in addition to the MRP demands. (Note: Safety stock is calculated at the AVL level not part # level).     ManEx will ensure that there is always the safety stock qty on hand regardless of the MRP demands.  Please see Article  #2331  for more detail.  

If this option is check marked then the users will be able to automatically create any new Location for this part within the PO Receiving module.  Note:  Users MUST have special access within the Inventory Control Security setup module to modify this checkbox.  There is also a similar check box within System Setup, Warehouse Setup, this will also have to be marked for the warehouse in order for this option to be applied.

Depress the save button located at the bottom of the screen. You now have the option of entering an AVL Material Type (as described below) for the existing mfg., enter in another manufacturer part number or creating a warehouse for the existing manufacturer. 

AVL Material Type: Choose from the pull down, Unk, LF-P/N, LF-Date, LF-Mark, RoHS-P/N, RoHS-Date, RoHS-Mark. See Article 4002 for definitions. These choices have been defaulted in.  Customers may establish the logic by which the material type for the parts are established by the material types at the AVL level in System setup/Material Type Setup.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned part.    If the Inventory Material Type is set to "Auto" (within the Material Type Setup), everytime the user modifies the AVL material type, the program will update the Inventory Material Type automatically, if the control is set to "Manual", then the user will be able to modify the Inventory Material Type from the Material Type pulldown.  Keep in mind that the program will NOT validate if the material type in Inventory and AVL levels are in sync.

AVL Material Value

This is a text field for a given material type.  For example:  if the material type was "LF-Date" user could enter the date code in this field.  The Value could be different of various AVL's with the same material code.  This fields is a reference only field and is optional.

If the users add new AVL's to the Internal part number, they can add it to a Consigned part number by depressing this button.  A screen will appear and within that screen they can select which AVL they want to add to a Customer consigned part number.

User would check these boxes if there is a situation where the Users customers will allow them to use up non-conforming inventory (might be leaded), but cannot replace the same AVLs.  In such a circumstance, it is not appropriate to delete the parts, but neither can they be purchased for future requirements.  Likewise, they may want to avoid kitting except by special circumstances where the user can override the block from kitting if their customer permits it.  So at the AVL level, we have added these two logic fields that would signify that the AVL is NOT to be purchased and/or kitted. If the disallow kitting checkbox is checked, the disallow purchasing checkbox will be checked as well.   For more information on how this affects MRP see Article #2329.

When the "Disallow Purchase" is checked ON - ManEx will check if any Safety Stock (SS) is entered, if so the following prompt will be displayed and will un-check the checkbox upon depressing the OK button.



When the "Disallow Purchase" is checked OFF - ManEx will check and if "Disallow Kit" is ON the following prompt will be displayed and will revert the change to leave "Disallow Purchase" ON and leave "Disallow Kit" ON.



When the "Disallow Kit" is checked ON - ManEx will check if any SS is entered,  if so the following prompt will be displayed and will un-check the checkbox upon dpressing the OK button.  If SS is zero, no message will be displayed and ManEx will auto check "Disallow Purchase"



When the "Disallow Kit" is checked OFF - ManEx will check and if "Disallow Purchase" is still checked ON the following message will be displayed giving the user the option to uncheck the "Disallow Purchase" but is not required. 





To create a warehouse, depress the Add button (located under the right hand section of the screen)

Choose Internal (To Create an In-Store Warehouse refer to Article #5583)

Enter Warehouse: Select the Warehouse from the pulldown. In ManEx, the default warehouse is Main 1. If the User has accounting, this would equate to the Raw Materials Inventory. Many Users want to separate their Raw Materials and Finished Goods Inventories. So, if this is a Make part, the User may want to select the finished goods inventory warehouse. Some Users also set up separate warehouses and general ledger account numbers for In-Stores and Consigned.  If no warehouse is selected upon saving the record the system will deafult in the default warehouse setup in System Setup Warehouse Setup.

Enter Location	The location entered is where the parts will be stocked and/or located within the warehouse.  System will NOT allow users to add same locations with leading spaces  This field is flagged as “Read Only” for an MRB whse item. (Meaning you can not create new locations for MRB whse). Due to the fact that the MRB location is usually generated from a PO rejection – and if so, it needs to retain that link back to the original PO information and that is populated into the location field and is not editable. If you move into MRB via Inventory Handling then no location information is populated, but you are still unable to edit it.
Netable box	Remove the check mark from Netable only if the item entered is NOT to be considered as Supply when running Material Requirements Planning.  If the MRB whse is being added the Netable field is disabled and unchecked.
Validated box	This is for reference only and does not affect any other modules in Manex. This is simply for the users to check that the part being added has been verified as appropriate.

Depress the Save button at the bottom of the screen.

The completed Quantity Info screen looks like this:

Material Requirements Planning Information:  Depress the MRP tab and the following screen will appear. Enter the Material Requirements Planning information for the item.

Order Policy: This field is used to select the method used by the Material Requirements Planning module to combine requirements for this item in creating Planned Purchase Orders (POs). For instance if the choice is (Lot for Lot), the Material Requirements Planning module will plan one PO for the total requirements on a daily basis. If the choice were (Weekly), the Material Requirements Planning module would combine all the requirements each week and plan one PO on the first requirement day for the entire weeks needs.

Min Order Qty	This is the smallest number of the item that can be ordered from the vendor in one PO. For instance, Surface Mount components on a reel usually have a minimum order of 1000 items or more.
Order Multiple	This field defines the even multiples of the Unit of Measure in which an item must be purchased. For example, 16AWG Wire might be only available in even hundreds of feet on a spool in which case the Material Requirements Planning module would plan a PO for the next higher even hundred above the requirement.

Purchase Lead Time: Purchase of all items other than In-Store items requires that the PO be placed a minimum number of days before the actual requirement. This Lead Time requirement is what tells the Material Requirements Planning module how many days before a requirement to plan a PO.  Changing the leadtime of a Buy part will NOT change the due date in MRP, only the date to take action.

Kitting Lead Time:  This field will be displayed only if it is a Make or Phantom part.  This Lead Time requirement is what tells the Material Requirements Planning module how many days to allow for kitting. Changing the kitting leadtime of a Make or Phantom part will change the due date in MRP.  A TRUE phantom does NOT require any lead times and should be left blank.  BUT . . . if for some reason you need to add a lead time for a TRUE phantom ManEx does have the capability. Production Lead Time:  This field will be displayed only if it is a Make or Phantom part.  This Lead Time requirement is what tells the Material Requirements Planning module how many days to allow for production. Changing the production leadtime of a Make or Phantom part will change the due date in MRP.  A TRUE phantom does NOT require any lead times and should be left blank.  BUT . . . if for some reason you need to add a lead time for a TRUE phantom ManEx does have the capability.

Pull In Days	When PO due date is more than this number of days too late for an Material Requirements Planning module requirement, a PO Due Date change Action Notice will be generated.  . Note: These parameters may be thought of as filters for MRP Order Actions when the requirement dates for the parts changes.   See attached Document <<pullin-pushout discussion.docx>>.
Push Out Days	When PO due date is more than this number of days too early for an Material Requirements Planning module requirement, a PO Due Date change Action Notice will be generated.  . Note: These parameters may be thought of as filters for MRP Order Actions when the requirement dates for the parts changes.  See attached Document <<pullin-pushout discussion.docx>>.
Re-Order Qty	This is the number of the item to order at time of order.
Re-Order Point	To use a Min/Max system rather than Material Requirements Planning for reordering this item, enter the quantity at or below which the item should be replenished. Print the Inventory Material Reorder List report to show items which have dropped below re-order point minimums.

The completed MRP screen would appear as follows:

Notes Tab

Depress the Notes tab. Add Notes by clicking the Edit Action Button and typing in manually. Use Utility/ Copy or Ctrl+C and Utility/ Paste Ctrl+V to copy and paste from the existing Item Notes to new Item Notes.

Depress the Customer tab.  Depress the Edit button and the following screen will appear:

 

Depress the Add button (under to the Customer Field) to select a Customer.  A customer list will appear.  Select the customer desired. For every Customer that requires an Approved Vendor List, selection of these items Manufacturer Part Numbers list (in the Quantity Info Screen), a Customer Part Number must be entered in the Customer Screen.  Enter a Customer Part Number and Save.  When you create a Customer Part number (Consigned) within the system, user has the option to Add Default Warehouse, Copy Warehouse Location from Internal Part, or Do not add any Warehouse Location upon creation.   Note:  System does not allow you to enter more than one part number per customer to the same internal part, (for more detail see Article #2389).

Depress the Supplier tab, depress the Edit button and then the Add button (under the Supplier Field) to select a Supplier, enter a Supplier Part Number and Save.

The completed Supplier screen would appear as follows:

Manufacturer Part Specifications

Depress the Mfgr Part Spec tab.  Enter the Marking, Body, and/or Pitch, or select the Packaging Configuration (from the pull down), if desired.  Add Manufacturer Part Spec drawings, images or .pdf file by clicking on Load Document and linking to the desired image or pdf file. The completed screen will appear:   NOTE:  Package configuration setup is provided so that the user may define a machine's Units per Hour.  This definition can then be accessed in the Production Work Centers & Activities setup/Activities Setup & Run tab.

Once all information for new record has been entered, depress the Save button to save the record, or the Abandon record button to abandon record.

 

 

 

Copy a Part Number

To copy an existing part, Find the part you want to copy, using Find an Inventory Control Record. Highlight that part number and then depress the Item Master tab. Depress the Copy icon at the top of the screen. The following message will appear along with the "Select Copy Options" at the top of the screen.

 

 

Selecting Auto Number will create a copy, and open the  Item Master Screen.  The fields which may be edited are highlighted. 

Selecting Edit Part # Rev. will bring up a reminder message: Depress the Ok button. The Item Master Screen will open.  All of the fields which can be edited, including the part number and the revision number, will be available for editing.

Selecting Increment Rev, will cause the system to assign the same part number and the revision number will automatically increment by 1.  In the Item Master all the fields which may be edited are highlighted, as illustrated below:

Edit an Inventory Item

Find an Inventory Control Record  

 

 

 

Note:  How to remove or inactive an Inventory record -  See Article #924 (Status Defintion).

Depress the appropriate tab which needs to be modified. Depress the Edit button. Enter your Password. The items displayed in Black may be edited:

 

ITEM MASTER TAB

 

Item Master tab

The following fields are all editable:  Part Class, Part Type, Description, Material Type, Serialize box, Status (for status defintions see Article #924), ABC code, Stock / BOM UOM, Purchase UOM, Package, Buyer,  Mgmt Lock, Configuration Charge, Run Scrap %, Setup Scrap Qty, Costs (see NOTE below), Inspection box, Certs Required box, First Article box, NC NR, box, MRC, PPM, Length, Depth, Width, & Weight.   Users should use caution when changing the lot code tracking status. When lot code tracking status is change the entire history of the lot code for this specific part is removed from system.   We do NOT recommend users to change the Unit of Measure while there is qty on hand within the system.   For further detail see Article #3414. If the part souce on a product is originally setup as a MAKE the user WILL be allowed to edit the record and change the part souce to Make/Buy and/or Phantom/Make.  For further details see Article #3289 .  After all these criterias are passed, if the part has quantity on hand, the user has to enter the serial numbers to match the quantity on hand. Note re Editing Standard Cost: You will need a Supervisors Password to change the Standard Cost. The best procedure is to use the Standard Cost Adjustment module.  The Standard Cost Adjustment module will update the Inventory records AND will create the appropriate accounting entry. If you edit the cost in this screen, a manual accounting entry will be required.   User can select how they would like to view the Purchase History either by Order Date or Edit Date, also which PO's to include by status and the number of Purchase Orders viewed on screen.   NOTE:  These changes will NOT change the Standard Cost.  These changes will only affect how the PO's will be viewed on screen when the Purchase History button is selected.

Changing a non-serialize part to a serialized part

BUY - If a user changes a non-serialized BUY part to a Serialize part the system will check. *If the part has allocated qty, (user has to un-allocate parts before the system will allow user to check the "Serialize" box). *If  the part has any OPEN kit (kit in process), (user has to de-kit or close kit before system will allow user to check the "Serialize" box).   *If the part has un-reconciled PO (user has to reconcile all receipts before system will allow user to check the "Serialize" box).

MAKE or a Make/Phantom Part - If a user changes a non-serialized MAKE part to a Serialize part and the part has quantity in FGI the following message will appear:

If a user is changing a Non Lot Coded part to a Lot Coded part they will receive the following message informing the user that "Dummy" lot codes will be setup for existing oh hand quantities and asking the user if they would like to continue. 

 

 

If a user is changing a Lot Coded part to a Non Lot Coded part they will receive the following message informing them that any existing Lot Code information for this part will be deleted from the system if these changes are saved and asking the user if they would like to continue.

 

 

 

If a user is changing a Lot Coded part to a Non Lot Coded part or vis-versa and the part is also serialized and if there is qty on hand, user will receive the following message and will be unable to save the change.  

 

QUANTITY INFO TAB

 

Material Type	Select from the pull down, Unk, LF-P/N, LF-Date, LF-Mark, RoHS-P/N, RoHS-Date, RoHS-Mark. See Article 4002 for definitions. These choices have been defaulted in.  Customers may establish the logic by which the material type for the parts are established by the material types at the AVL level in System setup/Material Type Setup.  The AVL Material Type is carried forward for the consign part when the consign part is first added to the system or when new AVL was added to the internal part and the user elects to add this AVL to the existing consign parts.  If the user later changes the Material Type on the internal part, the change is NOT carried over to the consigned.   If the inventory material type update is set to "Auto" (within theMaterial Type Setup), everytime the user modifies a part or AVL, the program will update the inventory material type automatically, if the control is set to "Manual" then user will be able to modify inventory material type on "Quantity Info" page via a Material Type pulldown, the program will not validate if the material type in inventory and AVL levels are in sync.
AVL Info	User can edit the Pref Code, Safety Stock, AVL Material Type, Enter AVL Material Value info, check the Allow Auto Creating Location at Receiving (selected AVL) and/or Disallow this part from Purchasing and/or Kitting (if applicable).   Depress the ADD button to enter a new mfgr and mfgr PN.  Highlight an existing mfgr and mfgr PN in the box and depress the DELETE button to delete an existing mfgr and mfgr PN (if there is no qty on hand). Note:  When deleting an MPN - keep in mind that the MPN will be deleted from the screen but NOT from the tables. The MPN's that have been deleted are retained in the tables for history tracking purposes.      If the user changes the preference code or material type these changes are not carried forward to the existing consigned parts. System will not allow users to have duplicate AVL/MPN combinations.  If user has same mfgr and mfgr PN but different material types, we suggest that the user create a new AVL with a dash (or any other symbol) and use that designation to transfer to the UNK material type parts or create a different location for the same part, but have it be non-nettable, making it ineligible as a source for MRP.
Warehouse Info	User can edit a location to an existing Warehouse, check or uncheck the Netable and Validated boxes.  Depress the ADD button to add a new Warehouse.  Highlight an existing warehouse in the box depress the DELETE button to delete an existing warehouse (if there are no qty on hand).  Caution on deleting warehouses:  Please remember if you delete a warehouse for a given part number, that you are ALSO deleting some of the history for that part at that location.  If you think that such history will be required in the future, then DO NOT delete the warehouse. NOTE:  When removing/changing WH/Location system will prompt the user if any POs are open, which are using the modified location. This prompt will allow the user to abort or continue with the change.

If the user adds new AVL's to the Internal part number, they may click on this button and it will bring up the following screen.

 

Highlight the Consigned part number (s) you want to add AVL to.  Select the radio button for the Warehouse you want to add to the AVL.  Select the Part Mfgr  from the pull down you want added to the consigned part number (s) highlighted.  As shown in the screen above.

 

Depress on "Add Selected AVL to the Highlighted Parts"  The following warning will appear.

 

 

 

If "yes" is depressed you will receive the following screen:  If "No" is depressed the action will be deleted.   Depress "OK" and the transaction is completed

 

MRP INFO TAB

MRP Info Tab

Order Policy, Min Order Qty, Order Multiple,  Purchase Lead Time, Pull In Days,Push Out Days, Re-Order Qty, Re-Order Point

CUSTOMER TAB

Customer Tab

Add or Delete a Customer and Customer PN.

SUPPLIER TAB

Supplier Tab

Add or Delete a Supplier and Supplier PN.

MFGR PART SPEC

Mfgr Part Spec

Load/change picture or .pdf file.

 Depress the Save Action button at the completion of each edit.

Find an existing Inventory item Record, or Add a new Inventory item record.

Depress the   button, and enter password.

The following screen will appear:

 

 

Depress the Add record icon, enter in a Document Number, REV, Doc Description, Doc Date, Doc Note; 

Locate the document and double click on it and the document will populate screen.

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  The following screen will appear:

Depress the Save record icon to save or depress the Abandon changes icon to abandon changes.  

Once documents are saved the "Inventory Item Related Documentation" button will display in Red.  This Document will be available to view in the PO Module and PO Receiving Module also.

To obtain the Inventory Reports, select the Print button from the ManEx action buttons at the top of the screen.

 

The following reports screen will display a list of reports that are available on the ManEx Desktop: 

Highlight the desired report and the Detail of the Report "Internal and/or In-store" or "Consign" and depress the OK button:

If user selects "Internal and/or In-Store" this Value screen will appear:
If user selects "Consign" this Value screen will appear:

Inventory On Hand Report

User must first select Type:  'Internal', 'Internal & In-Store', 'In-Store', or 'Consigned' User then may enter Customer (only if consigned type is selected), Class, Warehouse, Part Range Start, Part Range End.  Entry must be within Single Quotes.  Leave '*' defaulted and all will be displayed. Select to suppress 0.00 records, then select to sort by, either Part Number or Warehouse.  Once all Values have been entered depress the OK button.

The following is printed:  This report displays the amount of inventory on hand in each location, including WIP, and identification of the manufacturer, Lot Code information, and allocated inventory.  There are several ways to select the information so that the report is specific to chosen areas. 

Transaction Detail Log Report

Highlighting the Transaction Detail Log report brings up a further selection: Highlight the desired selection, 'All', 'Receipt', 'Issue' or 'Trans/Exp' Depress the OK button will bring up the Values screen:

Enter Starting Date Range, and Ending Date Range. If desired enter Starting PN and Ending PN.  If left blank all PN will be displayed on report. Select Type:  'Internal', 'Internal & In-Store', 'In-Store', or 'Consigned' Enter Customer only if type 'Consigned' was selected If desired select Part Class.  If left blank all Part Classes will be displayed on report. Select 'Yes' or 'No' to show Serial numbers on report, (Note:  Leading Zero's will NOT be displayed on report), and if you want the reason to be displayed or not.   Once all the Values have beeen selected, depress the OK button.   Note: The reference field as entered in the Inventory Handling module will display on the Transaction Detail report.

 

Part Transaction Log With Balance Report

Select Type: 'Internal', 'Internal & In-Store', 'In-Store', or 'Consigned' If desired enter Part Number and Revision if applicable.  If these fields are left blank all part numbers and revisions will be displayed on report. Enter a Start Date (this field is required) Enter Customer only if type 'Consigned' was selected Once all the Values have beeen selected, depress the OK button. Note:  The beginning balance is a calculation based on transactions. It is not associated with the GL, nor has any effect on it.    If the beginning balance is being displayed as anthing other than "0" it may be caused by the UOM being changed with qty on hand.  See Article #3414 for further detail.

The Qty OH now is 290, the report gets all the receiving, issue, transfer records and sorts the data by date from latest to oldest to get the beginning balance.

Inventory Valuation Report

Enter Part Class (if applicable) Enter Warehouse (if applicable) Enter Starting Part Number (if applicable) Entering Ending Part Number (if applicable) Select how you wish to have the report costed by: Standard Cost, Weighted Cost, or User Defined Cost. Note:  The reason the report was not calculating value when using weighted cost is because in General  Inventory Setup (within system setup) I had zero in the "Number of Purchase Orders used in the calculation of the weighted costs" field.  For this report to work user must have a number greater than zero within this field.   Depress the OK button.   NOTE:  The Last Paid information is calculated from the Last Change date not necessarily the PO Date that is displayed in the Purchase History box. If a user happens to edit an older <st1:place w:st="on">PO (that does not match the Purchase Order History screen) and saves the changes the Last Paid will be updated based on the last change order recorded and the PO History screen will still remain as is.  (Example: If a <st1:place w:st="on">PO was originally created in 2002 , but edited and saved today, it would then be included into the Last Paid record from the date it was modified).    For further details on Possible Reasons why the Inventory Valuation Report is not matching the GL Balance for the Inventory GL Acct # see Article 5712.

The following is printed: This report displays all inventory by part class and summerizes the inventory value of the parts selected.

 

 

Enter Part Class within Single Quotes (if applicable) Enter Starting Part Number within Single Quotes (if applicable) Enter Ending Part Number within Single Quotes (if applicable) Select How you wish to have the report Costed by:  Standard Cost, Weighted Cost, or User Defined Cost.   Select to Round WIP Qty to Interger or Not Depress the OK button.

**Inventory and WIP Valuation report is not intended to be used as a validation to the GL WIP Balance

See Article #1777  "How WIP Qty and WIP Value is Calculated".  
See Article #913    "How Manex tracks and values the dollars in WIP".  
See Article #5712  "Why doesn't the Inventory Valuation Report Match the GL Balance for the Inventory GL Account Number?".

Inventory WIP Valuation Report by Work Order

Enter Work Order Number within the Single Quotes (if applicable) Enter Part Class within the Single Quotes (if applicable) Enter a Starting Part Number within the Single Quotes (if applicable) Enter a Ending Part Number within the Singel Quotes (if applicable) Select How you wish to have the report Costed by:  Standard Cost, Weighted Cost, or User Defined Cost Select if you wnat to Round WIP qty to Interger or not Depress the OK button.

The following is printed:  Every new WO will start on the new page.

 

 

Inventory List With No Assigned BOM Report  

   

This report displays all material on hand with no parent assembly associated with it. Select the Part Type to Display:  All, Internal, or Consigned Only

 

The following is Printed:  Note:  The first letter of the Status is displayed to the left of the "Part Number" column (A for Active and I for In-active).  

 

 

Unused Inventory List Report

User must first select Type: 'Internal', 'Internal & In-Store', 'In-Store', or 'Consigned' User then may enter Customer (only if consigned type is selected), Part Class, Starting Part Number, and/or Ending Part Number.  Entry must be within Single Quotes. Leave '*' defaulted and all will be displayed. User MUST enter a Date Select to suppress 0.00 records, then select to sort by, either Part Number or Warehouse. Once all Values have been entered depress the OK button.      Note:  The search for the un-used parts will be based on the MFGR/ MPN level.

The following is printed:  This report displays all inventory for which no transactions have occured since the selected date based on the MFGR/MPN level.   

 

Part Cross Reference Report

Highlighting the Part Cross Reference report brings up a further selection:   Select the type of Cross Reference desired.  This will display the relation between Mfgr part number and Internal part number.

User MUST first select Part Source:  'BUY', 'CONSG', 'MAKE', or 'PHANTOM' Then select sort Order:  Manufacturer Part Number or Manufacturer  Once the values have been selected depress the OK button.

The following is printed:  This will display the relation between Mfgr part number and Internal part number.

Part List by Manufacturer and Manufacturer Part Number Report

Enter the Manufacturer desired within the single quotes, if all Mfgr's are desired leave '*' defaulted.  Partial entry is allowed.  Once the values have been selected, depress the OK button to print report.

The following is printed:  This report displays all part numbers by Manufacturer, Manufacturer Part Number, Class, Type, Description, Internal Part Number, Matl Type and Qty on Hand. 

 

List of Duplicate Descriptions - This report displays all part numbers with duplicate descriptions

In Store Items Without Contract Report -   This report displays all part numbers from Invt mfgr Instore without contract 
  

In Store Issued Items Without Contract Report - This report displays a list of items issued from in-stores without contract  

 

Customer Reference Report - This report lists by customers, all customers part number along with quantity in stores

 

Part Class and Type List - This report is a listing of Part Classes & Types

 

Print Inventory Labels

The Print Inventory labels report requires that the Barcode Font be installed. Highlighting the Print Inventory Labels brings up a selection of printers to be used:   Laser Printer (sheet):  Avery Label # 5163, 4" x 2", 2 accross, 5 down, printed portrait Portable Printer (roll):  Redline Solutions, Zebra QL DT Labels 4x3 PN 81475 Portable Printer (roll):  Zebra Printer (roll):  Label size 2" x 3"  (for Zebra printers Part #10000286 (or equivalent)

Select Inventory Type: 'Internal',  'In Store',  'Internal & In-Store', or 'Consigned'   Enter Part number Start Range within the single quotes    Enter Starting Rev Range within the single quotes   Enter Part number End Range within the single quotes    Emter Ending Rev Range within the single quotes   Enter Customer within the single quotes: (this field only applies if Consigned is selected)   Enter specific Warehouse within the single quotes (if desired)   Enter Specific Location within the Single Quotes.  If you do not wish to filter on Location leave '*' as default   Enter Specific Whse within the Single Quotes. If you do not wish to filter on warehouse leave '*' as default   Once all the values have been selected, depress the OK button to print labels .

The following is printed.

Allocated Report for Closed and Cancelled WO - This report displays a listing of Part Classes & Types

 

 

 

Material Type Change Report 

Enter the From Date in format "yyy-mm-dd"  (the To Date is todays) Depress the OK button.

The following is printed: - Listing of the parts that have their material type changed since given date.

 

Material Type Change Log Detail Report   

Enter the From Date in format "yyyy-mm-dd" (the To Date is todays). Depress the OK button. <st1:place w:st="on"><st1:placetype w:st="on">

The following is printed:  This report displays the history of the Inventory Material Type Changes. 

 

Depress the OK button.  User will receive the following popup to warn them that the report could take a while to run.  So at this point you have the option of continuing or aborting the procedure.

Depress Yes and the following report will appear:   This report compares inventory material type with AVL calculated material type and lists those part numbers which have different material types in inventory and AVL levels.

The Inventory Handling module is for receiving without a purchase order, issuing without a packing list, transferring inventory items from one warehouse location to another and to transfer discrepant materials into the MRB (Material Review Board) Warehouse.

Receiving is particularly useful in setting up the initial inventory when first launching ManEx. 

Issuing is useful to expense Inventory Items.

This module can also be used to adjust the Inventory Master to the actual count after taking a physical inventory, if the user does NOT have the ManEx Physical Inventory module.

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

Buy Part Serialization Feature:  The users will be able to properly assign Serial numbers to Buy parts through the Receiving screen.  Within the other remaining Inventory Handling screens (Issue, Transfer, & MRB) Serial number selection boxes will appear.

Receiving tab field definitions

Part Source	The source of the part, Buy, Make, or Consigned
Part Number	The internally assigned number of the part.
(Rev)	The revision assigned to the part.
Customer's Part Number	The customers number of the part.  This field will only be displayed if the Part Source selected is (Consigned)
(Rev)	The customers revision assigned to the part. This field will only be displayed if the Part Source selected is (Consigned)
Customer Name	The Name of the Customer.  This field will only be displayed if the Part Source selected is (Consigned)
	Depressing this button will reveal any notes about the part that have been entered in the item master.
Received Qty	The quantity received. See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.
UOM	The Unit of Measure for the part.
Receiving Account Description	The description (and its related General Ledger account) pertaining to the receipt.
Manufacturer	The name of the manufacturer of the part.
Manufacturer’s Part Number	The number the Manufacturer has assigned to the part.
Warehouse	The name of the Warehouse.
Location	The location within the warehouse where the part received will be placed.
	This button will ONLY be displayed if the "Allow Auto Creating Location at Receiving" box is checked in the Mfgr/AVL  Quantity Info tab within the ICM module.
Part Class	The classification to which the part number belongs.
Part Type	The type within the classification to which the part number belongs.
Description	The description of the part number.
Reason	The reason for the receipt.
Reference	The reference for the receipt.

Transfer tab field definitions

Part Source	The source of the part, Buy, Make, or Consigned
Part Number	The internally assigned number of the part.
(Rev)	The revision number assigned to the part.
Customer's Part Number	The customer's number of the part.  This field will only be displayed if the Part Source selected is (Consigned)
(Rev)	The customer's revision assigned to the part. This field will only be displayed if the Part Source selected is (Consigned)
Customer	The Name of the Customer.  This field will only be displayed if the Part Source selected is (Consigned)
	If this button is displayed in RED depressing this button will reveal any notes about the part that have been entered in the item master.
Part Class	The classification to which the part number belongs.
Part Type	The type within the classification to which the part number belongs.
Description	The description of the part number.
Manufacturer	The name of the manufacturer of the part.
Manufacturer’s Part Number	The number the Manufacturer has assigned to the part.
From Warehouse	The name of the Warehouse.
From Location	The location within the warehouse where the part transferred will be pulled from.
In-Store Supplier	The name of the In-Store supplier.  (this field will only be displayed if the warehouse selected is an In-Store warehouse)
To Warehouse	The name of the Warehouse.
To Location	The location within the warehouse where the part transferred will be placed.
Qty Available	The on hand quantity.
Quantity to Transfer	The quantity transferred.  See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.
UOM	The Unit of Measure for the part.
Reason	The reason for the Transfer.
Reference	The reference for the Transfer.

MRB (Material Review Board) tab field definitions

Part Source	The source of the part, Buy, Make, or Consigned
Part Number	The internally assigned number of the part.
(Rev)	The revision number assigned to the part.
Customer's Part Number	The customer's number of the part.  This field will only be displayed if the Part Source selected is (Consigned)
(Rev)	The customer's revision assigned to the part. This field will only be displayed if the Part Source selected is (Consigned)
	Depressing this button will reveal any notes about the part that have been entered in the item master.
Part Class	The classification to which the part number belongs.
Part Type	The type within the classification to which the part number belongs.
Customer	The Name of the Customer.  This field will only be displayed if the Part Source selected is (Consigned)
Description	The description of the part number.
Manufacturer	The name of the manufacturer of the part.
Manufacturer’s Part Number	The number the Manufacturer has assigned to the part.
Part Number	The internal number assigned to the part.
Quantity	The quantity transferred.
From Warehouse	The name of the Warehouse.
From Location	The location within the warehouse where the part transferred will be pulled from.
To Warehouse	The name of the Warehouse.
To Location	The location within the warehouse where the part transferred will be placed.
Qty Available	The on hand quantity.
Quantity to Transfer	The quantity transferred. See Article #1240 for more detail on why the system will not allow user to enter in a fraction of a number, and an alternative.
UOM	The Unit of Measure for the part.
Reason	The reason for the Transfer.
Reference	The reference pertaining to the Transfer.

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 Handling

The main screen will be displayed:

Inventory Handling is used for receipt of non-purchase order receipts.

To add inventory, depress the Receiving tab.

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 Received quantity.
7. Select the Receiving Account Description from the pull down menu.
8. Select the Manufacturer & manufacturer part number from the pull down list.
9. The warehouse will default in. If the default is not the warehouse you want you may select a dffferent warehouse from the pull down list.
10. Select the reason for the receipt from the pull down list.
11. Enter in a Reference (Optional).
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 ONLY 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 there are multiple revisions for the same part number a screen will appear for user to select the correct part number from:





The completed screen will look like this for a Buy, or Make part.

The completed screen will look like this for a Consigned part.

The completed screen will look like this for a Serialized part.  Note:  Users are allowed to receive in once issued out SN(s) back into stock, if  the SN is for the same part number, and was issued out through inventory handling, then the system will re-link it to its old history.  If the SN has been shipped out of the system via a packing list, then the user will be required to receive it back in through the RMA Process.   

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.

 

 

 

 

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 Handling

 

The following screen will be displayed:

 

 

 

 

To transfer inventory from one warehouse to another 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 the 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. Select the Manufacturer & Manufacturer part number from the pull down list.
7. Select the  "From"  warehouse from the pull down list.
8. Then select the   "To"  warehouse from the pull down list.
9. Enter quantity to transfer.
10. Select the reason from the pull down list.
11. Enter the reference if applicable
12. Depress the Save button. 

For this feature to work properly, the Inventory Part Number MUST have two warehouse locations assigned to it within the ICM module.  The  "From"   Location MUST have quantity on hand..   If user attempts to transfer parts that do NOT have two warehouse locations, or from regular inventory location to MRB, the following message will be displayed.   This screen is used to move parts from a regular warehouse to another regular warehouse,  or to move parts that are already located in MRB back into regular stock.    (Note:  System will NOT allow users to transfer parts out of MRB location to regular inventory if parts were transfered into the MRB warehouse through PO Receiving). To move parts from stock to MRB you will need to use the Inventory Handling MRB screen . 

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 ONLY 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.

 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.

MRB (Material Review Board) Warehouse Overview

The MRB (Material Review Board) Warehouse is where rejected material found at time of PO receiving or in production is transferred through inventory handling into the WHSE so management has time to determine whether to return discrepant material to the Supplier. It is a non-netable account meaning qty's residing in this WHSE are not consider as available inventory for MRP demands or production needs.

 

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 Handling

 

The following screen will be displayed:

 

 

 

Depress the MRB tab.  The following screen will be displayed.

To Transfer Inventory Items from Inventory to MRB follow these steps.

1. Depress the Add button.
2. Enter in your password.
3. Select the Part Source from the pull down menu. (BUY, MAKE, or CONSG)
4. Enter the 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. Select the manufacturer & manufacturer part number from the pull down list.
7. Select the From Warehouse from the pull down list:
8. The To Warehouse automatically defaults to MRB (Material Review Board).
9. Enter the Quantity to Transfer.
10. Select the Reason for transfer from the pull down list:
11. Enter in 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 ONLY 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 appear as follows:

Once the preceding steps have been completed, the user may Add to PO DMR (Discrepant Material Return) module, or you may transfer it back into Inventory using the Transfer tab .

Once the DMR (discrepant material return) has been added and saved, a Debit Memo will be created in the Accounting System.  Additionally, the corresponding entry will be created and the balance in the Accounts Payable Aging will adjust.   

1. User must have the In-Store optional module.
2. After activation, "IPS Upload" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access. 
3. User has to complete the required fields in the IPSimport.xlt located in the xlfiles directory to import to a In-Store PO.   
4. The part must exist in the Inventory Control Mgmt module and must have the Supplier and In-Store warehouse setup within the Inventory Control Mgmt module.  

Optional Prerequisites for Modifying ABC Codes:

A report is available summarizing and itemizing the results of the cycle count activities. If the user has established cycle count tolerances in the  ABC Types setup, then a report will delineate the number of times that the cycle count exceeded the permissible tolerance.

The frequency of counting for each part is defined in the ABC Type  setup, and based on the ABC Type assigned to each part.

There is provision to automatically assign ABC Types after the user has been operating the ManEx system for some time. The user has the option to base the assigned ABC Type on either the current dollar value of the inventory, or the Estimated Annual Usage dollar amount of inventory.  If the user chooses to reassign ABC Types automatically, the ABC Type setup must have established the amount (by percentage) of inventory value to be attributed to each ABC Type.

The second step is to determine how often each ABC code should be counted.  Higher count frequencies lead to more accurate inventory records, but also increased handling costs.  Management needs to find a balance between cost and benefit.  One common frequency is to count A parts every 30 days, B parts every 120 days, and C parts every 180 days.

Main Screen field definitions

	Depress this button to record the adjustments in the count into the Inventory Master and to create the applicable accounting entry. The "Allow Updating Inventory" option button (for Physical Inventory) within the Security module MUST be checked in order to Post Inventory Adjustments
	This will allow user to select only the un-reconciled parts or all parts.   Selecting "All" will display parts that are un-reconciled and reconciled but not yet posted.
Location	The warehouse location for the part to be counted.
Part Mfgr	The Manufacturer for the part to be counted.
MPN (Manufacturer’s Part Number)	If the source is a buy, the number that the manufacturer has assigned to the part.
Part Number	The Internal Part Number for the item to be counted.  Depressing the Part Number button will sort the grid by part number.
Rev	The Part Number Revision for the item. An item may exist under multiple revisions.
Count	The physical count quantity of the item observed during cycle counting
Init	The initials of the individual who performed the cycle count.
Date	The date that the inventory was counted. The date will default to the current date, but may be over-written.
Allocated	If an inventory part number has allocated inventory, the line will show in red and the Allocated box will have a check mark.This field is a reference field which indicates to the user that there is allocated inventory against this item and the system will not allow you to adjust the qty below the allocated amount.
Lot Code	If the part type has been designated as requiring lot tracking, then the lot tracking reference number appears.
Reference	Lot Code tracking reference number.
Exp Date	Expiration date of Lot Code
PO #	Customer PO number
Warehouse	The name of the warehouse for the part.  Depressing the Warehouse button will sort the grid by warehouse
Source	The source of the part number, Make or Buy.  Depressing the Source button will sort the grid by source.
Part Class	The classification of the part.   Depressing the Part Class button will sort the grid by part class.
Part Type	The part type within the classification of the part number.
Description	The description of the part number.
UoM	The unit of measure of the part number.
Serial Number	If the part has been designated as requiring serial numbers, then the serial numbers must be entered in this screen.

ABC codes are used as an aid to manage inventory tracking. Traditionally, ABC codes are established to divide the inventory by value, and to guide in the cycle counting of inventory.

First the value of all inventory in stores is added up and listed by part in order of the highest extended value first. Then, the top percentage value (e.g. 80 % of the parts value) would be classified as “A” items, and will probably consist of about 10-15% of the inventory part numbers. The next 15% of the value items would be classified as “B” items, and will be in the neighborhood of 20-40% of the part numbers. The last 5% of the value will be classified as “C” items, and represent at least 50% of the part numbers.

The user then sets up an inventory counting program called “Cycle Counting”, which assists in counting all inventory over a period of time. The “A” items might be counted completely within each month. Therefore, a list of all of the “A” items (the highest dollar value) is generated, and randomly divided into 20 days, and each day 1/20th of the list counted and checked. The “B” items might be checked every quarter, and the “C” items checked once a year. This is one way to verify the accuracy of stockroom transactions, and to take measures necessary to keep the counts accurate.

In ManEx, the ABC codes have a slightly different meaning. In addition to identifying the most or least expensive part numbers, a Dock to Stock period may be included in each ABC code. Dock to Stock is the number of days a part is expected to take to be delivered to the stock room after the part is received on the user’s dock. This duration may include the amount of time it takes to organize the shipment, count the parts, log the receipt into the inventory system, perform incoming inspection, and physically move the parts to stores. Intuitively, the higher dollar parts may have longer dock to stock times because of increased inspection. And the lesser valued parts may not require inspection.

Also, for each ABC code, ManEx provides a cycle count tolerance, which, if exceeded, will result in reporting unfavorable inventory control results during cycle counting. These tolerances may be expressed in an absolute dollar value, or a percentage of the inventory being counted.   For further information on the cycle count tolerances and what the purpose of setting them up in ManEx is see the attachment <<Cycle Count Tolerance.docx>>

And, the ABC code identifies a part source for inventory parts. Because ManEx allows up to 36 ABC codes, it also provides for identifying if a part is a make or buy part. 

The ABC codes need to be specifically setup for Make parts. If Make parts are to be included in the cycle count. If an ABC code is setup for a buy part and that ABC code is assigned to a Make part the make part will NOT be included in the cycle count and vica vera.  

Note:  If an internal part number does NOT have an ABC code assigned, that part will NEVER be selected for cycle counting.  Therefore, all internal parts which the user wished to be cycle counted, MUST have a code in the ABC field in the Inventory Control Item Master. 

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 Cycle Count

 

 

Note:  The cycle count module will allow multi-user access to enter and/or reconcile.  The users must exit and re-enter to screen to refresh if an action was done on another work station.  Only one user may Post.

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 Cycle Count

 

 

Note:  The cycle count module will allow multi-user access to enter and/or reconcile.  The users must exit and re-enter to screen to refresh if an action was done on another work station.  Only one user may Post.

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 Cycle Count

The following screen will be displayed:

Depressing the Copy action button (Reconcile Count Records) 



Enter password.

The system checks the counted quantities entered into the Cycle Count screen and verifies that the count matches the inventory records.  

If the users attempt to edit the record that is allocated lower than the allocated qty it will display the following message and those records will be eliminated for reconciliation.  If you need to apply the count into the system you must first unallocate some of the inventory via the Inventory Allocation module to free up the amount you are attempting to adjust then return to the count and it will then allow you to post to inventory.

If it does not match the inventory record, the following screen appears and the user is asked whether to accept the entered count as the new count, by depressing the "YES" button and entering a reason for the change (cycle count, missing parts, etc) or to wait until the user has had the opportunity to recheck the number and reconcile it at a later time by depress the "Next Item" button.

To record the adjustments in the count into the Inventory Master and to create the applicable accounting entry, depress the "Post Inventory Adjustments" button. You will be prompted for your password.   The "Allow Updating Inventory" option button (for Physical Inventory) within the Security module MUST be checked in order to Post Inventory Adjustments.  If user does NOT have these special rights they will receive the following message.


 


Note:  If the inventory item has changed in quantity (due to kitting or an issue via Inventory Handling between the beginning of the cycle count and the reconciliation), the system will alert the user and will print out a report detailing the part number and the discrepancy.  The user must change the data entry for the count, and then re-reconcile.

Once the system has made the transfer, the following message will appear:

To obtain the Packing List Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.

The following reports screen will display a list of reports that are available on the ManEx Desktop: