Exclude the Filled Items to avoid discrepancy

Details

The support has been provided to exclude the Serial and Non-Serial Items in Filled Status in the Physical Inventory Discrepancy window.

The following other features have also been supported in the Physical Inventory module.

• The Consider Filled As section with the In and Filled radio buttons have been included in the Physical Inventory module > New icon > Physical Inventory window.

• The Type drop-down and the Consider Filled As drop-down has also been supported in the Physical Inventory window.

• The Consider Filled As column has been included in the Physical Inventory window.

The details are explained in the sample workflow given below:

Prerequisites

1. Select the Maintenance module > Items tab.

2. Create a Serial Item [JBL FREE] receive 5 Qty of Assets [JBL FREE#01], [JBL FREE#02], [JBL FREE#03], [JBL FREE#04], and [JBL FREE#05].

3. Create Non-Serial Item [JBL E55BT] receive 5 Qty.

4. Save and Exit the Maintenance module.

Sample Workflow

1. Select the Account module. The Account window is displayed.

2. Tag a Company [JBL] and create a Rental Reservation Order [ORD-992] for 2 days duration.

3. Search and add the Serial Item [JBL FREE] with 3 Qty.

4. Search and add the Non-Serial Item [JBL E55BT] with 3 Qty.

5. Fill and Ship some Items. The Order [ORD-994] comprises of Items in Filled, Out, and Reserved Statuses, as shown in Figure 1.0.

Figure 1.0 Order [ORD-994] comprises of Items in Filled, Out, and Reserved Statuses

6. Select the Non-Serial Item [JBL E55BT] line and click the Availability icon. The Availability is displayed, as shown in Figure 1.1.

Figure 1.1 Non-Serial Item [JBL E55BT] Availability

7. Select the Serial Item [JBL FREE] line and click the Availability icon. The Availability is displayed, as shown in Figure 1.2.

Figure 1.2 Serial Item [JBL FREE] Availability

8. Save and Exit the Order [ORD-994].

9. Select the Physical Inventory module > New icon. The Physical Inventory window is displayed.

10. Enter the Physical Inv ID [JBL SERIAL].

11. Select the Handled By [MANTRA], Site [SANFRANCISCO], the Item radio button, and the Filled radio button within the Consider Filled As section,  as shown in Figure 1.3.

Figure 1.3 Physical Inventory window with Physical Inv ID [JBL SERIAL]

12. Click OK.

13. The Search Items window is displayed.

From this step forward, the workflow bifurcates for Serial and Non-serial.

Both have been documented separately below.

The following other features have also been supported in the Physical Inventory module:

• The Consider Filled As section with the In and Filled radio buttons have been included in the Physical Inventory module > New icon > Physical Inventory window, as shown in Figure 2.0.

• The Type drop-down and the Consider Filled As drop-down has also been supported in the Physical Inventory window.

• The Consider Filled As column has been included in the Physical Inventory window.