Question & Answer
Question
How can I use the Inventory Usage application to Transfer an Item to a Labor Inventory Location, issue it to a Work Order, return it to a storeroom and view the transactions.
Cause
This can be done in either the Inventory Usage application or the Issues and Transfers application.
Answer
Here are the steps:
Create a Labor Inventory Location:
Go to the Labor application, Go to Select Action, “Create Labor Inventory Location” and filled in all the GL account fields:
1a. Here is the process using the Inventory Usage application:
Change status to complete. Save.
2a. Do an advanced search in the Inventory App. For the location of Finley's Van:
3a. We can see the Brake Shoe Kit we just transferred:
4a. I can issue it (to a WO for example) in the Inventory Usage application:
5a. Delete the “=STOREROOM” above to find Finley's Van.
6a. Issue to a WO (Usage type is ISSUE) , change status to COMP:
7a. I can also TRANSFER it from Finley's Van to a storeroom, (Issue Type is TRANSFER):
You can also do the above in the issues and transfers application as follows:
1b. Go to the Issues and Transfers application:
2b. You cannot use the issue tab, you need to use the Transfer Out Tab:
3b. It gives me the option to Transfer to the location of Finley's van. Save.
4b. To view the items in Finley's van look in Inventory :
5b. To view all items in Finley's van: In Inventory, advanced search, storeroom=finleyvan:
6b. I can see all items in the location:
7b. Click on the first item:
8b. I can view the Inventory transactions for the item from the select action menu:
9b. Select Action, Issue Current Item – I can issue the item from Finley's Van to a WO:
10b. The Item is issued to the WO and the balance in Finley's van has dropped:
11b. I can transfer an item from the Van back to a storeroom:
12b. The balance decreases:
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Document Information
Modified date:
17 June 2018
UID
swg21680590