Ultriva User’s Conference 2012 Inventory Transactions

1. http://demo.ultrivalms.com/Leansuite/Account.mvc Ultriva User’s Conference 2012Inventory Transactions Presented by Lori McNeely

2. Common Inventory Actions Issue Inventory MoveLocation Adjust Inventory

3. Common Inventory Actions – Buyer Actions You can perform these transactions via Actions  Buyer Actions

4. Common Inventory Actions – Buyer Scan Scan  Buyer Scan

5. Common Inventory Actions - Windows CE This presentation will concentrate on Windows CE scanning and standard integration Depending on your scanners, version, and permissions, your screens may look different

6. Issue Inventory Used when you have items in a stored location and you need to issue/consume inventory to a different location in small lots • Admin  Item set Re-order Cards to • Empty Box

7. Issue Inventory • Issue Quantity / Consumed Quantity • is subtracted from the card quantity • The card remains in the original location • When the quantity on the card reaches 0 • the card is automatically released

8. Issue Inventory • If the Issue Quantity is > the quantity on the card you will receive an error.

9. Common Inventory Actions - Integration Issue Inventory Move Location Adjust Inventory • Only one integration point covers all actions • Look at Transaction_Type to differentiate between them • Data sent in the file is configurable

10. Issue Inventory - Integration

11. Issue Inventory - Integration • Transaction_Type field will be “PartsIssued” • From_Location is the original card Location (Populated Automatically) • To_Location is the location where you are issuing the inventory • Quantity is the Issue Qty that was entered in Ultriva

12. Move Location Used to move a card and all of its quantity to a new location

13. Move Location • Card moves to the New Location that was entered

14. Move Location - Integration • Transaction_Type field will be “MoveAndResetQty” • From_Location is the Current Location (Populated Automatically – normally would not • be changed here) • To_Location is the New Location that was entered • Quantity is populated automatically with the quantity on this card

15. Adjust Inventory Used to update the quantity on a card at the current location

16. Adjust Inventory • If the quantity is set to zero then the card will be released • The card value in Ultriva is changed to what was entered in the Adjust Qtybox

17. Adjust Inventory - Integration • Transaction_Type field will be “MoveAndResetQty” • From_Location is the original card Location (Populated Automatically) • To_Location is the Current Location shown above (Normally would not be changed here) • Quantity is the Adjusted Qtythat was entered in Ultriva

18. Common Inventory Actions What are the benefits? • Keep better track of inventory • Keep Ultriva and ERP in sync • Know where the materials are at all times in Ultriva • The system decides when to replenish the material and the users don’t have to worry about when to scan the card - if the item is open box or empty box • End user is just using one system for material replenishment

19. Common Inventory Actions