Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.
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Transcript of Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.
![Page 1: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/1.jpg)
Ultriva User’s Conference 2012Inventory Transactions
http://demo.ultrivalms.com/Leansuite/Account.mvc
Presented byLori McNeely
![Page 2: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/2.jpg)
Common Inventory Actions
Issue Inventory
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Move Location
Adjust Inventory
![Page 3: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/3.jpg)
Common Inventory Actions – Buyer Actions
You can perform these transactions via Actions Buyer Actions
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![Page 4: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/4.jpg)
Common Inventory Actions – Buyer Scan
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Scan Buyer Scan
![Page 5: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/5.jpg)
Common Inventory Actions - Windows CE
This presentation will concentrate on Windows CE scanning and standardintegration
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Depending on your scanners, version,and permissions, your screensmay look different
![Page 6: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/6.jpg)
Issue Inventory
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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
![Page 7: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/7.jpg)
Issue Inventory
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• Issue Quantity / Consumed Quantityis 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
![Page 8: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/8.jpg)
Issue Inventory
• If the Issue Quantity is > the quantity on the card you will receive an error.
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![Page 9: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/9.jpg)
Common Inventory Actions - Integration
Issue Inventory
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• Only one integration point covers all actions
• Look at Transaction_Type to differentiate between them
• Data sent in the file is configurable
Move LocationAdjust Inventory
![Page 10: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/10.jpg)
Issue Inventory - Integration
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![Page 11: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/11.jpg)
Issue Inventory - Integration
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• 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
![Page 12: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/12.jpg)
Move Location
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Used to move a card and all of its quantity to a new location
![Page 13: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/13.jpg)
Move Location
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• Card moves to the New Location that was entered
![Page 14: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/14.jpg)
Move Location - Integration
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• 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
![Page 15: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/15.jpg)
Adjust Inventory
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Used to update the quantity on a card at the current location
![Page 16: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/16.jpg)
Adjust Inventory
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• The card value in Ultriva is changed to what was entered in the Adjust Qty box
• If the quantity is set to zero then the card will be released
![Page 17: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/17.jpg)
Adjust Inventory - Integration
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• 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 Qty that was entered in
Ultriva
![Page 18: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/18.jpg)
Common Inventory Actions
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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
![Page 19: Ultriva User’s Conference 2012 Inventory Transactions uite/Account.mvc Presented by Lori McNeely.](https://reader035.fdocuments.in/reader035/viewer/2022062409/5697bf871a28abf838c88c2f/html5/thumbnails/19.jpg)
Common Inventory Actions
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