Receiving Inventory Parts—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Entering Inventory Location

Purpose: The purpose of this exercise is to enter the inventory locations needed to perform the main exercise.

Windows:
Inventory Locations

  1. Set up the following inventory locations, substituting your initials for the XXs.
Inventory Location Warehouse/Location Name Location Type
XX-P1 Picking 1 Picking at your default site
XX-FS1 Floor Stock 1 Floor Stock

General exercise for Entering Inventory Locations 

Entering Inventory Part

Purpose: The purpose of this exercise is to enter the inventory parts needed to perform the main exercise.

Windows:
Inventory Part

  1. Create a purchased inventory part XX-58-581 (where XX stands for your initials), a part description of Wheel 195/50R15, and U/M of pcs (pieces). Set the inventory location XX-P1 as the default location.

General exercise for Purchased Inventory Part. 

Main Exercise

Purpose: The purpose of this lesson is to learn how to make a manual receipt, and to understand differences between location types. You will also learn how to print the serviceability tag that will retain detailed information such as the serviceability and origins of the components being received into inventory.

Windows:
Receive Inventory Part

Receiving into Inventory

  1. Open the Receive Inventory Part window.
  2. Make a large receipt for part XX-58-581 at the two different inventory locations.
  3. If the Define Cost Structure dialog box opens and the table is empty, create a new line using cost bucket 110 and unit cost 100.

Note This dialog will not open if you are using inventory valuation method standard cost and cost level cost per part and have a standard cost defined for your part.

  1. Check which other location types you can receive the parts into. Discuss why.

Printing Serviceability Tag

  1. Open the Receive Inventory Part window and query for the necessary inventory part number.
  2. Right-click on the relevant record in the table and then click Print Serviceability Tag.
  3. If the selected part is a non-serial part, the Print Serviceability Tag dialog box opens. If it is a serial, the Print Report dialog box opens.
  4. In the Serviceability Status list, select the relevant serviceability status of the part. Note: If multiple records are selected where both serials and non-serials objects are included in the selection, the serviceability status you enter will only be valid for the non-serial parts. For serial parts the system will determine the relevant status based on the current operational status and operational condition of the serial.
  5. Click OK.
  6. The Print Report dialog box opens.
  7. Verify that the print settings are correct. Click Preview if you want a preview of the report prior to printing.
  8. Click Print. You can click the printer button on the preview window as well.