PFC USER GUIDES

 

Payroll & Financial Center User Guides

Version 9.1

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Inventory Management

Note:

Yellow Highlighted Row - User Guide Information is Pending. Please use the 9.0 Training Guide Information

NOTE: Some of the work instructions below may have an interactive INTERACT course available. If you are not sure how to use INTERACT click here for a brief online course detailing how to take an INTERACT course.

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Lesson 1: Inventory - Supply
Title
Training Guide
INTERACT
Job Aid
Item Master

Document Flows for Stock Purchases and Order Types

Process Flow - Storing Basic Item Information in the Item Master (PF50005)

Adding a New Stock Item Record
(DAS Materiel Division, State Surplus Property)

Training Guide

INTERACT

Add a New Stock Item Record

Add a New Non Stock Item Record

Training Guide

INTERACT

Adding Order Prepartation Days to Item Number

Training Guide

INTERACT

Item Branch

Process Flow - Adding a Stock Item to a Branch/Plant (PF50006)

Defining Buyer and Supplier Address Book Numbers

Training Guide

INTERACT

Assigning an Item to a Branch/Plant Primary Location

Training Guide

INTERACT

Assigning an Item to a Secondary Location

Training Guide

INTERACT

Changing Primary Location

Training Guide

INTERACT

Defining Reorder Quantities

Training Guide

INTERACT

Defining Item Costs

Training Guide

INTERACT

Duplicating Items in Multiple Branch/Plants (AS Accounting)

Inventory Transactions - Issues

Process Flow – Issuing Inventory (PF50001)

Inventory Transactions - Creating an Issue

Training Guide

INTERACT

Reviewing the Transaction Record – Issues

Training Guide

INTERACT

Reviewing the G/L Record – Issues

Training Guide

INTERACT

Inventory Transactions - Transfers

Process Flow – Transferring Inventory (PF50003)

Transferring Items Within the Same Branch/Plant & To A Different Branch/Plant

Training Guide

INTERACT

  • Transferring Items Within the Same Branch/Plant & To A Different Branch/Plant Job Aid

Reviewing the Transaction Record – Transfers

Training Guide

INTERACT

Reviewing the G/L Record – Transfers

Training Guide

INTERACT

Inventory Transactions - Adjustments

Process Flow – Adjusting Inventory (PF50002)

Adjustment Reason Codes

Increasing/Decreasing Quantity Available for an Item

Training Guide

INTERACT

Reviewing the Transaction Record – Adjustments

Training Guide

INTERACT

Reviewing the G/L Record – Adjustments

Training Guide

INTERACT

Inventory Transactions – Other

Reviewing Quantity Availability via Item Number

Training Guide

INTERACT

Reviewing Quantity Availability via Item Description

Training Guide

INTERACT

Creating an Issue Using Item Search

Training Guide

INTERACT

Verifying the Updated Quantity Available

Training Guide

INTERACT

Inventory Transactions - Reversal

Reversing an Entry

Training Guide

INTERACT

Verifying Entry Reversal

Training Guide

INTERACT

Item Inquiries

Inquiring on Items Using Word Search

Training Guide

INTERACT

Inquiring on Items Using Item Search

Training Guide

INTERACT

Inquiring on Detailed Item Availability

Training Guide

INTERACT

Inquiring on Item Availability by Branch/Plant

Training Guide

INTERACT

Inquiring on Quantity Information Using Item Ledger

Training Guide

INTERACT

Cross References

Creating Cross Referencing by Item

Training Guide

INTERACT

Creating Cross Referencing by Address

Training Guide

INTERACT

Reviewing Cross References

Training Guide

INTERACT

Physical Inventory

Process Flow – Performing Physical Inventory (PF50004)

Selecting Items to Count

Training Guide

INTERACT

Reviewing Items to Count Online

Training Guide

INTERACT

Running the Print Cycle Count Sheets

Training Guide

INTERACT

Entering Cycle Count Results

Training Guide

INTERACT

Reviewing Cycle Count Variance On-Line

Training Guide

INTERACT

Running the Cycle Variance Detail Report

Training Guide

INTERACT

Approving the Cycle Count

Training Guide

INTERACT

Running the Cycle Count Update

Training Guide

INTERACT

Verifying the Cycle Count Has Completed

Training Guide

INTERACT

Verifying the Updated Quantity On Hand

Training Guide

INTERACT

Resetting Frozen Values

Training Guide

INTERACT

Canceling a Cycle Count

Training Guide

INTERACT

Lesson 2: Inventory Basics
Title
Training Guide
INTERACT
Job Aid
Teminology

Defining Terminology

Commodity Codes Inquiries

Inquiring on Commodity Codes (Item Numbers)

Inquiring on Vendor-commodity Codes Catalog

Inquiring on Vendor (V) Address Book Records

Inventory Flows

Document Types

Status Codes

Process Flow - Procuring Non Contract Stock Items Between $0 and $9999 (PF50007)

Process Flow - Procuring Stock Commodities/Non-Contract Items > $10,000 (PF50008)

Process Flow - Creating Commodity Contracts (PF50009)

Process Flow - Procuring Stock Commodities from Existing Contracts (PF50010)

Lesson 3: Inventory Stock Purchasing
Title
Training Guide
INTERACT
Job Aid
Reports

Need to Order Report

Training Guide

INTERACT

Warehouse Issue Report

Training Guide

INTERACT

Item Cost Report by Warehouse

Create a Requisition for Stock

Create a Requisition for Stock

Enter Attachments to Order Header

Enter Attachments to Order Detail

Enter Line Default Information

Copy an Existing Requisition

Quotation Request Processing

Generating a Quotation Request from a Requisition

Entering Suppliers to Receive Quotation Requests

Running the Print Quotations (ZQ) Report

Entering Bid Responses

Purchase Order Processing

Generate a Purchase Order from a Requisition

Generating a Purchase Order from a Quotation Request

Enter a Purchase Order Direct

Running the Print PO (ZP) Report

Return Stock Item to Vendor

Reorder Point Requisitions and Purchase Orders

Generating a Blanket Order from an Existing Contract

Creating a Blanket Order for Stock (ZC)

Generating a Purchase Order (ZG) from Blanket Order for Stock (ZC)

Lesson 4: Review & Approval Process
Title
Training Guide
INTERACT
Job Aid
Review Order Information

Inquiring on a Procurement Document

Run Summary by Supplier Report

Run Summary by Branch/Plant Report

Run Print Purchase Order by Request Date Report (pending)

Approval Processing

Run Approval Route Report

Approval Route Work Sheet

Approval Routes – Final Level of Approval

Transfer Order Approval Authority (Approval Delegation)

Reviewing Approval Status of Purchase Requisitions and Purchase Orders

Approving Purchase Requisitions and Purchase Orders

Rejecting Purchase Requisitions and Purchase Orders

Lesson 5: Revisions to Documents
Title
Training Guide
INTERACT
Job Aid

Revising an Order

Reviewing the Last Order Revision or All Order Revisions

Running the Print Order Revisions History Report

Lesson 6: Receipt Processing
Title
Training Guide
INTERACT
Job Aid
Receipt Processing

Running the Purchase Receiver Report

Entering Receipts by PO

Reversing Receipts

Receipt Routing

Running the Purchase Receiver Report

Entering Receipts by PO with Receipt Routing

Reversing Receipts by PO with Receipt Routing

Assigning/Revising Receipt Routes

Transferring Items to Operations - Movement to Stock

Transferring Items to Operations - Disposition

Lesson 7: Inventory - Management & Accounting
Title
Training Guide
INTERACT
Job Aid
Processing and Posting Receipts

Viewing Open Receipts by Supplier (Accounting)

Printing Receipt Information by Supplier (pending)

Posting Purchase Order Receipts

Accounting Transactions

Overview of Journal Entries (pending)

Inventory Life Cycle

Create Journal Entries

Training Guide

INTERACT

Reviewing Journal Entries

Training Guide

INTERACT

Posting Journal Entries

Confirming Posting Through Journal Review