Inventory

Lesson 1: Inventory - Supply
  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)
 
  Adding a New Stock Item Record (DAS Materiel Division, State Surplus Property) Job Aid
 
  Add a New Stock Item Record
  Add a New Non Stock Item Record
 
  Add a New Non Stock Item Record Job Aid
  Adding Order Prepartation Days to Item Number
 
  Adding Order Prepartation Days to Item Number Job Aid  

  Item Branch
 
  Process Flow - Adding a Stock Item to a Branch/Plant (PF50006)
  Defining Buyer and Supplier Address Book Numbers
 
  Defining Buyer and Supplier Address Book Numbers Job Aid  
  Assigning an Item to a Branch/Plant Primary Location
 
  Assigning an Item to a Branch/Pland Primary Location Job Aid  
  Assigning an Item to a Secondary Location
 
  Assigning an Item to a Secondary Location Job Aid  
  Changing Primary Location
 
  Changing Primary Location Job Aid  
  Defining Reorder Quantities
 
  Defining Reorder Quantities Job Aid  
  Defining Item Costs
 
  Defining Item Costs Job Aid  
  Duplicating Items in Multiple Branch/Plants (DAS Accounting)

  Inventory Transactions - Issues
 
  Process Flow – Issuing Inventory (PF50001)
  Inventory Transactions - Creating an Issue
 
  Inventory Transacations - Creating an Issue Job Aid  
  Reviewing the Transaction Record – Issues
 
  Reviewing the Transaction Record - Issues Job Aid  
  Reviewing the G/L Record – Issues
 
  Reviewing the G/L Record - Issues Job Aid  

  Inventory Transactions - Transfers
 
  Process Flow – Transferring Inventory (PF50003)
  Transferring Items Within the Same Branch/Plant & To A Different Branch/Plant
 
  Transferring Items Within the Same Branch/Plant & To A Different Branch/Plant Job Aid
  Reviewing the Transaction Record – Transfers
 
  Reviewing the Transaction Record Job Aid
  Reviewing the G/L Record – Transfers
 
  Reviewing the G/L Record - Transfers Job Aid

  Inventory Transactions - Adjustments
 
  Process Flow – Adjusting Inventory (PF50002)
  Adjustment Reason Codes
  Increasing/Decreasing Quantity Available for an Item
 
  Increasing/Decreasing Quantity Available for an Item Job Aid  
  Reviewing the Transaction Record – Adjustments
 
  Reviewing the Transaction Record - Adjustments Job Aid  
  Reviewing the G/L Record – Adjustments
 
  Reviewing the G/L Record - Adjustments Job Aid  

  Inventory Transactions – Other
 
  Reviewing Quantity Availability via Item Number
 
  Reviewing Quantity Availability via Item Number Job Aid  
  Reviewing Quantity Availability via Item Description
 
  Reviewing Quantity Availability via Item Description Job Aid  
  Creating an Issue Using Item Search
 
  Creating an Issue Using Item Search Job Aid  
  Verifying the Updated Quantity Available
 
  Verifying the Updated Quantity Available Job Aid  

  Inventory Transactions - Reversal
 
  Reversing an Entry
 
  Reversing an Entry Job Aid  
  Verifying Entry Reversal
 
  Verifying Entry Reversal Job Aid  

  Item Inquiries
 
  Inquiring on Items Using Word Search
 
  Inquiring on Items Using Word Search Job Aid  
  Inquiring on Items Using Item Search
 
  Inquiring on Items Using Item Search Job Aid  
  Inquiring on Detailed Item Availability
 
  Inquiring on Detailed Item Availability Job Aid  
  Inquiring on Item Availability by Branch/Plant
 
  Inquiring on Item Availability by Branch/Plant Job Aid  
  Inquiring on Quantity Information Using Item Ledger
 
  Inquiring on Quantity Information Using Item Ledger Job Aid  

  Cross References
 
  Creating Cross Referencing by Item
 
  Creating Cross Referencing by Item Job Aid  
  Creating Cross Referencing by Address
 
  Creating Cross Referencing by Address Job Aid  
  Reviewing Cross References
 
  Reviewing Cross References Job Aid  

  Physical Inventory
 
  Process Flow – Performing Physical Inventory (PF50004)
  Selecting Items to Count
 
  Selecting Items to Count Job Aid
  Reviewing Items to Count Online
 
  Reviewing Items to Count Online Job Aid  
  Running the Print Cycle Count Sheets
 
  Running the Print Cycle Count Sheets Job Aid  
  Entering Cycle Count Results
 
  Entering Cycle Count Results Job Aid  
  Reviewing Cycle Count Variance On-Line
 
  Reviewing Cycle Count Variance On-Line Job Aid  
  Running the Cycle Variance Detail Report
 
  Running the Cycle Variance Detail Report Job Aid  
  Approving the Cycle Count
 
  Approving the Cycle Count Job Aid  
  Running the Cycle Count Update
 
  Running the Cycle Count Update Job Aid  
  Verifying the Cycle Count Has Completed
 
  Verifying the Cycle Count Has Completed Job Aid  
  Verifying the Updated Quantity On Hand
 
  Verifying the Updated Quantity On Hand Job Aid  
  Resetting Frozen Values
 
  Resetting Frozen Values Job Aid  
  Canceling a Cycle Count
 
  Canceling a Cycle Count Job Aid  
Lesson 2: Inventory Basics
  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
  Reports
 
  Need to Order Report
 
  Need to Order Report Job Aid  
  Warehouse Issue Report
 
  Create a Warehouse Issue Report Job Aid
  Add Subtotals by Location Job Aid
  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 and Approval Process
  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
  Revising an Order
  Reviewing the Last Order Revision or All Order Revisions
  Running the Print Order Revisions History Report
Lesson 6: Receipt Processing
  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 and Accounting
  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
 
  Job Aid - Enter a Basic Journal Entry
  Job Aid - Enter a Journal Entry with a Subledger
  Job Aid - Enter an Interfund Journal Entry
  Job Aid - Enter a Capital Outlay and Related Expenditure
  Reviewing Journal Entries
 
  Job Aid  
  Posting Journal Entries
  Confirming Posting Through Journal Review