Warehouse - Stock File Inquiry

The Stock File Inquiry program provides access to every type of information related to a stock item. This includes access to all fields stored in the stock file as well as access to all warehouse statistics and transactions maintained by the system.

The Stock File Inquiry Screen displays information in a format identical to Stock File Maintenance screens. For inventoried items, pay attention to the page number displayed in the top right corner of the warehouse information window and use the cursor to scroll through the various warehouses defined for the stock number and year specified.

Stock#

Enter a valid stock number that exists in the stock file. Use lookup to locate a stock item using words contained in its description.
Press Select to choose an alternate method of selecting a stock item. You will proceed to the Stock File Selection Screen.
Entry of a blank stock item will exit the program

Asset ID

The Asset ID field is loaded from the Asset ID column on the optional 'Manufacturer Part Number' screen ('Parts' menu option) and can only be modified from the 'Manufacturer Part#' screen.

Stock File Selection Screen

The Stock File Selection Screen allows you to locate a stock item by commodity code, inventory code, vendor number, manufacturer part number, or buyer. Select the desired option and you will be prompted for additional information. The program will load all stock items matching the criteria provided. Fields displayed include stock number, commodity code, inventory code, buyer, and cost. The description of the stock item currently highlighted by the cursor will display in the window at the bottom of the screen. Use your cursor to move through the list or use lookup to locate specific text.

Stock File Selection Menu

Exit Enter 'E' to return to the Stock File Inquiry Screen.
Select Enter 'S' to select the highlighted stock item. You will return to the Stock File Inquiry Screen.
Criteria Enter 'C' to choose a different method for locating a stock item.
sOrt Enter 'O' to sort the list in order by stock, commodity, inventory code, buyer, or cost.

Stock File Inquiry Menu

Exit Enter 'E' to exit and proceed to the stock number prompt.
Year Enter 'Y' to select from valid years for the stock item and warehouse displayed.
Stats Enter 'S' to access to any statistical information related to the stock item.
You will proceed to the Stock File Statistics Screen.
Notes Enter 'N' to view the miscellaneous notes related to this stock item. This option only appears if notes exist.
Parts Enter 'P' to display the manufacturer part number information. You will proceed to the Manufacturer Part Number Inquiry Screen. This option will only appear if manufacturer part numbers exist.
Danger Enter 'D to view the dangerous goods class code. This option will only appear if a dangerous goods code exists.
Vendor Enter Vendor to display the Vendor Purchase History information. You will proceed to the Vendor Purchase History Screen.
Tender Enter 'T' to display all Tender History information related to the stock item.

You will proceed to the Tender History Screen.

Manufacturer Part Number Inquiry Screen

The Manufacturer Part Number Inquiry Screen displays all manufacturer part numbers and manufacturer names related to the stock item. Use your cursor to move through the list or Home key to search for specific text.
Enter to return to the Stock File Inquiry Screen.

Stock File Statistics Screen

The Stock File Statistics Screen displays the summarized year to date statistical information for the year and warehouse selected. Statistics include receipts, issues, adjustments, balance on hand, requisitions, outstanding requisitions, orders, and outstanding orders. Warehouse information window displays at the bottom of the screen.

Stock File Statistics Menu

Exit Enter 'E' to return to the Stock File Inquiry Screen.
Year Enter 'Y' to select from a list of valid years for the stock item and warehouse displayed.
Activity Enter 'A' to display the detailed statistical information for each period defined in the year and warehouse selected. You will proceed to the Warehouse Activity Screen.
Transaction Enter 'T' to display a listing of every transaction that took place in the year and warehouse specified. You will proceed to the Warehouse Transactions Screen.
Physical Enter 'P' to display the physical count information related to the stock item. You will proceed to the Physical Count Screen.
Value Quantity
If 'V' is entered the stock dollar value will display. The value prompt will also change to quantity.
If 'Q' is entered the quantity will display. For non-inventoried items the Transaction and Physical menu options will not display because no stock is kept in the warehouse.

Warehouse Activity Screen

The Warehouse Activity Screen displays detailed statistical information for each period in the year for the specified warehouse. Statistics are displayed for each valid period defined in the BAS Calendar Database. Statistics displayed include receipts, issues, adjustments, orders, and warehouse requisitions. Each column of figures has a corresponding total at the bottom. You will proceed to the Stock File Statistics screen where a more detailed statistical overview of the month selected will be displayed. If a warehouse month end has not been run for a particular period, a message will be displayed for the associated line and transactions related to the period will not be reflected in the totals.
Use your cursor to select a specific period in the list. The period labeled ALL at the bottom of the list will select transactions for all periods.

601 JUL 0.00 8.00 0.00 0.00 8.00

602 AUG 0.00 1.00 0.00 0.00 1.00

603 SEP 0.00 3.00 0.00 40.00 3.00

604 OCT 40.00 4.00 0.00 0.00 4.00

605 NOV 0.00 0.00 0.00 0.00 0.00

606 DEC **** WIS MONTH END HAS NOT BEEN RUN FOR THIS PERIOD ****

607 JAN **** WIS MONTH END HAS NOT BEEN RUN FOR THIS PERIOD ****

608 FEB **** WIS MONTH END HAS NOT BEEN RUN FOR THIS PERIOD ****

Warehouse Activity Menu

Exit Enter 'E' to return to the Stock File Statistics Screen.
Year Enter 'Y' to select from valid years for the stock item and warehouse displayed.
Receipts Enter 'R' to display all receipt transactions for the period specified. You will proceed to the Warehouse Receipts Screen.
Issues Enter 'I' to display all issue transactions for the period specified. You will proceed to the Warehouse Issues Screen.
Adjust Enter 'A' to display all adjustment transactions for the period specified.
You will proceed to the Warehouse Adjustments Screen.
Orders Enter 'O' to display all purchase orders for the period specified. You will proceed to the Warehouse Orders Screen.
reQs Enter 'Q' to display all warehouse requisitions for the period specified.
You will proceed to the Warehouse Requisition Screen.
Value If 'V' is entered the stock dollar value will display, the value prompt will also change to quantity.
If 'U' is selected the quantity will be displayed.

If '0' (Orders) selected, the following options are available

Exit Enter 'E' to return to the Warehouse Activity Menu All Enter 'A' to display all PO's for the specified period.
Outstanding Enter 'O' to display only PO's that are open and have an outstanding balance.
Completed Enter 'C' to display only purchase orders that have no outstanding balance.
closed Enter 'L' to display only closed purchase orders.

If re'Q'uisitions is selected the following options are available:

Exit Enter 'E' to return to the Warehouse Activity Menu.
All Enter 'A' to display all warehouse requisitions for the specified period.
New Enter 'N' to display only new warehouse requisitions. Backorder Enter 'B' to display only backordered warehouse requisitions.

You will proceed to the Warehouse Requisition Screen.

Cancelled Enter 'C' to display only cancelled warehouse requisitions. Filled Enter 'F' to display only filled warehouse requisitions.
Overship Enter 'O' to display only over-shipped warehouse requisitions.
Value Enter 'V' to display the dollar value for the receipt, issues, adjustments, orders and requisitions for the selected stock item(s). The value prompt will change to quantity. Select quantity to display the net quantity for the receipts, issues, adjustments, orders and requisitions for the selected stock item(s).

Warehouse Receipts Screen

The Warehouse Receipts Screen displays all receipt transactions for the period selected. The warehouse start and end dates for the period will be displayed at the top of the screen. Use your cursor to move through the list of transactions. Use lookup to search for specific text. Fields displayed include date, purchase order, vendor, conversion factor, quantity, unit of measure, and price. The total quantity received will be displayed at the end of the list.
Enter to return to the Warehouse Activity Screen.

Warehouse Issues Screen

The Warehouse Issues Screen displays all issue transactions for the period selected. The warehouse start and end dates for the period will be displayed at the top of the screen. Use your cursor keys to move through the list of transactions. Use lookup to search for some specific text. Fields displayed include date, warehouse requisition, user, reference, quantity, unit of measure, and price. The total quantity issued will display.
Enter to return to the Warehouse Activity Screen.

Warehouse Adjustments Screen

The Warehouse Adjustments Screen displays all adjustment transactions for the period selected. The warehouse start and end dates for the period will be displayed at the top of the screen. Use your cursor to move through the list of transactions. Use lookup to search for specific text. Fields displayed include date, adjustment number, user, description, quantity, unit of measure, and price. The total quantity adjusted will be displayed at the end of the list.
Press Enter to return to the Warehouse Activity Screen.

Warehouse Orders Screen

The Warehouse Orders Screen displays all purchase orders for the period and option selected. The warehouse start and end dates for the period will be displayed at the top of the screen. Use your cursor to move through the list of purchase orders. Use lookup to search for specific text. Fields displayed include batch number, purchase order, vendor, ordered quantity, received quantity, status (if you chose the ALL purchase order option), balance (if you did not choose the ALL purchase order option), and price. The total quantity ordered and received will be displayed at the end of the list. The total balance will also be displayed if the column exists.
Enter to return to the Warehouse Activity Screen.

Warehouse Requisition Screen

The Warehouse Requisition Screen displays all warehouse requisitions for the period and option selected. The warehouse start and end dates for the period will be displayed at the top of the screen. Use your cursor keys to move through the list of warehouse requisitions. Use lookup to search for some specific text. Fields displayed include batch number, warehouse requisition, user, ordered quantity, issued quantity, status (if you selected the ALL requisitions option), balance (if you did not select the ALL requisitions option), and price. The total quantity ordered and issued will be displayed at the end of the list. The total balance will also be displayed if the column exists.
Press Enter to return to the Warehouse Activity Screen.

BATCH REQ-## USER ORDERED ISSUED STATUS PRICE

-------- ----- – ------- ------- ------ ------ --------

601ISS11 41667-02 ROOF 2.00 2.00 Filled 3.3YY

601ISS12 41692-03 JANI 2.00 2.00 Filled 3.3YY

601ISS13 41745-03 HEAT 1.00 1.00 Filled 3.3YY

601ISS21 42014-03 GLASS 1.00 1.00 Filled 3.3YY

601ISS27 42183-06 GLASS 2.00 2.00 Filled 3.3YY

602ISS11 42588-01 CARP 1.00 1.00 Filled 3.3YY

603ISS06 43364-09 JANI 1.00 1.00 Filled 3.3YY

603ISS14 43675-16 JANI 2.00 2.00 Filled 3.3YY

604ISS02 44268-06 JANI 1.00 1.00 Filled 3.3YY

604ISS02 442YY-02 JANI 1.00 1.00 Filled 3.3YY

604ISS05 44480-12 JANI 1.00 1.00 Filled 3.569

604ISS05 44486-05 JANI 1.00 1.00 Filled 3.569

Warehouse Transactions Screen

The Warehouse Transactions Screen displays a list of every transaction which took place in the warehouse for the year specified. This list will be sorted in ascending order by transaction date and time. Use your cursor to move through the list or <FIND> to search for specific text. Fields displayed include date, time, transaction type, vendor/user, purchase order, quantity, conversion factor, cost, amount, invoice, invoice quantity, and invoice price. The quantity field represents units of stock entering (+) and exiting (-) the warehouse. The total quantity and amount will be displayed at the end of the list.

Warehouse Transactions Menu

Exit Year
Cost Issue
Enter 'E' to return to the Warehouse Activity Screen.
Enter 'Y' to select from valid years for the stock item and warehouse displayed.
Enter 'C' to display the cost amount of each transaction.
Enter 'I' to display the issue amount of each transaction. The last heading will change to Issue.

Vendor Purchase History Screen

The Vendor Purchase History Screen displays the purchase history of a stock item in descending order from the most recent purchase on file. This information is used in purchasing to determine the most accurate purchase price for the stock item and vendor selected. Fields displayed include date, vendor name, purchase order line, quantity, price, and lead time. Use lookup to search for some text in the list.
Enter to return to the Warehouse Activity Screen.

YYYY0927 SABRE INDUSTRIAL SUPPLIES L 6YY0-01 40.00 3.300 8

YYYY1209 SABRE INDUSTRIAL SUPPLIES L 5793-01 40.00 3.120 14

YYYY0802 MANCORP INDUSTRIAL SALES LT 5126-01 60.00 2.YY0 44

YYYY1129 COAST FASTENERS & TOOLS LTD 4172-01 30.00 3.880 8

Tender History Screen

The Tender History Screen displays all tendering information related to a stock item. Fields include tender, quantity required, number of quotes, awarded to vendor, quote number, register and batch. Use your cursor to move through the list or <FIND> to search for specific text.

5110941202 40 3 PO950906

5120930427 40 0 PO930511

Tender History Menu

Exit
All Completed Outstanding
Enter 'E' to return to the Warehouse Activity Screen. Enter 'A' to select all tenders related to the stock item. Enter 'C' to only select completed tenders.
Enter 'O' to only select tenders currently outstanding.

Physical Count Screen

The Physical Count Screen displays all information related to the Physical Count History of the stock item. Fields include control name, date, frozen quantity, actual quantity, and date updated. Use your cursor to move through the list or <FIND> to search for specific text.