Add Inventory Usage (button)

Click to add inventory usage for this work order. The Add Inventory Usage form appears. Refer to the field list below for more information on the Add Inventory Usage form.

Grid

Item ID

The Item identification for the inventory item.

Description

The description for the inventory item.

Warehouse ID

The warehouse identification for the warehouse that the inventory item is located in.

Shipment Expense

The Expense Code for shipment expense for the inventory item.

This column appears only when Inventory Valuation is turned on. Refer to Effect of Inventory Valuation on Inventory Usage for additional information.

Quantity Used

The quantity of the inventory item that has already been used for the work order.

Comments

Displays any comments that were added for this inventory item.

Notes

A red circle indicates a required field.

Refer to Effect of Inventory Valuation on Inventory Usage for additional information about the following: Warehouse ID / Item ID fields and Shipment Expense.

Refer to the Assigning Inventory section in the Work Orders Overview for additional information about reordering inventory.

Warehouse ID

Select a Warehouse ID for the Warehouse Item by typing an ID into the field or clicking the Lookup button.

Refer to Effect of Inventory Valuation on Inventory Usage for additional information.

Item ID

Select a Warehouse Item ID for the Warehouse Item by typing an ID into the field or clicking the Lookup button.

Refer to Effect of Inventory Valuation on Inventory Usage for additional information.

Item Description

The description of the Warehouse Item defaults into the text box after you select the Item ID.

Shipment Expense

Use the field and lookup buttonto select an Expense Code for shipment expense for the Inventory Item.

This field appears only when Inventory Valuation is turned on. Refer to Effect of Inventory Valuation on Inventory Usage for additional information.

Qty Used

Enter the quantity of the Inventory item that is being used for this work order.

Comments

Enter free form comments into the text box, if desired.

Save (button)

Click the button to save changes. You are returned to the grid.

Or, two set up tabs appear for you to complete when you need to add Equipment for a Location: Equipment General Tab and Equipment Addl. Info Tab.

1. From the eService menu, select Work Orders—Work Orders.
2. From the Current Property drop-down list on the Work Orders Tab, select a property.
3. Click the Invtry. Use icon for the Work Order for which you want to record inventory usage.
4. On the Inventory Usage Tab, click Add Inventory Usage.
5. Complete the Add Inventory Usage page (refer to the field descriptions above).
6. Click Save.
7. If the Serialized option is selected on the Inventory Setup General Tab, you are prompted to create or update the equipment record. In that case, complete the Equipment Setup Detail Tabs and click Save.
   
   Otherwise you are returned to the Work Orders grid.
8. NOTE that when the BOD process is run, based on the setting for the property policy, Automatically Reorder Warehouse Items, a Shipment transaction may be created in the Inventory module for the Warehouse Item that had inventory usage added, and this item may be automatically reordered

NOTE that a Work Order cannot be deleted if Inventory Usage has been added to the Work Order unless the total Qty Used for that Work Order equals zero.

1. From the eService menu, select Work Orders—Work Orders.
2. From the Current Property drop-down list on the Work Orders Tab, select a property.
3. Click the Invtry. Use icon for the Work Order for which you want to record inventory usage.
4. On the Inventory Usage Tab, click Add Inventory Usage.
5. Add an Inventory Usage record with a negative number for the Qty Used field to remove or back out Inventory Usage for a Work Order. Refer to the field descriptions above for help.
6. Click Save.
7. If the Serialized option is selected on the Inventory Setup General Tab, you are prompted to create or update the equipment record. In that case, complete the Equipment Setup Detail Tab (refer to the field descriptions for the tab) and click Save.
   
   Otherwise you are returned to the Work Orders grid.
8. NOTE that when the BOD process is run, based on the setting for the property policy, Automatically Reorder Warehouse Items, a Shipment transaction may be created in the Inventory module for the Warehouse Item that had inventory usage added, and this item may be automatically reordered.