How to view item information

1.    Access this program by choosing Purchase Orders -->Inquiries -->Item Inquiry.

 

2. In the browser in the upper portion of the screen, the system displays the available items in the system. You can select an item by double clicking it in the browser. You can enter a specific item number in the Go To field to locate a specific item to display detail information in the browser. The Go to field is case sensitive. This means that if you enter i100 to lookup an item number when someone entered it as I100, the item record you are looking for will not appear in the browser.
   
3. In the center section of a screen, select the view that contains the type of information you want to see for this specified item. You can select from:
   
   The Activity view displays current period item activity from the warehouse/item file including the warehouse, beginning on hand, receipts, production, adjustments, sales, transfer in/out, current on-hand, month-to-date, year-to-date, and prior year sales units and dollars, last sale date, lowest on-hand for the period and the 12 period average. The out-of-balance (*) quantity is the difference between the actual on-hand and the calculated on hand. The out-of-balance is caused by the fact that many transactions update the actual on-hand and provide an after-the-fact audit trail which later updates the sales or the adjustments figures listed on this screen. During normal processing in a period, many items are out-of-balance. All items should be in balance however just prior to the end of the period after all registers have been run and updated.
   
   For sales orders, the Blanket SO view displays order information including document number, warehouse, type (O-open work orders, B-backorders, I-invoices, C-credit memos and S-counter sales), status (E-workorder entered, not printed, W-workorder printed, C-confirmed invoice, I-invoice printed, R-invoice released, D-deleted sales order and V-voided invoice), entry date, units ordered, units backordered, selling unit of measure, price, pricing unit of measure and customer number. For equipment rentals, the system displays information for sales from equipment rental including the contract number, warehouse, document type (C-rental contract, D-invoice/credit memo), status code (E-entered, P-printed, R-returned, I-invoiced, D-deleted, V-voided), line number on which the item appears, entry date, number of units, stocking unit of measure, price, and customer name.
   
   The Cost view displays costing information including standard, average, last, manual, markup percent, suggested (if on file), and date of last cost change.
   
   The General view displays general file information including vendor, item class, sequence number, vendor-item number, GL table, freight class, date established, substitute items, taxability, status codes (update inventory, misc. sale, manufactured, serial/lot) and commission percent (no priority indicates commission percent for item is not used).
   
   The Interchange view displays all interchange items and memos for the item.
   
   The Ledgercards view displays ledgercard information including warehouse, sequence number, date, transaction type, units affecting inventory, new on hand quantity, document number and register number.
   
   If LIFO or FIFO costing information is maintained, the LIFO/FIFO view displays up to the last 10 levels stored of LIFO/FIFO costing is displayed along with a weighted average of the costing layers. You can access the Disbursements View was by highlighting a line and then clicking the Disbursements button to drill down to the source document if the appropriate inquiry program is available.
   
   If Material Safety Data Sheets (MSDS) information is maintained, the MSDS view displays the MSDS ID and description, the hardcopy literature location, electronic (online) file location and print code, the revision date, and the requirements for distributing the MSDS.
   
   For sales orders, the Orders view displays order information including document number, warehouse, type (O-open work orders, B-backorders, I-invoices, C-credit memos and S-counter sales), status (E-work order entered, not printed, W-work order printed, C-confirmed invoice, I-invoice printed, R-invoice released, D-deleted sales order and V-voided invoice), entry date, units ordered, units backordered, selling unit of measure, price, pricing unit of measure and customer number. For equipment rentals, the system displays information for sales from equipment rental including the contract number, warehouse, document type (C-rental contract, D-invoice/credit memo), status code (E-entered, P-printed, R-returned, I-invoiced, D-deleted, V-voided), line number on which the item appears, entry date, number of units, stocking unit of measure, price, and customer name.
   
   The Package view displays packaging information including units of measure, conversion factors, standard pack (buying unit of measure) and weight.
   
   The Price view displays pricing information including standard current and suggested (if on file) price, pricing unit of measure, standard and suggested (if on file), pricing for levels used by the system (1-6 as set in the IC static control record), the last date that the pricing algorithms changed is displayed in the Last Price Change field. If the last effective price change is different than that date, the Last Effective Change date is displayed as well. These two dates are the same unless there was a change to manual cost only, and there are prices based on manual cost. In that case, the Last Effective Change date will be more recent than the Last Price Change date. The Price View also displays the prices (if any) for each UM, both level prices, and quantity break prices. Each of these groups of prices is separated by a blank line for readability. At the end of each of these groups, the date that group of prices last changed is displayed as the "Last Change this UM" or the "Last Change this Break". These dates reflect the last time that any of the pricing algorithms for that UM changed.
   
   The Purchasing view displays purchase order information including purchase order number, type (P-purchase order, B-backorder, R-noninvoiced receipt), status (E-entered but not printed, P-printed, R-received, D-deleted, V-voided after received), vendor, warehouse, requested date, promised date, received date, units, buying unit of measure, cost and costing unit of measure.
   
   The Receipts view displays receipt information for the last 5 receipts including the PO number, received date, units received, stocking unit of measure, received cost, costing unit of measure, lead time, lead time status (abnormal, normal, or ignored) and the vendor. You can access the Disbursements View was by highlighting a line and then clicking the Disbursements button to drill down to the source document if the appropriate inquiry program is available.
   
   The Restocking view displays restocking information including warehouse, movement class, seasonality (N-nonseasonal, H-high seasonal, or L-low seasonal), usage rate, restocking type-order point, line point or minimum stock, maximum stock, order quantity method, order quantity, restocking warehouse, average lead time, frozen date, periods frozen and controls frozen (restocking amounts, order quantity, lead time and/or safety allowance).
   
   The Serial/Lot view displays the serial information including the warehouse, serial/lot number, DOC number, received date, vendor purchased from, received cost, on-hand quantity and location in warehouse. In the Start From field, enter beginning serial/lot number to list or enter the line number to display in detail. Detailed serial/lot information includes availability ( YES, NO or in EQUIPMENT RENTAL inventory), expiration, memo and last usage
   
   The Warehouse view displays warehouse information for all warehouses from the warehouse/item file including warehouse, on hand quantity, quantity committed, quantity available, quantity backordered, quantity on order, stocking unit of measure, date of last physical, (bin) location, movement class and seasonality (N-nonseasonal, L-low seasonal or H-high seasonal).
   
   The Transfer view displays transfer information including ticket number, status (E - entered, P - printed, S - shipped, T - transferred and R - received), From warehouse, To warehouse, entry date, units shipped, units received, stocking unit of measure, and memo.
   
   The Turns view displays turn information including for each of the last 12 periods, the average inventory quantity and cost, as well as the average value, turned quantity, and total cost.
   
   The Usage view displays usage information including qualified and actual usage, stocking unit of measure, number of stockout days, the percentage dip below the safety stock for the current period and the last 12 periods and the stockout date. The Usage view only displays Qualified usage when it differs from Actual usage or when a flag exists. This allows for better readability so it is easy to pick out the anomalies. If a an inquiry line doesn't show the qualified usage, that means it is the same as the actual usage.
   
   The DOT view displays the DOT code, freight class, ERG#, technical or chemical name.
   
   The STD Part Number View displays the source code, standard part number and code.
   
   The Production view displays production information including ticket number, warehouse, type (B-bill of material and F - formulation), status (E - entered, P - printed and C - confirmed) units, stocking unit of measure, scheduled date, production date, and memo (component or finished item) and number produced or finished item.
   
   The Vendor view displays vendor information including warehouse, vendor number and name, vendor-item number, manual cost, last receipt information, and history information including month-to-date, year-to-date and prior year units and dollars.
   
   The Companions view displays the companion items and memos defined for the item being inquired upon.
   
   The Notes view displays notes information for the specified item. In the browser in the lower portion of the screen the system displays the date the note was created, note category, urgent note indicator, and subject. You can double click a note line in the browser to display the View Note screen, which lists the note subject and text, note type, category, date created, and date edited. You can access the Notes Entry (SME710) program from the Options-->1 Item Note Entry to enter or modify notes for the specified item.
   
   The Lost Sales view displays information about item lost sales including the invoice or credit memo date, warehouse, lost sale reason code, item quantity and unit of measure, price and cost with units of measure, customer code, name and ship to, salesperson information, the date the sales order was entered/edited and user who entered/edited it.
   
   The User-Defined view displays data from the User-Defined view of Item F/M (ICF910). Many users have a few pieces of information about customers, vendors, and items that are unique to their business that they would like to enter into FACTS for reference purposes. The User-Defined view displays user-defined fields entered the major file maintenances and makes them available in FACTS Inquiry programs for information only. There are 5 user-defined fields that can be entered on the User-Defined screen of Item F/M (ICF910). There user-defined field must first be configured by a user that has administrator privileges for User-defined Fields setting on the Security tab of User Code F/M (SMF410).
   

4.  When you are finished reviewing information for vendors, Exit to close the Item Inquiry program