The Inventory data table and edit form are used to provide an overview the state of inventory for each part and warehouse.
In addition it can be used to drive a variety of reports for inventory reconciliation / stock taking or other purposes.
Authorization Roles required¶
Many roles can select this object on other records where approriate. Editing or viewing this object in detail is only available to Users with the following roles:
- Business administration
Read only access
- Business administration - restricted
- Inventory - restricted
- Service manager
- Service manager - restricted
Import / Export¶
Inventory can be imported into AyaNova and exported out of AyaNova.
How to access inventory¶
Inventory transactions are accessed in the following ways:
- From the
Part Inventoryitem to open the Inventory data table
How inventory works¶
The inventory tracking system in AyaNova is documented in the part inventory transactions manual page.
Inventory data table¶
The Inventory data table is an overview of the current state of inventory related data for each part / warehouse combination and access to common data table menu options.
Rows in this table show each unique Part and warehouse combination individually.
Point in time snapshot¶
The values shown in this data table are a snapshot, that is, they represent the current values that were valid at the point in time that this table was last fetched / refreshed from the AyaNova server.
Inventory data table columns¶
The part name as entered in the Name field of the Part form.
Part warehouse name¶
The part warehouse name as entered in the Name field of the Part warehouse form.
The quantity on hand / in stock for this Part / Warehouse combination. This value is quantity available for use at the moment this data table was last refreshed.
This value is the re-order level for this part / warehouse combination that was entered in the Part stocking level form for this Part.
It indicates the point at which parts should be ordered when the on-hand inventory level for this part / warehouse combination goes below this minimum quantity value.
Minimum quantity is used by the Purchase order restock list feature to populate a new purchase order with the required quantity to bring the inventory level back to the minimum quantity specified.
A value of zero means there is no minimum quantity selected for this part / warehouse combination.
This value shows the quantity of this part / warehouse combination that would need to be ordered to bring this part / warehouse on hand quantity back to the minimum quantity value set.
The quantity of this part / warehouse combination that is currently un-received on purchase orders.
Quantity on order committed¶
The portion of each on order quantity that is committed to existing workorder part requests and unavailable for use elsewhere.
This is the current Active setting for the Part.
Last inventory transaction Id for this part.
Unlike most other tables showing objects in AyaNova, this data table doesn't have a natural Id value since it pulls in data from many locations so this field provides a unique id value in order to be able to select individual records for reporting and other bulk operations.
Clicking on this field will show the history of the transaction represented by this Id.
The value entered into the Part's Description field.
The value entered into the Part's Cost field.
The value entered into the Part's Retail field.
The Vendor selected on the Part's Wholesaler field.
The Vendor selected on the Part's Alternative wholesaler field.
The Tags selected on this Part's Tags.
Part inventory adjustment edit form¶
When a record is added from the inventory table the Part inventory adjustment form opens in order to enter a manual part inventory transaction adjustment.
Adjustments made can be viewed in the Inventory transactions form as well as updated in the values showing in this inventory table on refresh.
See the Part inventory adjustment form manual topic for details.