Sometimes sites will discover merchandise that they wish to add to their stock. Since these parts do not have a Stock Record, the Supply Chain Specialist will first need to add a Stock Record, then do a Miscellaneous Stock Adjustment to receive these parts into the Stock.
Steps in the screenshots correspond to the numbers in the headings.
If you have found more than one type of part, you will need to create the Stock Record then do a Miscellaneous Adjustment for each type of part.
1. When you find a part that has not been included in your inventory, you must first create a Stock Record for the part.
2. In the CLIENT, from the main menu, go to Inventory > Stock.
3. Click New in the header.
4. Enter the Part ID number. If you do not know the Part ID number, click the magnifying glass next to the Part ID to look it up.
4.1. Under the General tab, enter part of the Description using the wildcards to search (example: *hose*).
4.2. Click Search.
4.3. Click to highlight the appropriate Part ID line and click OK. The window closes and the Part ID and Description populates in the new Stock record.
If you find parts that do NOT have a Part ID number assigned to it, you must send a NEW Part request to the Supply Chain Support Team to have a Part ID number assigned. This must be done before you can create a Stock Record. For more information, see What do I do if I find parts at my site that I have MFG Part Numbers for but they are not listed as Parts in the system?
5. Enter the ST# for your site in the Place ID field.
6. Enter the Location. If you do not know what locations are available, search by clicking on the magnifying glass.
7. Leave the Target Min/Max at zero.
Do NOT input the Min/Max at this time or an Escalation will be generated to the Supply Chain Support Team and Requisitions will not generate until the Escalation is approved.
If the part is a repairable part, then the Preferred Repair Supplier will be listed: Either of the IPS Facilities depending on what type of part it is.
8. The Cycle Count Period defaults to 365. You would only change this to 180 if your site's contract requires you to count twice a year.
9. Min Order Quantity defaults to 1. You would only change this if you have to order the stock in a specific quantity (like boxes of 6).
10. Min Replen Quantity defaults to 1. Leave it at 1.
11. Leave the Average Lead Time at the zero default.
The Last Issue, Last Receipt and Last Activity Dates will all show the time you created the Stock Record with a Quantity of zero.
12. Leave the Blocked box unchecked. This would prevent you from having stock at your site.
13. Only check the "Ours" box if the stock is in the ATS Location.
You will NOT check "Ours" if the part is going to be stored in the Customer-owned location.
14. Refill is automatically checked. It becomes unchecked with the Target Min/Max is increased and will not become checked again until the Escalation is approved by the Supply Chain Support Team.
15. The Replenish box must remain unchecked or a Requisition will not generate.
16. Click Save in the header.
17. Once saved, the Quantities load in the bottom half of the screen. Note that all will be at 0 until you receive the found Part(s) into this Stock record.
Now that you have created the Stock Record for the found part(s), next you will perform a Miscellaneous Stock Adjustment to receive the Part(s) into Stock.
18. From the main CLIENT menu, go to Inventory > Logistics > Logistics Manager.
19. From the menu on the left, select Miscellaneous Adjustments.
20. In the header, select Receipt from the Adjustment Reason drop-down list.
21. Enter the Part ID.
22. Enter the Quantity that you want to add.
23. Enter the To Place (your site's ST#).
24. Enter the To Location.
25. Enter the To Bin ID.
26. Click Submit.
27. A pop-up "Stock adjustment complete" message shows you that the transaction has successfully completed. Click OK.
Check the Part Transaction log for the Part ID to verify the transaction (Go to Inventory > Part Transactions, then enter Part ID in the search field; enter).
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