1. Cycle Counts & Physicals
19 Articles
- 1.1 What would an overview of the Cycle Count process look like?
- 1.2 How do I create a Cycle Count?
- 1.3 How can I determine which parts are due for a Cycle Count?
- 1.4 What mandatory fields should I enter if I am creating a Cycle Count?
- 1.5 How do I know what date to enter for the Count Cutoff Date?
- 1.6 If I enter a date in the Spot Count Date field of the Stock Record, what does this do to the Cycle Count Schedule for this part?
- 1.7 If my site's contract requires that I Cycle Count my stock twice a year, how would I get the stock records changed to reflect this in the system?
- 1.8 What documentation do I have to keep during the Stock Count process?
- 1.9 How do I run the Stock Count Report to count parts?
- 1.10 How do I enter a Stock Count in eFACTORYPRO?
2. Requisitions / Purchase Orders
24 Articles
- 2.1 GNS: How do I create a Blanket PO for Vendor Managed Inventory?
- 2.2 When SHOULD I use the Emergency After Hours PO process?
- 2.3 How do I see which Work Order and Task the Requisition is being generated for?
- 2.4 Which POs will show up on my Billable PO report (ZPO)?
- 2.5 How do I create a Requisition to send out a Part to IPS for a Repair?
- 2.6 Is there a place I can easily see which work orders have "NEW PART" requests on the Part Need?
- 2.7 Dealing with a BLOCKED requisition
- 2.8 eFACTORYPRO Part Need Fulfillment Open Req/PO Status Management
- 2.9 What kinds of requisitions are considered HOT REQs?
- 2.10 What do the PO Event Error Messages mean?
3. Receiving: Parts & GNS
27 Articles
- 3.1 PARTS: How do I know which Work Order the parts are for?
- 3.2 PARTS: How do I determine the Prior Bin for a part?
- 3.3 PARTS: If I order a quantity of two on a PO, and one was back ordered, how do I receive that?
- 3.4 PARTS: How do I receive three lines of a five-line Parts PO and leave the remaining two open to receive later?
- 3.5 GNS: How do I Receive a PO GNS in Full and when should I click the Close Line button?
- 3.6 GNS: How can I tell what the remaining dollar balance is on a Services PO?
- 3.7 GNS: How can I take the PO from Received Partial to Received Full?
- 3.8 GNS: How can I get a GNS receipt reversed if necessary?
- 3.9 GNS: How can I see a list of my PO GNS ready to be received?
- 3.10 What do I do when a PO status says “Change Order” instead of “Posted” when I want to receive it?
4. Understanding Inventory Management in eFP3
44 Articles
- 4.1 Overview of the SCS/Buyer Workflow (non-EDI)
- 4.2 What is EDI and how does it affect Supply Chain at my site?
- 4.3 Understanding the Bill of Materials
- 4.4 What do I need to know about the Stock Record?
- 4.5 What do I need to know about the Part Record?
- 4.6 What do I need to know about Alternate Part Numbers?
- 4.7 How can I see the status of NEW PART Requests waiting on the Buyer?
- 4.8 How can I tell if a NEW PART request has been completed by the buyer?
- 4.9 How to investigate when the SCS doesn't get the request for a NEW PART from the Tech.
- 4.10 How do I deal with parts at my site that I have MFG Part Numbers for but they are not listed as Parts in the system?
5. Inventory Transactions
19 Articles
- 5.1 How can I Allocate Parts to a Work Order?
- 5.2 How do I perform a Miscellaneous Stock Adjustment to Receive a part into Stock?
- 5.3 How do I perform a Miscellaneous Stock Adjustment to Issue a part out of Stock?
- 5.4 How do I move ALL of the contents from one bin to another?
- 5.5 How do I Scrap a Part?
- 5.6 How do I return a part to the vendor?
- 5.7 When would I see a Replacement Part Number?
- 5.8 How can I see when was the last time this part was issued?
- 5.9 How can I see when was the last time this part was received from a PO?
- 5.10 How can I see all the Part Need Allocations on a Part Number?
6. SCS Reports
25 Articles
- 6.1 How do I print a part label?
- 6.2 When would I use the Simple Inventory Status Report?
- 6.3 How do I run the Stock Count Report to count parts?
- 6.4 When would I run the Stock Count ERRORS Report?
- 6.5 When would I run the Stock Count EXCEPTION Report?
- 6.6 When should I run the Stock Count Variance Summary Report?
- 6.7 When should I run the Stock Count Variance Detail Report?
- 6.8 Is there a report that will help me determine which parts I should stock? (Service Level Report)
- 6.9 What is the purpose of the Active/Inactive Report?
- 6.10 When would I use the Bill of Material (BoM) Report?
- 7.1 How do I move ALL of the contents from one bin to another?
- 7.2 How do I Scrap a Part?
- 7.3 GNS: How do I create a Blanket PO for Vendor Managed Inventory?
- 7.4 How can I set up Templates for the Logistics Manager?
- 7.5 PARTS: How can I Allocate Parts to a Work Order?
- 7.6 How do I Receive a Part that was ordered for a Work Order?
- 7.7 How do I create a Template for Misc Adjustments to Issue parts out of stock?
- 7.8 How do I create a Template for Misc Adjustments to Receive parts into stock?
- 7.9 Can I customize a search for the Run Log?
- 7.10 How do I search for a part in the CLIENT using the Site Reference number?
- 8.1 SBS - How do I create a manual requisition for services?
- 8.2 SBS - How do I create a manual requisition for supplies?
- 8.3 SBS - How do I receive a GNS PO for Services or Rentals?
- 8.4 SBS - How do I receive a PO for GNS Supplies?
- 8.5 SBS - How do I run the Billable PO Report?
- 8.6 SBS - When would I run the Open Req_PO Report?