Road Map: Item Inquiry

Use the Item Inquiry (ISI) program to display an item's costs, inventory value, current inventory quantities, and the quantity on hand, used, sold, manufactured, purchased, booked for the last 12, 24, or 36 months/periods, and highest and lowest selling price See Background for more information.

Before you run this program each time

You should run these programs:

Used

  • Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

OR

Manufacturing Order Picking Selection (MSS) to obligate and pick all required components or sets of components.

OR

Material Usage Maintenance (MUA) to obligate and pick selected components and close a component short.

OR

Picking Confirmation (MPK) or Secured Picking (SMPK) to pick all required components, sets of components, or selected components.

Sold

  • Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create and confirm a shipment.

OR

One-Step Invoice Entry (RE) to enter a new order, obligate the items ordered, create a shipment, and confirm the shipment in one-step.

Manufactured

  • Manufacturing Order Maintenance (MIM) to enter a manufacturing order and optionally obligate and pick components.

OR

Requisition Maintenance (IRM) to create a requisition and release a manufacturing order.

OR

Consolidate Manufacturing Requisitions (MOCR) to release multiple manufacturing requisitions to create a single manufacturing order.

OR

Planned Order Maintenance (MOP) to enter planned orders, and then Order Release Preparation (MPR) and Order Release Selection (MRR) to release the orders.

OR

Sales Order Maintenance (OE) to enter a sales order and generate a manufacturing order for:

    • A make-to-order item (the Item code field in the Enterprise Item Maintenance (IM) program that matches the immediate supply item code option in System Options Maintenance (XM) (Inventory Control Options))

    • A subassembly (the Item code field in the Enterprise Item Maintenance (IM) program for the item and its components matches the Subassembly release type option in System Options Maintenance (XM) (Manufacturing Options)

    • A configured product that requires assembly

    • An item you make is not in inventory, the order entry operator clicks Manufacture in manual obligation mode, and the Disable mfg order firewall? option in System Options Maintenance (XM) (Manufacturing Options) is selected

Purchased

  • PO Maintenance (VOE) to enter purchase orders.

OR

Requisition Maintenance (IRM) to enter requisitions and release them to create purchase orders.

OR

Order Release Selection (MRR) to release purchase requisitions that were created by the planning system.

Booked/Selling Price

  • Sales Order Maintenance (OE) to enter a sales order.

OR

  • Quote-to-Order Transfer (EPIB) to transfer an offline order to an online order.

OR

  • One-Step Invoice Entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Statistics Period Descriptions) to set the Period Desc 1 - 13 option.

  • System Options Maintenance (XM) (Inventory Options) to set the Calc available using committed/obligated option.

  • System Options Maintenance (XM) (Help and Other Path Options) to set the Base path and Item folder options.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Branch Maintenance (TBM) to set up branches.

  • Branch Groups Maintenance (TGM) to set up branch groups.

  • Accounting Period Maintenance (GDM) to set up period-ending dates for accounting periods and years.

  • Enterprise Item Maintenance (IM) to set up items for your enterprise.

  • Branch Item Maintenance (IMB) to set up items for your branch.

  • Item Cost Maintenance (ICM) to enter item costs.

After you run this program

You will most likely run these programs:

  • Enterprise Item Inquiry (IQ) to display an item's settings that apply to all branches of the enterprise.

  • Branch Item Inquiry (IMBQ) to display an item's settings for a specific branch.

  • Item History Inquiry (IMHQ) to display inventory, purchasing, and sales data by year.