Road Map: Material History Inquiry

Use the Material History Inquiry (MHI) program to display all transactions that affect the inventory of an item. See Background for more information.

Before you run this program each time

You should run these programs:

Adjustments

  • Material Issues and Adjustments (IMI) to adjust on-hand and floor stock quantities, remove consumables, issue on-hand inventory to floor stock or floor stock to on-hand, issue inventory to a manufacturing order, scrap inventory, or move a warehouse/bin controlled item to another location.

Transfers

  1. Branch Transfer Maintenance (ITM) to create branch transfers.

  2. Branch Transfer Confirmation (ITS) or Secured Confirmation (SITS) to create and confirm a transfer shipment.

    AND/OR

    Bill of Lading Maintenance (BLM) to create a bill of lading and confirm the shipments and bill of lading.

Manufacturing Orders

  1. 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 Item code for immediate supply 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

  1. 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.

Sales Orders

  1. Sales Order Maintenance (OE) to enter sales orders, and optionally obligate items and create shipments.

OR

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

OR

Order Import (EPI) and Quote-to-Order Transfer (EPIB) to process orders received by electronic data import (EDI).

  1. (Conditional) Sales Order Auto Processing (OAP) to obligate sales orders and create shipments, if you have not done so with Sales Order Maintenance.

    OR

    Order Shipment Selection (OSS) to select sales orders or order lines to obligate, and to create shipments for them.

  1. Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so, and confirm the shipment.

Purchase Orders

  1. PO Maintenance (VOE) to enter purchase orders.

    OR

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

    OR

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

  1. Receiver Maintenance (IRC) to receive the items ordered on a PO if you are using direct-to-stock receiving.

AND conditionally

Receiving and Inspection (IRI) to enter inspection results for items that require inspection or to receive if you are using dock-to-stock receiving.

Physical Inventory

  1. Cycle Count Preparation (HCP) to create a cycle that selects items for physical inventory.

  2. Physical Count Entry (HCE) to enter the quantity counted of each item in the physical inventory cycle.

OR

Alternate Physical Count Entry (HAE) to enter counts from pre-printed physical inventory tags.

  1. Inventory Deviation Listing (HDL) to print the quantity on-hand, the quantity counted, the deviation, and cost variance for each item in a physical inventory cycle.

  2. Physical Inventory Update (HCU) to update inventory after an inventory count.

RMAs

  1. RMA Maintenance (RMA) to enter an authorization for a customer to return material

  2. Receiver Maintenance (IRC) to receive the returned items into your branch, or into your stockroom if you are using direct-to-stock receiving.

AND conditionally

Receiving and Inspection (IRI) to enter inspection results for items that require inspection or to receive if you are using dock-to-stock receiving.

Reversed Receipts

  • Receiver Maintenance (IRC) to reverse a receiver.

OR

Receiving Reversal (IRR) to reverse a receiver.

Workorderless Receipt

  • Receiver Maintenance (IRC) to receive finished goods into your stockroom.

Bulk Movement (LWM)

  • Manufacturing Order Maintenance (MIM) to enter a manufacturing order and use the Automated Location Warehouse Movement (ALWM) feature for a Bulk Movement Item on the bill of material.

OR

Location Return Selection (ILMR) return a bulk movement item from the shop floor to its original warehouse/bin location.

Salvaged Components

  1. Receiver Maintenance (IRC) to receive a manufacturing order.

  2. Receiving and Inspection (IRI) to inspect and then reject the parent item.

  3. Rejected Material Disposition (MRB) to select a disposition code of 5, salvage component.

Return to Vendor

  1. Receiver Maintenance (IRC) to receive a component.

  2. Receiving and Inspection (IRI) to inspect and then reject a component.

  3. Rejected Material Disposition (MRB) to issue a disposition code of 3 D, E, F, or G.

Consignment Inventory

  1. Receiver Maintenance (IRC) to receive a consignment item into consignment inventory.

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

  3. 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.

Before you run this program the first time

You should run these programs:

  • 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.

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

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

  • Branch Maintenance (TBM) to set up the receiving and shipping branches.

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

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • Material History Listing (MHP) to print a listing of transactions that affect the inventory of items.

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

  • Inventory Sales Report (ISR) to print a report that shows sales for the last twelve periods and the quantity sold, revenue, cost, and gross profit percent for the current period-to-date, year-to-date, and each of the preceding four years.

  • Inventory Usage Report (IUR) to print a report that shows the quantity of components used by manufacturing  for the last twelve periods, the current period-to-date, year-to-date, and each of the preceding four years.

  • 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 Inquiry (ISI) to display an item's costs, inventory value, current inventory quantities, and the quantity on hand, used, sold, manufactured, purchased, and booked for the last 12 months/periods.

  • Inventory Status Inquiry (ISQ) to display an item's current on-hand, on-order, intransit, committed, obligated, available, and in consignment quantities, sources of supply, types of demand, quantities of substitute items, or family components.

  • Consignment Inventory Valuation Report (ICL) to print a report of the current value of consignment inventory based on standard, actual, or average cost.

  • Material History Purge (MHPRG) to purge material history detail