Inventory Management - List of Enhancements

Over the lifespan of the Inventory Management system, a number of major enhancements and minor fixes have been applied.  Following is a brief summary, (listing the most recent items first).

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New and Different – Enhancements and Fixes in I/M

    For 2013

Click to expand/collapseImport Function Introduced for Usage Recipient Codes Maintenance

Those individuals designated as Usage Recipients for inventory items that are "Checked Out", are maintained in the Usage Recipient Codes Maintenance routine.  A new Import function has been introduced that allows you to load Usage Recipients to be loaded from spreadsheet, CSV or tab-delimited files. (Nov-18-2013)

Click to expand/collapseImport Function for Inventory Maintenance

When importing Inventory fields, entering "%UPDT%" in column 1 is used to signal that a specific fields are to be updated. (The field to be updated is specified in column 2; and all subsequent rows of information contain the Inventory Item Code, the Location Code and the value that is moved into the selected field). There are a number of different fields for which this update process is implemented for.  This function has been enhanced to now offer the ability to have the Quantity Sold, Quantity Issued and/or Quantity Lost fields to be updated for either the Inventory Master records and/or the Inventory Location records.  Instead of moving the provided value to the specified field, the Quantity provided is added to the specified fields.  The new field identifiers are ADDQTYSOLD, ADDQTYISSUED and ADDQTYLOST. (May-09-2013)

Click to expand/collapseProduct Category Codes

The properties associated to Product Categories has been revised.  Formerly, a Profit Center was assigned to each Product Category.  Now instead, for each Product Category a Department Code is assigned.   The Profit Center is now derived from the Department.  It will be necessary to ensure that for each Profit Center that was used in the Product Categories, a new Department is established, and the new Department Code must be assigned. (Mar-1-2013)

Click to expand/collapsePurchasing Advice Post Option to Automatically Generate Purchase Orders and RFQs

The Purchasing Advise report has been enhanced to interface with the Series 5 Purchasing System.  The Post now provides the option to automatically generate Requisitions, with the items building either "Request for Quotes" or "Candidate POs".  These are in effect RFQ that are ready to be emailed to suppliers or POs that are ready to be approved by a manager to be issued.   A number of different RFQ and PO creation options are available when the post function is chosen.   (Feb-23-2013)

Click to expand/collapsePurchasing Advice Processing/Report

The Purchasing Advise report has been enhanced.  When an Inventory Item is selected to be purchased, now a Purchasing Advice Transaction record is recorded.  These records are presented in a Series 5 grid screen, and may be displayed by a variety of different sorting and grouping options.


These records may also be edited, allowing the Quantity-To-Order, and Unit Price amounts to be changed.   For systems that utilize the Series 5 Purchasing system, fields are offered letting you choose to have a PO or a Requisition automatically generated when the Purchasing Advice Transactions are posted.   Assorted information about the Inventory Item is also displayed to assist in deciding the quantity to purchase.


A Post function now must be executed to have the Purchasing Advice Transactions posted.  This process either causes POs and/or Requisitions to be generated, or to just have the Item Reorder Status updated.   (Feb-23-2013)

Click to expand/collapseNew Import Function for Inventory Maintenance

A new function has been introduced to Inventory Maintenance.  You may now Import Inventory Item Master record, and Inventory Location records to the system from either an Excel spreadsheet, a CSV file, or a Tab-Delimited file.  This function is useful to do bulk revisions to the Inventory Master records, or for importing Inventory information from other systems when first using the Series 5 Inventory Management system.


It may also be used to update specific fields for Inventory Items already on file. (Feb-06-2013)

Click to expand/collapseInventory Primary & Secondary Supplier's Part Number;  Manufacturer and Manufacturer Part Number

The Inventory Master properties record has been enhanced to now offer these new fields.  When these items are selected to be included in a Purchase Order, if the given supplier matches the Primary or Secondary Supplier, their respective Part Number are automatically inserted (Feb-01-2013)

Click to expand/collapseInventory Quantity Checked-Out and Checked-In

The Inventory Master properties record has been enhanced to maintain Period-to-Date, Year-to-Date, and Last-Year totals for the Quantity of Inventory Items that have been Checked Out and Checked In.   As well, the Quantity-On-Hand Update functions and Inquiry have been revised to include Checked-Out and Checked-In activity. (Feb-01-2013)


    For 2012

Click to expand/collapseInventory Items Checked-Out; and Inventory Items Issued History Inquire

New Inquiry functions have been introduced.  These include an Inquiry to view those historic Checked Out Inventory Transactions, and an Inquiry to view those historic Issued Inventory Transactions.  Historic Items may be displayed grouped and sorted by Inventory Item, Usage Recipient, Usage, Usage Location or Replacement/Due-Back Dates.


Associated these inquiry function, there is a Checked-Out Items Report, and an Issued Items Report.  These list those items that are due to be Checked In, or due to be Replaced.   (Dec-20-2012)

Click to expand/collapseInventory Check-Out and Check-In Transactions

The Operation function to record the Receipt, Transfer or Issuing of inventory has been enhance.  The system now provides for a transaction that will record when an Inventory Item is "Checked Out" for use.  It is assumed that that item would eventually be "Checked In" again.  New fields associated to the Checked-Out transaction include the following:


Serial Number
Date to be Returned
Cost of Inventory Checked Out Account
Usage Recipient
Usage Code
Usage Location



The "Inventory Issue" transaction has also been enhanced to provide for the entry of these new fields.  However, these items will never be checked in again, but a field is provided to enter a date recording when the Issue Item is to be replaced.   (Dec-10-2012)

Click to expand/collapseItem Usage, Usage Recipient and Usage Location Codes Maintenance

New codes have been introduced into the Series 5 Inventory system.  These include a Usage Code, a Usage Recipient Code, and a Usage Location Code.  These codes are used to provide information to the new Inventory Check-Out function, and the existing Inventory Issue function.  With the introduction of these codes, and the enhancement to Check-Out or Issue Inventory Items, the Inventory system may now be used to track how inventory is used.  It also provides for the scheduling of when Issued Inventory items should be replaced; (as in the case when components of different machinery should be replaced for preventive maintenance purposes).


New Codes Maintenance routines are provided as needed. (Dec-10-2012)


    For 2011

Click to expand/collapseNew Feature to Attach Supporting Documents to Inventory Master Items

You may now attach a variety of different documents to Master Inventory records.  Up to 15 separate documents may be selected, and attached and viewed from the Inventory Item Maintenance  functions.  The different types of documents support  are as follows:


Bitmap ( *.BMP files)
ASCII Text  ( *.TXT files)
MS Word 2003 documents
MS Word 2007 documents
MS Excel 2003 documents
MS Excel 2007 documents
ASCII Text  ( *.txt files)



Click to expand/collapseInventory Receipts, Transfer & Issue Transaction Entry

The Operation function to record the Receipt, Transfer or Issuing of inventory has been enhanced to handle those Inventory items that have been defined with a Matrix Set.  When a Matrix Set Item is selected for a transaction, a Matrix Entry screen will be displayed utilizing a grid.   On this grid screen, Quantities and Cost information associated to applicable transactions may quickly be entered for sets of items having the same attribute variations. (ie. You may assign a value to be applied to a given row, column, or the entire matrix). When a non-zero Quantity is recorded, an associated Receiving Transaction(s) are automatically added.  When a Zero Quantity is record, the associated Receiving Transaction(s) are automatically deleted.  The displayed Matrix screen handles up to a 3-dimensional Matrix Set definition.  For those Matrix Sets with more than 1 dimension, you may choose to display different Attribute sets on any of the three possible dimension axis. (Feb-24-2011)

Click to expand/collapseStock Status Report

The Stock Status Report function has been enhanced to provide support for the new Inventory Matrix Sets.  When an item that has been flagged has having a Matrix Set assigned to it is listed in the report, information for each Matrix Item Variant is printed. (Feb-24-2011)

Click to expand/collapseGeneric Item Select Filters Screen

In any Inventory Management or Customer Order Processing reporting function, an Item Select Filters screen is presented.  This has been enhanced to now include the new Matrix Set Code as a selection filter.   (Feb-24-2011)

Click to expand/collapseStock Status Inquiry

The Stock Status Inquiry function has been enhanced to provide support for the new Inventory Matrix Sets.  When an item that has been flagged has having a Matrix Set assigned to it is selected for display, information for each Matrix Item Variant is displayed. (Feb-24-2011)

Click to expand/collapseMatrix Set Codes Maintenance

A new function selection has been introduced to the Inventory Management System's Codes Maintenance drop-down menu.  This is the Matrix Set Codes Maintenance.  It is used to define the properties associated to the new Inventory Matrix Set feature. (Feb-24-2011)

Click to expand/collapseMatrix Dimension Codes Maintenance

A new function selection has been introduced to the Inventory Management System's Codes Maintenance drop-down menu.  This is the Matrix Dimension Codes Maintenance.  It is used to define a particular Dimension, or variant of inventory that it is available for.  For example, the colour of items may be defined as a Dimension to a Matrix Set.  In this case then up to 35 different colors could be set up. (Feb-24-2011)

Click to expand/collapseInventory Item Master Code Maintenance

The Inventory Management system has been enhanced to provide support for Matrix Set defined Inventory Items.  These are items that have variations in color or size, for example clothing.  Some features of the implementation of Matrix Inventory are as follows:


Variations of inventory items are defined by a Matrix Set.  A given Matrix set may be applied to more than one inventory item
For each Matrix Set, you may define up to 3 Dimensions.  In other words have three different kinds of variant attributes per item. For example blue jeans have a waist size, a inseam length and a style.  These each would be be called a Dimension.
For each Dimension you may define up to 35 attributes.  For blue jeans you might have 10 different waist sizes, and these are Attributes.
The Inventory Item and it's Matrix set variations are defined using a 23 character Inventory Item Code.  Each Dimension of the Item Code is made up of up to 3 characters.  So for example you might have an item that has 3 dimensions and they would be coded as    JEANS:32W:29I:RLX for blue jeans with a 32 inch waist, 29 inch inseam, relax fit.
When a Matrix Set is assigned to an Inventory Item, all variations are automatically created as separate Inventory/Location records.   Quantity-on-Hand, Quantity-on-Order, Quantity-Committed, and Forecasting Controls, and Statistics are kept separately for each item.
Properties associated to sub-member items of a Matrix Set Item may be editing using a matrix grid display screen, offering alternative display options.  Quantities may be edited directly on the matrix.


The Inventory Item Master Maintenance routine has been revised to support the Inventory Matrix Sets.   (Feb-24-2011)


    For 2010

Click to expand/collapseInventory Item Maintenance

The Item Master record has been revised to include two new fields.  These are the Distribution Channel Code, and the ReOrder Manager.   (Nov-03-2010)

Click to expand/collapseInventory Item Maintenance

When the Inventory Management system is used in association with the Series 5 Purchase Order Processing system, each Inventory Item may now have a set of default "Extra Costs" defined.  When that item is ordered and received in the PO system, these Extra Costs will be used in computing the Landed Cost of the Item. (Oct-18-2010)


    For 2009

Click to expand/collapseFunctions Exporting to Excel Spreadsheets

For those functions that export data to Excel spreadsheets, the following enhancements have been made:


When titles are output, they will be formatted as bold in 14-point
When legends are output, they will be formatted as bold in 12-point
When headers are output, they will be formatted as bold and italic
Dollar amount data column will be formatted for "Currency", (where $ signs will be displayed with 2 decimal places)


The following applications have been revised accordingly, where applicable (Dec-15-2009) :


Inventory Item Maintenance – Properties Export
Physical Count Processing – Export functions – (with new default filenames of PhysicalCntOut)

Click to expand/collapseSales Analysis By Category Report

When generating this report for a specific range of Inventory Items, the program looped continuously until canceled.  The report had successfully been created, but did not actually exit.  The problem has been fixed. (Jan-26-2009)

Click to expand/collapseOn-Line Help

The Inventory Management system now has On-Line Help.  You can access these help files from the application's screens or menu bars. (Aug-2008)