Reclassify Stock

An overview of an application used for reclassifying selected Balance Id.

Overview

Features

• Search and Select Balance Id(s).

  • Browse after Item Numbers to apply a filter before the search.

• Reclassify selected Balance Id.

  • Report existing or a new Item Number.

    • Browse after available Item Numbers.

  • Report existing or a Lot Number, if applicable.

  • Report existing or a new status.

  • Report new quantitative data.

    • Browse after Transaction Reasons.

User Steps

Search Balance Id

Use the following User Step to fetch existing Balance Id(s).

INFO/HEADER DATA

• N/A

INPUT DATA

• Location

• Item Number

• Lot Number

• Container Number * indicates an input field is mandatory

FUNCTIONALITY

• Type in/scan the location id value inside the Location Text Input.

• Type in/scan the item number value inside the Item Text Input.

• Type in/scan the lot number value inside the Lot Text Input.

• Type in/scan the container number value inside the Container Text Input.

Applying search filters.

• Click EXIT to get back to the main menu.

• Click LIST to get to List User Step.

• Click NEXT to get to Select Balance Id User Step.

List

Use the following User Step to browse after existing items.

INFO/HEADER DATA

• N/A

INPUT DATA

• Item(s)

  • Item Number

  • Item Name

FUNCTIONALITY

• Browse through the list of available items.

  • Use Search Bar to filter the list, using item number and/or item name.

Browsing through items using part of an item number.

• Click BACK to get back to Search Balance Id User Step.

• Tap on an item number to select one (acts as NEXT) and continue to Select Balance Id User Step.

Select Balance Id

Use the following User Step to select a Balance Id to reclassify.

INFO/HEADER DATA

• N/A

INPUT DATA

• Balance Id(s)

  • Location

  • Item Number

  • Lot Number (if applicable)

  • Container Number (if applicable)

  • Status

  • On-hand Balance / Allocatable Quantity (Basic Unit of Measure)

FUNCTIONALITY

• Click BACK to get back to Search Balance Id User Step.

• Tap on a Balance Id to move and get to Report New Item User Step (acts as NEXT).

Report New Item

Use the following User Step to report a new item number.

INFO/HEADER DATA

• Selected Balance Id

  • Location

  • Item Number

  • Lot Number (if applicable)

  • Expiry Date (if applicable)

  • Container or Package Number (if applicable)

  • Status

  • On-hand Balance / Allocatable Quantity (Basic Unit of Measure)

INPUT DATA

• Item * indicates an input field is mandatory

FUNCTIONALITY

• Tap to select an item number value from Item * Menu Selection Input.

  • Use Search Bar to filter the list, using item number and/or item name.

Browsing through items using part of an item number.

• Click BACK to get back to Select Balance Id User Step.

• Click NEXT to get to next applicable User Step.

  • Report New Lot User Step is applicable for lot-handled items (MMINDI > 0).

  • Report New Status User Step is applicable for all items.

Report New Lot

Use the following User Step to report a new lot number.

INFO/HEADER DATA

• Selected Balance Id

  • Location

  • Item Number

  • Lot Number

  • Container or Package Number (if applicable)

  • Status

  • On-hand Balance / Allocatable Quantity (Basic Unit of Measure) → indicates an assigned change

INPUT DATA

• Lot

• Expiry Date * indicates an input field is mandatory

FUNCTIONALITY

• Type in/scan a lot number value inside the Lot Text Input.

  • When item number is changed, lot number change is mandatory.

• Tap to select a date value inside the Expiry Date Date Input.

  • When item number is changed, expiry date change is mandatory.

• Click BACK to get back to Report New Item User Step.

• Click NEXT to get to Report New Status User Step.

Report New Status

Use the following User Step to report a new status.

INFO/HEADER DATA

• Selected Balance Id

  • Location

  • Item Number

  • Lot Number (if applicable)

  • Container or Package Number (if applicable)

  • Status

  • On-hand Balance / Allocatable Quantity (Basic Unit of Measure) → indicates an assigned change

INPUT DATA

• Allocatable

• Status * indicates an input field is mandatory

FUNCTIONALITY

• Tap the Allocatable Check Box to make the selected Balance Id allocatable/non-allocatable.

  • The current allocatable status is defaulted.

• Tap on the Status List Selection Input to switch between different Balance Id's statuses.

  • The current Balance Id status is defaulted.

• Click BACK to get back to previous applicable User Step.

  • Report New Lot User Step is applicable for lot-handled items (MMINDI > 0).

  • Report New Item User Step is applicable for all items.

• Click NEXT to get to Report New Quantity User Step.

Report New Quantity

Use the following User Step to report new quantitative data.

INFO/HEADER DATA

• Selected Balance Id

  • Location

  • Item Number

  • Lot Number (if applicable)

  • Expiry Date (if applicable)

  • Container or Package Number (if applicable)

  • Status

  • On-hand Balance / Allocatable Quantity (Basic Unit of Measure) → indicates an assigned change

INPUT DATA

• Quantity *

• Catch Weight * (if applicable) * indicates an input field is mandatory

FUNCTIONALITY

• Tap on the Reason List Selection Input to select a reason code for reclassification.

• Type in/scan the numeric quantity value inside the Quantity Numeric Input.

• Type in/scan the numeric catch weight value inside the Catch Weight Numeric Input.

Browsing through reason codes.

Typing in catch weight.

• Click BACK to get back to Report New Status User Step.

• Click UPDATE to report the transaction.

  • You will be brought back to updated Select Balance Id User Step with previously applied filter. If the list is empty, You will be brought back to Search Balance Id User Step.