Use this screen to specify a part number, other part attributes, or a project and view current inventory, order, requisition reservation, and planning data for the selected part(s) and project(s). If multiple revisions are available for the part, the inquiry can show this information for all of them. You can either use Subquery to select parameters for the parts you want to review or enter information in the search criteria fields and select one of the radio buttons to show how you want selections to match. In the latter case, use the Execute pushbutton on the toolbar to populate your table.
If you are not using Subquery, populate any field in this group box to view matching part/project information for that field, and click Execute. For example, if you populate the Desc field with a "C," select the Begin With radio button, and execute the query, all applicable inventory parts (i.e., inventory parts included in a purchase order, reservation, or other planning capacity) that have a description beginning with the letter "C" display in the table window.
Enter, or use Lookup to select, the part ID you wish to view inventory information for. If you do not select the "Exact Match" setting for the Part/Project Selection Criteria option, you can enter a partial part number value and have Costpoint return inventory for all part IDs that meet the selection criteria value. If you leave this field blank, Costpoint will not use part ID as a criterion for selecting which inventory information to display.
This field automatically displays the last revision assigned to the part ID. However, you can enter, or use Lookup to select, another revision for this part ID or leave the field blank to view inventory information for all revisions of the selected part(s).
This field displays the default or inventory unit of measure for the selected part (if only one part was selected).
Use the drop-down box to select the "Make/Buy" status for the part. If you leave this field blank, both are selected.
If you select a status in this field, Costpoint selects only the parts that share the same make/buy code. Make/Buy codes are defined in the Basic Part Data screen in Product Definition. If you leave this field blank, Costpoint does not select parts by make/buy code.
If you want to narrow your search by the part's description, enter a description in this field, select a radio button in the Part ID/Project Selection Criteria group box to show how you want selections matched, and then click the Execute button on the toolbar. If you select a specific part in the header screen, the description field automatically defaults.
Enter, or use Lookup to select, the planner ID you wish to view inventory information for. If you specify a planner in this field, Costpoint checks the Planner Assignment value in Production Control Settings to determine how to select inventory rows.
If you assign planners by part, it includes inventory information for all parts assigned the entered planner ID.
If you assign planners by commodity code, it includes inventory information for all parts that have commodity codes assigned the entered planner ID.
If you assign planners by project, it includes inventory information for all projects assigned the entered planner ID.
If you assign planners by netting group, it includes inventory information for all projects linked to the netting groups assigned the entered planner ID.
To limit the inquiry to inventory for a particular project, enter, or use Lookup to select, the project ID. The project name automatically displays in the blank field to the right of the project ID. If you do not select the "Exact Match" Part/Project Selection Criteria option, you can enter a partial project number value and have Costpoint return inventory for all project IDs that meet the selection criteria value.
To limit the inquiry to an inventory for a particular netting group, enter, or use Lookup to select, the netting group ID. Netting groups are a group of inventory projects that will be planned together. Projects are assigned to netting groups in the Inventory Projects screen in the Inventory module.
Use the radio buttons in this group box to specify how you want your selections to match part, part description and project fields. Options are "Exact Match," "Begin With," "End With," and "Contains."
This checkbox appears if you did not select the Separate Items by Company checkbox in the Product Definition Corporate Settings subtask of the Product Definition Settings screen. If you selected the Separate Items by Company checkbox, this checkbox is hidden and you only see inventory for the company you are currently logged into.
Select this checkbox to include inventory from other companies (in addition to inventory that is assigned to the company you are currently logged into) in the result set. If this checkbox is not selected, only those parts for the selected projects that are linked to your company ID display in the result set.
Select this checkbox if you do not want to see inventory records that currently have zero quantities for all inventory, on-order, on-req, reserved and owed.
This table displays summary-level part information. To inquire at a more detailed level, select the line for which you want additional information and click the appropriate pushbutton at the bottom of the screen to expand the inquiry.
This field displays the Part ID of the inventory record.
This column displays the revision number for the inventory record part.
The field displays a description of the inventory record part.
This field displays the default or inventory unit of measure for the selected part.
This field displays the "M" (Make)/"B" (Buy)" status for the selected part.
This field displays the project ID associated with the inventory record. This field does not display if the inquiry was limited to a single project.
This column displays the net available quantity for this part. Costpoint calculates this value by adding the On Hand Quantity, In Inspection Quantity, In Shipping Quantity, On Order Quantity, On Requisition Quantity, Owed Quantity, Planned Owed Qty, and In MRB Quantity (only if you selected the Incl MRB as Available Inventory checkbox in the Production Control Settings screen) and then subtracting the Reserved and Planned Reserved quantities.
This field displays the current available quantity for the part/project combination. It is the sum of on hand and in inspection quantities minus the reserved quantity, for the part/inventory abbreviation combination.
This field displays the quantity of parts for the selected part and project that are in on-hand locations.
This field displays the quantity of parts for the selected part and project, received but not yet accepted or rejected, or that are in a reinspection location.
This field displays the quantity of parts for the selected part and project that are in MRB (Material Review Board) locations.
This field displays the quantity of parts for the selected part and project that are in shipping locations.
This field displays the quantity of parts for the selected part and project that are on open purchase and manufacturing orders.
This field displays the quantity of parts for the selected part and project that are on open purchase requisitions.
This field displays the quantity of parts for the selected part and project that have been reserved by inventory reservations, manufacturing orders, and sales orders.
This field displays the quantity of parts for the selected part and project that are owed to it from another project (a transfer reservation).
This field displays the quantity of parts (for the selected project) for inventory requests that have not been fully approved.
This field displays the quantity of parts (for the selected project) for inventory transfer requests that have not been fully approved.
This field displays the quantity of parts for the selected part and project that are in on-hold locations.
This field displays "Y" (Yes) or "N" (No) depending on whether this is a company-owned, non-allocated inventory project.
This field displays the commodity code for the inventory row's part.
This field displays the project abbreviation associated with the inventory record. This field does not display if the inquiry was limited to a particular project.
This field displays the project name associated with the inventory record. This field does not display if the inquiry was limited to a particular project.
This field displays the netting group ID associated with the project on the selected line.
This field displays "Y" (Yes) or "N" (No) depending on whether or not substitutes are allowed for the part for the project specified on the row. This is defined in the Part Project Data screen in Product Definition.
This field displays the sum of open sales and user-defined forecast quantities for the inventory record's part and project.
Select this pushbutton to view the Inventory Abbreviation Detail subtask, which provides detailed information about inventory abbreviations.
Select this pushbutton to open the Requisitions subtask for the selected line.
Select this pushbutton to open the Part Project Location Detail subtask for the selected line.
Select this pushbutton to view the Non-Inv Purchase Orders subtask for the selected part/project.
Select this pushbutton to open the Substitute Part Inventory subtask for the selected line.
Use this pushbutton to open the Manufacturing Orders subtask information on the selected part/project.
Use this pushbutton to open the Inv Purchase Orders subtask for the selected line.
Use this pushbutton to view the Planned Orders subtask for the selected part/project.
Use this pushbutton to open the Requirements subtask for the selected line.
Select this pushbutton to view the Planned Requirements subtask for the selected part/project.
Select this pushbutton to open the Location Detail subtask for the part on the selected line.
Select this pushbutton to view the Engineering Change Notices subtask for the selected part/project.
Select this pushbutton to open the Part Planning subtask for the selected line.
Select this pushbutton to open the Documents subtask for the selected line.
Click this pushbutton to open the Forecast Demand subtask for the selected part/project.