Inventory

Screens that are available in this release of Costpoint web are in bold.  

Costpoint Client/Server Menu

Costpoint Client/Server Application

Costpoint Web Application

Inventory Controls

Inventory Settings

Administration » Configure » Materials » Inventory Settings

 

Serial/Lot Settings

Administration » Configure » Materials » Serial/Lot Settings

 

Serial/Lot User-Defined Labels

Materials » Configure » Sales Orders » Serial/Lot User-Defined Labels

 

Inventory Accounts

Administration » Configure » Materials » Default Inventory Accounts

 

Default Project Inventory Accounts

Administration » Configure » Materials » Default Project Inventory Accounts

 

Warehouses

Materials » Configure » Inventory » Warehouses

 

Locations

Materials » Configure » Inventory » Locations

 

Scrap Reasons

Materials » Configure » Inventory » Scrap Reasons

 

Adjustment Reasons

Materials » Configure » Inventory » Adjustment Reasons

 

Inventory Projects

Materials » Maintain » Projects » Inventory Projects

 

Back Order Processing Settings

Administration » Configure » Materials » Back Order Processing Settings

Issues

Enter Issues

Materials » Transactions » Inventory » Enter Inventory Issues

 

Enter Sales Order Inventory Issues

Materials » Transactions » Inventory » Enter Sales Order Inventory Issues

 

Enter Manufacturing Order Issues

Materials » Transactions » Inventory » Enter Manufacturing Order Issues

Adjustments

Enter Quantity Adjustments

Materials » Transactions » Inventory » Enter Quantity Adjustments

 

Enter Scrap Adjustments

Materials » Transactions » Inventory » Enter Scrap Adjustments

 

Enter Cost Adjustments

Materials » Transactions » Inventory » Enter Cost Adjustments

Transfers

Enter Location Transfers

Materials » Transactions » Inventory » Enter Location Transfers

 

Enter Inventory Transfers

Materials » Transactions » Inventory » Enter Inventory Transfers

 

Perform Mass Inventory Transfers

Materials » Transactions » Inventory » Perform Mass Inventory Transfers

Reservations

Enter Inventory Requests

Materials » Transactions » Inventory Reservations » Enter Inventory Requests

 

Enter Reservations

Materials » Transactions » Inventory Reservations » Enter Inventory Reservations

 

Enter PO/Req Inventory Reservations

Materials » Transactions » Inventory Reservations » Enter PO/Req Inventory Reservations

Physical Counts

Perform ABC Analysis

Materials » Process » Inventory » Perform ABC Analysis

 

Set Up Physical Count

Materials » Transactions » Physical Counts » Set Up Physical Count

 

Maintain Physical Count List

Materials » Transactions » Physical Counts » Edit Physical Count List

 

Print Physical Count Sheets

Materials » Transactions » Physical Counts » Print Physical Count Sheets

 

Enter Actual Counts

Materials » Transactions » Physical Counts » Enter Actual Counts

 

Print Discrepancy Report and Create Adjustments

Materials » Transactions » Physical Counts » Create Physical Count Adjustments

 

Post Inventory Journal

Materials » Process » Post » Post Inventory Journal

Inquiries

Part Inventory Inquiry

Materials » Review » Inventory » Part Inventory Inquiry

 

Inventory Transaction History Inquiry

Materials » Review » Inventory » Inventory Transaction History Inquiry

 

Serial/Lot Inquiry

Materials » Review » Inventory » Serial/Lot Inquiry

 

Item Inquiry

Materials » Review » Items » Item Inquiry

 

Part Query

Not in Costpoint web

Reports

Print Stock Status Report

Materials » Review » Inventory » Stock Status Report

 

Print Reservation Pick Lists

Materials » Transactions » Inventory Reservations » Print Reservation Pick Lists

 

Print Inventory Transaction History Report

Materials » Review » Inventory » Inventory Transaction History Report

 

Print Inventory Reorder Report

Materials » Process » Materials Planning » Reorder Inventory

Utilities

Reconcile Transactions

Materials » Utilities » Inventory » Reconcile Inventory Transactions

 

Serial/Lot Maintenance

Materials » Utilities » Inventory » Serial/Lot Maintenance

 

Close Inventory Fiscal Year

Materials » Process » Inventory » Close Inventory Fiscal Year