Inventory Process Flow

The process flow for Inventory is different if you do or do not have sufficient inventory on hand.

Step	Description
1	An item is needed for a project (the charge project).
2	If you do not have an item record for the item, create it in Configuration > Purchasing & Inventory > Items Master. Complete the Inventory tab to designate the item as an inventory item.
3	Create an item request for the item.
4	If sufficient quantity of the item is available: Send the item request for approval. This causes an alert to be sent to the employee who can authorize the item request. When the item request is approved, Vision reserves the item quantity against the charge project. The inventory manager creates the Reservation Pick List report for the stock clerk or materials handler. The inventory manager creates an inventory issue transaction. If sufficient quantity of the item is not available: Send the item request for approval. After the item request is sent, Vision: Calculates the Purchase Quantity (Requested Qty - Net Qty Available) and enters it in the Item Request grid. Reserves the quantity against the charge project, without regard to the quantity that is available. Makes a purchase requisition for the purchase quantity, and sends an alert to a Purchasing approver. When the item is received from the vendor, the receiving clerk creates a receipt. Vision recalculates the item's Quantity on Hand. If the quantity is available, the inventory manager creates an inventory issue transaction.