Inventory Tab of Purchasing and Inventory Company Settings Form

Use the Inventory tab to enable the Inventory feature of Vision and to enter inventory-related settings.

The fields on this tab are accessible after you select the Enable Inventory check box.

Field

Description

Enable Inventory

Select this check box to enable the Inventory application in Vision. This is a step in the setup and configuration of Vision Inventory. When you select this option: You must specify Inventory Accounts on the Item Categories Tab of Configuration > Purchasing and Inventory > Company Settings. The Items Lookup dialog shows the check box Is Inventory Item. This check box is selected if the item is an inventory item.

Global Options Section

Field	Description
Approval Workflow for Item Requests	You must use an approval workflow for item requests. From the drop-down list select the approval workflow to use for the approval process for Inventory item requests. The approval workflow specifies the approval steps, the employees who can approve the item request for a step, and the alerts to send for each step. You set up approval workflows for item requests in Configuration > Workflow > Approval Workflows. Only approval workflows with an active status display in the drop-down list in this field.
Allow Modify of Locations	Select this check box to: Make active the Default in Location for Inv Transactions check box. When you select the Default in Location for Inv Transactions check box, you can change the Default Location anywhere in the Purchasing and Inventory parts of Vision. Show a Locations column in: Purchasing > Receiving Inventory > Transactions Purchasing >  Item Review Show the Default Location drop-down list on the Inventory tab of Items Master. If you try to clear this option when the item is available at other locations than the company's Default Location, Vision shows a dialog that tells you: You cannot clear this option because the item is available at the other locations. The locations and the quantity of the item that is at each location.
Default in Location for Inventory Transactions	This check box is accessible when you select the Allow Modify of Locations check box. Select this check box to have Vision prefill the Location field in all of an item's inventory transactions screens with the location that is entered in the Default Location field on the Inventory Tab of the item's Items Master record.
Allow Modify of Inventory Quantity in Receiving	Select this check box to permit users to change the Inventory Qty in Purchasing, Receiving. When you select this check box, it can interfere with the auditing control of inventory. Deltek recommends that you leave this check box cleared unless you have a business reason to permit receivers to change the inventory's quantity in the receipt record. This check box is provided for firms that receive items whose unit of measure conversion is imprecise, such as conversions involving fluid volumes, lengths, and non-standard containers. For example, an item's purchase quantity may be measured in "crate" or "feet," and as a result the receiver may consider the quantity received to differ from the quantity purchased. When you clear this check box: Users cannot change the Inventory Qty field in Purchasing, Receiving. Vision puts data in the Inventory Qty field in Purchasing, Receiving only if the item's unit of measure has a Conversion Factor defined. To correct the Inventory Qty field in Purchasing, Receiving, it is necessary for users to use Inventory > Transactions > Quantity Adjustments.
Require Reason for Quantity Adjustments	Select this check box to make it necessary for users to select a reason code when they adjust an inventory item's quantity in Inventory > Transactions > Quantity Adjustments.
Require Reason for Cost Adjustments	Select this check box to make it necessary for users to select a reason code when they adjust an inventory item's average actual cost in Inventory > Transactions > Cost Adjustments.

Defaults Section

Field	Description
Location	Required. Vision populates this field with the item's Default Location, on the Inventory Tab of Items Master. Users can change this value if the Allow Modify of Locations option is selected.
Need Days	Enter the usual maximum number of calendar days by which item requests must be fulfilled, counting the request date as day one. Vision uses this number to calculate the Need Date in item request transactions.

Next Numbers Section

Field	Description
Item Request Number	Enter the next item request number for Vision to use in auto-numbering item request transactions.
Inventory Transaction Number	Enter the next transaction number for Vision to use in auto-numbering inventory transactions.

Inventory Common Fields

Field	Description
Project, Phase, and Task	In each of the three fields, click and select an inventory common project, phase, and task. An inventory item cannot be purchased directly for a charge project. You must charge the cost to the inventory common project. When you issue the item from inventory in Inventory > Transactions > Inventory Issues, the cost is moved from the Inventory Common Project to the charge project.

Locations Grid

Use the Locations grid to enter a code for each location where users initiate inventory transactions or receive inventory items.

Field	Description
Locations Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option to add a row to the grid.
Copy	Click the row to copy, then click this option to add a copy of the row to the grid.
Delete	Click the row to delete, then click this option.
Code	Enter a code for a location where users initiate inventory transactions or receive inventory items. Use a maximum of 20 characters.
Description	Enter a short description for the Code.

Manager Grid

Use this grid to specify the managers who have authority to add inventory items.

Field	Description
Manager Drop-Down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. On the Print Preview form, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display. Not all options are available on all grids.
Insert	Click this option and select the employee from the Employee lookup list.
Delete	Select the row to delete from the grid, then click this option.
Name	Click Insert and select the employee from the Employee lookup list.
Add Inv Item	Select this option to: Make the Inventory tab of Configuration > Purchasing and Inventory > Items Master available to an employee. Give an employee the authorization to add new items to inventory. It is not necessary for the employee to have other approval authorizations. Only a small quantity of buyers must have the authorization to define a new inventory item. To allow an employee to add an inventory item from the Inventory tab, from Inventory > Item Requests, or from Purchasing applications, you must select the Items check box on the General tab of the Purchasing & Inventory Company Settings form.