Entering Inventory Details on Transactions or Records

Transactions with an item sublist include the Inventory Detail column for entry or display of quantities per bin, serial or lot number, or inventory status. If you use the Advanced Bin feature, the Inventory Detail icon in this column displays the popup window on the following transactions:

Assembly Build
Credit Card Charge
Credit Card Refund
Cash Refund
Cash Sale
Check
Credit Memo
Invoice
Inventory Adjustment

Inventory Distribution
Inventory Transfer
Inventory Worksheet
Item Receipt
Item Fulfillment
Assembly Unbuild
Vendor Bill
Vendor Credit

Sales Order
Work Order
Transfer Order
Purchase Order
Return Authorization
Vendor Return Authorization
Bin Transfer
Bin Putaway

The Inventory Detail icon appears in one of two ways:

Arrow – The arrow icon indicates that the inventory detail is available for the item and needs to be configured. It appears only in Edit mode for a transaction.
Check mark – The check mark icon indicates that you have already configured the inventory detail for this item. It appears in View mode for transactions, or in Edit mode after you configure the inventory detail.

This icon also appears on transactions where entry of inventory details may be optional. For item receipts or adjustments, you may use the Bin Putaway Worksheet to assign new quantities of an item to bins, along with any lot numbers, serial numbers, or inventory statuses.

After you click the Inventory Detail icon, in the popup window, you can do either of the following:

Select the bin that contains the items you want to process or in which you want to add the items. Then, enter the number of items you want to process or add to the bin. If you want to enter quantities for multiple bins, you can refer to the Quantity field at the header for the total quantity of the item line. The total quantity that you enter across all the bins cannot exceed this quantity.
In the Inventory Detail popup window for bin transfers, you can specify the originating bin and receiving bin.

The Bin column displays the preferred bin by default. The list of available bins to select updates based on the transaction’s associated location.

The popup window includes filters to limit bin choices available for selection within a large set of bins. These filters include the following:

All bins
Preferred bin
Associated bin

If the associated transaction adds to your on-hand inventory, the following filters also appear:

Bins with quantity
Previously used Bins

In the Inventory Detail popup window on bin transfers, you can also specify the originating bin and receiving bin.

Inventory Details for Inventory Status

When you use the Inventory Status feature, a Status field appears in the Inventory Detail popup window. Use this field to verify or select the status of the items on the associated transaction.

Inventory Details for Serial and Lot Numbered Items

When you use serial or lot numbered items, additional buttons are provided in the Inventory Detail popup window.

When you click the Inventory Detail icon, you see the following options to enter multiple numbers at the same time:

Express Entry – You can click this button to use a text box to cut and paste numbers to increase and decrease inventory. When you click OK, the inventory detail populates in the list.
Autogenerate Numbers – For inventory increase transactions, you can use this button to generate a list of serial or lot numbers. Inventory increase transactions include item receipts and assembly builds for assembly completions.

Choose settings in the following fields to define the numbering used:
- Prefix – the prefix of the serial or lot numbers
- Minimal Digits – the least amount of digits to be used
- Starting Number – the first serial or lot number in the sequence
- Quantity – the quantity to enter for each inventory number

For more information about inventory details for the Advanced Bin feature, see Inventory Detail Subrecord.

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