Inventory issues

[PCS-Lists]

Hi,


I have some issues about inventory that I don't understand:

1) I'm working for an services industry that uses the stock items to execute the services but don't sell directly these items. It's not a reserve, because the item really leaves the stock. How can I  take an item of my stock without selling it?

2) How can I insert the stock items quantities (like a start stock) without need to buy it?

3) I have set the minimum and maximum on hand for a stock item in a specific location. When this location achieve the minimum (or maximum) , how the perp alert me? How can I configure it?

Thanks and regards.

[Nathan Gray]

On 27-Aug-09, at 9:04 AM, PCS-Lists wrote:

> 1) I'm working for an services industry that uses the stock items to  
> execute
> the services but don't sell directly these items. It's not a reserve,
> because the item really leaves the stock. How can I  take an item of  
> my
> stock without selling it?

Do you really want to maintain 'inventory'?  It's possible to set up  
'pseudo' stock items that can be sold, but don't affect inventory.
Alternatively, you can move the items to garbage, but that might not  
work out for you.

> 2) How can I insert the stock items quantities (like a start stock)  
> without
> need to buy it?

Inventory -> Take Inventory

> 3) I have set the minimum and maximum on hand for a stock item in a  
> specific
> location. When this location achieve the minimum (or maximum) , how  
> the perp
> alert me? How can I configure it?

Currently not implemented.  What would you like?
I was planning on tying that into the Purchase Orders, as an automatic  
ordering method (MIN/MAX) but that may not be appropriate for all  
locations.

Nathan Gray
nathan at goarctic dot com


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[PCS-Lists]

>It's possible to set up 'pseudo' stock items that can be sold, but don't affect inventory.
>Alternatively, you can move the items to garbage, but that might not  
>work out for you.

I want to do the opposite: affect the stock without sell item. The real situation is an employee of the company taking an item for a service. It affects the inventory, but is not a sell.

3)
>Currently not implemented.  What would you like?
>I was planning on tying that into the Purchase Orders, as an automatic  
>ordering method (MIN/MAX) but that may not be appropriate for all  
>locations.

The better would that the minimum on hand automatically generate a PO, but I think it's complicated, because you must choose a supplier for a PO. An alarm like the tracker system would be interesting initially. What do you think? The implementation is only an idea or do you already have a forecast for this?

[PCS-Lists]

Another issue:

When I create a new stock category, the categoy ID starts with 120, 121,122...not in 1,2,3,...
Is there a way to change this, because this ID will compose my stock item num.

Thanks

[Nathan Gray]

On 27-Aug-09, at 11:43 AM, PCS-Lists wrote:

>
> Another issue:
>
> When I create a new stock category, the categoy ID starts with 120,
> 121,122...not in 1,2,3,...
> Is there a way to change this, because this ID will compose my stock  
> item
> num.

Category IDs are system generated, and cannot be changed.
Consider using the first x characters of your category _name_  
instead.  ex:
01-Category 1
02-Category 2
Then use the first 2 letters of the category name as part of the stock  
number, instead of the category ID.  You can read the PHP reference  
for sprintf() to find out how to use only the first 2 letters.

Nathan Gray
nathan at goarctic dot com


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[Nathan Gray]

On 27-Aug-09, at 11:39 AM, PCS-Lists wrote:

> I want to do the opposite: affect the stock without sell item. The  
> real
> situation is an employee of the company taking an item for a  
> service. It
> affects the inventory, but is not a sell.

You'll have to talk to your accountant to find out what exactly  
happens to the cost of that item.  It has to go _somewhere_.  It's not  
enough to just make the count go down, the cost of the item needs to  
be accounted for.

For example, when we replace something under warranty, we issue a  
credit, Sales Order with retail price, then use the credit to pay the  
invoice for the Sales Order, then ship the replacement parts as normal.

Is your service related to any other eGW application, such as  
ProjectManager?

>
> 3)
>> Currently not implemented.  What would you like?
>> I was planning on tying that into the Purchase Orders, as an  
>> automatic
>> ordering method (MIN/MAX) but that may not be appropriate for all
>> locations.
>
> The better would that the minimum on hand automatically generate a  
> PO, but I
> think it's complicated, because you must choose a supplier for a PO.

projectERP lets you specify your preferred supplier if you have more  
than one supplier for an item.  It would use the preferred supplier  
for automatically generated POs.

> An
> alarm like the tracker system would be interesting initially. What  
> do you
> think? The implementation is only an idea or do you already have a  
> forecast
> for this?

I think either eGW's notification system or Infolog (ToDo) would be a  
better fit, because there isn't really much to track, other then "Hey,  
do something about this".

Automatic ordering has been implemented based on forecast quantities,  
it's just a matter of adding the MIN/MAX calculation method, and  
getting it configured.  No ETA, I've got some other issues that need  
worked out before I can get back to that.


Nathan Gray
nathan at goarctic dot com


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[PCS-Lists]

>Is your service related to any other eGW application, such as  
>ProjectManager?

Yes, each service is a project. I know that is possible to link a stock item to a project, but is there a  way to reserve a specific quantity of items for each project? How?

>I think either eGW's notification system or Infolog (ToDo) would be a  
>better fit, because there isn't really much to track, other then "Hey,  
>do something about this".

I would like so much, I need it. However I don't have enough knowledge to do this, but soon I'll try!

[PCS-Lists]

>Is your service related to any other eGW application, such as  
>ProjectManager?

Yes, each service is a project. I know that is possible to link a stock item to a project, but is there a  way to reserve a specific quantity of items for each project? How?

>I think either eGW's notification system or Infolog (ToDo) would be a  
>better fit, because there isn't really much to track, other then "Hey,  
>do something about this".

I would like so much, I need it. However I don't have enough knowledge to do this, but soon I'll try!

[PCS-Lists]

Another issue;

How can I use the report_to_order? Is it related to min/max on hand? Is possible to use it like a internal pre-order from all the sectors to the sector reponsible for purchases in a company, for example?how?
If it's possible, this will be very interesting and important!

Thanks

[Nathan Gray]

On 28-Aug-09, at 12:14 PM, PCS-Lists wrote:

>
>> Is your service related to any other eGW application, such as
>> ProjectManager?
>
> Yes, each service is a project. I know that is possible to link a  
> stock item
> to a project, but is there a  way to reserve a specific quantity of  
> items
> for each project? How?

Linking a stock item to a project works the same as anything else.
However, there is currently nothing extra done about it.

I think in the future, the best way to handle this would be to reserve  
the appropriate quantity when you add the item to the project, and  
then consume it when the projectmanager entry is finished / resolved.

There would have to be some kind of General Ledger accounts set up  
somewhere first.

Nathan Gray
nathan at goarctic dot com


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[Nathan Gray]

On 28-Aug-09, at 12:18 PM, PCS-Lists wrote:

> How can I use the report_to_order? Is it related to min/max on hand?

Items will be on the to order report for a location when their  
quantity on hand ( = Total inventory - reserved) is less than the  
minimum on hand quantity for that location.  You should be able to  
schedule the report to be emailed to you (or your purchaser can  
schedule it to be emailed to them) on a regular interval.

Nathan Gray
nathan at goarctic dot com


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[PCS-Lists]

>Items will be on the to order report for a location when their  
>quantity on hand ( = Total inventory - reserved) is less than the  
>minimum on hand quantity for that location.  You should be able to  
>schedule the report to be emailed to you (or your purchaser can  
>schedule it to be emailed to them) on a regular interval.


Thanks Nathan, it's very important. One more ask that I think you already answered, only confirmation: Is there there a way to subtract items of my stock for a project of project manager?

It's important for me beacuse I need to withdraw items without directly sell them. If no, can I use perp_orders to make pseudo-sells without generating invoices?

[Nathan Gray]

On 1-Sep-09, at 12:21 PM, PCS-Lists wrote:

>
>> Items will be on the to order report for a location when their
>> quantity on hand ( = Total inventory - reserved) is less than the
>> minimum on hand quantity for that location.  You should be able to
>> schedule the report to be emailed to you (or your purchaser can
>> schedule it to be emailed to them) on a regular interval.
>
>
> Thanks Nathan, it's very important. One more ask that I think you  
> already
> answered, only confirmation: Is there there a way to subtract items  
> of my
> stock for a project of project manager?
>
> It's important for me beacuse I need to withdraw items without  
> directly sell
> them. If no, can I use perp_orders to make pseudo-sells without  
> generating
> invoices?

This is technically possible, but it has not been implemented.  With  
my current workload, it won't happen this year.

You would have to generate invoices to get the sales orders to close,  
but you can test with invoicing @ $0.

Nathan Gray
nathan at goarctic dot com


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