Item Maintenance - Ability to update all locations when a change is made to the item in one location (AGS-7767)

Benefits:

• Reduce time and effort to update inventory items across all locations

• Maximize the accuracy of inventory item information across all locations.

Details:

• Inventory Item Maintenance now allows users to copy inventory item edits to other locations.

• User's ability to copy item edits is controlled by new Item Maintenance - Copy Item Edits security option.

• User will receive a prompt to copy item edits after updating current location and when user has access rights to other locations where inventory item exists.

• User is able to specify which additional locations are to be updated.

• Inventory Item data available to copy:

• Copy edits process updates selected additional locations with all edits.  This feature does not include designating which data edits are to be copied to other locations.

• Where necessary, copy edits process validates data prior to updating a destination location.  If any of the data elements fail validation, none of the edits are posted to the destination location.

• Copy process produces an "Inventory - Copy Edits To Other Locations Report".  Report displays Inventory Item, Copy From and To locations, Copy Results, Validation rejection codes and description, and Copy Count Summary. 

Security 

Navigation: System Support > Customize > System Security > select User(s) > Edit Security Levels > Inventory Management System > Inventory > Item Maintenance > View/Edit Item

1. New third tier "Copy Item Edits" option under Item Maintenance security option.

2. Minimum security level is 5, "Ability to Edit".

3. Security option enables/disables user's ability to copy inventory item edits to other locations.

4. Security option does not control copying new inventory item setup to other locations.

Open

Navigation: Inventory Item Maintenance: INV > Inventory > Item Maintenance > View/Edit Inventory Items

1. Selecting Save/Exit or Save/Print Label option will display "update other locations" when item edits are detected and user has "Copy Item Edits" security rights.

2. "Update other locations" prompt only appears when user has access to other locations where product already exists.  

Save Data - Select Additional Locations

Navigation: Inventory Item Maintenance: INV > Inventory > Item Maintenance > View/Edit Inventory Items > Save

1. Selecting Save/Exit or Save/Print Label option will display "update other locations" when item edits are detected, user has "Copy Item Edits" security rights, and locations are available to receive edit updates.  Available locations are determined by user's location access rights and if inventory item exists in locations accessible to user, excluding the location being edited.

2. User will be able to select from a list of available locations.  Location list is populated based on user location access security rights and whether or not inventory item exists in the location.

3. User must confirm election to start copy process.  Confirmation form displays location count to update.

4. Location selection grid is re-displayed when user selects "No" on additional item location add/update confirmation form.  Previous functionality, returned completed item add/edit and returned user back to item number input form.

Update Additional Locations - Summary Report

Navigation: Inventory Item Maintenance: INV > Inventory > Item Maintenance > View/Edit Inventory Items > Save Options > Update Other Locations > Copy Summary Report

1. "Inventory - Copy Edits To Other Locations Report" is displayed upon completing updates to additional location(s). 

2. Report displays in front of inventory item maintenance form.  User must close the report in order to return to inventory item maintenance form.  User must manually save the report in order to retain a copy.

3. Report displays the "From Item and Location" and all additional locations selected for update.

4. Each additional or "Copy To" location is displayed on a separate report line with copy status flag and associated rejection code(s).

5. A location with a rejection code indicates that none of the edits were copied to the additional location.

6. Report footer displays rejection code descriptions and location code counts (selected, updated, and rejected).

7. Most data validations occur when editing the inventory item.  For example: Validating uom code, default tax table codes and inventory remark numbers.  In addition to the standard validations, copy edits process also validates the following data elements prior to performing the copy.

   1. ITEM AND PRODUCT CATEGORY COMMON UNIT OF MEASURES DO NOT MATCH

   2. OPERATIONAL COST NOT ENABLED DUE TO NEGATIVE INVENTORY

   3. OPERATIONAL COST NOT ENABLED DUE TO DOCUMENTS DATED ... OR LATER

   4. INVALID COMMODITY CODE

   5. INVALID OR INACTIVE VARIETY / CLASS

Item Number Input - Add / Update / Delete Results

Navigation: Inventory Item Maintenance: INV > Inventory > Item Maintenance > ... > Item Input Form

1. Enhancement to Inventory Item input form has been made in order to clarify item maintenance results.

2. Previous Item" label has been replaced with item maintenance process result.  For completed processes, label may read "Item Added, Updated, or Deleted".  For cancelled processes, label will read as "Item".

3. Item Description and Location lines have been swapped in order to group current location together with list of additional locations updated.

4. For copy edits feature, additional location list will only contain successfully updated locations selected by user.