Inventory Planning Workflow Board
Overview
The Inventory Planning board is designed to
centralize and streamline the planning of inventory items required across Jobs
and Sales Orders. It provides visibility into inventory demand, current stock,
and purchasing needs, helping planners make more informed procurement decisions
Access
The Inventory Planning board can be found in the Planning
section under the Production menu option.
Terminology
The boards’ title has been added to the Terminology list…
Board Layout and Configuration
The information displayed on the board can be controlled with the boards’ ‘Column Selector’, to the right of the search field:
The Inventory Planning board is customisable on a per user basis.
Users can select what columns are displayed and hide information that may be irrelevant to them. The selected columns are recalled when the user logs back into the system again.
Clicking ‘Reset’ resets the columns back to the factory default as shown below:
Saved Filters and Customisable Columns
The inventory planning board filtering is also customisable
on a per user basis. Various combinations of filter settings described below
can be saved, set as the default view and recalled later.
Refer to Knowledgebase Article - Setting global and default
user filters on boards
and KB Article ‘Customise your Production,
Pre-Production, and All Job boards’
for further details.
Board Columns:
- Order No - Job or Sales Order number. Clickable to view Job/SO details.
- Job Title – Only on Jobs. Blank on sales orders.
- Customer No. - Customer Code
- Customer - Customer Name
- Time until due – Visual indication of then the order is due. Matches functionality from OrdersBoard.aspx.
- Due Date – Due date of the job/order.
- Status – Job or Order production status
- Proof Status – Icon representation from OrdersBoard.aspx.
- Item No – Product Code / SKU
- Item – Full name/description of the item.
- Inventory Item Managed –Stock levels tracked – yes / no
- Supplier Code – Supplier code (as quoted).
- Supplier – Supplier name (as quoted).
- Suppliers – Other suppliers (not flagged as default) linked to the inventory item.
- Unit of Measure – Default UoM from quote (quoted UoM).
- Location – Default inventory location.
- Required Qty – Total required qty (sum of unpicked Inventory Transaction Pick Requests).
- Reserved Qty – Quantity already reserved.
- Available QoH – Total QoH minus Reserved Quantity.
- Total QoH – Stock physically on the shelf.
- On PO – Total qty on active POs (clickable to view IPOs)
- In Production – In-production quantity (Inventory Transferred).
- Inventory Purchase Orders – Count of active IPOs (clickable link to open IPO).
- Factory / Warehouse – Factory (Jobs) or Assigned Warehouse (Sales Orders).
- Ordered – Icon representation that this order has been included on an active IPO
- Inventory Status – Visual indication of production job inventory status (eg. Awaiting Goods, Partially in Stock, Awaiting Goods etc)
Board Filters
Filter options at the top of the board allow limiting
the list to jobs and/or sales orders with specific Statuses, Inventory Item
Type and Proof Status.
Every tab must have one or more filters selected. When
no filters are selected in a tab, printIQ will return nothing to the board.
Using these filters with each other allows a very
granular view of current inventory requirements as well as offering a unique management
and ordering tool.
The funnel button toggles the filter options
visibility:
Various filter combinations can be saved per user and
recalled with just a couple of clicks enabling quick access to specific orders,
items or suppliers.
To add a ‘Saved Filter’, select the filters in each
tab as you want to save them.
All tabs will require at least one filter selected to
return any records to the board.
Inventory Planning Board Workflow
The Inventory Planning presents Job and Sales Order inventory
requirements.
Each row represents a unique inventory item on a job
or order.
Only unpicked inventory items are shown (based on
unfulfilled Inventory Transaction Pick Requests).
The Supplier selector allows you to isolate the stock requisitions
on a “per supplier” basis enabling the ordering of multiple items for multiple
jobs on a single Inventory Purchase Order.
Further sorting of the board by the Item Code column provides
a transparent view of upcoming inventory requirements across the factory.
This allows requisitions for the same stock item for
many jobs to be selected and ordered together along with any other items that
the same supplier provides.
Ease of Use - Shortcuts and Links from the Inventory Planning Board
Links from the Inventory Planning Board will follow the system / user setting 'Link Open Method' and open either in the current browser tab or in
new tabs.
Order No – Links to the job or sales
order details.
Item Code – Opens the Inventory Board
filtered to the selected item.
IPOs – When there is just one IPO
associated with an Inventory Item, the IPO modal opens on the inventory
planning board
When there are 2 or more related purchase
orders, the order numbers will show in the tool tip.
If clicked, the Inventory Purchase Order
Board opens in a new tab and is filtered to those orders
When Already
Ordered is ticked…
And the board
column ‘Ordered’ is visible, an orange icon, 
will appear on the right hand side of the rows
linked to Purchase Orders.
It works in conjunction
with the IPOs column.
The IPOs column is populated when there is one or more IPOs for that inventory item with the status of ‘PO Created’ or ‘Awaiting Goods’.
Once an IPO has
been received in, it no longer appears in the IPOs column on the planning
board.
Rows with an IPO
number and no Already Ordered icon indicates the item has been ordered, though not
from or specifically for this requisition…
Rows with both an
IPO entry (one or more IPOs) AND the Already Ordered icon indicates that this
particular stock requisition is linked to one of the IPOs…
Hovering on the
Already Ordered icon opens this popout.
In this example,
IPO000358 was partially received in and these requisitions were moved to the
backorder IPO000358-1.
They appear twice
in the hint because the stock is on two sections on the job. The original
purchase order is Awaiting Invoice while the ‘-1’ backorder version is Awaiting
Goods…
Rows with no IPOs
and just the Already Ordered icon will have an IPO that has been receipted in
and is at the status of either 'Awaiting Invoice' or 'Order Complete'…
The hint popout shows the purchase order number and its current status…
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