Inventory Management
Feature - Item Linkage Processing and Item Linkage CSV Report Changes
Release Date: 4/11/25 Version: 8.5 and above Inventory Management-> Processing-> Item Linkage Processing no longer allows the entry of a link type that resolves to a URL. The main purpose of this application is to check the existence and copy ...
Feature - Toggle Equal Sign Export in User Defined CSV Export Report
Release Date: 03/14/2025 Version: 8.5 & up Added an F5 option to I/M, Report, Reorder Advice/User Def CSV, Print, User Defined CSV Export and field 7, "Item Has Attribute" to toggle the value of Export Equal Sign between Y, N, and blank. Blank is the ...
Feature - New Item Master CHGITEM2 Event
Release Date: 2/12/25 Version: 8.5 and Above A new item file change event, CHGITEM2, has been added. You can subscribe to event from Inventory Management-> Maintenance-> Item File or Inventory Management-> Inquiry-> Item File Inquiry. If subscribed, ...
Feature - Add Item Description 1 and 2 to the CHGITEM Event
Release Date: 2/11/25 Version: 8.5 and Above This change adds the fields item description 1 and item description 2 to the CHGITEM event. You can subscribe to the event from Inventory Management-> Maintenance-> Item File or Inventory Management-> ...
Item Selling Ratio Change and Its Effect on Invoice History - Suggestion on How Item Can Be Sold in Two Different Units of Measure
Release Date: 1/22/2025 Version: 7.x & Update Q - While investigating a “complaint” from a customer about different totals while running Invoice History (the report today shows different totals than a log that was written), I understood that we do ...
Feature - Cancel Transfer Ticket Event
Release Date: 12/13/2024 Version: 8.5 & Up This is an add-on feature to the "Cancel Transfer Ticket" feature. Please see the following KB article for more details: ...
Feature - New Cancel Transfer Ticket Function
Release Date: 12/13/2024 Version: 8.5 & Up You can print a transfer ticket in I/M -> Processing -> Inventory Transfer Management -> Ticket. We now offer a new feature to allow users to cancel a transfer ticket in the same area. See sample screen ...
Feature - Transfer Trx List to Use Starting & Ending Estimated Complete Date
Release Date: 12/10/2024 Version: 8.5 & Up In I/M -> Processing -> Inventory Transfer processing, users can print List. The legacy edit list used to prompt for the following parameters: Starting/Ending Batch ID Starting/Ending Trx Date ...
Feature - Inventory Location Quantity Change Event
Release Date: 12/10/24 Version: 8.5 and Above Inventory location file maintenance now supports the Change Inventory Location Qtys (CHGINVLC) event. The event can be added from Inventory Management-> Maintenance-> Location Control File. If enabled, ...
Feature - Simple Bin Transfer Event
Release Date: 10/14/2024 Version: 8.5 & Up A new event is added to support Simple Bin Transfer. You can find Simple Bin Transfer in I/M -> Inventory Transfer Management -> Utility -> Simple Bin Transfer. See sample screen below: This function is only ...
Feature - Specify If IMITMFIL Master File Attributes Can Be Copied
Release Date: 9/6/24 Version: 8.5 and Above When an item is copied to a new item, the user is prompted and asked if they would like to copy the attributes from the old item to the new item. If the user answers Yes, all attributes are copied from the ...
IMHLTMNT Inventory Management Hold Transaction Fill Maintenance
Hold Transaction File Maintenance Application Overview This feature allows a user or salesman to reserve, (allocate), items without having to enter an order. Before this feature can be used, it must be defined (setup) in Global Setup System first. ...
IMEXPTSN Inventory Management Export Item for Take an Order
Export Item For Take An Order Application Overview This process will create or append an ASCII file with item information to be used with Elliott’s Take An Order function. The Take An Order function must be turned on before this feature can be run. ...
IM1701 Inventory Management Material Cost Type/Loc File Maintenance
Material Cost Type/Loc File Maintenance Application Overview Material Cost Type/Loc File Maintenance allows you to keep track of inventory cost by material cost type within a particular location. If you are using multiple warehouses and you wish to ...
IM1801 Inventory Management Buyer/Analyst Code File Maintenance
Buyer/Analyst Code File Maintenance Application Overview The Buyer/Analyst Code File Maintenance application maintains a convenient table of buyers/analysts for each inventory item on file. All receivings of inventory (via Purchase Order And ...
IM1901 Inventory Management Initialize Lifo/Fifo File
Initialize Lifo/Fifo File Application Overview If you are using LIFO or FIFO inventory valuation method, the Initialize LIFO/FIFO File application allows you to balance your Inventory Item File with your LIFO/FIFO layer file. The procedure will ...
IM1902 Inventory Management Adjust Item File to Lifo/Fifo
Adjust Item File To Lifo/Fifo Application Overview If you are using LIFO or FIFO inventory valuation method, the Adjust Item File To LIFO/FIFO application allows you to balance your Inventory Item File with your LIFO/FIFO layer file. There are two ...
IM1903 Inventory Management Serial/Lot Processing/Multi-bin Utilities
Serial/Lot Processing/Multi-bin Utilities Serial/Lot vs. Multi-bin If you are using serial numbers or lot numbers, then you will have access to the Serial/Lot Processing menu item. Even if you are not using either one of these, the menu option will ...
Feature - Reorder Advice Changed/Added Data Types for Counting BOMP and Kit Components
Release date: 9/5/2020 Version 8.5 & Up Changes have been made to the Reorder Advice report program (IM -> Reports -> Reorder Advice/User Def CSV -> Print -> User defined csv report. The definitions of the following two column code types have been ...
How to Change Default Location on Item File
Release Date: 04/21/23 Version: 7.x & up Q. I need to change item default location to AD from OS but the AD location already exists In the Location Control file. A. There are several steps you'll need to follow: 1. Print Stock Status Report or ...
How Different is an IM Kit from a BOMP Kit?
Customer situation: Currently when we have an order for a kit, we create a Work Order in Work Order Plus with one operation called "kitting," which pulls components from inventory and adds them to the parent item. Then the salesman uses the parent ...
Inventory Aging Report Shows Different Age Between Single and All Locations
Q: When I run the Inventory Aging Report for a single location, the age of the same inventory is more recent than if I run it for all locations. How could that happen? A: When you run an Inventory Aging Report for "All" locations, we use the "last ...
Expand Item Description 1 and 2 Character Limit
Q -What is the possibility of increasing the character limit of Description 1 and Description 2 in the Item File? What would be the consequences of doing this (how would this affect POs, WOs and customer orders)? Reason: We are having a hard time ...
Explanation on Component Availability Inquiry
Revised Date: 01/07/2021 Version: 7.5 & up Q. In I/M -> Inquiry -> Stock Status Inquiry, you can press F2=Comp Avail. Then the Component Availability Inquiry Screen will show up. In this window, it displays three numbers under the "New Cost/EA" ...
How Is Shortcut Item Different from Kit Item?
Q - In Item File Maintenance, field "74. End Item Code" can be used to define a Kit Item or a Shortcut Item. See the example below. Then I can define the corresponding components in Kit File Maintenance. See the example below. What is the difference ...
No Privilege to View Location History
Question: When I go into Inv Mgnt > Stock Status and hit Enter (per bottom of screen), it gives me the “no privilege” message. How do I fix this or is this something that is limited for a reason? Answer: There is a security flag that controls this. A ...
Inventory Aging Report by Location Sequence Produces Different Result Than by Other Sequence
Q - When I run I/M -> Reports -> Inventory Aging Report, if I choose to run by "location" sequence, the aging result is different than if I run by another sequence (e.g., by item). See sample screen below. Why is that? A - There's an inherent design ...
Multiple Users Entering Physical Count Tag at the Same Time Issue
Q - We think we have found a scenario where two different users could enter and use the same physical tag number with Auto Entry Mode. When both users used the F1 key to get the next tag number, as each tags are added, system automatically assign the ...
How to Calculate EOQ (Economic Order Quantity)
Q - Can you tell me what calculation is used in Elliott for EOQ (economic order quantity)? Is this something that can be modified? Can it be added to our ATP report? A - EOQ - This field is not a calculated field, although you may modify it for your ...
Item Quantity Allocation Is Incorrect
Q - We have been running into issues with certain items where the allocation isn't correct, as you can see in the sample screen below. The Item Quantity Allocated is zero. But if you drill down to the ATP Inquiry screen, you can clearly see there are ...
Reorder Advice Custom CSV Export Shows Zero Items
Q - I am running our saved CSV report from I/M Reordering Advice Report, Custom CSV Export. Below is the screen shot for the parameters: I was hoping that choosing N on “Print Items with All Zeroes?” would exclude the items that have no activity. But ...
IM1904 Inventory Management Serial/Lot Stock Status Inquiry
Serial/Lot Stock Status Inquiry Application Overview Serial/Lot Stock Status Inquiry is an application that will be used to inquire on available serial/lot items in stock that has been received or allocated into inventory. You may also inquire into ...
Feature - Add Additional Record Types to Reorder Advice User-Defined CSV Export
Release date: 5/27/16 Added support for the following column types to the Reorder Advice User-Defined CSV export: BA=BOMP Avail – You can only use this type if the QTYAVAILBYCOMP Attribute is set up. 1V=Vessel# of the first pending receiving (ATP RR ...
IM2500 Inventory Management Reset Allocated Quantities
Reset Allocated Quantities Application Overview The Reset Allocated Quantities application exists so that if there is ever any doubt about the correctness of the allocated quantities in the Inventory Item File, the Inventory Location File, or the ...
IM2700 Inventory Management Set Trx Audit File Beginning Balances
Set Trx Audit File Beginning Balances Application Overview The Set Trx Audit File Beg. Balances application should be run at the very end of every period to set a beginning balance for all stocked items for the next period. This balance will be ...
Elliott Physical Count Processing
Q. How can we process physical count with Elliott using a spreadsheet export and import method? We are prefer to have a variance report before posting to inventory. A. Elliott provides a verify efficient tool to create a worksheet with a spreadsheet ...
Feature - Add-On Item Drill Down From Item Search
Release Date - 1/12/16 When performing an item search, the user now has the ability to view add-on sales items when the F4 key is pressed. A new pop-up window will allow the user to select the Stock Status Inquiry, Item File Inquiry, and the Add-On ...
Feature - Utility to Reset Item PTD Fields from Location History
Release Date: 02/04/2016 A new utility has been developed to reset item PTD fields from I/M Location History (IMLOCHST). IMLOCHST is a better database to keep track of item history, however some users are used to looking at the data in the Item ...
Feature - Inventory Snapshot
Release Date - 2/11/16 A new option, Create Inventory Snapshot, has been added to the IM -> Reports -> Stock Status Report -> Stock Status by Item/prod cat. See sample screen below: Answering Yes to the prompt will create a "snapshot" of inventory at ...
Feature - ATP Regen to Consider Order Multiple and Economic Order Qty
Release Date: 03/09/2016 Revision Date: 01/20/2021 Version: 8.5 & Up When running the ATP Regen to create plan orders, the program only creates enough plan order quantity to make sure there will be no negative inventory in the future. The program ...
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