Inventory Matrix Inquiry

Menu Path: Customer Service $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Inventory $Images\bluerarw.gif$ Inventory Matrix Inquiry

Alternate Menu Path: Purchasing $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Inventory $Images\bluerarw.gif$ Inventory Matrix Inquiry

Alternate Menu Path: Warehouse Management $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Inventory $Images\bluerarw.gif$ Inventory Matrix Inquiry

Alternate Menu Path: Electronic Data Interchange $Images\bluerarw.gif$ Inquiries $Images\bluerarw.gif$ Inventory Matrix Inquiry

Purpose

View a product’s current inventory at each tracking level.
View all current transactions for a product.
View transaction history for a product.

Overview

Use Inventory Matrix Inquiry to display the current inventory position of a selected product. Double-click to drill down to each product tracking level. For definitions and calculations of inventory bucket quantities, see Inventory Matrix Inquiry FAQ.

Note All product inventory quantities are tracked by a specific unit of measure (for example, each, case/50, etc.)

Example A product has been defined with a stock unit of measure of each, and two other defined units of measure (case/50 and carton/250). Inventory Matrix Inquiry displays the following information.

Quantity	Specific U/M	Bin Name
10	Each	A-100-D
10	Case/50	A-!00-D
2	Carton/250	B-220-C

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Inventory Matrix Inquiry window.
Show Data	Click this button to refresh data in the Results grid.
First	Click this button to display the first product.
Prev	Click this button to display the previous product.
Next	Click this button to display the next product.
Last	Click this button to display the last product.
Search	Click this button to display Item Search, which allows you to search for products for which you want to display information.
Details	Click this button to display Detail for Product, which allows you to view detailed information for the selected product.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected product.
Location Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected product and location.

Ribbon Inbound Tab Buttons

Button	Description
On Order	Click this button to display Scheduled Delivery Dates, which allows you to view shipments, purchase orders, transfer orders, and work orders for the selected product (except for drop ship, direct ship, and special orders).
Blanket Releases	Click this button to display Blanket Purchase Order Inquiry, which allows you to view purchase order releases associated with a blanket purchase order.
Directed Putaway	Click this button to display DPA Inquiry, which allows you to view directed putaway demands for the selected product. This button is only enabled for products that have directed putaway demands.

Ribbon Outbound Tab Buttons

Button	Description
Allocated and In Use	Click this button to display Allocated and In Use Product Inquiry, which allows you to view allocated and in-use quantities for the selected product.
Backordered	Click this button to display Backorder Schedule, which allows you to view information about backorders for the selected product.

Ribbon Customer Specific Tab Buttons

Button	Description
Drop/Special	Click this button to display Scheduled Delivery Dates, which allows you to view sales order and purchase order information for drop ship orders and special orders for the selected product.
Reservations	Click this button to display Product Inventory Reservation Inquiry, which allows you to view inventory reservations for the selected product and location. This button is only enabled if you are viewing a product that has inventory reserved at the selected location.
Restrictions	Click this button to display Sales Restriction Inquiry, which allows you to view selling restrictions defined for this product.

Ribbon Manufacturing Tab Buttons

Button	Description
Work Orders	Click this button to display Work Order Component Inquiry, which allows you to view work orders for the selected product. This button is only enabled for component products.

Ribbon Audit Tab Buttons

Button

Description

Transactions

Click this button to display Inventory Transaction Detail, which allows you to view transaction level audit trail detail at the location level and below.

Note Inventory Transaction Detail will not display transactions if you click this button while viewing inventory at the product level. You must select a location before you click this button.

Ribbon Inquiries Tab Buttons

Button	Description
Purchase Order	Click this button to display Product Supplier Purchase Order Inquiry, which allows you to view purchase orders for the selected product.
Build	Click this button to display Build Inquiry, which allows you to view quantities of the selected product that can be built. This button is only enabled for products that can be built and that have a bill of materials.
Order	Click this button to display Product / Style Order Inquiry, which allows you to view all open sales orders for the selected product.
Kit	Click this button to display Kit Inquiry, which allows you to view availability for a selected kit item. This button is only enabled for fixed kit products.
Style Matrix	Click this button to display Style Inventory Matrix Inquiry, which allows you to view inventory for a style. This button is only enabled for products that are assigned a style.
Inventory and Cost History	Click this button to display Inventory and Cost History, which allows you to view product inventory and cost history over a period of time.
History	Click this button to display Product History Inquiry, which allows you to view receiving and selling history by month for the selected product.
Product Inquiry	Click this button to display Product Maintenance, which allows you to view and update information for the selected product. Note If you are not authorized to use Product Maintenance, the Product Inquiry window appears instead, and allows you to view product information.
Product Location Inquiry	Click this button to display Product Location Maintenance, which allows you to view detailed information for the selected product location. Note If you are not authorized to use Product Location Maintenance, Product Location Inquiry appears instead, and allows you to view detailed information for the selected product location.

Lookup Tab Fields and Buttons

Field or Button	Description
Product	Enter a product code, or click the Lookup button to select a product code. For information on setting up products, see Product Maintenance.
Name	Enter a product name, or click the Lookup button to select a product name. For information on setting up products, see Product Maintenance.
Location	Enter a shipping location prefix or name to view product inventory for a specific location, or click the Lookup buttons to select a location. To view inventory for all locations, leave this field blank.
Convert to Display U/M	Select this check box to display all inventory quantities in the default display unit of measure. You can set the default display unit of measure in Product Location Maintenance. You can also click the Lookup button to select a different display unit of measure. For more information on units of measure, see Unit of Measure Fields FAQ.
Zone	Enter a zone to view product inventory for a specific zone, or click the Lookup button to select a zone. This field is only enabled if you clear the All Zones check box.
All Zones	Select this check box to view product inventory for all zones. This check box is selected by default.
Price Includes VAT/Price Excludes VAT	Select whether displayed prices include or exclude VAT amounts. This defaults based on whether the Price Includes VAT or Price Excludes VAT radio button is selected for the product in Product Maintenance.
Bin	Enter a bin to view product inventory for a product in a specific bin, or click the Lookup button to select a bin. This field is only enabled when you view inventory for a specific bin.
Include Zero Balance	Select this check box to display inventory for products with zero inventory. This check box is only enabled when you view inventory for a specific bin.
Product/Location/Bin/Lot/Serial	The selected radio button displays the product tracking level, which indicates whether you are currently viewing all product inventory, or if you are viewing product inventory for a specific location, bin, lot, or serial number. The Lot and Serial radio buttons are only available if you select a product tracked by lot or serial number. You can click the up and down arrow buttons to move up or down to display the tracking levels (for example, from bin to location or from location to product).
Lot	Enter a lot to view product inventory for a lot-tracked product in a specific lot, or click the Lookup button to select a lot. This field is only enabled when you view inventory for a lot-tracked product in a specific bin.
Serial #	Enter a serial number to view product inventory for a product for a specific serial number, or click the Lookup button to select a serial number. This field is only enabled when you view inventory for a product tracked by serial number in a specific bin.
Product Style	This field displays the style of the selected product.
Color Code	This field displays the color of the selected product.
Size Code	This field displays the size of the selected product.
Results	This grid displays inventory for a product based on the selected product tracking level. You can double-click cells in columns with underlined column headings to view more detailed information. For more information, see Inventory Matrix Inquiry FAQ. You can double-click cells in other columns to display the next smaller level of inventory. Note At the bin, lot, or serial-number tracking level, the quantity in the Allocated column does not include quantities for bin moves from bins that are marked as not available. As a result, the displayed quantity in this column for unavailable bins for which there are bin moves will not match the allocated quantity displayed in Allocated and In Use Product Inquiry.