Warehouse Inventory

Workflow from AMD Work Order

AMD Data Tracker app

Item is requested

Technician

• Creates work order

• Adds Inventory Item

  • Choose Item

  • Add Quantity

  • Select Source

  • Add Comment

• Record is created status Submitted to Warehouse

  • Can Cancel request

• When you Cancel

  • Record status is Cancelled

  • Can Edit request

    • Choose Item

    • Add Quantity

    • Select Source

    • Add Comment

  • When a line item is Cancelled that item on the Warehouse Inventory module is also Cancelled

• When you Edit the record

• The new line item is sent, the Cancelled item is no longer there

Finance and Purchasing App > Warehouse Inventory module

• Inventory Request record is created a status Ready to Issue

Issuing Item

Warehouse Staff

• Receives request and reviews inventory request details

  • Items status is New

• Can Edit or Issue or Cancel Inventory line item

  Edit button allows user to edit

  • Choose Item

  • Add Quantity

  • Add Comment

• Issue button allows user to

  • Choose Issued From

  • Choose Issued To

  • Add Quantity

  • Add Comment

• Clicks Issue button

• Inventory Item status changes to Issued

• Can ReturnInventory line item

  Return button allows user to

  • Enter Quantity Returned

  • Select Returned By

Reviewing Needed

• Inventory Request status is Review Needed

• Financial Review needs to be done

  • (User needs to have FDU Approver is "Yes" in the user roles)

• Click on Financial Review in the Inventory Request details page

  • Updated Task Order

  • Added Fund

  • Added Department

  • Added Unit

Need AIMS entry

• Inventory Request status is Need AIMS entry

• Change inventory item, Add AIMS #

• Then Inventory Request status changes to Completed

Status Field Mapping

AMD Data Tracker Inventory Item Status (Child)	Warehouse Inventory Item Status (Child)	Warehouse Inventory Request Status (Parent)
Submitted to Warehouse	New	Ready to Issue
Cancelled	Cancelled	Ready to Issue (if there is an inventory item that is still in a "New" status
Cancelled	Cancelled	Cancelled (if all inventory items are cancelled)
Returned	Returned	Ready to Issue
Issued	Issued	Review Needed (if using back-chargeable Task Order #)
Issued	Issued	Needs AIMs entry (if Task Order # IS NOT back-chargeable)
Returned	Returned	Needs AIMs entry (if Task Order # IS NOT back-chargeable)

Inventory Request Status Definitions (Warehouse Inventory module)

Status	Description
Not Submitted	As a customer, added new inventory request but have yet to submit it (NOT CURRENTLY USING..)
Ready to Issue	Request has been submitted for warehouse staff to review
Review Needed	When warehouse staff has completed the request and inventory has been issued to a technician. Inventory Request as a "Task Order" and "FDU #" that needs review
Needs AIMS entry	When warehouse staff has completed the request and inventory has been issued to a technician, but the inventory item needs to have an AIMS # associated to it.
Completed	When warehouse staff has completed the request and inventory has been issued to a technician. Inventory Item has an AIMS # associated to it.
Cancelled	If request is no longer required or needed.

Inventory Request Inventory Item Status Definitions (Warehouse Inventory module)

Status	Definitions
Issued	When warehouse staff has completed the request and inventory has been issued to a technician.
Returned	When technician has brought back unused inventory item to the Warehouse
Cancelled	When Warehouse staff has requested that the inventory request item to be "Cancelled".
New	Request has been submitted for warehouse staff to review

Inventory Transaction Status Definitions (AMD Data Tracker)

Status	Definitions
Not Requested	As a technician, added new inventory request but have yet to submit it (NOT CURRENTLY USING..)
Submitted to Warehouse	When inventory request has been submitted for warehouse staff to review
Issued	When inventory has been issued to a technician.
Return Requested	When technician has requested a Return on unused inventory item
Returned	When technician has brought back unused inventory item to the Warehouse
Cancelled	When technician has requested that the inventory request item to be "Cancelled".