Knack Operations
  • TABLE OF CONTENTS
  • Knack Operations Read-Only
  • Knack
    • Platform Overview
    • Functionality Guide
    • Style Guide
    • Banner Logos
    • Rounding Knack Costs Correctly
    • URL Parameters to populate a form
    • Importing Records
    • Copy an Application
  • Knack Security
    • Single Sign On (SSO)
      • Configuring a new Knack App with certificates
      • Enabling SSO in Knack
      • Configuring new certificates for all Knack Apps - When certs expire!
        • SSL Certificate Creation
  • Knack Integrations
    • Open Data Portal - Socrata Integration
    • ArcGIS Online Integration
    • CSR configuration prep in Knack
      • Creating CSR Page components
  • Knack Code
    • Code Version Control
    • GitHub Code Workflow
    • CODE: Login Buttons/App Setup
    • App Specific Custom Code
      • CODE: Vision Zero in Action
    • CODE: Knack Functionality
      • Big Buttons
      • Save Knack Record ID
      • Redirect Blank Menu Pages
      • Disable Trigger Buttons
      • Disable Modal Background Click/Touch
      • Disable Breadcrumb Navigation Links
      • Remove Back Links
      • Back Link Buttons
      • Return to Previous Page Button
      • Auto Input Validation Form Fields
      • Conditionally Hide/Show Form Fields
      • Return to Top Button
      • Refresh View Button
      • Detect IE
      • Set Map iFrame Source URL
    • CODE: Knack Look & Feel
      • Multipage Step Indicator
      • Modal Close Styling
      • Relabel Attachment Links
      • Navigation Dropdown Menu Buttons
      • In-Form Dropdown Menu Buttons
      • Trigger Buttons
      • Hyperlink a Form Field Label
      • Remove Table Header
      • Modify Table Summary Rows
      • Convert Values to UPPERCASE (Option A)
      • Convert Values to UPPERCASE (Option B)
      • Highlight Details View Label Body & Table Value
      • Report Headers
      • Report Filters Container Size
      • Report Element Colors
      • HighCharts Report Styling
      • Font Awesome Icons
    • CODE: Mobile Optimization
      • Detail Labels
    • CODE: Retrieve builder URL of Email Rules
    • CODE: Knack Print Page
      • Print Header with Page Break/Number
      • Print without overlapping views
      • Print using Menu Button
      • Print using Trigger Button
      • Show Character Limit of Input
      • Add fixed Footer on Print
  • AMD | DATA TRACKER
    • AMD | Data Tracker
    • Asset Changes
    • CSR | Flex Note Archiving
    • Cameras
    • Fix Broken CCTV Device Status Page Links
    • Performance Measures
    • Builder Notes
      • Configure New AMD Asset in Data Tracker
      • Data Tracker | Annual Signal and PHB Request Ranking
      • Page Rules (TMC) CSR
      • NOTIFICATION | Construction Status Email
      • NOTIFICATION | One Day Signal Engineer Due Date
      • DETAILS | Preventative Maintenance (PM)
      • DETAILS | Signal Detectors Object Tables, Reports, misc..
      • DETAILS | Signals
      • Signals Work Order | EDIT FORMS
      • Signals Work Order | FORM LOCATIONS
      • Editing Signals Work Order | NEW FORMS
    • Warehouse Inventory - Updating Journal Vouchers (JV) information
    • Cancel Transactions & Replenishments
    • Adjustment Transaction, Unit Cost Adjustments & Re-Stock
    • DTS | Adminstrative Action
  • DTS | Data & Technology Services Portal
    • DTS | Data & Technology Services Portal
    • Dataset inventory
    • Application Inventory
  • Finance & Purchasing
    • Finance & Purchasing Portal
    • Finance & Purchasing
      • Training, Quiz, Account Access Process
      • Purchase Request Statuses
      • List of emails generated
      • Re/Un-assigning Approver of a PR
      • Change PR Statuses (backend)
      • Invoice: FAQs
    • Warehouse Inventory
      • Adding a new inventory item
  • HR | Human Resources
    • HR | Human Resources Portal
    • Integrations TPW HR Portal
      • Integration HR Portal -> TPW Hire?
    • How to add a new HR Form
  • TPW Hire
    • TPW HiRe | Hiring Resource
  • PEP | Parking Enterprise Portal
    • PEP | Parking Enterprise Portal
    • Dispatch Resource Tracking Log Archiving
    • Update Parking Citation Report by Fiscal Year (FY)
  • ROW | Right of Way Portal
    • ROW | Right of Way Portal
    • COS JV Update
  • RPP | Residential Parking Permit Portal
    • RPP | Residential Parking Permits
    • Residential Parking Permits
    • RPP Migration
  • SBO | Street & Bridge Operations
    • SBO | Street & Bridge Operations
  • SMD | Signs & Markings Operations
    • SMD | Signs & Markings Operations
    • Table of Contents
    • Workflow
    • Markings | Work Orders
      • Process & Module Functionality
    • Markings | Service Requests
      • Process & Module Functionality
    • Signs | Work Orders
      • Process & Module Functionality
    • Signs | Service Requests
      • Process & Functionality
    • Contractor | Work Orders
      • Process & Module Functionality
    • Sign Fabrication Work Orders
      • Process and Functionality
    • Special Functions/Codes
      • Work Order Attachments
  • SMO | Smart Mobility Operations
    • SMO | Smart Mobility Portal
  • SMS | Shared Mobility Services
    • SMS | Shared Mobility Portal
    • License & Permit Management
    • Sources for Monthly Trip Records
  • STREET BANNER PROGRAM
    • Street Banner Program
    • Street Banner Program
  • TDS | Transportation Development Services
    • TDS | Transportation Development Services Portal
    • Color Palette
    • Role Permissions Guide
    • App Logic
      • Calculating Date Values for Reporting
      • Incrementing Review Cycle Automatically
      • Calculating Review Time & On Time Percentage
      • Calculating Cycle Completion Percentage
      • Calculating an Expiration Date
      • Automatic Due Date with Manual Adjustment
      • Roll up Child Object Conditionals
      • Converting an Entered Percentage to a Percentage Value
      • Create a Connection Link Field to View a Searched Record
      • Extracting Location Coordinates to add a Map Marker Map
    • TDR | Development Reviews
    • TIA | Traffic Impact Analysis
    • TDA | Transportation Development Assessments
  • Traffic Register
    • Traffic Register
    • Table of Contents
    • Workflow
    • Modules
    • Special Functions/Code
    • Permissions
  • TPW Forms
    • TPW Forms
  • Urban Forestry
  • VZA | Vision Zero in Action
    • VZA | Vision Zero in Action
    • Batch Copy Process for VZA Assignments
    • Calculate School Closures
    • Login Process for Officers
    • Officer Records
    • Update reports in Power BI
    • Use Tasks for Creating Child Records
    • Use Tasks for Notifications
  • O365 Resources
    • Resources
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On this page
  • Workflow from AMD Work Order
  • AMD Data Tracker app
  • Item is requested
  • Finance and Purchasing App > Warehouse Inventory module
  • Issuing Item
  • Reviewing Needed
  • Need AIMS entry
  • Status Field Mapping
  • Inventory Request Status Definitions (Warehouse Inventory module)
  • Inventory Request Inventory Item Status Definitions (Warehouse Inventory module)
  • Inventory Transaction Status Definitions (AMD Data Tracker)

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  1. Finance & Purchasing

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".

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Last updated 4 years ago

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