IM-000

Inventory Management
Catalog Definition

2.0 3.0
1.0
Recognized Add Set
Create
Need Item To Reorder
Item
Storeroom Details

4.0 5.0 6.0

Replenish Material Inventory End
Items Transactions Adjustments

Revised 2/15/2011 3:15:29 PM

IM-001
Create Item

Research /
IM-E001
Search Site Is Item in Site Search Item Is Item in Item Collect
Recognized No No
Storeroom Storeroom? Master Master? Information on
Need
Item

Yes Yes

Abort and Utilize Add Item to Add Item to

Existing Item Storeroom Storeroom
Number IM-002 IM-002

Revised 2/15/2011 3:15:29 PM

IM-002
Add Item To Storeroom

Main Storage Location (bin)

Unit Cost
Current Bin Balance
Lot Identification
Average Cost

IM-E002 Identify Item Add Item to Populate

Select Site
Add Item to to be Added Storeroom Appropriate
Storeroom
Storeroom to Storeroom Action Fields

Yes

Does Item Need Set Reorder

Added to Another No Details
Storeroom? IM-003

Revised 2/15/2011 3:15:29 PM

IM-003
Set Reorder Details

Min/Max Reorder Point

Lead Time (days)
Economic Order Quantity
Unit of Receipt Vendor (source number)
Unit of Issue Manufacturer
Unit Conversion Factor Manuracturer Part #
Standard General Ledger Vendor Stock #
Normal Stock Level

Select
IM-E003 Add Replenish
Identify Select Primary/
Set Reorder Key Items
Item Storeroom Alternate
Details Values IM-004
Vendors

Material
Transactions
IM-005

Revised 2/15/2011 3:15:29 PM

IM-004
REPLENISH ITEMS

Group Items By Primary

Vendor on Aggregate PR's

Receive
Run Maximo
Preview Re-Order, Send Purchase Items
IM-E004 Re-Order Preview Generate
adjust as needed. Orders to On Dock
Inventory Mgt Action for Each Purchase Orders
Run Re-Order Vendor(s) Into
Storeroom
Maximo

Assign
Is Item Equipment
Yes
Rotating? # To Each
Item

Update Material
No Direct Issue? No Storeroom Transactions
Balance (IM-005)

Yes

Issue
To Work
Order

Revised 2/15/2011 3:15:29 PM

IM-005
MATERIAL TRANSACTIONS

Select
Select Enter
Transfer Receiving
Item Quantity
Storeroom

Select
IM-E005 Select Select From
Transaction Return
Inventory Mgt Storeroom Issued Items
Type

Issue
Record Update Inventory
Quantity Storeroom Adjustments
Returned Balances (IM-006)

Select
Were Items
Item No
Reserved?
Number

Select From
Yes
Reservations

Verify
or Enter
Quantity

Work Order

Verify Select G/L Account

or Enter Where To
Quantity Charge Location

Storeroom Revised 2/15/2011 3:15:29 PM

IM-006
INVENTORY ADJUSTMENTS

Enter New
Adjust Current Balance Current
Balance
IM-E006
Select
Inventory
Item
Adjustments

Enter
Reconcile
Adjust Physical Count Physical
Balances
Count

Select
Select End of Process
Adjustment
Storeroom
Type

Enter New
Adjust Standard Cost Standard
Cost

Enter New
Adjust Average Cost Average
Cost

Revised 2/15/2011 3:15:29 PM