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The latest version of the Inventory Management System menu from Legler Systems identifies 22 separate inventory management (IM) computer procedures that can be run by the user, provided the user has access to these online procedures. Access control is specified in the User Control Record (DB08). Each IM user procedure corresponds to a separate computer program.
A sample Inventory Management System menu screen is shown below and followed by a definition of each IM user procedure. When only the System-ID (e.g. "IM") is entered on any financial menu, the Inventory Management System menu is displayed.
-------------------------------------------------------------------------- | INVENTORY MANAGEMENT SYSTEM MENU (2011) 11-02-2011 11:21 | |==========================================================================| | | | No Procedure Name No Procedure Name | | -- ------------------------------ -- ----------------------------- | | 01 - Enter Product Activity Records 11 - Print Shelf Labels | | 02 - Print Product Detail Report 12 - Print Inventory Packing List | | 03 - Print Stock Status Report 13 - Print Product Activity Report | | 04 - Print Inventory Master List 14 - Purge Old IM Records | | 05 - Update Inventory From Orders 15 - Process IM Batch Input | | 06 - Calculate Inventory Balances 16 - Print Price List | | 07 - Print Stock Analysis Report 17 - Import/Export PC-ASCII File | | 08 - Print Stock Replenishment Report 18 - Update List Prices | | 09 - Enter Product Master Record 92 - Redefine System Printer | | 10 - Inquire Stock History 94 - Search IM System | | 96 - Inquire Latest IM changes | | 99 - End IM Menu | | | | Enter IM Procedure Number.......[ ] | | | |==========================================================================| | F1=Help F2=Enter F9=Print F10=Exit | --------------------------------------------------------------------------
Data entry procedure IM01 is used to enter a Product Activity Record identify a stock transaction of quantity sold or quantity received in the IM System. A separate sequence number from 9998 is assigned to each stock transaction. Up to five stock transactions are physically stored in a single Product Activity Record to minimize response times. Procedure IM01 can dynamically link to procedure OE09 when function key F7 is pressed.
Report procedure IM02 prints the Product Detail Report containing stock transactions entered in online procedure IM01 or procedure IM05. The Product Detail Report (IM02) is used for verification and balancing.
Report procedure IM03 prints the Stock Status Report showing current quantity onhand, reorder point and economic order quantity (EOQ) for each item in inventory. This IM user procedure can be done at any time.
Report procedure IM04 prints the Inventory Master List for active and inactive products in inventory by Item-Group code. Information in the Inventory Master List (IM04) is from the Product Master Record (IM09). To manually lookup an item number, the Inventory Master List should be sorted by item name (Alpha-sort) or name initials.
Update procedure IM05 creates a Product Activity Record (IM01) for each item sold by reading Customer Order Records (OE System) with a Order-Status code of 51. Computer procedure IM05 can be run as required.
Update procedure IM06 calculates the value of each item in inventory. The results of these calculations (reorder point, EOQ and annual usage) are printed in the Inventory Calculation Report (IM06) and stored in the Product Master Records. Computer procedure IM06 is generally run once a month.
Report procedure IM07 prints the Stock Analysis Report showing the profit margin associated with each product in inventory. The gross margin (dollars and percent) is computed for each item shown in the Stock Analysis Report (IM07). Computer procedure IM06 is run as needed.
Report procedure IM08 prints the Stock Replenishment Report that identifies the products (items) with an onhand quantity below the reorder point. The Stock Replenishment Report (IM08) is used as a guide for placing purchase orders with suppliers (vendors).
Data entry procedure IM09 is used to enter a master record for each product or service sold by the company. Products are grouped by an Item-Group code. A standard revenue account code can be defined for each product, so data entry is minimized when entering customer orders in procedure OE01. Computer procedure IM09 is run daily, when new items are added to inventory.
Inquiry procedure IM10 displays a window of all stock transactions ("ins" and "outs") for an item in inventory. The most recent stock transactions are shown first. This user procedure can be run at any time to display stock transactions.
Report procedure IM11 prints shelf labels for placement on inventory bins. Various size shelf label forms are supported by procedure IM11.
Report procedure IM12 prints the Packing List of item ordered on letter-size paper for mailing to the customer. The Order-Status code is automatically updated from 11 to 13 when the final Packing List (IM11) is printed.
Report procedure IM13 prints the Product Activity Report showing the dollar value or quantity (in and out) of each item in inventory by month for the last 6 months. Management can use the Product Activity Report (IM13) for making decision about what items to carry in inventory.
Update procedure IM14 purges old Product Activity Records (IM01) and old Product Master Records (IM09) from the online database and is infrequently run by supervisory personnel. A control report (IM14) is printed to document the number of records deleted from the IM System.
Update procedure IM15 processes the input Transfer File of product transactions (sales and purchases) that were created by another computer system or procedure IM17 to update the IM System. Program edits are performed on each record, similar to online procedure IM01, before the product activity data is added to the online database. A Control Report (IM15) is printed to identify any errors and the record counts for audit control.
Report procedure IM16 prints a standard Price List for each product or service offered by the company. A separate Price List (IM16) can be printed for each Item-Group code.
Update procedure IM17 reformats data from a PC-ASCII file into the Product Activity Record format in the Transfer File for subsequent input to procedure IM15. A Control Report (IM17) is printed to document record counts for audit control.
Update procedure IM18 reads the current Azerty product catelog to update the list price and cost in the Product Master Records (IM09). Computer procedure IM18 is generally run quarterly.
Redefine system printer procedure IM92 allows the user to redefine where management reports are to be printed. If a disk file is specified, the report is written to disk from which it can be displayed in a pop-up report window (92V) and then printed on paper by pressing function key F9. The computer program associated with procedure IM92 is the same for all accounting modules. Computer procedure IM92 can be done at any time.
Search procedure IM94 is used to search the IM System for any dollar amount, code value or text in the last x months and display a window of search results. The computer program associated with procedure IM94 is the same for all accounting modules. This IM user procedure can be started at any time to lookup any inventory information.
Inquiry procedure IM96 displays a list of the latest Product Activity Records (IM01) or Product Master Records (IM09) in descending chronological sequence by date and time. The computer program associated with procedure IM96 is the same for all accounting modules. This online procedure can be started at any time to identify the most recent changes in the IM System.
Exit procedure IM99 closes the Inventory Management System menu and displays the main financial menu. To switch to another system procedure, just enter the System-ID and procedure number, such as OE09, rather than IM99.
These inventory management accounting procedures can be started at any time from any financial menu by entering the System-ID of "IM" plus a 2-digit procedure number.
For additional information on the IM software, please e-mail Bill Legler in the SF Bay Area, California or go to the Inventory Management System main page.