For each entry of an item in inventory there must be an inventory entry so that the inventory status is accurate in CARL Source.

In this function of the [Inventory] module, you input the entry of parts that are to be reincorporated after a removal from inventory.
The entries of items ordered and delivered are made with the [Receiving] function.

Entries may be from various sources:

• Items declared as used in a work order that ultimately were not used,
• Parts coming from Asset following a replacement, for example, and to be returned to inventory,
• An asset to be returned to inventory because it is no longer being used,
• Items delivered following a purchase request, the receipt of which requires an inspection.

 

Prerequisites

• To have created the items,
• To have created the warehouses and possibly their locations.

 

Procedure

1. In the [Inventory] module, select the [Entry] function.
   → The entry input form is displayed.
   
   
2. Select the information common to all the entries to be made: date, cost center, entry slip, technician, etc.

 

Reincorporating items from a work order

If the entry is for an item declared as used for a work order, but which ultimately was not used, select the work order and then click on the "Consumption."
→ The list of items used for the work order is displayed and the cost center is initialized with that of the work order.

 

Reincorporating items from equipment

If the entry is for a part coming from an equipment Asset that is to be returned to inventory, select the item or structure point.
→ The cost center is initialized with that of the equipment.

 

Reincorporating equipment

If the item to be returned to inventory is part of a series and therefore corresponds to an Asset, select the asset on the line of the list of items.

 

Entry from purchase

To enter an inventory entry for a purchase request or completed order, click on the "Receipt" button.
→ The list of items to be entered is displayed; These are the purchase lines for which the first receiving step has been saved but not the second (saving of Inventory inward movements).

1. By clicking on the add icon
   • you can add a line per item to be entered ("Creating a record")
   • or you can select a set of items to be entered ("Multiple creation"). Check the items to be entered, then confirm.
     → One or several lines are added in the creation mode. The item, warehouse, and quantity must be filled in.
     
     
2. You can delete the checked lines by clicking on the delete icon .
   → The selected lines are deleted.
   
   
3. Confirm your entry by clicking on the confirm icon .
   → The entries are saved, the inventory is updated, and the form is closed.