CHEM | Inventory Search

PERFORMING AN INVENTORY SEARCHFILTERING QUANTITY-SPECIFIC INVENTORY SEARCH RESULTSSHOW OR HIDE INVENTORY QUANTITY FIELDSEXPORTING INVENTORY SEARCH RESULTS TO A SPREADSHEETUPDATING AN INVENTORY RECORD AFTER PERFORMING AN INVENTORY SEARCHCHANGING INVENTORY PERIODS AFTER PERFORMING AN INVENTORY SEARCHENABLING USAGE INVENTORY FIELDSPERFORMING AN INVENTORY SEARCHBefore you begin, ensure that inventory data is entered for at least one inventory period. To control which columns display in inventory search results, see Inventory Column Designer. Select SEARCH> Inventory Search on the Chemical Management main menu. Select one Location Assignment from the drop-down menu. Top-level (“parent”) locations display in the left-most position in the field, with any of its sub-locations automatically selected. Click SEARCH. The window refreshes to display the location’s inventory results. Results shown for each column can be sorted in ascending or descending order by clicking the icon shown to the immediate right of each column header. You can review a material’s inventory details by clicking the carat next to the material name, shown in the following image. Quantity values display both the source quantity and converted quantity values. FILTERING QUANTITY-SPECIFIC INVENTORY SEARCH RESULTSIf you need to modify inventory quantity data fields, you can utilize the Show Filters button, shown bordered in red in the image below. After performing an inventory search, the show filters button displays so you can further refine results to show or hide: Inventory tracked with the Capture Inventory by Container Count field in the inventory record page. Inventory tracked using other QUANTITY TYPE fields in the inventory record page. SHOW OR HIDE INVENTORY QUANTITY FIELDSIn the Chemical Management System, go to SEARCH > INVENTORY on the main menu. Select a site, and after clicking SEARCH INVENTORY, click the Search Filters button. The search filters button displays only after clicking SEARCH INVENTORY. Click the caret icon shown next to Filter Results to display the two categories of show/hide filter options, shown in the following image. Search filter options are described in the table below: FILTERFILTER OPTIONDESCRIPTIONINVENTORY QUANTITY STATUSCapturedOnly displays specified fields containing data. Not CapturedOnly displays specified fields without data. Show AllDisplays specified fields with and without data. INVENTORY CAPTUREContainer Count InventoryDisplays inventory records with TYPE Capture Inventory by Container Count selected. Standard InventoryDisplays inventory records with Max Quantity on Site, Average, Purchased/Received, Usage, or Waste quantity type values selected, but not Capture Inventory by Container Count. Show AllDisplays records tracked by both Capture Inventory by Container Count and other inventory quantity type fields shown in the Inventory Record page. For inventory field descriptions, see Field Information for Creating an Inventory Record for a Material. For example, to find inventory records specifically missing MAX QUANTITY ON SITE data, select its Not Captured radio button to immediately display records matching this criteria. (Optional) For each field name shown beneath the INVENTORY QUANTITY STATUS column, select a radio button for the inventory field status that you are interested in. As you make your selections, the window immediately displays its results. (Optional) Select the INVENTORY CAPTURE TYPE that you want the system to return. As you make your selection, the window immediately displays its results. EXPORTING INVENTORY SEARCH RESULTS TO A SPREADSHEETYou can download inventory search results into spreadsheet by performing the following steps: Perform an inventory Search by selecting SEARCH > INVENTORY on the Chemical Management main menu, and selecting a location assignment. When results display, click EXPORT SEARCH. Select a device location to save the spreadsheet. Rename the file, and click Save. The spreadsheet downloads to your device. UPDATING AN INVENTORY RECORD AFTER PERFORMING AN INVENTORY SEARCHYou can make quick revisions to an inventory record by performing the following steps: Perform an Inventory Search on the SEARCH > INVENTORY page in the Chemical Management System. In the lower portion of the window, find the Product whose data needs updating, and click the carat next to the Product name to reveal additional inventory fields. Make changes as necessary. When you finish, save your work by clicking the cloud icon shown bordered in red in the following image. Ensure you’ve enabled usage inventory fields before you begin to view the following additional usage inventory fields: Purchased Quantity, Usage, and Waste input fields. See Enabling Usage Inventory Fields. To view and update all inventory fields, access the inventory record in the Inventory section of the Material Detail window. CHANGING INVENTORY PERIODS AFTER PERFORMING AN INVENTORY SEARCHIf you are planning to roll the inventory period forward, it is important that you ensure all inventory data is entered for the current period. Using this procedure, you can choose to either start a new inventory period or rollback to a previous period, with or without quantities, for one or more facilities. Caution! Rolling back a record deletes all data, and once deleted it cannot be recovered. Perform an Inventory Search, as described above. In the lower portion of the window, click the gear icon, bordered in red in the following image. Find the FACILITY whose inventory period you want to change and select its check box. The check boxes are shown bordered in red in the following image. You can select more than one facility. Click either: START NEXT PERIOD - choose one of the following Rollover Options from the drop-down menu: Rollover Inventory without QuantitiesThis option creates the next inventory period and copies all inventory records from previous periods, but DOES NOT copy numerical quantitative data to the next inventory period. Rollover Inventory with QuantitiesThis option creates the next inventory period and copies all inventory records from the previous period including numerical quantitative data to the next inventory period. Start Next Period without RolloverThis option creates the next inventory period but does not copy ANY inventory data from the previous inventory period. Choosing Start Next Period without Rollover requires re-entry of ALL inventory data for the new period. Click SUBMIT to complete the procedure. ROLLBACK TO PREVIOUS PERIOD - Deletes all inventory records captured in the current period, and reinstates the previous period for the target location name. Read the dialog box’s message, and then click CONFIRM to complete the procedure. ENABLING USAGE INVENTORY FIELDSEnabling usage inventory fields allows you to view additional inventory record fields such as Purchased Quantity, Usage, and Waste input fields. Usage inventory fields can be enabled or disabled at any time. We recommend that users enable these fields at the time of configuring inventory for a facility. On the Chemical Management main menu, click on SETTINGS. Scroll to the Inventory section. In the Manage Inventory Configuration window, enable inventory fields by clicking the toggle, as shown above. The system automatically saves this action.