You can view customer or vendor contract quantities and their effective dates on the Product Inventory Customer Service Stock screen.
A customer or vendor can have contract quantities independent of service stock quantities. The system does not add contract quantities to the demand calculation; they are used for reporting purposes only.
Assign contract stock quantities using the Customer/Vendor Part Number Detail screen.
Use the Customer Service Stock report to track demand for contract items.
To view contract quantity information for a product:
From the Files menu, select Product to display the Product Maintenance screen.
Use the Inven hot key to display the Primary Inventory Maintenance screen.
Use the User Controls hot key to display the User Inventory Controls screen.
When a branch or territory appears on the User Inventory Controls screen without a value in the CusServ Stock column, a contract stock quantity is set.
Use the Hrchy hot key to select the branch to which the customer is assigned.
Note: Use the Find hot key as necessary to locate a branch that is in the list, but not in the viewable area.
Use the Cus Serv Stock hot key to display the Product Inventory Customer Service Stock screen.
Under the Contract heading, review the following fields, which pertain to contract stock quantities. This information is view-only:
Field |
Setting |
Customer |
The customer assigned to the contract stock quantities. |
Quantity |
The contract quantity. This field is for reporting purposes only. |
Eff Date |
The date the contract goes into effect. This field is for reporting purposes only. It does not affect automatic purchasing or automatic transfers. |
ExpireDt |
The date the contract expires. This field is for reporting purposes only. It does not affect automatic purchasing or automatic transfers. |
As contract quantities are used for reporting purposes only, the system does not include them in the customer service stock totals in the CustServ Stock field of the User Inventory Controls screen.
Press Esc to return to the previous screen.
See Also:
Running the Customer Service Stock Report