The 360 view page for Inventory Item Master serves as a centralized page, offering a comprehensive, single-point reference for all essential information related to an inventory item. This page consolidates key data that provides users with a complete understanding of the item’s characteristics, transactions, and lifecycle within the system.
This LUI page provides additional tabs for a 360-degree view of an inventory item, offering an intuitive and comprehensive layout for easier reference and decision-making.
The DRP Location Replenishment Maintenance module is the primary record used to assign planning parameters and resupply methods that are used in the DRP Replenishment routine. Refer to DRP Location Replenishment Maintenance article.
Eng & Purchasing
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Engineering Item Master
Engineering Item Master
Approved Manufacturers
Where Used
Purchasing
Purchase Item Master
Item Vendor Master
Purchase Price History
Purchase Agreements
The Engineering section provides technical specifications and configurations of items. It includes the following key components:
Engineering Item Master: The primary entry point for defining item numbers, parts, part numbers, assemblies, or SKUs for each division. It captures essential engineering data necessary for production and inventory control.
Approved Manufacturers: Details the manufacturers approved to produce specific items. It includes critical information such as the Manufacturer's Item ID (or Part No) and detailed descriptions.
Where Used: Identifies all Bill of Materials (BOMs) where the specified item is currently used, facilitating efficient component tracking.
The Purchasing section provides the procurement lifecycle, from supplier management to pricing and purchase agreements. It includes the following essential components:
Purchase Item Master: Maintains comprehensive data for purchased items, including Direct, Indirect, Outside Operation, Service, and Subcontract items. This is a required record for all purchased items and is essential for accurate purchase order creation and inventory management.
Item Vendor Master: Manages the relationship between items and their respective vendors on a per-division basis. It can be manually created or automatically populated when new items are added to a purchase order.
Purchase Price History: Tracks the historical pricing for purchased items, supporting cost analysis and financial planning.
Purchase Agreements: Capture special vendor pricing and discount arrangements. They are included in the purchase order header and define pricing for individual items or commodity codes over a specified period, including start and end dates.
Product & Sales
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Product Master
Customer Agreement Details
The Product & Sales tab provides centralized view for product definitions, pricing, and customer-specific agreements. It includes the Product Master, which serves as the foundational record for managing key product attributes, including Sales UOM (Unit of Measure), Sales Price, Order Qty, Inventory settings, Lead Times, and Logistical attributes.
The Customer Agreement Details provides information for customer-specific pricing, discounts, and price breaks. These agreements have defined effective start and end dates.
Inventory
Site/Projects & Locations
Item by Site/Project
Inventory Items by Location
The Inventory tab provides comprehensive visibility into inventory levels across different sites, projects, and locations. It displays Inventory Item By Site/Project, which offers a detailed view of inventory quantities segregated by Site and Project, capturing critical data such as Quantity on Hand, Allocated Quantity, Non-Nettable Quantity, and Net Quantity Available.
The Inventory Item by Location section provides details over inventory storage and movement, displaying information such as Stock Location ID, Stock Location Number, Item Number, Site, Lot or Serial Numbers, and Quantity.
Lots & Serials
Inventory by Lot Number
Inventory by Serial Number
This tab provides comprehensive visibility into inventory managed through Lot Numbers and Serial Numbers, supporting precise tracking and control of inventory items:
Inventory by Lot Number: Offers a detailed view of inventory organized by lot numbers for specific lot-controlled items. This functionality helps track inventory quantities by lot, monitor batch movement, and manage expiration dates.
Inventory by Serial Number: Provides the ability to identify and track individual items using unique serial numbers. This view allows for precise control over serial-controlled items, including tracking their origin, movement, and status.
Supply Orders
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Open PO Lines
Open Work Orders
This tab provides a consolidated view of related Purchase Order (PO) Line items that are not yet fully delivered or received, as well as Open Work Orders (WO) that have been initiated but are still in progress. This allows users to efficiently monitor outstanding items, track work order status, and ensure timely inventory updates.
Demand Orders
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Forecast Demands
Open Sales Order Lines
Work Order Components
This tab provides a comprehensive view of the related Demand Orders:
Forecast Demand: Represents anticipated product demand over specific periods. Each forecast record includes the item, forecast period (start and end dates), and the projected sales quantity.
Open Sales Order Lines: Lists active SO line items that reflect confirmed customer demands awaiting fulfillment.
Work Order Components: Identifies the materials and components required to fulfill the open work orders linked to these demand orders.
Open Requisitions
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Inventory Requisitions
This tab shows open Inventory Requisitions related to the inventory item. These requisitions can be generated automatically by the system's MRP or DRP modules, or they can be created manually by users.
Open Inspection Orders
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Open Inspection Orders
This tab provides visibility into open Inspection Orders, allowing users to monitor and manage ongoing inspection activities. Inspection Orders are created to track the quality and condition of inventory items as they enter the system. These orders are generated when items are received from various sources, including Purchase Order receipts, Work Order receipts, or RMA (Return Material Authorization) receipts.
Charts/Reports
Current & Prior CY Item Usage: This chart provides Inventory Item Usage with Item Number for the current and prior year (Sum of Period Qty vs Inventory Item Usage: Created Date) and provides key insights into item usage over time.
Inventory by Site/Project On Hand: This chart provides the Inventory on hand balances per Project for the Inventory Item Master. This allows users quick visibility into Inventory at the Site/Project level.
To view the charts, users need Read access to the View Reports in Public Folders permission. All of the packaged Rootstock Profiles and the 'RS System Permissions' permission set provides access to this permission. Admins should either include this permission in their custom profiles/permission sets or assign users access to any of the packaged rootstock profiles or the RS System Permissions permission.
NOTE The View Reports in public folders permission adheres to existing object-level permissions so even if users have access to this permission, they still need access to the object to view the data.
