License Plate Inventory Adjustment

Transcription

1 License Plate Inventory Adjustment Begin Transaction Enter/Scan Plant Enter/Scan Type Type Description Enter/Scan License Plate Contents Contents: Line Number Item Lot Quantity Unit of Measure Document Number Document Type Select Content License Plate Description License Plate Location Enter/Scan Item/ License Plate Item or Plate? Item Lot Controlled? No License Plate Quantity Enter/Scan Quantity End Transaction Plate Yes License Plate Description Enter/Scan Lot License Plate Quantity Default & Quantity RFgen Software 1101 Investment Boulevard, Suite 250 El Dorado Hills, CA

2 License Agreement All information contained in this document is the intellectual property of RFgen Software, a division of the DataMAX Software Group, Inc. This document may not be published, nor used without the prior written consent of RFgen Software. Use of the RFgen Software Open Source code is at all times subject to the DataMAX Software Group Open Source Licensing Agreement, which must be accepted at the time the source code is installed on your computer system. For your convenience, a text copy of the DataMAX Software Group Open Source Licensing Agreement is also loaded (and may be printed from) your RFgen-based system. Requirements RFgen Version 5.0 or later RFgen JD Edwards Integration Suite 1

3 Table of Contents LICENSE PLATE INVENTORY ADJUSTMENT... 1 FLPIA0100 LICENSE PLATE INVENTORY ADJUSTMENT... 3 VALIDATIONS... 4 EDITS... 4 FUNCTION KEYS... 4 CONSIDERATIONS... 5 ENTERPRISEONE PROGRAMS REFERENCE... 6 ENTERPRISEONE INVENTORY ADJUSTMENTS: P ENTERPRISEONE CARDEX: P AFFECTED RFGEN FORMS AND TRANSACTION MACROS... 7 SETUP AN RFGEN MENU... 7 BASIC TEST SCRIPT... 9 RFGEN INPUT REQUIREMENTS JD EDWARDS PROCESSING OPTION SETTINGS EXECUTION PROCEDURES OVERALL TEST CASE RESULTS

4 FLPIA0100 License Plate Inventory Adjustment This transaction allows you to adjust inventory from an existing license plate that will be held in the License Plating database in the master tables. This transaction either increases or decreases inventory. An Inventory Adjustment record is being recorded and the Item Ledger (Cardex) is updated in EnterpriseOne. The following conditions apply to the RFgen implementation for the License Plate Detach Item transaction within the EnterpriseOne environment. Note: any of these parameters may be easily adjusted to meet the unique requirements of your company. 3

5 Validations Prompt Table Field Plant F41001 CIMCU License Plate Number F55101 LMLPID Item Number F4101 IMLITM To Location F41021 LMLOCN Edits Condition Default Branch Plant Quantity not greater than Quantity on Hand Quantity entered <=0 Table F40095 F41021 NA Function Keys Key F1 F2 F3 F4 Function Search Data for Current Field Refresh the Current Screen Exits Transaction 4

6 Considerations 1. What OW version is used to process the Inventory Adjustment transaction? 2. What processing options have you set to process Inventory Adjustments? 3. Will you use different document types? 4. Do you want the Branch to default based on user? 5. Will you allow transactions on negative quantities to decrease inventory? 6. Do you need limitations placed on the dollar amount of Inventory Adjustments? 7. Do you use lot control? 8. Do you use serialization? 5

7 EnterpriseOne Programs Reference Application Name(s) Code Table Inventory Adjustments P4114 F41021 Item Ledger (Cardex) P4111 F4111 EnterpriseOne Inventory Adjustments: P4114 EnterpriseOne Cardex: P4111 6

8 How JD Edwards Processing Option affects RFgen This documentation explains which of the JDE Processing Options are used by RFgen and how the red highlighted Proc.Options effect the RFgen script. Affected RFgen Forms and Transaction Macros Description Form Name Transaction Macro Name LP LP Inventory Adjustments FLPIA0100 TIMIA0100 Setup an RFgen Menu To implement an RFgen Form using JDE Processing Options in an RFgen Menu the JDE Version needs to be specified. Enter the Form name, followed by a Space. Enter -Vers= and the JDE Version. Form/Menu FLPIA0100 Pgm=P4114 -Vers=ZJDE0001 Description to 1-LP Adjustment 7

9 Processing Options: P4114 Inventory Adjustments ---- <-- Defaults --> > Document Type --> [IA] RFgen retrieves the Document Type from the JDE Processing Option > Location/Lot --> [1] If 1 RFgen defaults Lot Number and Location from Primary Location <-- Versions --> > Journal Entries (P0911) --> [ ] > Item Ledger (P4111) --> [ ] > Warehouse Request (P46100) --> [ ] ---- <-- Process --> > Cost Entry --> [ ] > Journal Entries --> [ ] RFgen passes the specified Value to the related Business Function > Lot and Layering Fields --> [ ] > Adjustment Quantity --> [ ] RFgen calculates and validates the max qty. to Adjust based on this value > Lots on Hold --> [ ] Depending on this value RFgen allows issuing when a lot is on Hold <-- Interop --> > Transaction Type --> [ ] ---- <-- Agreement --> > Agreement Assign (FUTURE) --> [ ] ---- <-- Warehouse --> > Entry of License Plate Number --> [ ] 8

10 Basic Test Script 1. Record quantities on hand from the Item Ledger for the Branch Plants, Item Numbers and their associated lots and locations that you will perform Inventory Adjustments on. 2. Create and document the following scenarios: a. Adjust an amount within the quantity on hand for an item b. Adjust a negative amount for an item. Based upon your specifications, if not allowed, a negative issue warning should appear. If negative adjustments are allowed, inventory should decrease. c. Adjust down more than the quantity on hand for an item. An Exceeding quantity on hand error should appear. d. Attempt to adjust on items that are not set up in particular branch plants. e. Attempt to adjust an item not set up in a particular location. A Branch Plant or Location error should appear. f. If your customization required an adjustment quantity threshold be placed on an item, attempt to adjust over the quantity amount authorized for a particular item. An exceeding threshold limit error should appear. 3. Review the Adjustment Table and the Item Ledger for the proper document types, transaction records, and that the quantity on hand updated to the correct amounts on the processed transactions. 9

11 Test Script Description: LP Inventory Adjustment RFgen Input Requirements Before you begin testing, ensure, for the combination of branch/plant(s) and item(s) you will be testing, that the following is setup in EnterpriseOne or PeopleSoft World. a. Plant b. License Plate Number c. Item Number d. Location e. Quantity JD Edwards Processing Option Settings Enter the Processing Option values, which correspond, to the version you selected for testing. JDE Version: ZJDE0001 Tab Processing Option Description Value Defaults Process a. Document Type b. From Location/Lot c. To Location Lot a. Lots on Hold b. Transfer Quantity c. Lot Status Default Note: The above processing options are set in Inventory Transfer (P4113) they are referred to here for clarity, and to show the dependency between these two functional areas. 10

12 Execution Procedures ID Test Case Expected Result Pass Fail Type in a valid Plant Type in a valid LP# Type in a valid Item# Type in a valid Locn Type in a valid Qty Type in an invalid Plant Type in an invalid LP# Type in an invalid Item# Type in an invalid Locn Type in an invalid Qty Press the F1 key with the cursor in the Plant field Press the F1 key with the cursor in the Plant field to select and return an Plant Press the F1 key with the cursor in the LP# field Press the F1 key with the cursor in the LP# field to select and return an LP# Press the F1 key with the cursor in the Item# field RFGEN will validate and accept the plant entered RFGEN will validate and accept the license plate number entered. RFGEN will validate and accept the item number entered RFGEN will validate and accept the location entered RFGEN will validate and accept the quantity entered RFGEN will validate and display an error message the field will continue to error out until corrected RFGEN will validate and display an error message the field will continue to error out until corrected RFGEN will validate and display an error message the field will continue to error out until corrected RFGEN will validate and display an error message the field will continue to error out until corrected RFGEN will validate and display an error message the field will continue to error out until corrected RFGEN will display a list of branch/plants RFGEN will display a list of branch/plants and when selected, the Plant will be returned RFGEN will display a list of license plate numbers RFGEN will display a list of license plate numbers and when selected, the LP# will be returned RFGEN will display a list of item numbers 11

13 16 17 Press the F1 key with the cursor in the Item# field to select and return an Item# At the RFGEN Enter to Accept Prompt the transaction is added to EnterpriseOne RFGEN will display a list of item numbers and when selected, the Item# will be returned Confirm the Detach Item to Plate results Overall Test Case Results Pass/Fail Tester/Date RE-Tester/Date Actual Results Comments 12