Consumable Catalog


The consumable catalog lists all equipment (e.g. mouse, keyboard or cables) and services that do not require specific monitoring when they are assigned to an employee.

  • To simplify catalog management, entries are grouped by type.
  • Each consumable is associated with a single entry in the catalog and inherits its attributes.
  • Updates to stock can be made:

    Open url.png  See the life cycle of a consumable.

Example

1. You want to create a Toner cartridges order service in the investment catalog

  • This will order a batch of five C8061X cartridges
  • Unit price of the cartridge = €55

2. You create an investment request for this service

  • Quantity = 3 batches ==> 15 C8061X cartridges are automatically ordered from the supplier
  • Total price: 15 * 55 = €825

3. When the cartridges are received, a delivery is created > This creates a stock entry

Notes

  • Once stock adjustment is performed in one of the following tabs, Add to Stock, Stock Decrease and Stock Limits, the data in the header and in the By Location tab will be updated.
  • Stock will be valued using the weighted average price, equal to the average purchasing price of each stock entry.

Best Practice big icon.pngBest practice

  • Specify the minimum and maximum values for each consumable model whose stock you want to monitor in order to avoid understocking (minimum value) or overstocking (maximum value).
  • You can do this by selecting Transition / Asset Management > Logistics > Stock Management.
    • By default, only models whose available stock has reached the critical threshold are displayed (Detailed Order Records filter).
    • Use the All Records filter to view all consumables regardless of their available stock.
  • Define a scheduled alert:
    • To trigger orders if the minimum stock limit is reached.
    • To be informed when thresholds are reached.

Screen description

 Consumable catalog.png

Menu access: Asset Management / Operation > Catalogs > Consumable Catalog

Type

Type: Type (full path displayed) associated with the current object.

Example documentation icon EN.png  Consumables/Toner cartridges

Model: Name of the consumable model.

UNSPSCCode

UNSPSC Code: The code in the UNSPSC classification identifying the product, service or CI class associated with the model type.

Manufacturer

Manufacturer: Brand of the current object.

ManufacturerReference

Manufacturer Reference: Unique reference for the current object in the manufacturer's catalog.

RegularSupplier

Regular Supplier: Name of the main supplier where the current object is available.

Best Practice icon.png Enter the prices of other suppliers in the Potential Suppliers tab.



No Logistics (Service): Used to indicate if the consumables associated with the model can be supplied via the logistics step of the service request/investment request workflow (box is checked) or not (box is not checked).

AvailableForPurchase

Available For Purchase: Used to indicate if the current object can be ordered using the order management process (Transition > Logistics > Order menu) (box is checked) or not (box is not checked).

Reserved Stock: Quantity of reserved available stock.

  • Update: Use movements entered manually in the Decrease Stock tab.

Physical Stock: Quantity of stock in all storage locations.

  • Update: Automatically at each stock entry or exit for consumables associated with the model.

Stock available: Quantity of available stock that takes into account reserved stock in all storage locations.

  • Calculated field: Physical stock - Reserved stock

Average Price (Note: Only if the Available for Purchase box is checked): Average price for purchasing the model proposed by default in the Product name - ev itsm.png order management process.

  • Update: Automatically at each stock entry for consumables associated with the model.

Requested Quantity: Total requested quantity by service request/investment request.

Stock Value: Estimated stock value.

  • Calculated field: Average price * Stock available

Pending Deliveries: Ordered quantity that has not yet been delivered.

  • Update: Automatically when an order is placed, totally or partially received, or completed.

Best Practice icon.png  To view the details, select the Pending Deliveries tab.

Note

Note: Comments on the catalog entry. You can also add images or tables using HTML tags.

Best Practice icon.png  Indicate the list of models compatible with the catalog entry.
Example documentation icon EN.png  Multimedia keyboard (AZERTY) 580-11076: compatible with dimensions 2400 MMT / 2350 MMT / 4500s SD

List of tabs

                Consumable catalog tabs.png

By Location: Information on the stock of the consumable model, by location. This includes physical, reserved, available, minimum and maximum stock, average price, stock value and the quantity pending delivery.

Add to Stock: List of all stock entries of consumables associated with the model.

  • Update: Click [Add icon.png]] in this tab (for initialization/adjustment) or via the reception of an order. You can also use an integration model based on the Consumable Stock available (Add Stock) connector.

Best Practice icon.png  Create a stock movement manually to initialize or adjust stock.  Open url.png  See the stock entry procedure.

Stock Decrease: List of all stock exits of consumables associated with the model.

  • Update: Click [Add icon.png]] in this tab (for initialization/adjustment) or via an incident/service request (destocking operation). You can also use an integration model based on the Consumable Stock available connector.

Best Practice icon.png Create a stock movement manually to adjust stock or to reserve a quantity of available stock.  Open url.png  See the stock exit procedure.

  • Stock reservation can only be performed at a date later than the current date. Once the date is reached, reserved stock will be reintegrated into available stock and its value will be reset to zero.
StockLimits

Stock Limits: Maximum and minimum amounts of equipment stock associated with the current object broken down by location.

  • Only storage locations belonging to the current domain will be proposed.

Best Practice icon.png

  • Specify the values for the current object you want to monitor. You can do this by selecting Transition/Asset Management > Logistics > Stock Management.
  • Define scheduled alerts triggered when thresholds are reached.

Pending Deliveries: List of all orders of consumables associated with the model pending delivery.

  • Update: Automatically when an order is placed, totally or partially received, or completed.

Not Validated: List of all service or investment requests of consumables associated with the model that must be approved.

  • Update: Automatically once a request requiring approval is created and once approval is given.

Approved: List of all service or investment requests of consumables associated with the model that have been approved.

  • Update: Automatically once approval is given.

Potential Suppliers: List of suppliers who are able to provide the consumables associated with the model, apart from the main supplier specified in the Details tab.

Best Practice icon.png  Specify the suppliers whose prices you want to check when placing an EasyVista order.

History

History of Changes: List of all modifications made to the form. 

Procedure and Wizards

How to create an entry in the catalog

1. Select Asset Management / Operation > Catalogs > Consumable Catalog and click Add icon.png.

2. Specify the parent type, complete the fields in the form and click Save icon.png.

3. Enter information on the stock in the Add to Stock, Stock Decrease and Stock Limits tabs by clicking Add icon.png in each tab.

How to create a consumable stock entry

You can create a stock entry in different ways:

1. To initialize or adjust stock, you should create a stock entry manually.

  • Open the form of the consumable model and select the Add to Stock tab.
  • Click Add icon.png and specify the quantity of stock for the storage location you want.
  • Click [ FINISH ]. The tab will automatically be updated and the information refreshed in the Details tab.

2. To load stock from an order:

  • Select Strategy > Logistics > Orders in the menu and click Add icon.png.
  • Specify the supplier of the consumable model and click [ NEXT ].
  • Complete the order rows by selecting the model reference.
    • By default, only items available for the supplier will appear. Select the See All Suppliers Catalog box to see the consumable models for all suppliers.
    • Click the Type column to search for different consumable models.
    • Click Add icon.png to add a new row.
    • Click [ GENERATE ORDER ] and then click [ FINISH ]. The new order will automatically appear.
  • Once items have been delivered, perform the reception.
    • Select Strategy > Logistics > Pending Deliveries in the menu and select the order you want.
    • Select the rows of items to be delivered to a given storage location and run the Delivery Reception wizard.
    • Enter the quantities received and click [ FINISH ]. Rows that are completely received will automatically be deleted and the consumable model form will be refreshed.

3. To load stock from an investment request:

  • Create an entry in the investment catalog, consumable investment request.
    • Click Add icon.png. Specify the form and click [ FINISH ].
    • Complete the new form and click Save icon.png.
  • The new workflow will automatically start.
    • The order and delivery of the consumable model will be performed.
    • The form of the consumable model will automatically be refreshed.

4. To load stock from a service request:

5. To load stock from an integration model:

How to create a consumable stock exit

You can create a stock exit in different ways:

1. To initialize or adjust stock, you should create a stock exit manually.

  • Open the form of the consumable model and select the Stock Decrease tab.
  • Click Add icon.png and specify the quantity to be destocked for the storage location you want.
  • Click [ FINISH ]. The tab will automatically be updated and the information refreshed in the Details tab.

2. To create a stock exit from an incident or a service request:

3. To create a stock exit from a service request:

4. To create a stock exit from an integration model:

Wizards

Delete

Delete: Used to delete the catalog entry. This is possible only if it is not used in the application.

Tags:
Last modified by Unknown User on 2017/09/20 11:37
Created by Administrator XWiki on 2016/09/29 16:10

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