Inventory                                          Warehouse Explorer                                         Warehouse Explorer Tree Options                    

Warehouse Tree Options (continued)

Negative Parts

When highlighting the Negative Parts tree option, the Active Pane will display a list of all parts where the on-hand quantity has gone negative.  Negative on-hand quantities most typically occurs in Technician warehouses which can be caused by a part transfer not being completed or the incorrect part number entered on a Service Ticket.  The information displayed for this menu option is provided for the purpose of tracking down how the part went negative and to determine what action needs to be taken to remove the negative on-hand situation.  Negative oh-hand quantities may be handled by transferring the part from another warehouse or performing a stock adjustment.  The method used for correcting negative values should be according to your company policy and procedures.

There are no Right-Click options available for the Negative Parts menu option, however when highlighting a part in the Active Pane there are right-click options available:

Right-Click Options (from Active Pane)

Open Part - While highlighting a Part and selecting this option will open the Part Explorer for the part.

Edit Part - While highlighting a Part and selecting this option, the Part will open in Edit Mode.  User permissions are required for this option.  If you do not have Part Edit permissions, this option will be dimmed-out.

Load Parts to Grid - This option is typically used when setting up a new Warehouse.  You have the ability to copy the entire parts list from another warehouse into the currently viewed warehouse.  When this option is selected, a list of all active warehouses will be listed from which to select.  This option is typically used when setting up a new Technician warehouse and the new warehouse will contain all or most of the same parts as another Technician warehouse.  Using this option eliminates the process of having to access each individual part and linking the new warehouse to the part.  For more detailed instructions on this topic refer to the link:

Copy Parts from one Warehouse to Another

Stock Adjustment - Selecting this option will open the Stock Adjustment form for the lowest alpha-numeric part number on the parts list to perform a stock adjustment.  If the you are not adjusting the stock for this part, you will need to highlight a part in the Active Pane, right-click then select the Stock Adjustment option to adjust that part.

Refresh - Selecting this option will refresh all information displayed in the Active Pane.

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