QAD 2017 Enterprise Edition
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User Guides
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Service/Support Management
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Call Activity Recording
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Inventory Processing in CAR
Inventory Processing in CAR
The information you record in CAR initiates inventory transactions for items you have consumed or exchanged. The system uses site and location information to manage inventory issues.
Determining Site and Location Defaults
Site and location defaults support a variety of ways engineers work and obtain repair parts. The system searches for a site and location as follows.
1 The system searches for a site and location for the assigned engineer in Engineer Maintenance. If you leave the engineer site blank and specify a location, the default is the area site but the engineer location.
2 If the engineer does not have a site or location, the defaults are the site and location for the engineer’s area.
3 If area site and location are blank, the system uses the default spares site and location defined in Default Site Maintenance.
4 If a default spares site and location are not defined, the defaults are the item’s site and location in the item master.
5 If the item’s site and location are blank, the default is the site associated with the end user’s customer in Customer Data Maintenance.
If the engineer works at a repair center, designate it as his default site. The system issues items to the call from the repair center site. An engineer in this type of environment typically would not use material orders to obtain inventory.
MOs are typically used when an engineer works remotely—for example, out of a repair truck or in a local office that obtains repair parts from a regional center. The MO transfers inventory to the engineer’s home site and location. In this type of environment, an inventory transaction is needed to move inventory from its current site to the engineer’s site, where you can issue and consume it on the call.
If inventory does not exist in the default sites and locations in CAR, you must specify them manually or errors occur during transaction processing.