CHAPTER 13
Queries
Introduction
Querying Inventory Data by Item # or Location
Querying Item Data by Category and by Kits
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Introduction
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IntelliTrack ISRP contains two standard queries: the inventory query and the item query.
Inventory Query: contains preset inventory data fields and queries that information by item number or location.
Item Query: contains preset item data and queries that information by category or kit master name.
To reach the application queries, select View > View in the ribbon. The
Query section of the ribbon contains two options: Item and Inventory.
Select from these options to view a query.
For more information about the inventory query and the item query, please refer to the sections that follow:
“Querying Inventory Data by Item # or
Location” on page 218 and
“Querying Item Data by Category and by Kits” on page 220 .
Querying Inventory Data by Item # or Location
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You may query inventory data at the Inventory Query form. Inventory data may be queried by item number or location. The following inventory information is displayed in the query:
Site: the warehouse location of the inventory query
Item Number: unique system identifier for the item
Location: area in the warehouse where the item is stored
Unit of Measure: item unit of measurement
On Hand Quantity: amount of the item in stock
Inventoried Quantity: physical count amount of the item
To query inventory data:
1.
Select View > Query > Inventory from the ribbon. The Inventory
Queries form appears.
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The default system site is automatically selected in the Site field. If multiple sites are enabled, you may change the site setting, if desired.
Click the drop-down arrow in the Site field and select a site from the list that appears.
To query inventory data by item, click the drop-down arrow in the Item
# field and select the item from the list that appears.
To query inventory by location, click the drop-down arrow in the Loca-
tion field and select the location from the list that appears.
The data refreshes to present the current selection. In the example below, the inventory data has been queried by Item #, hence inventory data is retrieved for the selected item number.
5.
Click the Preview button found along the bottom of the form to view the query information in a report format on-screen.
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Click the Print button found along the bottom of the form to print the query information in report format.
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To close the form, click the Close button found along the bottom of the form.
Querying Item Data by Category and by Kits
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Item data is queried at the Item Query form. Item data may be queried by category for individual items, all items and kit master names, or kit master names. The following item data is displayed in the query:
Item Number: displays the unique system identifier for the item or the kit master name, depending on search criteria selection
Description (item): description of the item or kit master, depending on the search criteria selection
Alternate Item Number: alternate system identifier for the item
(doesn’t apply to kit master)
On Hand Quantity: amount of item in stock (doesn’t apply to kit master)
Category: type of item (doesn’t apply to kit master)
Kit Check Box: indicates this record is a kit when marked
To perform an item query:
1.
Select View > Query > Item from the ribbon. The Item Query form appears.
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To query items by category, click the drop-down arrow in the Category field, and select the category from the list that appears; —Or—
To query all items and all kit masters in the application, click the dropdown arrow in the Category field and select the {All}; —Or—
To query items by the kit master name(s) entered into the application, mark the Show Kit Masters check box. (To see the items that comprise
the kit, go to the Kit Maintenance form. Please refer to “Kitting” on page 130
for more information about using kits in ISRP.) If you unmark the Show Kit Masters check box, the category defaults to
{All}.
The data refreshes to present the current selection.
The query above is by item category.
Data is displayed for all items in the Hand Tools category.
4.
Click the Print button found along the bottom of the form to print the item query information in a report format.
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Click the Preview button found along the bottom of the form to view the item query information in a report format on-screen.
6.
Select the Close button found along the bottom of the form to close the form.
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