Inventory Process Flow

Review the process flow that occurs when an inventory item is needed. The process flow depends on whether you have sufficient inventory on hand to fulfill the need.

Step	Description
1	An item is needed for a project (referred to as the charge project).
2	If you do not have an item record for the item, create it in Settings > Purchasing & Inventory > Items Master. Complete the Inventory tab to designate the item as an inventory item.
3	Create an item request for the item.
4	If sufficient quantity of the item is available: Send the item request for approval. This causes an alert to be sent to the employee who can authorize the item request. When the item request is approved, DPS reserves the item quantity against the charge project. The inventory manager creates the Reservation Pick List report for the stock clerk or materials handler. The inventory manager creates an inventory issue transaction. If sufficient quantity of the item is not available: Send the item request for approval. After the item request is sent, DPS: Calculates the Purchase Quantity (Requested Qty - Net Qty Available) and enters it in the Item Request grid. Reserves the quantity against the charge project, without regard to the quantity that is available. Makes a purchase requisition for the purchase quantity, and sends an alert to a Purchasing approver. When the item is received from the vendor, the receiving clerk creates a receipt. DPS recalculates the item's Quantity on Hand. If the quantity is available, the inventory manager creates an inventory issue transaction.