Managing an Inventory Store: Documents, Forms & Reports

Identified below are the key 'how to' guides, documents, forms and reports that support the Managing an Inventory Store process.

Support documents

Review stock needs

Review the Average Cost for Inventory Items (104kb)

Receive stock

Process a Purchase Order Receipt for Inventory Items (143kb)
Close a PO for Receiving (88kb)

Maintain stock

Check the On-Hand Availability (180kb)
Process a Purchase Order Receipt in Oracle Financials for Inventory Items (143kb)
Change Locators (191kb)
Process a Miscellaneous Receipt (104kb)
Process a Return to Receiving (Inventory ONLY) (173kb)
Manually Amend the Average Cost of an Item (66kb)

Issue stock

Issue Inventory Goods (169kb)

Count stock

Carry out a Cycle Count (201kb)
Carry out a Recount (195kb)
Manage Cycle Count Variances (111kb)
Add items to a Cycle Count (76kb)
Stock Provision, Write Off and Disposals Policy (157kb)

Reconcile inventory and General Ledger

Write-off Goods (88kb)
Reconcile Inventory and GL (194kb)
Review the Average Cost for Inventory Items (104kb)
Run Period End Reports for Inventory (191kb)

Other documents, policies, etc.

Stock Provision, Write Off and Disposals Policy (157kb)

Reports

OX Item Demand History and Value Report - CSV (11kb) - run at least quarterly
Receiving Transactions Register (14kb) - ideally run daily
OX Material Account Distribution Detail (11kb) - run for previous day
I and E Reports (various) - run as required, refer to Run Period End Reports for Inventory (191kb)