The Newly Created Items easily identifies newly entered items that may need setup, with details on the creator, setup status, and remaining tasks. The tool focuses on an item setup tool related to suppliers, bids, order guides, BPOs, inventory, and SKUs.

The Period Filter feature allows users to filter tasks by different timeframes, with the most recently created items displayed first.

Users can filter by:

• Today
• Last 7 Days
• Last 10 Days
• Last 14 Days
• Last 21 Days
• Last 30 Days
• Days: Enter Number of Days

By default, the Newly Created Items section shows items with setup concerns related to suppliers, bids, and order guides. Users can also filter items by BPOs, Inventory, and SKUs.

The Item Details displays the following information in the Newly Created Items section: 

• Commodity
• Item Icon: Image, Name, Date & Time Item Created
• Item Number
• Item Name
• Item Status
• Specifications
• Unit Breakdown
• Reference Number
• Misc Use: Yes or No color-coded bubble
• Concern Badge(s)
• Create Task Button

Clicking on the Item details will direct the user to the Item Editor Profile Tab.

The Concern Badge on the Newly Created Items include Suppliers, Bids, Order Guides, Blanket Purchase Orders, Inventory and SKU. 

This tool allows users to easily track which setup steps are complete and which are still pending by using color-coded bubbles and hover messages that provide additional details. This ensures the item is fully ready for use within the system.

• Blue: Not a concern, just an alert. 
• Red: Not set up yet.
• Yellow: Set up, but incomplete. 
  • Assigned only to Bids and SKUs.
• Green: Set up and fully functional. 

Inventory: will only show if the item is  marked as “No” for Misc Use. 

SKU: will only show if the item is tagged as a Retail Item

Clicking on a concern badge takes the user to the corresponding item editor screen to complete the set up.

• Suppliers: Item Editor → Sourcing Tab → Supplier Scoreboard
• Bids: Item Editor → Sourcing Tab → Bids Scoreboard
• Order Guides: Item Editor → Sourcing Tab → Order Guides Scoreboard
• Blanket Purchase Orders: Item Editor → Sourcing Tab → BPOs Scoreboard
• Inventory: Item Editor → Inventory Tab → Inventory Control Scoreboard
• SKU: Item Editor → Point of Sale Tab → SKU Scoreboard

The Create Task action allows users to add a task from the Item Details by selecting a task type from the dropdown.

Users can choose from the following dropdown options:

• Ask a Question
• Check a Balance
• Add to Inventory
• Remove from Inventory
• Review Retail Setup
• Create a SKU
• Deactivate a SKU
• Change Price
• Add UPC
• Add to Outlet Inventory

The task creation form includes: task type, summary, optional additional request information, priority, assign to, and attachments.

The required fields must be completed before selecting Create.

To Edit a created task, go to the Tasks SB, click on the task row to make any changes.

The Inventory Balance Concerns tool identifies items with negative balances or unusual fluctuations, such as exceeding thresholds compared to the previous month, allowing for proactive issue resolution before month-end.

The Variance by Period Filter allows users to filter tasks by different timeframes and variance threshold percentages, with the default period set to 6 months and a 25% variance threshold.

Users can filter by:

• 1 Month
• 3 Months
• 6 Months (Default)
• 9 Months
• Month: Enter Month Value (Filter must be less than 24 months)
• Threshold: Default 25% (Enter a variance value)

By default, the Inventory Balance Concerns section displays items filtered by Cost Variance, Negative Balances, Dollar Carry, and Invalid Units.

• The Cost Variance filter displays concerns related to Carry Threshold.
• The Negative Balances filter displays concerns for Negative Carry Cost, Negative On-Hand Quantity, and Negative On-Hand Amount.
• The Dollar Carry filter displays concerns for Dollar Carry Price.
• The Invalid Units filter displays concerns for Invalid Issue Unit.

The Item Details displays the following information in the Inventory Balance Concerns section: 

• Property, Entity, Department and Codes
• Item Icon: Department Initials
• Item Number
• Item Name
• Item Status
• Specifications
• Unit Breakdown
• Carry, Replenish and Issue Units
• Reference Number
• Misc Use: Yes or No color-coded bubble
• Concern Badge(s)
• Current Balances
• Create Task Button

Clicking on the Item details will direct the user to the Item Editor Inventory Tab.

The Inventory Balance Concerns include Carry Threshold, Dollar Carry Price, Negative Carry Cost, Negative On-Hand Quantity, Negative On-Hand Amount and Invalid Units.

This tool helps users quickly identify inventory balance issues, marked with a red color-coded badge.

Cost Variance

• Carry Threshold Concern: The item exceeds the specified variance filter.

Negative Balances

• Negative Carry Cost: The item has a carry cost that is negative.
• Negative On-Hand Quantity: The item has a negative quantity for both Beginning and Ending Inventory.
• Negative On-Hand Amount: The item has a negative amount for both Beginning and Ending Inventory.

Dollar Carry

• Dollar Carry Price: The item has a carry cost of $1.00 and a Non-Zero Ending quantity; the item still has remaining stock to be accounted for and its carry cost is set at $1.00.

Invalid Units

• Invalid Issue Units: The item has an incorrect issue unit setup for inventory control. This concern has been flagged as a precaution, even though it technically shouldn't be present.

Clicking on a concern badge takes the user to the corresponding item editor inventory tab screen to resolve the issue.

The Current Balances in the Inventory Balance Concerns tool includes the following information: Carry Cost, Average Cost, Average, Beginning Inventory Quantity & Amounts, and Ending Inventory Quantity and Amounts. 

• Average Cost: Average Historical Inventory Data
• Carry Cost: Stored in the inventory record as the average of all purchases.
  • Each month, we roll over the balances and store the previous month's data in a historical file. 
  • The average is calculated over a set number of months (based on the period parameters), reflecting the carry cost for the selected months.
• Average: The percentage difference between the average cost and carry cost. 
  • Variance Percent = Carry Cost - Average Cost / Average Cost x 100
• Beginning: Beginning Inventory Quantity & Amount of the selected month parameters.
• Ending: Ending Inventory Quantity & Amount of the selected month parameters.

Clicking on any current balance field will take the user to the Item Editor Inventory Tab screen, where they can view the item's details.

The Create Task action allows users to add a task from the Item Details by selecting a task type from the dropdown.

Users can choose from the following dropdown options:

• Ask a Question
• Check a Balance
• Add to Inventory
• Remove from Inventory
• Review Retail Setup
• Create a SKU
• Deactivate a SKU
• Change Price
• Add UPC
• Add to Outlet Inventory

The task creation form includes: task type, summary, optional additional request information, priority, assign to, and attachments.

The required fields must be completed before selecting Create.

To Edit a created task, go to the Tasks SB, click on the task row to make any changes.