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Here you can set up and manage your inventory store transfer and restocking rules. The Inventory Administration section comprises three tabs:

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Setting Up Rules for Inventory Store Transfers

Each inventory store transfer that you are going to create in Inventory Manager will be associated with a work order. Transferred parts will be listed as materials on such work orders. Before you create a transfer, define default parameters for all work orders created in the event of inventory transfers.

Once you have specified all the required parameters and saved your settings, you can get down to creating store transfers.

If you have not yet assigned employees who should be responsible for creating and managing transfers in your organization, read Subscriber Permissions to learn how to enable the corresponding permissions for your employees.

Work orders for store transfers will be created strictly by the book:

• Transfer-related work orders will belong to the specified category and trade.
• They will have the predefined priority.
• They will be submitted with the status you’ve set.
• They will be dispatched to the default provider. 
• The not-to-exceed (NTE) amount of such work orders will equal the number of parts transferred multiplied by the part price per unit.
• Transfer-related work orders will be created for the destination location — the location that is supposed to receive the requested items.

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Parts Purchasing

When external providers are performing service on a work order and it requires a part(s) to finalize the job and change the work order status to In-Progress/Parts on Order, there is the ability to add an additional step which includes you. This requires providers to specify the specific part(s) needed to complete the work order. When the option is turned off, providers will not be required to include you during the part(s) checking or ordering process. 

Checking Inventory First

You can incorporate the Checking Inventory First for Internal Providers to search and locate the part(s) if they are in stock and available within your inventory. If not checked, internal providers can go ahead and submit a Non-Catalog request.

Requiring Parts Extended Status

Adding an extend status allows for the option to add parts purchasing whenever a work order’s status has been changed to that specific extended status. You can add as many extended statuses to the parts purchasing as you would like. 

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Restocking Options and Schedule

Inventory restocking allows you to automate the process of replenishing a location that has had a reduction in inventory. The automated process is run based on the rules you configure under the Restocking Options and Schedule tab.

Restocking is available for warehouses and trucks only.

When the time comes to restock parts to ensure that the location has enough on-hand quantities, Inventory Manager takes the required part quantity from the primary supply location to replenish the inventory.

Configuring the restocking process is performed in 2 steps.

Step 1

You can specify how and when you want to have your warehouses and trucks restocked.

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Restocking Options

The restocking process depends on the restocking method you apply.

When you opt for this method, ensure that Minimum and Maximum Quantities are provided for your parts in stock records.

As soon as the part on-hand quantity meets or falls below the minimum, the system will request the restock of the part, bringing it back to the maximum. By setting minimum and maximum quantities, you can ensure that there is at least the minimum amount of inventory on hand at all times.

The concept here is only to replenish what has been used. On the scheduled date, Inventory Manager automatically creates restocking transfers to restock all the parts that have been used since the last restocking at warehouses and/or on trucks. The part quantity to be restocked will equal the part quantity taken from the inventory location since the last restocking.

Step 2

Your next step is to specify which parts should be included in or excluded from the auto-restocking process. By default, all your inventory parts are included in the restocking process. By clearing the Auto Restock checkbox in the overlay for editing part information in your Parts Catalog, you exclude the part from the process.

Restocking Process

In line with the above settings, restocking will take place on the specified date, at the specified time, across the selected locations (warehouses and/or trucks), for the specified parts.

• On the scheduled date, Inventory Manager checks for parts that should be restocked and automatically creates a restocking transfer.
• You can view the restocking transfer details in Inventory Manager > Transactions tab.
• You can take action on restocking transfers by moving them to the required status along their journey: 
• From Open to Picking
• From Picking back to Open if required
• From Picking to Shipped
• From Shipped to Received

Learn more about Restocking Transfer Statuses and Lifecycle.

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GWP Equivalents for Refrigerant Parts

Each refrigerant part group you have loaded in Inventory Manager can be assigned the corresponding Global Warming Potential (GWP) equivalent.

GWP allows comparisons of the global warming impacts of different refrigerant gases. The larger the GWP, the more the given gas warms the Earth compared to CO2.

Why Is Identifying GWP Important?

Identifying the GWP values of the refrigerants contained in refrigeration in HVAC units helps Facility Managers in the following ways:

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  colour Yellow title Visibility:

  It adds visibility into carbon emissions, helping FMs calculate carbon emissions from their equipment.

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  colour Yellow title Efficient reporting:

   It helps FMs in reporting to the sustainability department regarding their impact on sustainability.

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  colour Yellow title Asset anomalies:

   It gives FMs the ability to identify assets that are contributing to global warming so that FMs can make adjustments to those assets.

Navigating the GWP Equivalents Page

Assigning GWP Equivalents to Refrigerant Part Groups

We recommend that you assign GWP equivalent to all of your refrigerant part groups to ensure accurate reporting on carbon emissions.

Once the GWP equivalent is selected, the remaining fields (Refrigerant Common Name, High GWP, and GWP Value) are populated automatically based on the database values loaded by ServiceChannel. It is not allowed to update these three fields manually. 

Your changes on this page are saved automatically.

Getting the Report on the Total GWP and CO2 Impact of Your Refrigerants

Now that you have set up GWP equivalents for your refrigerants, you can get a detailed report on the total GWP and CO2 impact of your refrigeration and HVAC units in the Refrigerant Tracking Dashboard in Analytics. Learn more about it in Refrigerant Tracking Dashboard.

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InventoryCycleCount InventoryCycleCount

Inventory Cycle Count

Cycle Counts allows for configuring and performing physical counts of parts at inventory locations. You can configure the cycle count based on:

Editing a Scheduled Cycle Count

When a Cycle Count has been added and becomes available, you can take action by editing the scheduled Cycle Count information. There are filters available when searching for particular scheduled cycle count to edit. 

Viewing Upcoming Cycle Count in Inventory Location

The Cycle Count is available within the location under Inventory Locations tab. From there, you can go into the details of the Cycle Count to view all included parts for the Cycle Count. Once inside, manually add the number of parts for a particular inventory to calculate the Total Variance Cost which represents the total cost of parts used in the inventory minus from the System Total Cost. You are able to search for a specific part by using the textbox and minimize part sections. 

Viewing Cycle Count Report

Once a Cycle Count has been completed, it can be approved by the user along with making updates to the count, view previous cycle counts, download, and print the report when needed. The information includes: 

• Viewing Cycle Count Status
• Viewing Cycle Count History
• Viewing Cycle Count Audit Trail