Key Benefits:

  • Project Numbers can be assigned to each Work Order and Project Cost Summary Reports can be generated from the system.

  • Low Inventory reports can be run as often as needed, and purchases can be made and updated through the IMS Accounts Payable System!

  • Vehicle and Utility Billing work orders created in the IMS Vehicle Maintenance and Utility Billing software can draw materials directly from the Inventory database.

  • Security features allow sorting the inventory by each user as defined by Inventory Groups and Departments.

  • Year End Inventory worksheets can be printed, physical inventory counts adjusted, and reports of those adjustments are produced.

  • Tasks that are frequently performed are defined as Work Order Types and reports run by those Types.

Documentation
Inventory Work Order Manual (PDF)
Release Notes
iw2243.txt
iw2244.txt
INVENTORY WORK ORDER

The IMS Inventory Work Order program is designed to track individual time and costs associated with each particular work order/project assigned. The design allows tracking of inventory and items used for each project, as well as employee hours used to perform the work order, and equipment used and costs associated to that. The program tracks an on going list of inventory supply available. The program will generate reports necessary to help Managers with the tracking and reporting process, and interacts with the IMS Accounts Payable System to track inventory from purchase order/invoice entry and transfers the required project number/accounts to the IMS General Ledger System. Items that are purchased for a direct work order are also entered through Accounts Payable, and will be automatically included in the materials section of the selected work order. This program will also interface with the IMS Vehicle Maintenance Manager, to provide inventory tracking for parts used for vehicle maintenance.

Projects can be assigned to each work order, and all project data quickly viewed through the Projects file, or in the Project Cost Summary Report

The Inventory Work Order program now works in connection with the Utility Billing Software. Work Orders created in Utility Billing may be automatically added to the Inventory Work Order database. This allows materials used on a work order to be drawn from inventory. Work orders that are completed and closed in the Inventory program, are also marked closed in the Utility Billing program.

Inventory is quickly viewed and sorted by Inventory Group, as well as Stock Number or Description. Users can also access data for purchases made on Inventory Items, whether entered by hand or transferred from the IMS Accounts Payable software.

The program also includes a system for performing and documenting physical inventory. This consists of four components: an inventory worksheet, an adjustment procedure, a report of adjustments made, and a means of transferring the adjusting transactions to General Ledger. The first component (Print, Reports, Inventory, Worksheet) prints a list of inventory items in location/stock number order, with a space for the actual inventory amount to be written. This worksheet is designed to assist users when taking a year-end physical inventory.

The design of the Inventory program allows users to set up Groups of Inventory - and assign those specific groups to a specific user, and then sort the inventory by each group. Grouping inventory allows users to see only their specific inventory; all inventory stock can then be stored in one database. The program will also allow users to be assigned a specific department so only work orders and inventory for that department can be viewed or created by that user, and reports for that specific department printed.

There are reports included to allow printing of both Open and Closed Work Orders, as well as the Low Stock Inventory report, detailing which stock items are ready for re-order. Work Order reports also include detailed work order reports, printing out account detail as well as department totals.

This easy to use program is a great addition to the Public Works Department and the programs offered by IMS to assist in tracking both inventory and work performed.