Supply Distribution

The Supply Distribution screen allows customers to track non-fleet related inventory such as tools and supplies. Users can associate an employee to a Part Issue/Transfer transaction meant for tools and supply distribution. Users can issue inventory to Departments, Accounts, and Units as well as transfer to other locations via this screen. It allows for multiple Part Issues and/or Part Transfers per line item based on defined Part Charge Codes derived from the associated inventory location record.

Transaction Info:

• Transaction Date - This field will default to the current date/time.
• Location Group - Required field, these groups are setup and maintained on the Location Groups screen and assigned to user roles.
• Maint. Location - This list of values will pull any Maintenance Locations that are associated with the selected Location Group.
• Employee - Must be a valid inventory employee, the one issuing or transferring the inventory.
• Recipient/Foreman - This must be a valid M5 Employee that is also a Supervisor. If there is a value designated in the Supervisor Field on the Inventory Tab of Location Main for the Maintenance Location selected, that value will default into this field.

Part Distribution:

• Part Number - Must be a valid part number in M5 and it must have a Part Charge Code assigned to the Part Inventory Location Manager (PILM) record. If you enter a part that does not have a Part Charge Code assigned, you will receive an error message.
• Description - This value will default in with the description from the Part Main record.
• Location - Required field, only locations that the part exists at may be used, i.e. locations where the part is setup on Part Inventory Location Manager (PILM).
• From Reserve - If there are any reserve parts for a Unit, Department, or Account, you can check this box to issue those reserved parts.
• Part Charge Code - This value will default in with the value from Part Inventory Location Manager, but you can change the value via the drop down menu (Part Charge Codes).
• Issue Entity - This value will depend on the Charge Code selection. If the charge code is for 'Unit' you would enter or select a valid unit number. If 'Transfer" you would select or enter a valid inventory location. Same goes for Department and Accounts.
• Cost Category Code - This value will default in with the value from Part Inventory Location Manager, but you can change the value to a different code as appropriate (Cost Category Codes).
• Unit of Measure - Will default in with the value on the part record.
• Available Quantity - Read-only, will default in with the number of parts available in stock at the location.
• Quantity - Required field, the number of parts involved in the specified transaction, either being issued or transferred.
• Unit Cost - Read-only, cost per unit.
• Extended Cost - Read-only, cost per unit times the quantity being issued/transferred.
• Fail Code - Enter or select a valid Failure Code, if applicable.

When finished entering the applicable data for the issue or transfer, click the 'Save' button at the top of the screen to perform the transaction. You can view transaction history via the Part Journal Query screen.

Role Privileges

DISTRIBUTION CREDIT - Allows a user to apply a credit (negative) entry to be entered within the Supply Distribution screen.

MOBILE - SUPPLY - Allows use of the Supply Distribution logic within MobileFocus.

Last Updated: 04/23/2018

NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.

Additional training and technical documents on this subject may be available in the Resource Files area.