LESSON INFO

Audience

  • Supervisors permitted to correct Item IDs.
  • Scanner App users who validate item details in the field.

Prerequisites

  • You can navigate to Inventory > Inventory Items.
  • If you plan to validate via Scanner App, you have access to the relevant screens:
    • Find Item permissions (Find Inventory Item By Item ID, Get Inventory Item).
    • Update Item permissions if you will update from scanner.

Skills you’ll build

  • Find an item in the Inventory Items grid using Query Builder.
  • Open the Edit Inventory Item form and identify what is editable vs read-only.
  • Apply a change safely (measurements, location, status, notes/attachments).
  • Avoid common failures caused by missing required fields, length limits, and uniqueness constraints.
  • Verify the change using the Audit Log and the Scanner App.

LESSON OUTLINE

Concept

  • Inventory Items is the system of record for materials in Themis-Trace.
  • Items are managed from a grid and edited in an Edit Inventory Item form.
  • Some fields are read-only (for example: Assigned ID, Current Facility, Current Location, Received Date, Shipped Date).
  • Item ID is read-only in the form, but can be changed through a dedicated Update Item ID form (pencil icon), when permitted.

Locate and open an item

  1. Go to Home > Inventory > Inventory Items.
  2. Use the grid filters or Query Builder to locate the item.
    • Typical identifiers shown in the grid include Assigned ID, Item ID, Customer, Facility, Location, Receiving BOL, Shipping BOL.
  3. Select the correct row to open the Edit Inventory Item form.
  4. Confirm you have the right item using read-only identifiers in the form:
    • Assigned ID (TTIN)
    • Item ID
    • Customer
    • Current Facility
    • Current Location

Safe edits

Update item details in the Edit Inventory Item form

  • Use Save or Save & Close.
  • On save, the form validates required fields and highlights incorrect inputs if there is an error.

Change Item ID

  1. In the Edit Inventory Item form, select the pencil icon beside Item ID.
  2. Enter New Item ID.
  3. Confirm the change when prompted.
  4. Optional: print a tag.

COMMON ISSUES

    • Likely cause: A required field is missing.

    • Checks: Look for required fields in the Inventory Item model:

      • Assigned ID

      • Item ID

      • Customer

      • Status

      • Product Type

      • Ship To

      • Sold To

    Note: This is not an exhaustive list. Required fields are tenant-dependent and can vary across installations. Required fields will have a Blue indicator on the left side of their border.

    • Fix: Fill the missing required fields and save again.

    • Likely cause: Uniqueness validation on Item ID change.

    • Checks: Search the Inventory Items grid for the proposed new Item ID. Verify that it is present already.

    • Fix: Use a different new Item ID.