Inventory Management - Information System Supplies

rkhickam

1. Is anyone managing supplies / inventory for Information Systems products (monitors, PC’s, printers, network hubs) within Supply Chain?
2. If yes, are there any approvals established within Infor that control departments requisitioning these supplies?
3. If yes, what department evaluates the requisition to determine the validity of the request.
4. If yes, how is the request for the product created? RSS Requisition?
5. If the supplies are managed as inventory, are they hitting the asset balance sheet?
6. Does Information System incur the expense for these products, or does the requesting / end user’s department?

Daniel Martinez

Hi Bob, 

we are on v10 but we did implement this. 

1. If yes, are there any approvals established within Infor that control departments requisitioning these supplies?
   No, only the IS inventory manager requests these items.
2. If yes, what department evaluates the requisition to determine the validity of the request. N/A
   
3. If yes, how is the request for the product created? RSS Requisition? RSS. we created a specific IS item location that they request from.
4. If the supplies are managed as inventory, are they hitting the asset balance sheet? They are not hitting the balance sheet. We brought these items in as a 0 charge since they were purchased as capital. so the inventory is quantity only. 
5. Does Information System incur the expense for these products, or does the requesting / end user’s department? IS incurs the cost since they have the budget. We did float the idea of charging the departments but opted to avoid the hassle of carving out the budget for it for each department. 

ben-auer

Hey Bob!

1. Is anyone managing supplies / inventory for Information Systems products (monitors, PC’s, printers, network hubs) within Supply Chain?
   1. Yes, we use infor for managing supplies.  Not a perpetual inventory, but we have items linked to Infor Item Master items for IT users to order.  We also intend on using an nfor contract with our designated  IT supply distributor which includes specials.
2. If yes, are there any approvals established within Infor that control departments requisitioning these supplies?
   1. There was some work that started with building out an approval process for IT items within Infor.  That project was stopped before it was fully completed.  Currently we use the standard approvals within Infor based on dollar threshold that all other departments use.
3. If yes, what department evaluates the requisition to determine the validity of the request.
   1. It would have been the IT team.  They still review it if a bove $1,000 in terms of does the expense line up.
4. If yes, how is the request for the product created? RSS Requisition?
   1. RSS requisition.
5. If the supplies are managed as inventory, are they hitting the asset balance sheet?
   1. N/A
6. Does Information System incur the expense for these products, or does the requesting / end user’s department?
   1. We have two categories -
      1. Some orders are for their stock of commonly used items that they replenish throughout the health system as needed.  These get expensed to IT.
      2. We also have other orders that departments request that must be purchased as a non-stock and these orders hit the department budget directly.

Side Note: Curious on how you make it so that regular users cannot order IT items?  Or do you not have that limitation in place?  We have been using the purchasing class of "IT" on item master items.  Only requesters who have this purchasing class assigned to their profile can then order the item master IT items.  

Currently Infor doesn't restrict specials on contract being ordered by purchasing classes though, looks like this may be changing with the CU this month.  So just a heads up!

Thanks,

Ben