Editing inventory lists

8.2 Editing inventory lists

The inventory control system uses MyID lists for the following:

Courier – a list of couriers that you can use in stock transfers to record how you are transporting the devices from one location to another.
Kind – a list of the kinds of location; for example, office or warehouse.
Stock Code – a list of the identifiers for types of device. Used in locations and in stock limits.

Note: You must have access to the List Editor option in Edit Roles; see section 8.1, Setting up inventory roles.

To edit the possible values for an inventory list:

In the MyID Operator Client, from the More category, select Configuration Settings then List Editor.

Alternatively, in MyID Desktop, from the Configuration category, select the List Editor workflow.
Select which list you want to edit in the Picklist field.

For inventory lists, select one of the following:
- Courier
- Kind
- Stock Code
If you want to make changes to an existing item, select it.

The item’s current details are displayed at the bottom of the page.

To delete the selected item, click Delete Item.

Note: To select a different item, click the box next to the entry. To change your selection, click a different box. You can select only one item at a time. If you want to clear your selection, click Deselect Item.
To enter details for a list entry:
1. In Display Value, enter or change the value that is displayed in the list.
2. In Value, enter the value that is stored in the database when this option is selected.
3. If you want this entry to be the default option when the list is displayed, select Default.
4. Click either Add New Item (if this is a new list entry) or Modify Item if you are changing an existing entry.
  
  Note: Add New Item is disabled until you have entered the required details.
Recycle the app pool used by the web service to ensure that the list of items is refreshed.
1. On the MyID web server, in Internet Information Services (IIS) Manager, select Application Pools.
2. Right-click the myid.rest.core.pool application pool, then from the pop-up menu click Recycle.

Your new or modified list items are now available for selection.

Warning: If you change the value of a list entry, database records that contain the previous values will not be affected. You need to consider carefully how your changes will affect the consistency of your data.

Avoid removing or changing stock codes that are in use. If you remove or change a stock code, you may experience inconsistency when viewing previously-created records that used that stock code; the old stock code does not appear in the View Stock Limit screen, but does appear in the list of results for the Stock Limits reports.