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Excerpt
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Learn how you can configure Inventory Management Business Definition that will dictate overall behavior of Inventory Management

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Table of Contents

Table of Contents
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Navigating to Inventory Management  Definitions

Info

CONFIGURATION > FOUNDATION > INVENTORY MANAGEMENT > SET UP BUSINESS DEFINITIONS

What are Inventory Management  Definitions?

Inventory Management Definitions is a set of business rules used to control the behaviour of Inventory Management  throughout their Life Cycle. In particular, through Inventory Management Definitions you have the option to define the Warehouse Types from where Physical Goods will be retrieved or moved back to when used either on Jobs or Subscriptions.

Inventory Management Definitions can be edited, deleted and have their Life Cycle State changed given that Validations are met.

  • Navigate to Inventory Management  Definitions and explore existing records via the Summary page. 

  • Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition. 

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

  • Click on the Audit Trail button to view a log of changes done on the Inventory Management  you are looking at.

Check the Validations Table below for a list of available Actions when working with Inventory Management , including each Action's related validations, restrictions, a description of its system process, and additional information. View the Attributes Table for a comprehensive description of the Inventory Management  fields.

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validations
validations
Validations 

ActionValidations
Create
  • Multiple Inventory Management Definitions can exist in the system but each one should have a unique name and alternative code
Edit
  • Mandatory Fields must be defined
Delete
  • Definition cannot be deleted if its the Active one

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attributes
attributes
Attributes - 
Status
colourRed
titleApplicable up to CRM.COM R9.0.0

An * indicates a field is mandatory 

Name

Description

 NumberAn auto generated number that uniquely identifies the Inventory management definition
Main Information
 Name *The name of the definition
 Alternative code *An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in capitals), if nothing else is specified
DescriptionA description for the definition
State *The state of the definition which can be active or inactive. Only one active definition can exist at any point
Allowed Warehouses for Subscriptions
Status
colourRed
titleApplicable up to CRM.COM R9.0.0
For Adding
For Adding *

Determines which types of warehouses can be used when adding Physical Goods on Subscriptions.

For each warehouse type a Classification must be selected between:

  • Rentals
  • Indirect Sales
For Adding During Swap
For Adding During Swap *

Determines which types of warehouses can be used when adding Physical Goods on Subscriptions during Swap.

For each warehouse type a Classification must be selected between:

  • Rentals
  • Indirect Sales
For Removing
For Removing *

Determines which types of warehouses can be used when removing Physical Goods on Subscriptions.

At least one Warehouse Type must be set as default and if more than one classifications are specified, then one of each should be set as default. The default type determines the Warehouses in which the Physical Goods will be stored after removing them from the Subscription.

For Removing During Swap
For Removing During Swap *

Determines which types of warehouses can be used when removing Physical Goods on Subscriptions during Swap.

For each warehouse type a Classification must be selected between:

  • Rentals
  • Indirect Sales

At least one Warehouse Type must be set as default for each Classification. The default type determines the Warehouses in which the Physical Goods will be stored after swapping them on the Subscription.

Allowed Warehouses for Jobs
Status
colourRed
titleApplicable up to CRM.COM R9.0.0
For Adding
For Adding *

Determines which types of warehouses can be used when adding Physical Goods on Jobs.

For Adding During Swap

For Adding During Swap *

AVAILABLE FROM CRM.COM R9.0.0

Determines which types of warehouses can be used when adding Physical Goods on Jobs during Swap.
For Removing
For Removing *

Determines which types of warehouses can be used when removing Physical Goods on Subscriptions.

At least one Warehouse Type must be set as default and if more than one classifications are specified, then one of each should be set as default. The default type determines the Warehouses in which the Physical Goods will be stored after removing them from the Subscription.

For Removing During Swap

For Removing During Swap *

AVAILABLE FROM CRM.COM R9.0.0

Determines which types of warehouses can be used when removing Physical Goods on Subscriptions during Swap.

At least one Warehouse Type must be set as default for each Classification. The default type determines the Warehouses in which the Physical Goods will be stored after swapping them on the Subscription.

Log Information
Log DetailsThe standard set of Log Details information available in all entities  

 

Attributes - 
Status
colourGreen
titleAvailable from CRM.COM R10.0.0

An * indicates a field is mandatory 

Name

Description

 NumberAn auto generated number that uniquely identifies the Inventory management definition
Main Information
 Name *The name of the definition
 Alternative code *An alternative code for the definition. On creating a new definition it should default to the first letter of each word included in the name (in capitals), if nothing else is specified
DescriptionA description for the definition
State *The state of the definition which can be active or inactive. Only one active definition can exist at any point
Allowed Warehouses
For Adding

For Adding *

Determines which types of warehouses can be used when adding physical goods on subscriptions or jobs.

For each warehouse type a Classification must be selected between:

  • Rented
  • Direct
  • Indirect Sales
For Adding During Replacement

For Adding During Replacement *

Determines which types of warehouses can be used when adding physical goods on subscriptions or jobs during replacement.

For each warehouse type a Classification must be selected between:

  • Rented
  • Direct
  • Indirect Sales
For Removing

For Removing *

Determines which types of warehouses can be used when removing physical goods from subscriptions or jobs.

For each warehouse type a Classification must be selected between:

  • Rented
  • Direct
  • Indirect Sales

At least one warehouse type must be set as default and if more than one classifications are specified, then one of each should be set as default.

For Removing During Replacement

For Removing During Replacement *

Determines which types of warehouses can be used when removing physical goods from subscriptions or jobs during replacement.

For each warehouse type a Classification must be selected between:

  • Rented
  • Direct
  • Indirect Sales

At least one warehouse type must be set as default and if more than one classifications are specified, then one of each should be set as default.

Log Information
Log DetailsThe standard set of Log Details information available in all entities  
Note

Visit Understanding Inventory Management for business examples related to

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