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Learn how you can configure Inventory Management Business Definition that will dictate the overall behavior of Inventory Management. |
What does this section cover?
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What are Inventory Management Definitions?
Inventory Management definitions is a set of business rules used to control the behavior of Inventory Management throughout their whole life cycle. Inventory management definitions are mandatory. If no active inventory management definitions exists then no inventory management processes can be performed.
In particular, via 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.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations |
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| Save |
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| Edit |
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| Delete |
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Inventory Management Definition attributes
Name | Description | ||||||||||||||||||
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| Number | An auto generated number that uniquely identifies the Inventory management definition | ||||||||||||||||||
| 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 | ||||||||||||||||||
| Description | A 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 Physical Goods on Jobs* |
Determines which types of warehouses can be used while adding or removing physical goods on subscriptions, through specific business actions which include the following:
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| Allowed Warehouses for Physical Goods on Subscriptions* |
Determines which types of warehouses can be used while adding or removing physical goods on subscriptions through specific business actions which include the following:
A classification of each specified warehouse type, that identifies if each warehouse type can be used to provide physical goods for rental, direct sales, indirect sales needs to be set on specific business actions.The classification is selected per each warehouse that can be specified in the following business actions
The following classification options are available:
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| Allowed Warehouses for Physical Goods * |
Determines which types of warehouses can be used while adding, removing or swapping physical goods through specific business actions related to either a Subscription or a Job. Multiple Allowed Warehouse types can be specified which include the following:
A classification of each specified warehouse type, that identifies if each warehouse type can be used for physical goods for rental, direct sales, indirect sales needs to be set on specific business actions.The classification is selected per each warehouse that can be specified in all business actions The following classification options are available:
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Defining your own Inventory Management Definition tailored to your company's needs
- Navigate to CONFIGURATION > FOUNDATION > INVENTORY MANAGEMENT > SET UP BUSINESS DEFINITIONS
- Either search for an existing one or from the Top Menu click on NEW
MAIN INFORMATION
Provide the required information
Name
Alternative Code
Description
You can also view information regarding the definition's state
ALLOWED WAREHOUSES FOR SUBSCRIPTIONS
Status colour Red title Available up to CRM.COM R9.0.0 FOR ADDING
Click on ADD and specify the required information
Warehouse Type
Classification
FOR ADDING DURING SWAP
Click on ADD and specify the required information
Warehouse Type
Classification
FOR REMOVING
Click on ADD and specify the required information
Warehouse Type
Default
FOR REMOVING DURING SWAP
Click on ADD and specify the required information
Warehouse Type
Classification
ALLOWED WAREHOUSES FOR JOBS
Status colour Red title Available up to CRM.COM R9.0.0 FOR ADDING
Click on ADD and specify the required information
Warehouse Type
FOR ADDING DURING SWAP -
Status colour Red title Available from CRM.COM R9.0.0 Click on ADD and specify the required information
Warehouse Type
FOR REMOVING
Click on ADD and specify the required information
Warehouse Type
Default
FOR REMOVING DURING SWAP -
Status colour Red title Available from CRM.COM R9.0.0 Click on ADD and specify the required information
Warehouse Type
ALLOWED WAREHOUSES FOR PHYSICAL GOODS
Status colour Green title Available from CRM.COM R10.0.0 FOR ADDING
Click on ADD and specify the required information
Warehouse Type
Classification
FOR ADDING PHYSICAL DURING REPLACEMENT
Click on ADD and specify the required information
Warehouse Type
Classification
FOR REMOVING
Click on ADD and specify the required information
Warehouse Type
Default
FOR REMOVING DURING REPLACEMENT
Click on ADD and specify the required information
Warehouse Type
Classification
LOG INFORMATION
Include Page WIP:Log Information - Global WIP:Log Information - Global - From the Top Menu click on SAVE
Deleting Inventory Management Definitions
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Changing the Life Cycle State of Inventory Management Definition
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| Note |
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Visit Understanding Inventory Management for business examples related to Inventory Management Definitions |
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