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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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Table of Contents

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Navigating to Inventory Management  Definitions

Info

CONFIGURATION > FOUNDATION > INVENTORY MANAGEMENT > SET UP BUSINESS DEFINITIONS

What are Inventory are Inventory Management Definitions Definitions?

Inventory Management definitions is a set of business rules used to control the behavior behaviour of Inventory Management throughout their whole life cycle. Inventory  throughout their 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 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.

Creating, Editing & Deleting Validations & Restrictions

Inventory Management definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions 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.

Anchor
validations
validations
Validations 

ActionValidations
General
  • Not applicable
Create
  • Multiple inventory management definitions can exist in the system but each one should have a unique name and alternative code
SaveEdit
  • Mandatory Fields :must be definedName

Anchor

Alternative CodeEdit
  • Not applicable
Delete
  • Not applicable

Inventory Management  Definition attributes 

attributes

  • State
  • Allowed Warehouses for Physical Goods on Jobs
  • Allowed Warehouses for Physical Goods on Subscriptions

    • attributes
    Attributes

    An * indicates a field is mandatory 

    FOR REMOVING DURING SWAP - 
    Status
    colourRed
    titleAvailable from CRM.COM R9.0.0

  • Click on ADD and specify the required information

    • Warehouse Type

    ALLOWED WAREHOUSES FOR PHYSICAL GOODS
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    FOR ADDING

    Click on ADD and specify the required information

  • Warehouse Type

    • Classification

  • FOR ADDING PHYSICAL DURING REPLACEMENT

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

  • FOR REMOVING DURING REPLACEMENT

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

  • LOG INFORMATION

    • Include PageWIP:
    NameAvailable up to AVAILABLE UP TO CRM.COM R9.0.0

    Determines which types of warehouses can be used while adding or removing physical goods on subscriptions, through specific business actions which include the following:

    • For adding Physical Goods
    • For adding adding Physical Goods (during swap)
    • For removing Physical Goods
    • For removing Physical Goods (during Swap)
    Available up to AVAILABLE UP TO CRM.COM R9.0.0

    Determines which types of warehouses can be used while adding or removing physical goods on subscriptions through specific business actions which include the following:

    • For adding Physical Goods
    • For adding Physical Goods (during Swap) -
    Available from  AVAILABLE FROM CRM.COM R9.0.0
  • For removing Physical Goods
  • For removing Physical Goods (during Swap) -
    • Available from  AVAILABLE FROM CRM.COM R9.0.0

    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

    • For Adding Physical Goods
    • For Adding Physical Goods (during Swap)

    The following classification options are available:

    • Rentals
    • Indirect Sales
    Available from AVAILABLE FROM CRM.COM R10.0.0

    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:

    • For Adding Physical Goods
    • For Adding Physical Goods During Replacement
    • For removing Physical Goods
    • For Removing Physical Goods During Replacement

    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:

    • Rentals
    • Indirect Sales
    • Direct Sales

    Name

    Description

    Number NumberAn auto generated number that uniquely identifies the Inventory management definition
    Main Information
     Name *The name of the definition
    Alternative  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
    Allowed Warehouses for Physical Goods on Jobs *

    Status
    colourRed
    title
    Allowed Warehouses for Physical Goods on Subscriptions*

    Status
    colourRed
    title
    Status
    colourRed
    title
    Status
    colourRed
    title
    Allowed Warehouses for Physical Goods Goods *

    Status
    colourGreen
    title

    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

    1. Provide the required information

      1. Name

      2. Alternative Code

      3. Description

    2. You can also view information regarding the definition's state

      Inventory Management Definitions - Main InformationImage Removed
       

    • ALLOWED WAREHOUSES FOR SUBSCRIPTIONS
    Status
    colourRed
    titleAvailable up to CRM.COM R9.0.0

    FOR ADDING

    Click on ADD and specify the required information

  • Warehouse Type

    • Classification

  • FOR ADDING DURING SWAP

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

  • FOR REMOVING DURING SWAP

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

    • ALLOWED WAREHOUSES FOR JOBS
    Status
    colourRed
    titleAvailable up to CRM.COM R9.0.0

  • FOR ADDING

    1. Click on ADD and specify the required information

      1. Warehouse Type

         

  • FOR ADDING DURING SWAP - 
    Status
    colourRed
    titleAvailable from CRM.COM R9.0.0

    1. Click on ADD and specify the required information

      1. Warehouse Type

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

    • Log Information
    - Global
    WIP:
    Log
    Information - Global
  • From the Top Menu click on SAVE

    • Deleting Inventory Management  Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Inventory Management Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global
    DetailsThe standard set of Log Details information available in all entities  
    Note

    Visit Understanding Inventory Management for business examples related to Inventory Management Definitions

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