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

Inventory Management definitions can 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 

General
ActionValidations
  • Not applicable
Create
  • Multiple inventory management definitions 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

An * indicates a field is mandatory 

AVAILABLE UP TO AVAILABLE UP TO

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

Allowed Warehouses for Physical Goods on Jobs *

Status
colourRed
titleApplicable 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)
  • For removing Physical Goods
  • For removing Physical Goods (during Swap)

Allowed Warehouses for Physical Goods on Subscriptions*


 

Status
colourRed
titleApplicable 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 CRM.COM R9.0.0
  • For removing Physical Goods
  • For removing Physical Goods (during Swap) - 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

Allowed Warehouses for Physical Goods *

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
For Adding 
  
  
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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