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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
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Navigating to Inventory Management Definitions
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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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| Action | Validations |
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| Delete |
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| Status | ||||
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An * indicates a field is mandatory
Name | Description | ||||||
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| Number | An 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 | ||||||
| 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 Subscriptions
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| 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:
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| 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:
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| 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:
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
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| 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 Details | The standard set of Log Details information available in all entities | ||||||
Attributes -
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An * indicates a field is mandatory
Name | Description |
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| Number | An 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 |
| 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 Adding | |
For Adding * AVAILABLE FROM CRM.COM R10.0.0 | 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:
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| For Adding During Replacement | |
For Adding During Replacement *AVAILABLE FROM CRM.COM R10.0.0 | 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:
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| For Removing | |
For Removing *AVAILABLE FROM CRM.COM R10.0.0 | 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:
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 *AVAILABLE FROM CRM.COM R10.0.0 | 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:
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 Details | The standard set of Log Details information available in all entities |
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Visit Understanding Inventory Management for business examples related to |
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