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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

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
Save
  • Mandatory Fields:
    • Name
    • Alternative Code
    • State
    • Allowed Warehouses for Physical Goods on Jobs
    • Allowed Warehouses for Physical Goods on Subscriptions
Edit
  • Not applicable
Delete
  • Not applicable

Inventory Management  Definition attributes 

Name

Description

NumberAn 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
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 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:

  • For adding physical goodsPhysical Goods
  • For adding Physical Goods (during swap)
  • For removing Physical Goods
  • For removing
    • physical goods
  • Physical Goods (during Swap)

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:

  • For Adding adding Physical Goods
  • For Adding adding Physical Goods (during Swap) -
    Status
    colourRed
    titleAvailable from CRM.COM R9.0.0
  • For removing Physical Goods
  • For removing Physical Goods (during Swap) -
    Status
    colourRed
    titleAvailable 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

Defining your own Inventory Management Definition tailored to your company's needs

  1. Navigate to to CONFIGURATION > FOUNDATION > INVENTORY MANAGEMENT > SET UP BUSINESS DEFINITIONS
     
  2. Either Either search for  for an existing one or from the Top Menu click on NEW 

  3. 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 RemovedInventory Management Definitions - Main InformationImage Added
       

  4. ALLOWED WAREHOUSES FOR SUBSCRIPTIONS

    1. FOR ADDING

      1. Click on ADD and specify the required information

        1. Warehouse Type

        2. Classification
          Subscription Warehouse for addingImage Removed

    2. FOR ADDING DURING SWAP

      1. Click on ADD and specify the required information

        1. Warehouse Type

        2. Classification

          Subscription Warehouse for adding during swapImage Removed 

    3. FOR REMOVING

      1. Click on ADD and specify the required information

        1. Warehouse Type

        2. Default

          Subscription warehouse for removingImage Removed 

    4. FOR REMOVING DURING SWAP

      1. Click on ADD and specify the required information

        1. Warehouse Type

        2. Classification

          Subscription Warehouse for Removing during swapImage Removed 

  5. ALLOWED WAREHOUSES FOR JOBS

    1. FOR ADDING

      1. Click on ADD and specify the required information

        1. Warehouse Type

           

    2. 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

        2. Jobs Warehouse for addingImage Removed

        1.  

    3. FOR REMOVING

      1. Click on ADD and specify the required information

        1. Warehouse Type

        2. DefaultJobs Warehouse for removingImage Removed

           

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

      1. Click on ADD and specify the required information

        1. Warehouse Type


  6. LOG INFORMATION

  7. Include Page
    WIP:Log Information - Global
    WIP:Log Information - Global
  8. From the Top Menu click on SAVE

Deleting Inventory Management  Definitions

Include Page
Deleting a record - Global
Deleting a record - Global

Changing the Life Cycle State of Inventory Management Definition

Include Page
Changing the Life Cycle State of a Definition - Global
Changing the Life Cycle State of a Definition - Global

 

Note

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


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