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 Back to Inventory Management Main Page

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Learn how you can to configure Inventory Management Business Definition Definitions that will dictate determine overall behavior behaviour 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 throughout its Life Cycle. The Warehouse Types that Physical Goods will be retrieved from or moved back to when used either on Jobs or Subscriptions can be defined through Inventory Management Definitions. For each Warehouse Type, a Classification must be defined determining the Type of Sale that the Physical Goods of the Warehouse will be available for.

There are three Classifications: 

  • Rentals: Used for Installed Items in Subscriptions that are not purchased by the customers and must be returned when the Subscription is terminated.
  • Direct Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to the business.  The customers get billed for the Physical Good through CRM.COM, and it does not have to be returned after the customer stops cooperating with the business.
  • Indirect Sales: Used for Installed Items that are sold through Jobs and are extracted from Warehouses that belong to a business partner. The customers do not get billed for the Physical Good through CRM.COM, and it doesn't not have to be returned after the customer stops cooperating with the business.

Inventory Management Definitions can be edited, deleted and have their Life Cycle State changed given  provided that Validations alidations are met.

  • Navigate to Inventory Management  Definitions and explore existing records entries via the Summary page. 

  • Click on the link (name Name or numberNumber) of the record entry 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 performed on the Inventory Management  you are looking atthe displayed Inventory Management Definition.

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  fieldsfields.

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validations
validations
Validations 

ActionValidations
Create
  • Multiple Inventory Management Definitions can exist in the system System but each one should have a unique name and alternative codeName and Alternative Code.
Edit
  • Mandatory Fields must be defined.
Delete
  • Definition cannot Cannot be deleted if its it is the 'Active one' Definition.

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attributes
attributes
Attributes - 
Status
colourRed
titleApplicable up to CRM.COM R9.0.0

An * indicates a field is mandatory mandatory. 

 Alternative code

Allowed Warehouses for Physical Goods on Jobs *

Name

Description

 NumberAn auto-generated number that uniquely identifies the Inventory management definitionDefinition.
Main Information
 Name *The name Name of the definitionDefinition.
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 specifiedDefinition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description for of the definitionDefinition.
State *The state State of the definition Definition which can be active or inactive'Active' or 'Inactive. Only one active definition 'Active' Definition can exist at any pointa time.
Allowed Warehouses
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     for SubscriptionsFor AddingFor Adding*

Determines the Types of Warehouses that can be used when adding Physical Goods to Subscriptions.

For each Warehouse Type a Classification must be selected between:

  • Rentals
  • Indirect Sales
For Adding During SwapFor Adding During Swap*

Determines the Types of Warehouses that can be used when adding Physical Goods to Subscriptions during Swaps.

For each Warehouse Type a Classification must be selected between:

  • Rentals
  • Indirect Sales
For RemovingFor Removing *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions.

A default Warehouse Type must be set for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after being removed from the Subscription.

For Removing During SwapFor Removing During Swap *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions during Swaps.

For each Warehouse Type a Classification must be selected between:

  • Rentals
  • Indirect Sales

A default Warehouse Type must be set for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after being swapped.

Allowed Warehouses for JobsFor AddingFor Adding*

Determines the Types of Warehouses that can be used when adding Physical Goods to Jobs.

For Adding During Swap

For Adding During Swap*

Determines the Types of Warehouses that can be used when adding Physical Goods to Jobs during Swaps.For RemovingFor Removing *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions.

A default Warehouse Type must be set for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after being removed from the Subscription.

For Removing During Swap

For Removing During Swap *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions during Swaps.

A default Warehouse Type must be set for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after being swapped.

Log InformationLog DetailsThe standard set of Log Details information available in all entities.  

 

Attributes - 
Status
colourGreen
titleAvailable from CRM.COM R10.0.0

An * indicates a field is mandatory. 

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. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA Description of the Definition.
State *The State of the Definition which can be 'Active' or 'Inactive. Only one 'Active' Definition can exist at a time.
Allowed Warehouses
For Adding

For Adding *

Determines the Types of Warehouses that can be used when adding Physical Goods to Subscriptions or Jobs.

For each Warehouse Type a Classification must be selected between:

  • Rented
  • Direct Sales
  • Indirect Sales
For Adding During Replacement

For Adding During Replacement *

Determines the Types of Warehouses that can be used when adding Physical Goods to Subscriptions or Jobs during a Replacement.

For each Warehouse Type a Classification must be selected between:

  • Rented
  • Direct Sales
  • Indirect Sales
For Removing

For Removing *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions or Jobs.

For each Warehouse Type a Classification must be selected between:

  • Rented
  • Direct Sales
  • Indirect Sales

A default Warehouse Type must be set for each Classification.

For Removing During Replacement

For Removing During Replacement *

Determines the Types of Warehouses that can be used when removing Physical Goods from Subscriptions or Jobs during a Replacement.

For each Warehouse Type a Classification must be selected between:

  • Rented
  • Direct Sales
  • Indirect Sales

A default Warehouse Type must be set for each Classification.

Log Information
Log DetailsThe standard set of Log Details information available in all entities  
NoteVisit Understanding Inventory Management for business examples related to
. 
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