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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| Action | Validations |
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An * indicates a field is mandatory mandatory.
Name | Description | |
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| Number | An auto-generated number that uniquely identifies the Inventory management definitionDefinition. | |
| Main Information | ||
| Name * | The name Name of the definition | Alternative codeDefinition. |
| 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. | |
| Description | A 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 for Subscriptions| Status | | |
| colour | Red | Applicable up to CRM.COM R9.0.0 |
| For Adding | ||
| For Adding * | Determines which types of warehouses the Types of Warehouses that can be used when adding Physical Goods on to Subscriptions. For each warehouse type 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 the Types of Warehouses that can be used when adding Physical Goods on to Subscriptions during SwapSwaps. For each warehouse type Warehouse Type a Classification must be selected between:
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| For Removing | ||
| For Removing Removing * | Determines which types of warehouses the Types of Warehouses that can be used when removing Physical Goods on from Subscriptions. At least one A default 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 for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after removing them being removed from the Subscription. | |
| For Removing During Swap | ||
| For Removing During Swap Swap * | Determines which types of warehouses the Types of Warehouses that can be used when removing Physical Goods on from Subscriptions during SwapSwaps. For each warehouse type Warehouse Type a Classification must be selected between:
At least one A default Warehouse Type must be set as default for each Classification. The default type determines At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after swapping them on the Subscriptionbeing swapped. | |
Allowed Warehouses for Jobs| Status | | |
| colour | Red | Applicable up to CRM.COM R9.0.0 |
| For Adding | ||
| For Adding* | Determines which types of warehouses the Types of Warehouses that can be used when adding Physical Goods on to Jobs. | |
| For Adding During Swap | ||
For Adding During Swap*AVAILABLE FROM CRM.COM R9.0.0 | Determines which types of warehouses the Types of Warehouses that can be used when adding Physical Goods on to Jobs during SwapSwaps. | |
| For Removing | ||
| For Removing * | Determines which types of warehouses the Types of Warehouses that can be used when removing Physical Goods on from Subscriptions. At least one A default 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 for each Classification. At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after removing them being removed from the Subscription. | |
| For Removing During Swap | ||
For Removing During Swap * AVAILABLE FROM CRM.COM R9.0.0 | Determines which types of warehouses Determines the Types of Warehouses that can be used when removing Physical Goods on from Subscriptions during SwapSwaps. At least one A default Warehouse Type must be set as default for each Classification. The default type determines At least one Type must be set determining the Warehouses in which the Physical Goods will be stored after swapping them on the Subscriptionbeing swapped. | |
| 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 mandatory.
Name | Description |
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| Number | An auto-generated number that uniquely identifies the Inventory management definitionManagement Definition. |
| 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. |
| Description | A description for the definitionDescription of the Definition. |
| 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 | |
| For Adding | |
For Adding * | Determines which types of warehouses the Types of Warehouses that can be used when adding physical goods on subscriptions or jobsPhysical Goods to Subscriptions or Jobs. For each warehouse type Warehouse Type a Classification must be selected between:
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| For Adding During Replacement | |
For Adding During Replacement * | Determines which types of warehouses the Types of Warehouses that can be used when adding physical goods on subscriptions or jobs during replacementPhysical Goods to Subscriptions or Jobs during a Replacement. For each warehouse type Warehouse Type a Classification must be selected between:
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| For Removing | |
For Removing * | Determines which types of warehouses the Types of Warehouses that can be used when removing physical goods Physical Goods from subscriptions Subscriptions or jobsJobs. For each warehouse type Warehouse Type a Classification must be selected between:
At least one warehouse type A default Warehouse Type must be set as default and if more than one classifications are specified, then one of each should be set as defaultfor each Classification. |
| For Removing During Replacement | |
For Removing During Replacement * | Determines which types of warehouses the Types of Warehouses that can be used when removing physical goods Physical Goods from subscriptions Subscriptions or jobs Jobs during replacementa Replacement. For each warehouse type Warehouse Type a Classification must be selected between:
At least one warehouse type A default Warehouse Type must be set as default and if more than one classifications are specified, then one of each should be set as defaultfor each Classification. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities. |
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