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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

What are Inventory
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 behavior of Inventory Management  throughout their whole life cycle.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   
Inventory Management  Definition attributes 

behaviour of Inventory Management throughout its Life Cycle. The Warehouse Types that Physical Goods will be retrieved from or moved back to when used 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 provided that Validations are met.

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

  • Click on the link (Name or Number) of the 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 performed on the 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. View the Attributes Table for a comprehensive description of the Inventory Management fields.

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validations
validations
Validations 

ActionValidations
Create
  • Multiple 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
  • Cannot be deleted if it is the 'Active' Definition.

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

An * indicates a field is mandatory. 

 Alternative code

Name

Description

 NumberAn auto-generated number that uniquely identifies the accounts receivable definitionsthe Inventory management Definition.
Main Information
 Name *The name Name of the definitionDefinition.
Alternative Code *An alternative code for the definition. On creating a new definition it defaults 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 can exist at any point
  
  
  

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

  • Navigate to PATH
     
    • Either search for an existing one or from the Top Menu click on NEW
     

    MAIN INFORMATION

     

  • LOG INFORMATION

    • Include PageWIP:Log Information - GlobalWIP:Log Information - Global
  • From the Top Menu click on Save

    • Deleting Inventory Management  Definitions

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Inventory Management  Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global

     

    NoteVisit /wiki/spaces/WIP/pages/10010220 Inventory Management for business examples related to
    'Active' Definition can exist at a time.
    Allowed Warehouses for Subscriptions
    For Adding
    For 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 Swap
    For 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 Removing
    For 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.

    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 Jobs
    For Adding
    For 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 Removing
    For 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 Information
    Log 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. 
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