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 Back to Inventory Management Main Page

Excerpt
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Learn how you can to configure Inventory Management Business Definition Definitions that will dictate the determine overall behavior behaviour of Inventory Management.

What does this section cover?

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Table of Contents

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What are Inventory Management Definitions

Navigating to Inventory Management  Definitions

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 behaviour 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 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 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.

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsGeneral
  • Not applicable
CreateMultiple inventory management definitions can exist in the system

  •  

  • 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.

Anchor
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
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 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. 

Name Physical Goods on Jobs*

Name

Description

Number NumberAn auto-generated number that uniquely identifies the Inventory management definitionDefinition.
Main Information
 Name *The name Name of the definitionDefinition.
Alternative codeCode *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 for

Status
colourRed
titleAvailable 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
titleAvailable 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) -
    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
Allowed Warehouses for Physical Goods *

Status
colourGreen
titleAvailable 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

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

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

  • 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 Removed
       

    • ALLOWED WAREHOUSES FOR SUBSCRIPTIONS
    Status
    colourRed
    titleAvailable up to CRM.COM R9.0.0

    FOR ADDING

    Click on ADD and specify the required information

  • Warehouse Type

    • Classification

  • FOR ADDING DURING SWAP

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

  • FOR REMOVING DURING SWAP

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

    • ALLOWED WAREHOUSES FOR JOBS
    Status
    colourRed
    titleAvailable up to CRM.COM R9.0.0

  • FOR ADDING

    1. Click on ADD and specify the required information

      1. Warehouse Type

         

  • 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

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

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

  • Click on ADD and specify the required information

    • Warehouse Type

    ALLOWED WAREHOUSES FOR PHYSICAL GOODS
    Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0

    FOR ADDING

    Click on ADD and specify the required information

  • Warehouse Type

    • Classification

  • FOR ADDING PHYSICAL DURING REPLACEMENT

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

         

  • FOR REMOVING

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Default

         

  • FOR REMOVING DURING REPLACEMENT

    1. Click on ADD and specify the required information

      1. Warehouse Type

      2. Classification

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