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Navigating to Inventory Management Definitions
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 Physical Goods will be retrieved or moved back to when used either on Jobs or Subscriptions.
Inventory Management Definitions can be edited, deleted and have their Life Cycle State changed given that Validations are met.
- Navigate to Inventory Management Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record 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 on the Inventory Management you are looking at.
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 fields.
Validations
| Action | Validations |
|---|---|
| Create |
|
| Edit |
|
| Delete |
|
Attributes - APPLICABLE UP TO CRM.COM R9.0.0
An * indicates a field is mandatory
Name | Description |
|---|---|
| Number | An 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. 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 |
| Description | A 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 Subscription | |
Allowed Warehouses for Physical Goods on Jobs * APPLICABLE 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:
|
| Allowed Warehouses for Jobs | |
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:
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
The following classification options are available:
|
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
Attributes - AVAILABLE FROM CRM.COM R10.0.0
An * indicates a field is mandatory
Name | Description |
|---|---|
| Number | An 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. 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 |
| Description | A 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 Adding | |
For Adding * AVAILABLE FROM CRM.COM R10.0.0 | Determines which types of warehouses can be used when adding physical goods on subscriptions or jobs. For each warehouse type a Classification must be selected between:
|
| For Adding During Replacement | |
For Adding During Replacement * AVAILABLE FROM CRM.COM R10.0.0 | Determines which types of warehouses can be used when adding physical goods on subscriptions or jobs during replacement. For each warehouse type a Classification must be selected between:
|
| For Removing | |
For Removing * AVAILABLE FROM CRM.COM R10.0.0 | Determines which types of warehouses can be used when removing physical goods from subscriptions or jobs. For each warehouse type a Classification must be selected between:
At least one warehouse type must be set as default and if more than one classifications are specified, then one of each should be set as default. |
| For Removing During Replacement | |
For Removing During Replacement * AVAILABLE FROM CRM.COM R10.0.0 | Determines which types of warehouses can be used when removing physical goods from subscriptions or jobs during replacement. For each warehouse type a Classification must be selected between:
At least one warehouse type must be set as default and if more than one classifications are specified, then one of each should be set as default. |
| Log Information | |
| Log Details | The standard set of Log Details information available in all entities |
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