Configuring Inventory Management Definitions

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Last updated: Jul 17, 2017 by Former user (Deleted)

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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 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.

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.

Attributes - APPLICABLE UP TO CRM.COM R9.0.0

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 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 - AVAILABLE 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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