Chapter 2. Inventory Module

Chapter 2. Inventory Module

1. Transfer Order

1.1. New Transfer Order

1.1.1. Transfer Order Item

1.2. List Transfer Orders

1.3. Release Transfer Orders by Agent

2. Physical Inventory

2.1. Create Count Tags

2.1.1. Create Count Tags by Planner Code
2.1.2. Create Count Tags by Class Code/Site
2.1.3. Create Count Tag by Item

2.2. Create Cycle Count Tags by Site

2.3. Enter Count Slip

2.4. Enter Count Tag

2.5. Enter Miscellaneous Inventory Count

2.6. Zero Uncounted Count Tags by Site

2.7. Thaw Item Sites by Class Code/Site

2.8. Post Count Slips

2.9. Post Count Tags

2.10. Purge Posted Count Slips

2.11. Purge Posted Count Tags

2.12. Reports

2.12.1. Frozen Item Sites
2.12.2. Count Slip Edit List
2.12.3. Count Tag Edit List
2.12.4. Count Slips by Site
2.12.5. Count Tags

3. Receiving

3.1. Enter Receipt

3.1.1. Enter Receipt Item

3.2. List Unposted Receipts

3.3. Purchase Order Return

3.3.1. Enter Return Item

3.4.1. Print Receiving Labels by Order

4. Shipping

4.1. Issue to Shipping

4.1.1. Issue Line to Shipping

4.2. Maintain Shipping Contents

4.2.1. Shipping Information

4.3. Ship Order

4.4. Recall Orders to Shipping

4.5.1. Packing List Batch
4.5.2. Print Packing List Batch
4.5.3. Print Packing List
4.5.4. Print Shipping Form
4.5.5. Print Shipping Forms
4.5.6. Shipping Labels

4.6. Reports

4.6.1. Backlog
4.6.2. Shipments

5. Transactions

5.1. Adjustment Transaction
5.2. Scrap
5.3. Expense Transaction
5.4. Material Receipt
5.5. Transform
5.6. Reset QOH Balances
5.7. Inter-Site Transfer
5.8. Relocate Inventory

6.1. Print Item Labels by Class Code
6.2. Print T/O Forms

7.1. Valid Locations by Item

7.2. Quantities on Hand

7.3. Quantities on Hand by Zone

7.4. Quantities on Hand by Location

7.5. Location/Lot/Serial # Detail

7.6. Expired Inventory

7.7. Slow Moving Inventory

7.8. Inventory Availability

7.9. Substitute Availability by Root Item

7.10. Inventory History

7.11. Detailed Inventory History by Location

7.12. Detailed Inventory History by Lot/Serial #

7.13. Item Usage Statistics

7.14. Time-Phased Item Usage Statistics by Item

7.15. Inventory Status

7.15.1. Inventory Buffer Status by Planner Code
7.15.2. Inventory Buffer Status by Class Code
7.15.3. Inventory Buffer Status by Item Group

8.1.1. Site

8.2. Site Locations

8.2.1. Site Location

9. Item Site

9.1. Enter Item Site
9.2. Item Sites
9.3. Item Availability Workbench

10. Lot/Serial Control

10.1. Location/Lot/Serial # Detail
10.2. Detailed Inventory History by Lot/Serial #
10.3. Reassign Lot/Serial Number
10.4. Quick Relocate

11. Utilities

11.1. Unbalanced QOH by Class Code

11.2. Adjust Average Cost Value

11.3. Update Item Controls

11.3.1. Update ABC Class
11.3.2. Update Cycle Count Frequency
11.3.3. Update Item Site Lead Times
11.3.4. Reorder Levels
11.3.5. Order Up To Levels

11.4. Summarize Transaction History by Class Code

11.5. Create Item Sites by Class Code

11.6. Maintain External Shipping Records

11.6.1. External Shipping Maintenance

12.1. Configure

12.1.1. Configure Inventory

12.2. Accounting Mappings

12.2.1. Cost Categories
12.2.2. Expense Categories

12.3. Master Information

12.3.1. Characteristics
12.3.2. Planner Codes
12.3.3. Reason Codes
12.3.4. Site Types

In this chapter, we describe the Inventory module. This module is responsible for defining and maintaining the following key components:

Item sites
Inventory transactions
Physical inventory
Shipping & receiving
Sites
Site location
Lot/serial
Cost categories

The module is also responsible for generating general ledger (G/L) transactions that record and track physical inventory movements throughout the production environment.


9.2.12. Work Centers		1. Transfer Order