Support entities are the back bone of the inventories module and it holds the sourcing package that is a collection of Inventory Items predefined for specific purposes; the advantage for Goods/Services Requests is that this will automatically populate the Goods/Services Request Items that are needed. The Inventory Kardex is the second support entities component which is a view where the user may check all the transactions that have been applied to a particular Inventory Item. Transactions will be displayed in chronological order based on the ‘Inventory Transaction Date'. Third component includes inventory items that are stored as a part of the inventory. This allows the organization to keep all inventory on hand recorded in an organized manner so if individual(s) were looking for an inventory item, they could use this screen to easily retrieve the inventory that they wish to inquire about. The fourth Inventory Item in Court Status Reason states the reasons that will support the ‘Inventory Item in Count’ or ‘Inventory Item in Count Perishable Lot’ Status. It could be used for reporting and statistics.
This feature references catalogue items, and contains specific information of the item in an organization, location and warehouse, such as quantity on hand, reorder point, etc.
A screenshot of the Inventory Items feature is available here<. Image is shown as reference material; position and names for labels, fields and buttons are subject to the installed revision, System Parameters and Rendering Control configuration.
Users access Inventory Items from within the menu through this navigation path: Inventories ► Support Entities ► Inventory Items
The following table lists and describes all visible fields for the Inventory Items, in their default order. Note that some fields depend on System Parameters and Rendering Control configuration to be visible and/or editable by users. Field names are subject to change through language label configuration.
Field | Description |
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Application ID | Stores the unique identifier for the inventory items. This is a read only field as the value is automatically generated by the system, and is increased based on a sequence. |
Item | Allows users to select catalogue item from lookup function. |
Warehouse | Represents the physical warehouse where the item is stored. |
Last Count Date | Last date when the item was included in an inventory item count request and when the attribute titled inventory item count request status is equal to Finished. |
Is In Physical Count | This is a read only attribute and can be modified only when a physical count process has been registered. Default value for this field is false. |
Lot Management Required? | System is going to copy the value from attribute titled lot management required from the catalogue item screen. Application users can modify this value. |
Average Unit Cost | The average cost of the item on its standard unit of measure. |
Quantity On Hand | System calculation (users cannot modify this value), updated every time there is an inventory transaction: goods received notes, incoming transfers quantities, subtracting material requests, outgoing transfers quantities, etc. |
Reserved Quantity | System is going to add here the quantity of the item that are in inventory transfer process to reserve this quantity and decreases the quantity available so this quantity won't be available to be use in other transactions. System sets back to 0.00 this attribute once that the transfer is cancelled or delivered. |
Available Quantity | This is a read only attribute, represent the available quantity to be use it on any process. |
Reorder Point | System is going to copy the value from the attribute titled reorder point from the catalogue item screen. |
Order Quantity | System is going to copy the value from the attribute titled order quantity from the catalogue item screen. Application users can modify this value. |
Min Order Quantity | System is going to copy the value from attribute titled 'Min Order Quantity' from the catalogue item screen. Application users can modify this value. |
Maximum On Hand | System is going to copy the value from the attribute titled maximum on hand from the catalogue item screen. Application users can modify this value. |
Inventory Total Cost | System calculation, updated every time there is an inventory transaction processed through the inventory transaction screen. |
Inventory Turnover | Inventory turnover details how much inventory is sold over a period of time. |
Days Inventory | Number of inventory days. |
Last Measuring Warehouse Indicators | Information regarding warehouse indicators. |
Language | Users are allowed to select the language to register the description. |
Remarks | Users are allowed to add relevant information about the item, special treatment, warranty conditions, etc. |
Bar Code | Contains the code recognized by the bar code reader. Mandatory if the parameter titled bar code mandatory is set to true. |
Storage Bin | Users are allowed to select the storage bin from lookup function. |
Location In Warehouse | User defined attribute. It defines the physical location of the item within the warehouse (bid, rack). |
Coding Block | Users are allowed to select the coding block from lookup function. |
Active | Default value for this field is true. If this value is changed to false, such inventory item can't be selected again it remains for references purposes only. |
Perishable Lot Tab | The system populates and updates Perishable Lots information from business transactions (GRN, adjustments) related to the inventory item only when requires lot management flag is true. Application users can see the information but cannot update it. |
Inventory Item Bar Code Alias Tab | This is a collection of bar code aliases associated to a particular inventory item. This is required because the manufacturers may change this code depending on the region or country of manufacture for the same brand/model of a product. |
Button Image | Description |
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The New button allows users to switch to insert mode. This action button allows users to manually create Inventory Items. | |
The Search button allows users to switch to search mode. | |
Find button presents a list of existing items as per the selected filter criteria. From the list users may select one record to retrieve the stored information. | |
Once a record has been created or searched for, users can return to the results screen when necessary. | |
Lookup button allows users to browse and select existing items. Once selected, all available information automatically populates the corresponding fields. | |
The Remove button allows users to remove the selected tab. | |
The Select All button allows users to highlight all the filter criteria. | |
The Unselect All button allows users to unselects all previously highlighted filter criteria. | |
Data Import template button allows users to generate the template file related to the | |
The Import button allows users to Import file. | |
The Save button allows user to save the information inputted. |
Overview
Inventory Kardex is a view where the user may inquire all the transactions, such as Goods Received Notes, Goods Returned Notes, Dispatch Order, Transfer, Adjustment, Initial Inventory, etc. that have been applied to a particular Inventory Item. Transactions will be displayed in chronological order based on the ‘Inventory Transaction Date'.
Navigation
Inventories ► Support Entities ► Inventory Kardex
Inventory Kardex Tab screen Fields
Field | Description |
Inventory Item | The items that are stored as a part of the inventory. |
Description | Short description of the inventory item. |
Unit Of Measure | Classification for measurement of the inventory item. |
Average Unit Cost | The middle (mean /average) cost of the entire inventory items on hand. |
Quantity On Hand | The number of inventory items that is available for use immediately. |
Initial Inventory | The number of early (first) inventory items in stock. |
Overview
A sourcing package is a collection of Inventory Items predefined for specific purposes; the advantage for Goods/Services Requests is that this will automatically populate the Goods/Services Request Items that are needed.
Navigation
Inventories ► Support Entities ► Sourcing Packages
Sourcing Packages screen Fields
Field | Description |
ID | Unique identification code of the Sourcing Package. |
Custom Domain Type | This function creates a Custom Domain Type that can be referenced by any entity within the platform. |
Language | Language used to register the abbreviation and description. |
Abbreviation | Short form of the Sourcing Package. |
Description | Detailed description of the Sourcing Package. |
Overview
This tab holds the list of one or more sourcing package item that are part of source package.
Sourcing Packages Item Tab screen Fields
Fields | Description |
Active | Indicates if the Sourcing Package Item is Active. |
Unit of Measure | Select unit of measure to be used for the Sourcing Package Item from Drop Down list. |
Quantity | The quantity of items to be included in the Sourcing Package. |
Item | The Catalogue Item to be included in the Sourcing Package. |
Overview
Inventory Item in Court Status Reason states the reasons that will support the ‘Inventory Item in Count’ or ‘Inventory Item in Count Perishable Lot’ Status. It could be used for reporting and statistics.
Navigation
Inventories ► Support Entities ► Item Count Status Reasons
Item in Count Status Reason screen Fields
Field | Description |
ID | Unique identification code of the Item in Count Status Reason. |
Is Count Status Reason Active | If false, the Item in Count Status Reason is not active. |
Language | Country specific Language used to register short description and description. |
Short Description | Brief description of the Item in Count Status Reason. |
Description | More detailed description of the Item in Count Status Reason. |
Overview
Storage bin is a storage space or slot. The storage bin is the smallest available unit of space in a Warehouse. The Storage Bin therefore describes the position in the warehouse where the goods are or can be stored. Since the address of a Storage Bin is frequently derived from a coordinate system, a Storage Bin is often referred to as a coordinate.
Inventories ► Support Entities ► Storage Bin
Field | Description |
ID | Unique identifier. Automatically generated by the system. |
Row | Field represents the Storage Bin Row value. |
Stack | Field represents the Storage Bin Stack value. |
Level | Field represents the Storage Bin Level value. |
Storage Bin Code | This field is Read Only. Must be the generated by the system. |
Maximum Weight | Field represents the Maximum Weight of the Inventories. Default value is Zero. |
Total Capacity | Field represents the Total Capacity of the Inventories. Default value is Zero. |
Active | Default value is true. If this value is changed to False, such storage bin can't be selected again it remains for references purposes only. |
Default Storage Bin | Default value is False. If this value is changed to True, such storage bin would be the default storage bin for new Inventory Items. Only one Storage Bin could be set as Default Storage Bin per Warehouse. |
Fire Containment Section | Default value is False. If this value is changed to True, the fire containment section is applicable to storage bin. |
Storage Bin Type | These are the possible storage bin types for the storage bin. Possible storage bin types could be Small, Medium and Large. |
Storage Unit Type | These are the possible storage unit types for the storage bin. Possible storage unit types could be Standard European pallet, Standard Industrial pallet, Wire basket or Tank |
Storage Section | Field represents Storage Section ID of Storage Section where the storage bin is located. |
Warehouse ID | Storage Section Warehouse Id.This value would be assigned automatically by the system. |
Language | Country specific Language used to register description. |
Description | Detailed description of the Storage Bin. |
Overview
Storage Section contains an organizational subdivision of a Storage Type that groups together Storage Bins with similar features for the purpose of putting away stock. The criteria for grouping bins can be defined on a user-individual basis, for example, heavy parts, bulky materials, fast-moving items, slow-moving items. A storage area consists of one or several Storage Bins. The Storage Section can serve as an organizational aid for putting away goods in the warehouse. If user decides on using storage types and storage sections, he must define his organizational goals. Here the physical location is often a decisive organizational factor. It is not absolutely mandatory that user subdivide a storage type into two or more storage sections. However, user must create at least one storage section for each storage type.
Inventories ► Support Entities ► Storage Section
Storage Section screen Fields and Tab
Field | Description |
ID | Unique identifier. Automatically generated by the system. |
Active | Default value is True. If this value is changed to False, such storage section can't be selected again it remains for references purposes only. |
Storage Section Code | If parameter Auto generate Storage Section Codes is 'True'. The value is automatically assigned by the system; it’s the value of attribute Storage Section ID. It’s the Read only attribute. If parameter auto generate Storage Section Codes is 'False'. The value is entered manually by the user. It won't be a Read only attribute. |
Storage Section Type | These are the possible storage section types for the storage section. Possible storage section types could be Fastest, Heaviest, Medium demand, Weight, Slowest, Shortest, Lightest, Fluctuating demand |
Storage Type | The user selects only one value. |
Warehouse ID | Storage Type Warehouse Id, This value would be assigned automatically by the system. |
Language | Country Specific Language used to register description. |
Description | Summary information of the Storage Type. |
Storage Bin Tab | A collection of Storage Bins that belong to this Storage Section displays. It's just display information, if the user wants to delete the bin, it needs to be deleted from the Bin Screen. |
Overview
Storage Type contains a storage area, warehouse facility, or a warehouse zone for Warehouses (Institutions those are used as Inventory Warehouses). Storage Type is a physical or logical subdivision of a warehouse complex that is characterized by its warehouse technique, the space used, its organizational form, or its function. A storage type consists of one or several Storage Sections that consists of one or several Storage Bins.
Inventories ► Support Entities ► Storage Type
Storage Type screen Fields and Tabs
Field | Description |
ID | Unique identifier. Automatically generated by the system. |
Active | Default value is true. If this value is changed to False, such storage type can't be selected again it remains for references purposes only. |
Warehouse ID | Institution Code ID of Warehouse where the storage type is located. The user selects only one value. |
Is Goods Receipt Area | Default value is False. If User switches it to True, then this Storage Type is used as Goods Receipt Area. |
Is Goods Storage Area | Default value is true. If User switches it to True, then this Storage Type is used as Goods Receipt Area. |
Is Goods Issue Area | Default value is False. If User switches it to True, then this Storage Type is used as Goods Receipt Area. |
Is Goods Issue Interim Storage Area | Default value is False. If User switches it to True, then this Storage Type is used as Goods Issue Interim Storage Area. |
Is Blocking Indicators and Inventory Procedures | Default value is False. If User switches it to True, then this Storage Type is used as Blocking Indicators and Inventory Procedures. |
Storage Type Code | If parameter Auto generate Storage Section Codes is 'True'. The value is automatically assigned by the system; it is the value of attribute Storage Type ID. It is a Read only attribute. If parameter Auto generate Storage Section Codes is 'False'. The value is entered manually by the user. It won’t be a Read only attribute. |
Language | Country Specific Language used to register name and description. |
Name | Field represents the Storage Type name. |
Description | Field represents the detailed description of the Storage Type. |
Storage Sections Tab | A collection of Storage Sections that belong to this Storage Type displays. No Add or remove Section in it. It's just display information, if the user wants to delete the section, it needs to be deleted from the Section Screen. |