Support Entities

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.

Inventory Items

Overview

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

 

Visible Fields

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

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 QuantitySystem 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 PointSystem 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 TurnoverInventory turnover details how much inventory is sold over a period of time.
Days InventoryNumber of inventory days. 
Last Measuring Warehouse IndicatorsInformation 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.

 

Buttons
 
The following table describes actions associated to the depicted button image. Note that some images are associated with several buttons, used for more than one purpose within the Inventory Items.
 
Button ImageDescription
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.

Inventory Kardex

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.

 

Sourcing Packages

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.

 

Sourcing Packages Item

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.

 

Item in Count Status Reasons

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.

 

Storage Bin

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.

 

Navigation

Inventories ► Support Entities ► Storage Bin

 

Storage Bin screen Fields

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 IDStorage 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.

 

Storage Section

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.

 

Navigation

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 IDStorage 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.

 

Storage Type

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.

 

Navigation

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.