Managing Inventory
- Visibility
- Inventory planning
- Control & Accuracy (cycle count)
Inventory Work Areas:
Inventory, Issues, Shipments, Picks, Receipts
ASN - Advanced Shipping Note
ASBN - Advanced Shipping and Billing Note
Enterprise Structures
- Legal Entity
- Profit Center BU
- Cost Org.
- Inventory Org.
Legal, Managerial, Functional
Locations
- Physical Address
- Affects Tax Authority
- Regulatory Compliance
- Location sets
- Common Set and specific Access Set
Inventory Availability
- On-hand
- Available to Transact
- Available to Reserve
- Secondary On-hand Quantity
Review Item Supply and Demand
- Supply Types
- Demand Types
Material Status Control
- Quarantined
- Inspection required
- Reserved
- Supply and Planning
Material Status Control Levels
- Serial & Lot levels as well
Material Status Transactions
- for each status, which transactions are restricted
Cumulative Effective Status
- combination of disallowed txns.
Explore Receiving
- Direct Receipt - Receipt and point of use
- Standard Receipt
- Receipt, put away to stock, deliver to shop floor or job
- Inspection
- Receipt, Inspect, put away, deliver
ASN & ASBN
Corrections, Exceptions and Returns
Explore Shipping
- Pick, Pack & Ship
- Pick
- Order Ship
- by Customer
- back orders
- by Project & Task
- Release rules
- Pack, Consolidate & Inspect
- Ship confirm
Misc. Transactions...
- Issue or Receipt without doc. need
- Create misc. tnx.
SubInventory Transfer
- within subinventories
- within locaters in a subinventory
- Create Subinventory Transfer
Inter-Org Transfer
- transfer btw organizations
- create inter org. transfer
- Receipt
Movement Requests
- Requisition
- Replenishment
- Shop Floor
After Movement Requests are created.,
Run the Print Movement Request Pick Slip Report
Physically Pick Material
Confirm Pick Slips
Manage Movement Requests
- Movement Request Issue
- Misc. Issue
- Movement Request Transfer
- Sub Inventory transfer
Scheduled Processes
- Schedule new process
- Run the Print Movement Request Pick Slip report
Confirm Pick Slips
Using Transfer Orders
- Pick, ship, receive, put away and return
- view shipments and receipts
- update attributes
- monitor statuses
Intra Org., Inter Org., Across BUs
Using Min-Max...
- Min-Max Checklist
- should it fall below min.?
- whats the max.?
- org., subinventory or both...
- where is it coming from?
Min-Max report
- On Hand, Demand, On-Order, Lead Time...
Min-Max setup
- define min-max planning attributes
- planning level
- sourcing?
Product Info. Management and not Inv. Mgmt...
- Item - Item Specifications - Planning
- Make or Buy - Buy, from which org.
- Min & max qty..,
- Setup and Maintenance
- Mftg - Inv. Mgmt - Item SubInventories
- Planning Method - Min-Max planning
Print Min-Max planning report
- planning level - org. or subinv. level
- tools - scheduled processes
- new process
- Org. selection
- Sorty by inventory item
- Items under min. qty.
- choose output
Cycle counting
- eff. and accuracy in tracking inventory
- what to count
- ABC analysis or by item category
- when to count
- monthly or weekly
- Schedules
- record the count
- adjusting the count
ABC Analysis
- ABC class
- importance and value
- ABC classification set
- ABC Assignment
Setup and Maintenance
- Mftg and SCM
- Inv. Mgmt
- Manage ABC Classes
- Manage ABC Classification Sets
- Criteria
- current item cost etc....
- Management ABC Assignment Groups
assignment A, B, C based on Items, Cost etc.
- update A, B, C for each item after computation
Cycle Count Schedule and Sequence
- schedule - no. of times and when
- sequences from the schedule
- Inv. Mgmt - Counts
- Generate Count Schedules
- Generate Count Sequences
Counts and Adjustments
Update on-hand
- Enter Counts
- Review and Approve Count Results
- Adjust and Approve Count Results
Inv. Mgmt- Count
