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BR.100AINV INVENTORY
APPLICATION SETUP
SI_Podjetje
Delavnica
Approvals:
<Approver 1>
<Approver 2>
BR.100Ainv Inventory Application Setup Doc Ref: <Document Reference Number>
June 12, 2005
Document Control
Change Record
1
Reviewers
Name Position
Distribution
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If you receive an electronic copy of this document and print it out, please write your
name on the equivalent of the cover page, for document control purposes.
If you receive a hard copy of this document, please write your name on the front
cover, for document control purposes.
Contents
Document Control.....................................................................................................................
Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name
Inventory Setup
Workflow Setup Task Responsibility Due Date QA Responsibility QA Due Date Signature Approval
SubWorkflow Name
Inventory>Setup>Items>Category Codes
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Categories that will be used to group items.
Inventory>Setup>Items>Catalog Groups
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Catalog Groups for items.
<Catalog Groups>
Name Description Inactive On
Details
Descriptive Elements
Sequence Name Description Required Description
Default
Aliases
Name Description
Categories
Category Set Category
Inventory>Setup>Organizations>Parameters
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Inventory Parameters and their associated Organization QuickCode.
<Organization Parameters>
Inventory Parameters
SKL
Organization Code
SI Podjetje
Item Master Organization
SI_DK
Calendar
Demand Class
Yes
Allow Negative Balance
None
Locator Control
Standard
Costing Method
Summary
Transfer Detail to GL
Reverse Encumbrance
<Valuation Accounts>
1.3100.0000.00000.00000
Material
Outside Processing
Material Overhead
Overhead
Resource
Expense
<Lot Control>
None
Uniqueness
At item level
Generation
Prefix
Prefix
30
Total Length
<Serial Control>
Within inventory model and items
Uniqueness
At organization level
Generation
Prefix
100001
Starting Serial Number
<Picking Defaults>
Rule
Locator Order
Subinventory Order
<Item-Sourcing Detail>
Type
Organization
Subinventory
Receivable
Payable
Intransit Inventory
Other Accounts
1.3190.0000.00000.00000
Invoice Price Variance
1.2900.0000.00000.00000
Inventory AP Accrual
Encumbrance
Inventory>Setup>Account Aliases
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and update Account Aliases.
<Account Aliases>
Name Description Account Effective On
Inventory>Setup>Items>Templates
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Item Templates to be used in defining new Items.
<Item Templates>
Template
Description
Organization
Main
Attribute Name Controlled At Value Enabled
Item Status
Conversions
Item Description
Descriptive Flexfield
Inventory
Attribute Name Controlled At Value Enabled
Inventory Item
Stockable
Transactable
Revision Control
Lot Control
Lot Expiration
Restrict Subinventories
Locator Control
Restrict Locators
Reservable
Bills of Material
Attribute Name Controlled At Value Enabled
BOM Allowed
Base Model
Costing
Attribute Name Controlled At Value Enabled
Costing Enabled
Include in Rollup
Purchasing
Attribute Name Controlled At Value Enabled
Purchased
Purchasable
Default Buyer
Taxable
Inspection Required
Receipt Required
Market Price
UN Number
Hazard Class
RFQ Required
List Price
Price Tolerance %
Asset Category
Rounding Factor
Unit of Issue
Encumbrance Account
Expense Account
Receiving
Attribute Name Controlled At Value Enabled
Receipt Routing
Enforce Ship-To
Physical Attributes
Attribute Name Controlled At Value Enabled
Unit Weight
Unit Volume
Container
Vehicle
Internal Volume
Container Type
General Planning
Attribute Name Controlled At Value Enabled
Planner
Make or Buy
Min-Max Minimum
Quantity
Min-Max Maximum
Quantity
Order Cost
Safety Stock
Source Type
Source Organization
Source Subinventory
MPS/MRP Planning
Attribute Name Controlled At Value Enabled
Reduce MPS
Shrinkage Rate
Calculate ATP
Overrun Percentage
Repetitive Planning
Acceptable Rate -
Acceptable Rate +
Forecast Control
Lead Times
Attribute Name Controlled At Value Enabled
Cumulative Manufacturing
Lead Time
Work in Process
Attribute Name Controlled At Value Enabled
Build in WIP
Order Entry
Attribute Name Controlled At Value Enabled
Customer Ordered
Internal Ordered
Shippable
OE Transactable
Default Shipping
Organization
Picking Rule
Pick Components
Assemble to Order
Check ATP
ATP Components
ATP Rule
Returnable
Collateral Item
Invoicing
Attribute Name Controlled At Value Enabled
Invoiceable Item
Invoice Enabled
Accounting Rule
Invoicing Rule
Tax Code
Sales Account
Payment Terms
Service
Attribute Name Controlled At Value Enabled
Support Service
Service Duration
Billing Type
Warranty
Coverage
Serviceable Product
Inventory>Counting>Replenishment Counts>Counts
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Replenishment Counts.
Lines
Item Count Type UOM Quantity Reference
Inventory>Setup>Transactions>Movement Parameters
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define the Movement Parameters for your organizations.
Weight UOM
<Tax Office>
Office Code
Location
<Currency Conversion>
Option Type
Inventory>Kanban>Pull Sequences
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Kanban Pull Sequences.
Kanban is a means of supporting pull-based replenishment in manufacturing systems. A Kanban system is a self-regulating pull system that leads to shorter
lead times and reduced inventory. Kanban systems are typically applied to items that have relatively constant demand and medium-to-high production
volume.
Source
Item Subinventory Locator Source Type Supplier Supplier Site Org Subinventory Locator Line Code
Kanban
Item Subinventory Locator Calculate Size Number of Minimum Order
Cards
Planning
Item Subinventory Locator Lead Time Allocation % Lot Multiplier Safety Stock Days
Inventory>Kanban>Kanban Cards
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define your Kanban Cards.
Kanban
Card Number Item Subinventory Locator Replenishabl Size Card Status Supply Status Error
e
Source
Card Number Item Subinventory Locator Source Type Supplier Supplier Org Subinventory Locator
Site
Inventory>Setup>Organizations>Stock Locators
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define and update Locators.
Parameters
Locator Description Subinventory Picking Order Inactive On
Capacity
Volume: Volume: Weight: Weight:
Locator Maximum Units UOM Maximum UOM Maximum
Inventory>Setup>Organizations>Shipping Methods
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Shipping Methods that you can assign to organization shipping networks.
<Ship_Method QuickCodes>
SHIP_METHOD
Type
Inventory
Application
Ship Method
Description
System
Access Level
(User/Extensible/System)
Inventory>Setup>Organizations>Shipping Networks
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Organization Shipping information between two organizations.
<Shipping Networks>
Organization
Scope
Main
Organization: Organization:
From To Transfer Type FOB Receipt Routing Internal Order Required
Transfer Distance
Organization: Organization: Transfer Charge: Transfer Charge: Distance: Distance:
From To Type % UOM Value
Primary Accounts
Organization: Organization: Transfer Credit Purchase Price Variance
From To
Secondary Accounts
Organization: Organization: Inter-Org Receivable Inter-Org Payable
From To
Intransit Account
Organization: Organization: Intransit Inventory
From To
Inventory>Setup>Transactions>Interface Manager
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to change attributes for Transactions as well as launch them.
<Transactions Manager>
Time-out Time-out Process Interval Process Interval Process Interval
Name Status Worker Rows Hours Minutes Hours Minutes Seconds
<MPN>
Manufacturer Part Item
SI_Proizvajalec
SI_Dobavitelj SI Dobavitelj
Inventory>Items>Item Relationships
<Customer Short Name> Process: Business Area: Date:
<Process Name> <Business Area> <Date>
Control Number: Priority(H, M, L): Process Owner:
<Control Number> <Priority (H, M, L)> <Process Owner>
Description: Use this form to define Inventory Item Relationships.
Description
Content Scope:
(Scope)
Subinventory
Valuation Scope
Compile Specification:
Forecast To Date
<ABC Classes>
Class Name Description Inactive On
Group Classes
1
2
3
Assign Items
ABC Group
<ABC Assignments>
Class Item Sequence Inventory Value % Items Value
80
95
100
<Cycle Counts>
Name Adjustment Account
Calendar
Control, Scope
Inactive On Late Days
Automatic Recounts:
Count Subinventories:
(All/Specific flag)
Count Adjustment
Detail Discrepancy
Auto Schedule:
Adjustments, ABC
Approval:
Required
Tolerances: + -
Qty Variance %
Adjustment Value %
Hit/Miss Analysis %
ABC Initialization:
Group
Option
Update Classes
Date
Approvals:
Required
Tolerances: + -
Qty % %
Value
Status:
Count Subinventories:
(Subinventories)
Open Issues
ID Issue Resolution Responsibility Target Date Impact Date
Closed Issues
ID Issue Resolution Responsibility Target Date Impact Date