Inventory Management

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Transcript of Inventory Management

Users Guide for Inventory Management

NOTICE This material is for informational purposes only. Navision a/s disclaims all warranties and conditions with regard to use of the material for other purposes. Navision a/s shall not, at any time, be liable for any special, direct, indirect or consequential damages, whether in an action of contract, negligence or other action arising out of or in connection with the use or performance of the material. This material is subject to change without notice. According to Danish copyright legislation it is against the law to reproduce any part of this material in any form or by any means without the permission of Navision a/s. The software described is supplied under license and must be used and copied in accordance with the enclosed license terms and conditions. COPYRIGHT NOTICE Copyright 2002 Navision a/s, Frydenlunds All 6, DK-2950 Vedbaek, Denmark. All rights reserved. TRADEMARKS The trademarks referenced herein and marked with either TM or are either trademarks or registered trademarks of Navision a/s or Navision Development a/s. However, the trademarks Microsoft, Windows, Windows NT, SQL Server and BackOffice are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. Any rights not expressly granted herein are reserved. The trademarks of Navision a/s and Navision Development a/s are listed on this Web site: http://trademarks.navision.com The Arial font was used. Published by Navision a/s. Published in Denmark 2002. DocID: AX-300-USG-006-v01.00-ENUS

TABLE OF CONTENTS

CHAPTER 1. CREATING ITEMS ........................................................................................... 1-1 1.1 1.2 1.3 1.4 1.5 1.6 1.7 1.8 1.9 Create an item.................................................................................. 1-2 Edit item numbers ............................................................................ 1-3 About item dimensions ..................................................................... 1-4 Set up item dimensions .................................................................... 1-7 Rename item dimensions................................................................. 1-8 Create and maintain item dimensions .............................................. 1-9 Create and maintain item dimension combinations........................ 1-10 Create a warehouse ....................................................................... 1-11 Change BOM item.......................................................................... 1-12

CHAPTER 2. RESERVING INVENTORY ................................................................................. 2-1 2.1 2.2 2.3 2.4 2.5 2.6 2.7 2.8 About inventory reservations............................................................ 2-2 About setting up inventory reservations ........................................... 2-4 About setting up automatic or manual reservations ......................... 2-5 Set up automatic or manual inventory reservations ......................... 2-7 Set up which items to reserve .......................................................... 2-8 Set up warehouse reservations........................................................ 2-9 About setting up date-controlled reservations ................................ 2-10 Set up date-controlled reservations................................................ 2-12

2.9 2.10 2.11 2.12 2.13 2.14 2.15 2.16 2.17

About reserving items for sales orders ...........................................2-13 Reserve inventory manually for a sales order.................................2-14 Reserve inventory automatically for a sales order ..........................2-16 View reservations on items or orders..............................................2-17 About changing reservations ..........................................................2-19 Change reservation on a single order.............................................2-20 Change reservation on several orders (batch reservation).............2-21 Cancel reservations .................................................................2-22 Mark orders...................................................................2-23

CHAPTER 3. PACKAGING MATERIAL AND PACKAGING MATERIAL FEES ................................3-1 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 3.9 3.10 3.11 3.12 About packaging materials and packaging material fees..................3-2 Create packaging groups..................................................................3-5 Assign packaging groups to items ....................................................3-6 Create packaging material codes .....................................................3-7 Define packing units and materials ...................................................3-8 Add packing unit and quantity to a sales order line ..........................3-9 Create packaging material transactions..........................................3-10 Edit packaging material transactions ..............................................3-11 About setting up and calculating packaging material Fees.............3-12 Define packaging material fees.......................................................3-14 Set up license numbers.. ................................................................3-15 Print packaging material weights on invoices .................................3-16

3.13

Create reports. ................................................................. 3-17

CHAPTER 4. SETTING UP PARAMETERS ............................................................................. 4-1 4.1 4.2 About setting up inventory management parameters....................... 4-2 Set up inventory management parameters ...................................... 4-4

CHAPTER 5. REFERENCE .................................................................................................. 5-1 5.1 5.2 5.3 5.4 5.5 Transaction information.................................................................... 5-2 Item types......................................................................................... 5-5 Inventory dimensions ....................................................................... 5-7 Marking........................................................................................... 5-14 Inventory parameters ..................................................................... 5-16

Index .............................................................................................................. 1

Chapter 1. Creating Items

Creating Items

1.1

CREATE AN ITEM1. 2. From Inventory management, select Items. Press CTRL+N to create a new item. The Select a template for Item table dialog displays. Select the template to base the new item on. Select the template to use by selecting the check box next to the template. Click OK and the default values of the template are copied to the new item. Fill in the remaining information about the item.

3. 4.

5.

6.

Note Select the Don't ask again check box in the Select a template for Item table dialog if you do not want to see the templates list. When you press CTRL+N to create a new item, the new item will be created with the default values of the selected template but without prompting you. To switch on the Select a template for Item table dialog again, right-mouse click on an item, select Record info and Show template selection. Additional information

Create a template (See 'Create a template' in Users Guide for Administration) Modify a template (See 'Modify a template' in Users Guide for Administration)Item types (See 'Item types' on page 5-5)

1-2

Users Guide for Inventory Management

1.2

EDIT ITEM NUMBERS1. 2. 3. 4. Right-click the Item number field. Select Record info, and then Rename. Type in the new item number. Click OK.

Note This action starts a search and replace job, which might be timeconsuming when running on large volumes of data.

1-3

Creating Items

1.3

ABOUT ITEM DIMENSIONSItem dimensions are used to describe an item, which has several attributes, for example model, color, and size. Instead of creating separate items per model, color, and size combination, item dimensions can be combined to describe an item. Available item dimensions are: Configuration, Color, and Size . For example, use the Configuration dimension to define models and the Color, and Size dimensions to define colors and sizes. You can create and maintain all three dimensions for on-hand inventory items and moreover, the Configuration dimension can be used for BOM items. For on-hand inventory items, the dimensions consist of a code and a description. For BOM items, the configuration dimensions must also be defined with a corresponding configuration group and item number. Item dimensions are created and maintained in the Configurations, Sizes, and Colors (See 'Create and maintain item dimensions' on page 1-9) forms. The dimensions can be selected anywhere items can be selected. The Color and Size item dimensions can be renamed if you want to use the dimension fields for other purposes than size and color. Renaming (See 'Rename item dimensions' on page 1-8) takes place in the Dimension groups form. Once the dimensions have been defined, you can set up combinations (See 'Create and maintain item dimension combinations' on page 1-10) of dimensions for items and define cost price per combination if the cost price differs from combination to combination of an item. Example A company sells jeans. The item "Jeans" uses the color and size dimensions. The jeans are sold in 3 different colors and 6 different sizes. Colors: Blue, Black, Brown Sizes: XS, S , M, L, XL, XXL If all combinations were valid, it would result in 18 different jeans types.