1. Define Location
Set up
and name a location for your organization
Navigation: Inventory > Setup >
Organizations > Locations
Screen: Locations
|
Field
Name
|
Remarks
|
|
Name
|
XX-LOCATION
|
|
Description
|
XX
Location
|
|
|
Stay on Address Details Tab
|
|
Address
Style
|
United
States
|
|
Address
|
Location Address window opens..
|
|
Address
Line 1
|
123
MAIN STREET
|
|
Address
Line 2
|
|
|
Address
Line 3
|
|
|
City
|
Select:
Atlanta
|
|
State
|
GA
|
|
Zip
Code
|
30010
|
|
County
|
Select:
Fulton
|
|
Country
|
Select:
United States
|
|
Telephone
|
|
|
|
Click
on OK.
Go to Shipping Details Tab
|
|
Ship-to
Location
|
XX-LOCATION
|
|
Ship-to
Site
|
Check
the box
|
|
Bill-to
Site
|
Check
the box
|
|
Office
Site
|
Check
the box
|
|
Internal
Site
|
Check
the box
|
|
Receiving
Site
|
Check
the box
|
Click on the Save icon.
2. Define Organization
Set up and name your organization
for your team
Navigation: Inventory > Setup >
Organizations > Organizations > Click on “New”
Screen: Organization
|
Field
Name
|
Remarks
|
|
Name
|
XX-ORG
|
|
Type
|
Plant
|
|
Field
Name
|
Remarks
|
|
Dates
From
|
Use
the Default
|
|
Dates
To
|
Leave
Blank
|
|
Location
|
XX-LOCATION
|
|
Internal
or External
|
Internal
|
|
Location
Address
|
Use
the Default
|
|
Internal
Address
|
Leave
Blank
|
|
|
Click
on the Save icon.
|
|
Organization Classifications
|
|
|
Name
|
Inventory
Organization ( Enter or Choose from
the LOV)
|
|
Enabled
|
Click
the Check Box
|
|
|
Click
on the Save icon.
|
|
|
With
cursor in Name
Click on Others button
|
|
|
Select
Accounting Information
|
|
|
Click
on OK then press tab
|
|
Accounting Information
|
|
|
Set
of Books
|
Vision
Operations (USA)
|
|
Legal
Entity
|
Vision
Operations
|
|
Operating
Unit
|
Vision
Operations
|
|
|
Click
on OK
Click on OK
|
|
|
Click
on Save icon
|
|
|
Click
on Others button
|
|
|
Select
Inventory Information
|
|
|
Stay
on the Inventory Parameters tab
|
|
Field
Name
|
Remarks
|
|
Organization
Code
|
XX
|
|
Master
Organization
|
Vision
Operations
|
|
Calendar
|
XX-CAL
|
|
Process
Enabled
|
Do
not check the box
|
|
Demand
Class
|
|
|
Move
Order Timeout Period
|
60
|
|
Move
Order Timeout Action
|
Approve
Automatically
|
|
Allow
Negative Balances
|
Check
the Box
|
|
Locator
Control
|
Determined
at Sub Inventory level
|
|
|
Go
to Costing Information Tab
|
|
Costing Information
|
|
|
Costing
Organization
|
Display - Cannot be changed
|
|
Costing
Method
|
Average
|
|
Rates
Cost Type
|
|
|
Transfer
to GL
|
Summary
|
|
Reverse
Encumbrance
|
Do
not check the box
|
|
Default
Material Sub-Element
|
|
|
Valuation Accounts
|
|
|
Material
|
01-000-1410-0000-000
|
|
Outside
Processing
|
01-000-1450-0000-000
|
|
Material
Overhead
|
01-000-1420-0000-000
|
|
Overhead
|
01-000-1430-0000-000
|
|
Resource
|
01-000-1440-0000-000
|
|
Expense
|
01-520-7530-0000-000
|
|
|
Go
to Revision, Lot, Serial tab
|
|
Starting
Revision
|
A
|
|
Lot
Control: Uniqueness
|
Across
items
|
|
Lot
Control: Generation
|
At
item level
|
|
Zero
Pad Suffix
|
Do
not check the box
|
|
Lot
Control: Prefix
|
LOT#
|
|
Lot
Control: Total Length
|
30
|
|
Serial
Control: Uniqueness
|
Within
Inventory Items
|
|
Serial
Control: Generation
|
At
Organization Level
|
|
Serial
Control: Prefix
|
SER#
|
|
Serial
Control: Starting Number
|
1000
|
|
|
Go
to ATP, Pick, Item Sourcing tab
|
|
ATP, Pick, Item Sourcing
|
|
|
ATP
Defaults Rule
|
Total
ATP, No DC
|
|
Picking
Defaults Rule
|
RevSub
|
|
Picking
Defaults: Subinventory Order
|
|
|
Picking
Defaults: Locator Order
|
|
|
Item
Sourcing Detail: Type
|
Supplier
|
|
Item
Sourcing Detail: Org
|
|
|
Item
Sourcing Detail: Subinv
|
|
|
|
Go
to Inter-org Information tab
|
|
Inter-org Information
|
|
|
Inter-org
Transfer Charge
|
Check
the radio button “Predefined Percent”
|
|
Predefined
Percent
|
10
|
|
Inter-org Transfer Accounts
|
|
|
Transfer
Credit
|
01-520-5290-0000-000
|
|
Purchase
Price Variance
|
01-520-5210-0000-000
|
|
Receivable
|
01-000-1810-0000-000
|
|
Payable
|
01-520-2370-0000-000
|
|
Intransit
Inventory
|
01-000-1460-0000-000
|
|
|
Go
to Other Accounts Tab
|
|
Other Accounts
|
|
|
Invoice
Price Variance
|
01-520-5220-0000-000
|
|
Accounts
Payable Accrual
|
01-000-2220-0000-000
|
|
Encumbrance
|
|
|
Profit and Loss Accounts
|
|
|
Sales
|
01-520-4110-0000-000
|
|
Cost
of Goods Sold
|
01-520-5110-0000-000
|
·
Click on the Save icon
·
Close the window
·
Click on the Others Button
·
Select Receiving Information
|
Field
Name
|
Remarks
|
|
Receipt Date:
|
|
|
Days
Early
|
5
|
|
Days
Late
|
5
|
|
Action
|
Warning
|
|
Over Receipt Controls:
|
|
|
Tolerance
|
5
|
|
Action
|
Warning
|
|
Miscellaneous:
|
|
|
Allow
Substitute Receipts
|
Check
the Box
|
|
Allow
Unordered Receipts
|
Check
the Box
|
|
Allow
Express Transactions
|
Check
the Box
|
|
Allow
Cascade Transactions
|
Check
the Box
|
|
Allow
Blind Receiving
|
Do
not check the Box
|
|
Receipt
Routing
|
Standard
Receipt
|
|
Enforce
Ship-To
|
Warning
|
|
ASN
Control Action
|
Warning
|
|
Receipt Number Options:
|
|
|
Action
|
Automatic
|
|
Type
|
Numeric
|
|
Next
Receipt Number
|
1001
|
|
Receiving
Inventory Account
|
01-000-1410-0000-000
|
|
|
Click
on the Save icon
|
|
|
Close
the Receiving Options Window
|
|
|
Close
the Organizations window.
|
3. Attach Organization at Location Definition
Tie the
Location to the Organization
Navigation: Inventory > Setup >
Organizations > Locations
Screen: Location
Steps:
|
Field
Name
|
Remarks
|
|
|
Enter
Query (F11)
|
|
Location
|
Enter
“XX-LOCATION”
|
|
|
Execute
Query (CTRL F11)
|
|
|
Go
to Other Details tab
|
|
Inventory
Organization
|
XX ( Enter or Pick the value from LOV)
|
|
|
Click
on Save icon
|
4. Define Subinventories
You define one or more subinventories for each inventory
organization. A Subinventory is a physical or logical grouping of your
inventory, such as raw material, finished goods, defective material, or a
freezer compartment.
Navigation: Inventory > Setup >
Organizations > Subinventories
Choose Organization (M1)
Screen: Subinventories (M1)
Define
two Sub inventories named XX-STORES
and XX-SHOP
|
Field
Name
|
Remarks
|
|
|
Inventory
> Setup > Organizations > Subinventories
|
|
|
Choose
Organization “M1” from the List of values if asked.
|
|
|
Click
on New
|
|
Name
|
XX-STORES
|
|
Description
|
XX
Stores
|
|
Quantity
Tracked
|
Check
the Box
|
|
Asset
Subinventory
|
Check
the Box
|
|
Depreciable
|
Check
the Box
|
|
Include
in ATP
|
Check
the Box
|
|
Allow
Reservation
|
Check
the Box
|
|
Nettable
|
Check
the Box
|
|
Locator
Control
|
Item
Level
|
|
Picking
Order
|
|
|
Inactive
On
|
|
|
|
Click
on Save icon
|
|
Field
Name
|
Remarks
|
|
|
Inventory
> Setup > Organizations > Subinventories
|
|
|
Choose
Organization “M1” from the List of values if asked.
|
|
|
Click
on New
|
|
Name
|
XX-SHOP
|
|
Description
|
XX
Shop Floor
|
|
Quantity
Tracked
|
Check
the Box
|
|
Asset
Subinventory
|
Check
the Box
|
|
Depreciable
|
Check
the Box
|
|
Include
in ATP
|
Check
the Box
|
|
Allow
Reservation
|
Do
not check the Box
|
|
Nettable
|
Check
the Box
|
|
Locator
Control
|
None
|
|
Picking
Order
|
|
|
Inactive
On
|
|
|
|
Click
on Save icon
|
5. Define Stock Locators
Locators are optional structures
within subinventories. Locators may represent rows, aisles, or bins in
warehouses. You can receive items directly into and ship items directly from
locators.
Navigation: Inventory > Setup >
Organizations > Stock Locators
Screen: Stock Locators
|
Field
Name
|
Remarks
|
|
|
Click
on the New Button
|
|
|
Click
on the LOV
|
|
Row
|
XX
First Row
|
|
Rack
|
XX
First Rack
|
|
Bin
|
XX
Fifth Bin
|
|
Project
|
Leave
it blank
|
|
Task
|
Leave
it blank
|
|
Description
|
XX
Stock Locator
|
|
Type
|
Pick
the Value “Storage locator” from LOV
|
|
Status
|
Active
|
|
Subinventory
|
Choose
from the LOV “XX – Stores”
|
|
Picking
order
|
Leave
it blank
|
|
Inactive
On
|
Leave
it blank
|
|
|
Click
on Save icon
|
|
|
|
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